# POS Screen Sections

## 1. Header Section When you fire up your POS system, the first thing you'll see at the top is the **header section**—think of it as your control panel for quick, essential info. Here’s what it includes: ✅ **POS Name** – So you know exactly which system you're using.\ ✅ **Current Date & Time** – No need to check your watch; it's right there!\ ✅ **Barcode Scanner (if activated)** – Scan products effortlessly instead of manually searching for them.\ ✅ **Serving Number (if activated)** – Perfect for tracking customer orders in cafes or restaurants.\ ✅ **Logged-in Staff** – Know who's handling transactions for better accountability. Right below this, you'll find **product categories** arranged alphabetically. This makes selecting items for transactions super easy—just tap and go!

Choosing Your POS Display: **Box View** vs. **List View** Our POS system comes with **two display options** for showing items, so you can pick the one that fits your business best. **Box View** (Default) * Ideal for **Food & Beverage businesses** like restaurants and cafés. * Items are displayed as **big, easy-to-tap boxes** with images/icons. * Perfect for quick selection during rush hours.

**List View** * A favorite for **Retail & Service businesses** like pharmacies and gyms. * Displays items in **a neat, organized list** with more details. * Includes extra info in columns (e.g., **brand, generic name, and description**)—super useful for retail where product details matter. 💡 **Which one should you use?**\ If you're in **F\&B**, stick with Box View for speed. If you're in **retail or services**, List View keeps everything structured and detailed. The good news? You can switch between views anytime to find what works best for you! 🚀

List-type item display (Retail Industry)

**Keeping an Eye on Your Inventory: The "Quantity" Column** Your POS system makes it easy to track stock levels at a glance with **color-coded indicators** in the **Quantity** column. Here's what they mean: 🟢 **Green** – **You're good to go!** Stock levels are healthy, and there’s no need to worry about running out anytime soon. 🔴 **Red** – **Time to restock!** This means the stock has hit its **minimum threshold** and needs replenishing. Don't worry—authorized personnel will receive **a daily email alert** for low-stock products (if minimum thresholds are set). ⚠️ **No Quantity (Empty)** – If the product is set to **"Do Not Sell When Out of Stock"** in the Admin Portal, an **error message** will pop up when you try to add it to a transaction. This helps prevent selling items that are completely out of stock. 💡 **Pro Tip:** If you see red, it’s best to reorder ASAP to avoid stockouts and keep sales running smoothly!

**List View for Services: Keeping Everything Organized** If you're running a **gym, spa, salon, or any service-based business**, your POS system makes it easy to manage sessions, memberships, and service details. In **List View**, everything is neatly arranged in columns so you can quickly see the info you need. Here’s what you’ll find: 🕒 **Session per Service** – Tracks how many sessions a package has. No more guessing! 📆 **Validity of the Service** – Shows the expiration date or how long the service is available. ⏳ **Duration per Session** – Helps you manage schedules by showing how long each session lasts. 🏋️ **Type of Membership** – Whether it’s a **one-time session, monthly subscription, or VIP membership**, you’ll see it all here. 📝 **Description** – A quick rundown of what’s included in the service. 💡 **Why This Matters:**\ This setup ensures **efficient bookings, prevents overbooking, and gives your staff clear service details at a glance**—so your business runs smoothly without a hitch! 🚀

List-type item display (Service Industry)

## 2. Navigating the Cart Section: Your Checkout Command Center The **Cart Section** is where everything comes together—customers, products, tables, and totals. Let’s break it down: 🔍 **3.1 Find Customers Fast** * Search for an existing customer by typing in even just the first 3 letters of their first or last name. * If they have a membership, simply **scan or input their ID** (if applicable) to pull up their profile instantly. 📦 **3.2 Quick Product Search** * No need to scroll endlessly—just **type the product name or SKU or Barcode** to find the item in seconds. 👥 **3.3 Count Customers for Discounts** * If your business offers discounts (common in **restaurants & cafés**) especially on a large group of customers, enter the **total number of customers** to apply and divide the discount correctly. 🍽️ **3.4 Assign a Table (For F\&B Businesses)** * Select a **table number** from the available options or based on the customer’s preference. * **Note:** If your business needs **table management**, talk to your **account manager** to activate this feature. 📜 **3.5 Order Summary at a Glance** * See a **clear breakdown** of the order, including **quantity, items, and prices**—so no surprises at checkout. 🔢 **3.6 Total Products Purchased** * Keep an eye on how many items are in the cart—especially useful for bulk orders. 💰 **3.7 Monitor Discounts** * Easily check the **total discounts applied**, ensuring customers get their promos and savings. 💵 **3.8 View the Final Amount** * The **overall total** is displayed clearly, so you always know what the customer owes before proceeding to payment. 💡 **Why This Matters:**\ With these features, your **checkout process becomes faster, more accurate, and stress-free**—for both staff and customers! 🚀

### Understand Prices and Tax Code in the Cart Section When you look at the **Cart Section**, you’re not just seeing the price of a single item—you’re getting the full picture! **What You’ll See:**\ ✔️ The **price per item**\ ✔️ The **total price per item** (especially helpful when a customer buys multiple units of the same product) 📌 **What Do the Tax Codes Mean?**\ On the right side, you’ll notice some labels next to the items: * **‘V’** = VAT **(This item includes Value-Added Tax)** * **‘E’** = VAT **Exempted** 💡 **Why is this useful?**\ If you’re handling customers who need VAT exemptions, like senior citizens or PWDs, these tags help you double-check at a glance.

## 3. Footer Section The Footer Section is your **control hub**—it helps you manage orders, tables, and important POS functions quickly and efficiently.

💡 **Why this is useful:**\ The Footer Section helps you manage sales, protect your POS, and keep your store organized—all with just a few taps. #### What You’ll See and How to Use It: 1. **Transactions Button** 🧾 * **Purpose:** View a summary of all your orders in one place. * **Tip:** Great for quickly checking past orders or reconciling sales at the end of the day.

2. **Tables Button** 🍽️ * **Purpose:** Check which tables are available and manage table assignments in your store. * **Step:** Click the button → see available/reserved tables → assign customers as needed. * **Tip:** Helps avoid double-booking and keeps service smooth.

3. **Functions Button** ⚙️ * **Purpose:** Access various features and tools in the POS system. * **Step:** Click to explore features like discounts, order types, or reports.

4. **Lock Button** 🔒 * **Purpose:** Secure the POS when stepping away to prevent unauthorized use. * **Step:** Click → input the password of the logged-in staff → POS is locked. * **Tip:** Always lock your POS when leaving the counter to protect sensitive information.

5. **Clear Button** ❌ * **Purpose:** Remove all items from the cart section. * **Step:** Click to clear the cart → confirm if prompted. * **Tip:** Useful when starting a new order or correcting mistakes. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://knowledgebase.clibase.tech/pos-screen-sections.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.