# Point of Sale (POS)

The Point of Sale module is where you handle in-person sales transactions. If you're a cashier, sales associate, or anyone who rings up customers, this is your main workspace.

## Default vs. Configured Modules

<code class="expression">space.vars.productName</code> includes a set of **out-of-the-box modules** that are available to all clients by default — things like Place Order, Pay Invoice, Cash Drawer, and basic transaction management. These cover the core day-to-day POS workflow.

Beyond those defaults, modules like Purchase Orders, Transfer Orders, Receiving, Item Fulfillment, Estimates, and Support Cases are **configurable** — they can be added to a client's workflow based on their business needs. If you don't see one of these in your sidebar, it either hasn't been enabled for your organisation or hasn't been added to your role's workflow.

If you expect to have access to a module that isn't visible, contact your Client Admin.

## What Can You Do in POS?

The POS section covers more than just ringing up sales. Depending on your role, you may have access to some or all of the following:

**Sales & Payments**

* **Ring up sales** — Add items by scanning barcodes, searching by name, or browsing the catalog.
* **Accept payments** — Process cash, credit/debit cards, gift cards, store credit, or split payments across multiple methods.
* **Apply discounts** — Add discounts to individual items or the entire sale.
* **Process returns** — Handle product returns and issue refunds.
* **Void transactions** — Cancel a sale that hasn't been completed or reverse one that has.
* **Pay open invoices** — Collect payment against a customer's outstanding invoices without creating a new sale.
* **Suspend and resume sales** — Pause a sale and come back to it later.
* **Print receipts** — Print paper receipts or email digital receipts to customers.

**Quotes & Orders**

* **Create estimates** — Build a quote for a customer to approve before converting it to a sale.
* **Manage transactions** — View and search your full transaction history.

**Inventory & Fulfilment**

* **Create purchase orders** — Request stock from a supplier.
* **Create transfer orders** — Move stock between locations.
* **Receive orders** — Confirm incoming stock from a supplier or transfer.
* **Fulfil orders** — Pick and ship items on outbound delivery orders.

**Customers & Support**

* **Manage customers** — Search, view, and create customer records on the spot.
* **Log support cases** — Record issues or complaints that need follow-up.

**End of Shift**

* **Manage your cash drawer** — Open the drawer at the start of your shift, track cash activity, and close it at the end.
* **Run EOD Reports** — Reconcile your register at the end of the day.

## How the POS Screen Is Laid Out

When you open the POS module, you'll typically see:

### Left Side — Item List

This is where items appear as you add them to the sale. Each line shows:

* Product name
* Quantity
* Unit price
* Line total

### Right Side — Sale Summary

This panel shows:

* **Subtotal** — The total before tax and discounts.
* **Discounts** — Any discounts applied.
* **Tax** — Calculated automatically.
* **Total** — The final amount the customer owes.
* **Pay / Checkout button** — Click this when you're ready to take payment.

### Top — Search and Customer

* **Item search bar** — Type a product name, SKU, or scan a barcode here.
* **Customer selector** — Choose or search for the customer making the purchase.

> **Note:** Your POS screen may look slightly different depending on how your administrator has configured it. The core functions are the same.

## Before You Start

Make sure you've completed these steps at the beginning of your shift:

1. **Log in** to <code class="expression">space.vars.productName</code>.
2. **Open your cash drawer** if you're handling cash. See [Cash Drawer Management](/end-user-guide/pos-overview/cash-drawer.md).
3. **Check your supplies** — receipt paper, bags, etc.

## Quick Reference

| Task                             | Where to Learn More                                                              |
| -------------------------------- | -------------------------------------------------------------------------------- |
| Process a complete sale          | [Your First Sale](/end-user-guide/pos-overview/your-first-sale.md)               |
| Returns, discounts, voids        | [Common Transactions](/end-user-guide/pos-overview/common-transactions.md)       |
| Pay an open invoice              | [Pay Invoice](/end-user-guide/pos-overview/pay-invoice.md)                       |
| Cash drawer operations           | [Cash Drawer](/end-user-guide/pos-overview/cash-drawer.md)                       |
| End-of-day reconciliation        | [EOD Reports](/end-user-guide/pos-overview/eod-reports.md)                       |
| Payment methods                  | [Payment Methods](/end-user-guide/pos-overview/payment-methods.md)               |
| Create or convert a quote        | [Estimates & Quotes](/end-user-guide/pos-overview/estimates-and-quotes.md)       |
| Search or create a customer      | [Customer Management](/end-user-guide/pos-overview/customers.md)                 |
| Purchase orders                  | [Purchase Orders](/end-user-guide/pos-overview/purchase-orders.md)               |
| Transfer stock between locations | [Transfer Orders](/end-user-guide/pos-overview/transfer-orders.md)               |
| Receive incoming stock           | [Receiving Orders](/end-user-guide/pos-overview/receiving.md)                    |
| Pick and ship outbound orders    | [Item Fulfillment](/end-user-guide/pos-overview/fulfillment.md)                  |
| Log a support issue              | [Support Cases](/end-user-guide/pos-overview/support-cases.md)                   |
| Fix common problems              | [Troubleshooting](/end-user-guide/pos-overview/troubleshooting.md)               |
| Work faster and smarter          | [Tips & Best Practices](/end-user-guide/pos-overview/tips-and-best-practices.md) |

Ready to ring up your first customer? Head to [Your First Sale](/end-user-guide/pos-overview/your-first-sale.md).


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