Terminal

1. Terminal

   Take orders on your phone out on the shop floor or in the field, then send them to the POS where the cashier completes the sale. This tour walks through building and sending an order.

2. Dashboard

   Returns to the admin panel.

3. Customer

   Tap to search and pick the customer, or choose No customer. Orders for the same customer are added to their cart already waiting at the POS instead of opening a new one.

4. Balance and credit limit

   For staff allowed to charge to account: the selected customer's current balance and credit limit.

5. Find products

   Search by name, SKU or barcode and tap a result to add it (Enter adds the first match). The camera button scans a barcode with your phone.

6. Cart

   Search results appear here, followed by the cart. Use minus and plus to change quantities, the bin to remove a line, and Clear to empty the cart.

7. Order note

   An optional note for the cashier; it is saved with the order at the POS.

8. Send to POS or charge

   Send to POS parks the order at the register for the cashier to complete. Staff with permission can instead Charge to account, which posts the sale straight to the customer's account after confirmation and warns when it exceeds the credit limit.