# Cashier Guide

This guide is for employees who use <code class="expression">space.vars.productName</code> to process sales at a point-of-sale register. As a Cashier, your day revolves around one screen — the Place Order form — and a small set of supporting tools.

## Your Daily Flow

A typical shift follows this pattern:

1. **Log in** and verify your register is active
2. **Open the cash drawer** and record your starting balance
3. **Process sales** throughout the shift using Place Order
4. **Handle returns** or invoice payments as needed
5. **Run your EOD Report** at the end of the shift to reconcile your drawer
6. **Log out**

***

## Your Sidebar at a Glance

| Menu Item           | What It Does                                            |
| ------------------- | ------------------------------------------------------- |
| **Dashboard**       | Your home screen — quick links and any announcements    |
| **Place Order**     | Main POS screen for processing a new sale               |
| **Pay Invoice**     | Look up and collect payment on an existing open invoice |
| **Catalog**         | Browse and search the full product catalog              |
| **Customers List**  | Search existing customer records                        |
| **Create Customer** | Add a new customer on the spot during a transaction     |
| **Estimates**       | View and convert open quotes to orders                  |
| **Reports**         | Your sales activity for the current shift               |
| **EOD Reports**     | End-of-day cash reconciliation                          |
| **Support**         | Log a support case if something isn't working           |

> Your sidebar may look slightly different depending on how your admin has configured your workflow.

***

## Processing a Sale

1. Open **Place Order**
2. Search for or scan the items to add them to the order
3. Select the customer — search by name, company, or email — or leave blank for a walk-in
4. Review the line items and total
5. Select the payment method (Cash, Card, Split)
6. Complete payment and print or email the receipt

For a full step-by-step walkthrough, see [Your First Sale](/end-user-guide/pos-overview/your-first-sale.md).

***

## Accepting Card Payments

Card payments are processed through the card reader connected to your register. When you select **Card** as the payment method:

1. Enter or confirm the amount
2. The card reader activates — prompt the customer to tap, insert, or swipe
3. Approval is confirmed on screen
4. The receipt prints automatically if your register is set up for auto-print

For tips on handling declined cards or split payments, see [Payment Methods](/end-user-guide/pos-overview/payment-methods.md).

***

## Processing a Return

1. Go to **Order History** or search by the original order number in **Place Order**
2. Open the original transaction
3. Select **Return** and choose the items being returned
4. Select the refund method (back to card, cash, or store credit)
5. Confirm and complete the return

For more detail, see [Returns & Reorders](/end-user-guide/browsing-the-catalog/returns-and-reorders.md).

***

## Managing the Cash Drawer

At the start of your shift, open the cash drawer and log your starting balance. During your shift:

* **Cash In** — record any cash added to the drawer (e.g. making change from a safe)
* **Cash Out** — record any cash removed (e.g. a paid-out or bank drop)

At end of shift, run **EOD Reports** to see your expected vs actual drawer balance and record any variance.

See [Cash Drawer Management](/end-user-guide/pos-overview/cash-drawer.md) for full instructions.

***

## When You Need a Manager

Some actions require a manager PIN override:

* Applying a discount above your authorised limit
* Overriding a price
* Processing a return above a certain value
* Opening the drawer without a sale

When prompted, ask your manager to enter their PIN on your screen. You do not need to log out.

***

## Common Issues

| Problem                    | First step                                                                                                                        |
| -------------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| Card reader not responding | Check the USB or Bluetooth connection, then restart the reader                                                                    |
| Item not found in search   | Try scanning the barcode, or ask your manager to check Catalog Restrictions                                                       |
| Order won't submit         | Check your internet connection; if the issue persists, see [POS Troubleshooting](/end-user-guide/pos-overview/troubleshooting.md) |
| Receipt not printing       | Check that the printer is on and paper is loaded                                                                                  |

***

## Related Pages

* [Your First Sale](/end-user-guide/pos-overview/your-first-sale.md)
* [Payment Methods](/end-user-guide/pos-overview/payment-methods.md)
* [Cash Drawer Management](/end-user-guide/pos-overview/cash-drawer.md)
* [POS Troubleshooting](/end-user-guide/pos-overview/troubleshooting.md)


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