Selling at the counter (retail sale flow)

A POS sale always follows the same flow: add products → assign customer (optional) → charge → print receipt. The whole thing should take less than 30 seconds.

Before you start

Verify that:

Your shift is open (if not, the register will prompt automatically).
The POS warehouse has stock for the products you’ll sell.
You signed in with your PIN (the sale is recorded under your name).

Step 1: Add products to the cart

You have three ways to add products:

Visual catalog: categories appear as chips at the top. Tap to filter, then tap the product to add.
Search: type the name, code or SKU in the top bar. Live results. Tap one to add.
Barcode scanner: if you have a scanner connected, just scan the product code.

Every time you add a product, it appears in the cart on the right with quantity 1. To increase quantity, tap the product again or use the + / - buttons in the cart.

Inline price edit: if you have permission, you can tap a cart line’s price and modify it. This is recorded as a manual discount tied to your user.

Step 2: Assign customer (optional)

If the sale is for an identified customer —e.g. to apply a special price list or because they want their invoice— tap the Customer button in the cart.

Search by name or document.
If they don’t exist, create them on the spot via + New customer.
When selected, the POS automatically applies the customer’s price list and recalculates the cart.

If you don’t assign a customer, the sale is recorded as End consumer and applies standard prices.

Step 3: Charge

When ready, tap Charge (or press F2).

The POS shows the total to charge.
Pick the payment method (cash, card, transfer).
For cash, enter the amount received and the system computes change.
You can combine methods (e.g. part cash, part card) by tapping Add another payment.
Tap Confirm payment.

The sale processes, draws inventory, generates the journal entry and emits the DIAN equivalent document if enabled.

Step 4: Hand over the receipt

After payment, the POS shows a confirmation screen with three options:

Print the receipt on the thermal printer.
Send via WhatsApp if you captured the customer’s phone.
New sale to clear the cart and serve the next customer.

The receipt is always saved in the system and can be reprinted from Sales → POS receipts no matter how much time has passed.

Common errors

“Out of stock”: the product has no available units in the POS warehouse. Load stock from Inventory or switch warehouses.
“Register closed”: someone closed the shift. Open a new one from the register menu.
“Invalid PIN”: check that the cashier is registered in Settings → POS staff.