> For the complete documentation index, see [llms.txt](https://docs.in8sync.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.in8sync.com/client-admin-guide/workflow-builder-overview/workflow-examples/cashier-workflow/cashier-workflow-components.md).

# Components on Each Page

What's actually built onto each page of the Cashier - Default workflow — the components on the screen, and what each one does for the cashier.

## What it is

Each page in the Cashier workflow is assembled from **components** — the building blocks you drag onto a page in the Page Builder. This page walks the important Cashier pages and lists what's already on them.

## When you'd use this

Use this when you're about to change a Cashier page and want to know what's there before you move anything, or when a cashier reports that something is missing from a screen.

## Before you start

* Open a page by clicking its card in the Workflow Builder. That opens the [Page Builder](/client-admin-guide/getting-started.md).
* For what any individual component can do, see the component reference pages linked at the bottom.

{% hint style="info" %}
Alongside the components below, every page also uses layout blocks — **Row**, **Column** and **Space** — to position things. They don't do anything on their own, so they're left out of the tables.
{% endhint %}

## Dashboard

| Component | What it does                                                    |
| --------- | --------------------------------------------------------------- |
| **HTML**  | Displays the store logo image at the top.                       |
| **Hero**  | The welcome banner with shortcut buttons into the main screens. |

Most stores replace both with their own branding.

## Header Nav and Sidebar Nav

Each holds a single navigation component. The Header Nav ships with links to Dashboard, Place Order, Wishlist, Saved Orders and Reports. Edit the link list rather than the page itself.

## Place Order

The busiest page in the workflow.

| Component                        | What it does                                                  |
| -------------------------------- | ------------------------------------------------------------- |
| **Scan Items**                   | The barcode / search box the cashier scans into.              |
| **Order Lines**                  | The running list of items on the sale.                        |
| **Entity Search**                | Look up the customer for this sale.                           |
| **Entity 360 View**              | Shows that customer's history and balance alongside the sale. |
| **Address**                      | The billing and shipping addresses on the order.              |
| **Shipping Method**              | Pick how the goods leave the store.                           |
| **Discount Header**              | Apply a discount across the whole order.                      |
| **Product Locations**            | Shows stock on hand by location.                              |
| **Summary**                      | The running subtotal, tax and total.                          |
| **Payments**                     | Take payment — cash, card, gift card, split tender.           |
| **Registers**                    | Ties the sale to the till the cashier is signed in to.        |
| **Submit Button**                | Completes the sale.                                           |
| **Record Field**                 | Extra order fields such as reference or memo.                 |
| **Product Field**                | Item details shown on each line.                              |
| **Tabs**                         | Groups the lower half of the screen into sections.            |
| **Attachments** / **CSV Import** | Attach a file, or load a long order from a spreadsheet.       |

## Payment

A stripped-back screen for taking money against an order that already exists.

| Component              | What it does                |
| ---------------------- | --------------------------- |
| **Transaction Record** | Loads the order being paid. |
| **Summary**            | Shows what's owed.          |
| **Payments**           | Takes the payment.          |
| **Registers**          | Records which till took it. |
| **Submit Button**      | Applies the payment.        |

## Edit Sales Order, Edit Quote and the spare Order Form

These carry the same set as Place Order, with two differences: they use **Customer/Vendor Selection** and **Select Customer Address** instead of Entity Search, and they add **File Processor** for bulk line imports.

## New Quote and Convert Quote

Same shape as Place Order, minus anything register-specific on New Quote. Both add a **JavaScript** block that handles the quote-to-order conversion behaviour. Leave that block alone unless you know what it's driving.

## Create Refund

| Component               | What it does                                                   |
| ----------------------- | -------------------------------------------------------------- |
| **Transaction Search**  | Find the original sale being refunded.                         |
| **Order Lines** (twice) | One list for the original sale, one for what's being returned. |
| **Entity 360 View**     | The customer's history.                                        |
| **Summary**             | The refund total.                                              |
| **Payments**            | Sends the money back.                                          |
| **Registers**           | Records which till the refund came out of.                     |

## All the list pages

**Transactions List**, **Quotes List**, **Purchase Orders List**, **Transfer Orders List**, **Receive Orders List**, **Fulfill Orders List**, **Support Cases List** and **Invoices** all use the same three components:

| Component                   | What it does                                                  |
| --------------------------- | ------------------------------------------------------------- |
| **Transaction List**        | The table of results.                                         |
| **Transactions Advanced**   | The search behaviour behind it.                               |
| **Transaction List Filter** | The filter controls above the table — usually three per page. |

To change what a list shows, change the filters, not the layout.

## All the view pages

**Transaction View**, **Estimate View**, **Purchase Order View**, **Transfer Order View**, **Receive Order**, **Support Case View**, **Customer View** and **Create Item Fulfillment** share one layout:

| Component                                 | What it does                                              |
| ----------------------------------------- | --------------------------------------------------------- |
| **Transaction Record**                    | Loads the record.                                         |
| **Transaction Record — View Field**       | Each field shown on screen.                               |
| **Transaction Record — Order Lines View** | The line items, read-only.                                |
| **Transaction Related Records**           | Linked records, such as the invoice raised from an order. |

Transaction View also adds **Button** components for the actions along the top.

## Create Purchase Order, Create Transfer Order and Fulfill Order

Lean data-entry screens: **Scan Items**, **Order Lines**, **Record Field** and a **Submit Button**. Create Purchase Order also has **Entity Search** and **Entity 360 View** for choosing the supplier.

## Catalog pages

| Component                                                                              | What it does                                            |
| -------------------------------------------------------------------------------------- | ------------------------------------------------------- |
| **Catalog Layout**                                                                     | The frame the catalog sits in.                          |
| **Catalog Display**                                                                    | The product grid itself.                                |
| **Category Sidebar** / **Category Display** / **Category Modal**                       | Ways of browsing categories.                            |
| **Catalog View Select**                                                                | Lets the cashier switch between grid, list and gallery. |
| **Dynamic Filters**                                                                    | Filter by attribute.                                    |
| **Product Field** / **Product Image** / **Product Variations** / **Product Locations** | What shows on each product tile.                        |
| **Add to Order Button**                                                                | Puts the product on the current sale.                   |

The lighter **Catalog** page is the same idea with far fewer fields — worth pointing your registers at if the full catalog feels slow.

## Reports and EOD Reports

**Reports** holds a single reporting widget. **EOD Reports** holds the **EOD Reports** component, set to 50 rows per page. That component is the whole end-of-day reconciliation screen, so don't remove it.

## Customers List

**Entity Search** to find the customer, **Entity 360 View** to show what's found.

## Pages with nothing on them

Create Customer, Create Support Case, Inventory Counts, Product List, Products View/Edit, Gift Cards, Warranty, Loyalty Rewards, Saved Orders and Wish List ship with no components at all. Build them or hide them — see [Pages Included](/client-admin-guide/workflow-builder-overview/workflow-examples/cashier-workflow/cashier-workflow-pages.md).

## What success looks like

You can open any Cashier page and recognise what's on it, and you know which component to change when a cashier asks for something different.

## Common issues

* **A cashier can't take payment** — the Payments component has been removed, or Registers isn't on the page so there's no till to record against.
* **Discounts aren't available** — Discount Header is missing, or the cashier's role doesn't allow it. See [PIN Override](/client-admin-guide/workflow-builder-overview/pin-override.md).
* **A list page returns nothing** — check the Transaction List Filter settings, not the table.
* **The catalog is slow on a register** — point that module at the lighter Catalog page instead of the full one.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Pages Included</strong></td><td>Every page in the Cashier workflow and what it's for.</td><td><a href="/client-admin-guide/workflow-builder-overview/workflow-examples/cashier-workflow/cashier-workflow-pages.md">Pages Included</a></td></tr><tr><td><strong>Transaction Components</strong></td><td>Order Lines, Payments, Summary, Registers and the rest.</td><td><a href="/client-admin-guide/getting-started/transaction-components.md">Transaction Components</a></td></tr><tr><td><strong>Catalog Components</strong></td><td>Everything on the catalog pages.</td><td><a href="/client-admin-guide/getting-started/catalog-components.md">Catalog Components</a></td></tr><tr><td><strong>Entity Components</strong></td><td>Entity Search, Entity 360 View, Address.</td><td><a href="/client-admin-guide/getting-started/entity-components.md">Entity Components</a></td></tr></tbody></table>