The Point of Sale (POS) module is used to ring up and process retail, food, and beverage sales. It supports everything from a simple ship store to a full-service restaurant or bar, and can be used at a fixed terminal or on a mobile device dockside.
What You Can Do in POS
Set up and manage registers (terminals), register types, and product grids
Create and manage products, categories, modifiers, and prep stations
Open the terminal, process sales, accept multiple payment types, and close out
Issue refunds, apply discounts, sell and redeem gift cards
Pay a customer's open invoices directly from the terminal
Track and adjust product inventory
Run Z-Out reports to reconcile cash and payments at end of shift
Module Navigation
The POS module is accessed from the left-hand navigation bar. The ribbon at the top provides access to all major sections:
Section | What It Contains |
Registers | View, open, and manage POS terminals. Click the three-dot menu on a register to open the terminal. |
Products | Create and manage items sold through POS. |
Modifier Groups | Create and manage modifier options used to customize products. |
Product Grids | Design the button layout that appears on the terminal screen. |
Settings | Configure prep stations, register types, product categories, POS behavior, printers, and more. |
Key Concepts
Register — A named terminal configuration. Each register has a product grid, payment methods, authorized users, and an assigned receipt printer. A register must be opened (started) before sales can be processed.
Register Batch — A session that starts when you open the register and ends when you close it (Z-Out). All orders, payments, and cash counts belong to a batch.
Register Type — A template that defines how a register behaves (retail vs. restaurant mode, tip settings, server close-out requirements, etc.). Each register is assigned one register type.
Product Grid — The button layout staff see on the terminal. Organized into groups (tabs) with products inside them.
Order / Ticket — A single sales transaction. Can contain multiple items, discounts, and payments.
Setup Path (New Register)
Before opening the terminal for the first time, complete setup in this order:
Configure printers in System Settings → Printers
Create prep stations in POS → Settings → Prep Stations (if using kitchen printing)
Create modifier groups and modifiers in POS → Modifier Groups (if applicable)
Create products in POS → Products
Build a product grid in POS → Product Grids
Create a register type in POS → Settings → Register Types
Create the register in POS → Registers (assign grid, type, printer, users, payment methods)
Configure POS-wide settings in POS → Settings → POS Settings
Daily Operations
Open the register to start a batch — go to POS → Registers and click the three-dot menu on the register, then select Open
Process sales through the terminal
Close the register at end of shift (Z-Out) — use the register's close-out option to count cash and finalize the batch