Sell products with Retail & POS
Retail & POS is your front-desk till: sell products and gift cards, keep stock up to date and see every sale. It is also in the mobile app. If you don't see it in the sidebar, your plan or your role may not include it.
Add your products#
- Go to Retail & POS → Products and choose Add product.
- Enter the Name, Price and Stock, plus optional details such as Cost, Category, Brand, SKU, Barcode, Tax %, a Low at threshold and a Supplier.
- Save. Use Restock to add or remove units later.
You can add your own Custom fields (shade, size, volume) and product Categories. Stock alerts lists low, expiring and expired products and builds a Reorder list you can turn into a Purchase order. Marking an order Received adds its units to stock.
Ring up a sale#
- Open Retail & POS → Checkout.
- Add products from the list, or a Custom item with a name and price. To sell a gift card, add a Gift card item with its amount.
- Optionally add a Discount, a Promo code or a Tip, the client's name and email, and the staff member.
- Pick the Payment method (Card, Cash or Other) and, if you like, tick Email receipt.
- Choose Complete sale.
The sale records how the client paid; take the money on your own card terminal or in cash. Stock goes down automatically. A gift card sold here gets a code: write it on the card you hand over.
Review and refund sales#
Retail & POS → Sales lists every sale with its items, payment method, tip and status, and lets you search by client, email or sale number. From a sale you can Create an invoice, or Refund it: the products go back into stock and any gift card sold in it is deactivated. Give the money back the way the client paid.
To create an invoice for every sale automatically, switch on Auto-create invoice on sale in Settings → Online booking, see Create & send an invoice.