Building the Cart

Building the Cart

A sale starts by adding products to the cart. You can search by name, scan a barcode, or type the barcode by hand. Then you can adjust quantities, apply a discount or extra fee, attach a customer, and add a note before taking payment.

Add products

There are three ways to add a product:

1. Search by name or SKU — type in the search bar at the top of the POS screen. Tap the product to add it to the cart.
2. Scan a barcode — point your scanner at the barcode. If exactly one product matches, it goes straight into the cart.
3. Type a barcode and press Enter — when the typed value is 8 digits or more and exactly one product matches, it's added to the cart automatically. Otherwise, search results appear so you can pick one.

Tip: If a scan or typed barcode shows search results instead of going to the cart, more than one product shares that code. Pick the right one from the list.

Edit a line in the cart

Tap any line in the cart to edit it:

• Quantity — tap the quantity to change how many.
• Price — override the line price (useful for damaged stock or one-off pricing).
• Remove the line entirely from the line's actions.

Add a discount or extra fee

Use Add Discount to take an amount off the order, or Add Fee to add a charge (for example, a custom labor fee). Both let you enter:

• A name (e.g. "Loyalty discount" or "Drilling fee")
• An amount, as either a flat value or a percentage

The discount or fee shows as its own line in the cart and is reflected in the totals.

Attach a customer

Tap Add Customer to attach the sale to a customer. You can:

• Search the customer list, or
• Create a new customer right from the cart — the new customer is added to your database and attached to this sale.

Attaching a customer is required if you want to email a receipt or look up the sale later by customer.

Add a note

Tap Order Note to add a note that is saved with the order. Notes are visible to anyone who opens the order later in Orders.

Ready to take payment

When the cart looks right, tap Checkout. See Taking Payment for the cash and card flows.