Point of Sale: Run the Till in Your Shop

Overview

The register sells from the same catalogue, customer list and stock as your storefront. Each register belongs to one of your stores, so a sale there is taxed for that store and takes stock from that store's shelf. Open it from Channels → POS. It runs in the browser on any tablet or computer.

The register is on every plan. Loyalty and gift cards are on the Growth plan and above.

Step 1: Set up stores, registers and card readers

Go to Settings → POS setup (or click Set up locations the first time you open the till).

1. Click Add location and enter the store's name, address and time zone.
2. Set Sells stock from to the stock location this store sells from. Sales at its registers take stock from there, and returns go back there.
3. Add a register for each till you run in the store.
4. If you take cards on a reader, add it under Card readers. Readers on your own Stripe account are listed to pick from; you can also add one by its reader id (tmr_...). The till sends each payment to the reader from our server, so it works with Stripe smart readers that take payments that way. Mark one reader as the default.

Step 2: Add your cashiers

On the till, choose Add a cashier and enter their name. Give them a PIN and they must enter it to sign in, so each sale, tip and drawer is credited to the person who really made it. A drawer opened by a cashier with a PIN needs a PIN to close; any active cashier can enter theirs, so a manager can cash up.

Cashiers can also be linked to staff records for the time clock; see HR and timesheets.

Step 3: Start a shift

Click Start shift, choose the location and the register, confirm the cashier and count the Opening float in the drawer. A register has one open drawer at a time: if another device opens the same register, it joins the drawer that is already open.

Step 4: Ring up a sale

• Find a product by typing its name or SKU in the search box, scanning its barcode, or tapping it in the grid. A product with options asks which one.
• Attach a customer by looking them up by name, email or phone, or create one with New customer. Their loyalty points show next to their name.
• Add a tip with one of the preset percentages or a custom amount, if you take tips.

The till asks the server for the total as the sale changes and shows the goods, tax, tip and total. Tax is worked out for the register's store. Charge waits until the total is in.

Step 5: Take payment

• Split payment takes the total across more than one tender. The card reader is not offered in a split.
• Gift card: enter the card's code and its balance is applied first.

Step 6: The receipt

The receipt shows your business name, the store's address, your tax number (as "GST/HST No." for a Canadian store), the lines, the customer, the cashier and how the sale was paid.

• Print prints it from the browser.
• Email the receipt to sends it to the attached customer or to an address you type. It goes from your store's own email address. If your email is not set up yet, the till says it was not sent.

Returns and refunds at the register

Click Return on the till.

1. Find the sale by its receipt number, the customer's email or their name.
2. Pick the items and quantities coming back.
3. Choose how to give the money back: Cash from this drawer, Back to the card (reader sale) for a sale paid on your card reader, Refunded on my card machine when you refunded it on your own machine (recorded, no money moved), or Store credit.
4. Enter your authenticator code if you use two-factor authentication.

Returned items go back on the shelf of the store the sale came from unless you untick restocking. A refund can never be more than the sale. A cash refund comes out of the open drawer and is counted at the end of the shift. When a sale is refunded in full, the loyalty points it earned are taken back. Only people who can refund orders can make returns.

Park a sale

If a customer steps away, click Park order to set the sale aside and serve the next person. Parked lists the parked sales; open one to carry on where you left off.

If the connection drops

The register keeps taking cash and the tenders it records, and stores the sales on the device. When it is back online it sends them, once each: a sale whose first attempt was lost on the way is never recorded twice. A card-reader payment needs a connection: while the till is offline, take cash or another tender.

If the server refuses a sale it queued, for example because the last unit sold online in the meantime, the till shows Sales not recorded with the reason. Try again sends it again; Discard drops it. You are also told under Notifications, because the goods may have left the shop with no order.

Step 7: End the shift

Click End shift and count the cash in the drawer. The till shows the opening float, the cash you should have (float, plus cash taken, minus cash refunds) and whether the drawer is over or short, and the shift summary breaks the takings down by payment method. Cash that reached a drawer after it was counted is listed separately. Every shift is under Channels → Shifts.

Good to know

• Stock, customers and orders are shared with your storefront: a till sale appears in Orders like any other, and you are told about it as a new order.
• Customers earn loyalty points at the till at the rate you set in Customers → Loyalty.
• If you run more than one storefront, the selector at the top of the till chooses which storefront's prices it charges.