Processing Transactions on the POS Terminal

This guide provides a step-by-step process for processing transactions on a POS terminal. It covers searching for customers, selecting the correct customer, adding items to the order, and completing the transaction. If you want to learn how to efficiently process transactions on a POS terminal, this guide is for you.

Step 1: Open the POS Terminal using the Search Bar

Step 1

Step 1


Step 2: Enter the Customer Details

Step 2

Step 2


Step 3: The items listed are all available for sale from the POS location

The items listed are all available for sale from the POS location. The numbers illustrate the number available to sell.

Step 3

Step 3


Step 4: Simply Click the Item

Step 4

Step 4


Step 5: This will add the item to the cart and you can add additional items

Step 5

Step 5


Step 6: All Items appear in the cart

Step 6

Step 6


Step 7: Click "Checkout"

Step 7

Step 7


Step 8: The customer can pay using any or all of the methods available on the terminal

Step 8

Step 8


Step 9: Click here

Step 9

Step 9


Step 10: Click "Complete Order"

Step 10

Step 10


Step 11: Click "Yes" to process the transaction

Step 11

Step 11


Step 12: The POS Receipt will appear which can be printed or emailed to the customer

Step 12

Step 12


Step 13: Click "New Order" to return to the POS Entry Screen

Step 13

Step 13