Retail POS (Point of Sale)

Overview

Retail POS is a faster, dashboard-style sale screen — a live KPI strip, a product catalog, staff and customer pickers, recent sales, and a mini journal, all on one screen. It runs on the exact same pricing, discount, tax, and payment engine as regular Checkout; it's simply a quicker, more retail-shop-like layout for ringing up a sale.

Where to find it

Sidebar (desktop) or bottom nav (mobile) → Retail POS. It's a primary tab for retail-type businesses, and lives in the More menu for appointment-based businesses (salons, clinics, gyms) — either way, it's available to any business type, gated only by permission. Owners always have access; other staff need this permission turned on for them, since it's off by default.

Whether a brand-new sale opens in the classic Checkout layout or the Retail POS layout depends on the business's "Use new sale sheet" setting; editing an already-started sale always reopens the classic layout.

Using the dashboard

1. The KPI strip shows Today's Sales (total revenue for the day), Items Sold (every service, product, membership, and gift card rung up today), and Cash in Drawer (pulled from the Cash Register balance) — all scoped to the selected branch.

2. The cart picks up where it was left off — the dashboard remembers the in-progress sale per cashier, so leaving and coming back doesn't lose the work.

3. Use the catalog pane (browse or scan a barcode) to add Products, Memberships, or Gift Cards. Services are added by attaching an Appointment rather than as a standalone catalog item — start from a booking to sell a service here.

4. Pick a customer and staff member if relevant — a customer must be attached before a membership can be applied or sold.

5. Adjust the sale with a Discount (quick 5/10/15/20% chips or a custom amount), a Coupon code, and a Tip (same Equal/Proportional/Manual staff split as Checkout).

6. Choose a payment method from the grid of enabled methods, plus a "special methods" section for Customer Balance, Loyalty Points, and Payment Link where applicable — tapping one auto-fills the full amount still owed.

7. The action button adapts to what's been entered: Save Unpaid (nothing paid yet), Complete Sale (fully covered), or Accept Payment / Save as Part Paid (a genuine partial payment).

8. Recent Sales and Top Selling panes update live — tapping a top-selling product adds it straight to the cart for a quick re-sell.

9. A compact Journal pane on the same dashboard allows a quick note without leaving the sale screen.

10. Voiding a sale from the Recent Sales pane returns the amount to the cash register immediately and reloads its items into the active cart, for a quick re-ring if it was voided by mistake.

Notes & limitations

Retail POS uses the identical pricing, discount, tax, and payment logic as Checkout — only the layout differs. Access is permission-gated and off by default for non-owner staff.