Use

Create a POS

If no point of sale exists yet in the database, a set of POS cards is displayed on the Point of Sale Dashboard. Each card represents a business type. Click a card to create a POS with preconfigured settings tailored to that type. These settings can be adjusted later as needed.

To create additional POS or to create one from scratch, go to Point of Sale ‣ Configuration ‣ Point of Sales and click New. Then, configure the POS settings to meet your specific business requirements.

Access the POS settings

To access the general POS settings, go to Point of Sale ‣ Configuration ‣ Settings. Then, open the Point of Sale dropdown menu and select the POS to configure.

Open the POS register

Once the POS is fully configured, access the POS interface by opening the register. Navigate to Point of Sale ‣ Dashboard and:

1. On the relevant POS card, click Open Register.

2. In the Opening Control popup, ensure the Opening cash amount is correct.

3. Click Open Register.

From the POS interface header:

• Click Register to access the register for daily POS actions such as sales, refunds, etc.

• Click Orders to access the POS orders overview screen and retrieve past or ongoing orders.

• Click the (plus) icon to put the current order aside and start a new one.

• Click the order numbers to switch between ongoing orders.

• Search for products using the search bar.

• Click the (barcode) icon to use a webcam as a barcode scanner.

• Click the user’s avatar to switch between employees, provided multi-employee management is enabled.

• Click the (hamburger menu) icon to access more advanced options, such as closing the register.

Sell products

The POS register can be divided into three sections: the cart, a pad to adjust cart items, apply discounts, set customers, etc., and the list of products. To make sales:

1. Click on products to add them to the cart.

   • To change the quantity, click Qty and enter the number of products using the keypad.

   • To add a discount, click % and enter the discount value using the keypad.

   • To modify the product price, click Price and enter the new amount using the keypad.

2. Once the order is completed, click Payment to proceed to checkout.

3. Select the payment method.

4. Enter the received amount, then click Validate.

5. Click New Order to move on to the next order.

Set customers

Registering customers is necessary to collect their loyalty points and grant them rewards, automatically apply an attributed pricelist, or generate and print invoices.

To create customers from the POS register:

1. Click Customer.

2. Click Create.

3. Complete the customer form information and save.

To create customers from the backend:

1. Go to Point of Sale ‣ Orders ‣ Customers.

2. Click New.

3. Fill in the customer form information.

To assign a customer to an order, click Customer to access the customer list on the POS register or the payment screen, and select the desired customer.

Send marketing messages

Customers’ contact details, such as their phone number or email addresses, are stored automatically when sending receipts by email, SMS or Whatsapp. They can then be used, for example, for Point of Sale ‣ Orders ‣ Orders, open a POS order form, navigate to the Contact Info category under the Extra Info tab, then click the (email) icon or (whatsapp) icon.

Orders overview

The Orders overview allows for viewing, searching, and retrieving orders from the POS interface. To access it, click Orders in the header.

Then, search for orders in the search bar using their:

• Reference

• Receipt Number

• Date

• Customer

• Delivery Channel

• Delivery Order Status

To filter orders based on their status, click the Active dropdown menu and select one of the following options:

• Active: Orders currently in progress. This includes orders marked as Ongoing, as well as those in the Payment or the Receipt stages (i.e., orders for which the receipt has been emailed to the customer).

• Paid: Paid orders.

To navigate between pages, click the or (caret) icon.

To access an order in the register, click it, then click Load Order.

Return and refund products

To refund a returned product, follow these steps:

1. Open or access the register from the POS dashboard.

2. Click the (vertical ellipsis) button, then Refund.

   Note

   Alternatively, you can refund orders from the orders overview screen. Access the list of orders and filter them by status to display only Paid orders.

3. Select the relevant order from the order list.

4. Select the items and use the keypad to set the refund quantity, then click Refund.

5. Choose how to handle the refund:

   • To reimburse the customer, select a payment method on the payment screen, then click Validate.

   • To issue a gift card for the refund amount, click Back. A new order containing the returned items (with negative quantities) is created automatically. Then, add the gift card from the product list to the order; its value is set automatically to match the total refund amount. Click Payment, then Validate the refund.

Once the return is validated, a corresponding credit note is generated, referencing the original receipt or invoice.

Notes

Notes allow you to attach extra information to specific products in an order. There are two types of notes: internal notes and customer notes.

Internal notes

Internal notes provide information meant for staff (e.g., no tomato for the kitchen). These notes do not appear on the customer’s receipt. To add a note to an order, ensure no item is selected and click Note. Likewise, to add a note to one specific item, select it from the cart and click Note. Then, add or modify the note’s content in the popup that opens:

• Type the note directly into the window, or

• Use a configured note model to save time if the same content is frequently used. Click on the desired note model to insert its text.

To create or edit note models, navigate to Point of Sale ‣ Configuration ‣ Note Models, click New or the relevant note model, then complete or edit the Name column.

Customer notes

Notes for customers appear on receipts and invoices. They can be used, for example, to provide warranty details for a high-value item or specific care instructions, such as Dry clean only.

To add a customer note from the POS register to a specific item, select a product from the cart and click the (vertical ellipsis) button. Click Customer Note, then add the note’s content in the popup window.

Manage the cash register

Axis POS allows you to determine which coins and bills are accepted. To set up the allowed coins and bills:

1. Navigate to Point of Sale ‣ Configuration ‣ Coins/Bills.

2. Click New to add a new value.

3. Select the POS where this value is available in the Point of Sale column or leave the field empty to make it available for all POS.

To record a cash in or cash out transaction not associated with a sale:

1. Click the (hamburger menu) icon on the POS interface.

2. Click Cash In/Out.

3. In the popup that opens, select Cash In or Cash Out.

4. Enter the amount.

5. Specify the reason for the addition or removal of cash, and Confirm.

Close the POS register

To close the POS register, click the (hamburger menu) icon, then Close Register.

In the Closing Register pop-up that opens, you can view:

• The number of orders and the total amount made during the session.

• The expected amounts grouped by payment method.

1. Click (money) to specify the number of each coin and bill.

2. Click Confirm to return to the previous pop-up window. The computed amount is set in the Cash Count field, and the Closing Details are specified in the Closing Note section.

3. Click Close Register to close the register and post accounting entries.