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BusinessNew Quick Sale (POS) — opens the Operation Canvas floating panel (not a fixed URL). Requires billing module and POS permissions.

🛒 Point of Sale (POS)

Estimated time: 10 minutes
Level: 🟢 Easy
You will use it every time I sell something


🎯 What is POS?

The POS (Point of Sale Terminal) is the screen to sell products to customers who come to your store.

Example of use:

A customer enters:

  • "Good morning, I want 5 kilos of chlorine"
  • You look for it at the POS
  • Add to cart
  • You charge €25
  • Print ticket
  • Ready in 30 seconds

📝 STEP 1: Open the POS

  1. Open a cash session if your process requires it (see Cash Register).
  2. Business → press New Quick Sale (POS).
  3. The sales side panel (cart + actions) opens.

Listado de presupuestos

Captura con datos demo AquaDemo.Capture with AquaDemo demo data.Capture with demo manager user (AquaDemo data).


📝 STEP 2: Search and add products

Option A: Search by name

  1. Type in the search bar: "chlorine"
  2. Matching products appear
  3. Click on the product

Option B: Browse by categories

  1. Click the category (e.g. "Chemicals")
  2. You will see products from that category
  3. Click on the one you want

Option C: Barcode Scanner

  1. If you have a scanner, point to the barcode
  2. Product is added automatically

📝 STEP 3: Indicate quantity

When you click on a product, it is added to the cart.

You can change the quantity:

Screenshot: pos-canvas

Captura con datos demo AquaDemo.Capture with AquaDemo demo data.

  • : Subtract quantity
  • ****** : Add quantity
  • Or write the number directly

📝 STEP 4: Apply discount (optional)

If you want to make a discount:

  1. On the product in the cart, press "Discount"
  2. Choose type:
    • Percentage: "10% discount"
    • Fixed: "2€ discount"
  3. The price is updated

📝 STEP 5: Get paid

When the cart is ready:

  1. Press "CASH" (large button)
  2. Payment screen opens

Payment methods:

MethodHow it works
CashCustomer gives bills, you give change
CardPass dataphone, customer pays
BizumClient sends you, you confirm receipt
On accountYou don't pay now, you sign up to collect later

Cash collection example:

  1. Client gives you €30
  2. You put in "Received": €30
  3. The system calculates change: €5
  4. You give the customer €5 change
  5. You confirm sale

📝 STEP 6: Ticket/Delivery Note

When confirming the sale:

  1. The ticket is generated automatically
  2. It prints (if you have a printer configured)
  3. Stock is automatically discounted

📋 Useful Features

Regular customer

You can associate the sale with a customer:

  1. Press "👤 Customer" above
  2. Find the client
  3. Select it
  4. The sale is registered in your name

What it is for: Purchase history, accumulate points, billing.

Favorite products

The products you sell the most appear first for quick access.

  • Type "clo" → "Chloro" appears
  • Type "ph" → "pH-" and "pH+" appear

❓ Frequently asked questions

"What happens if I get the amount wrong?"

In the cart, click on the product and change the quantity.

"Can I remove a product from the cart?"

Yes, swipe left or press X.

"What if the customer regrets it?"

Do not confirm the sale. Press "Cancel" and start again.

"Does the stock update itself?"

Yes, when you confirm the sale, the stock automatically drops.


✅ POS Checklist

On each sale:

  • [ ] I searched for the correct product
  • [ ] I put the correct amount
  • [ ] I applied a discount if applicable
  • [ ] I verified the total with the client
  • [ ] I paid correctly (cash/card)
  • [ ] Give ticket/delivery slip to the customer

🛒 The POS is fast and simple

Search, add, charge, done.

Delivery Notes

Need help? soporte@poolcontrolpro.com