Point of sale

Point of sale (POS in the menu) is for selling in person: at a counter, a market stall or a show. Tap items or scan them, take card, cash or a phone app, and the stock leaves at once.

What it does

Every sale rung up in POS becomes a Sales order, numbered like S-1001. Its stock leaves straight away, from the location its till sells from, and the sale shows in Sales and its reports with your other orders.

POS has three screens in the menu: Sell, Till and Today. POS settings is the gear. POS is switched off in a new shop: an owner turns it on in Settings › Modules.

For the steps of a day at the counter, see Sell at the counter.

Before you sell

Set these up once, in POS settings:

1. Items to sell. An item shows on the Sell screen once it is marked Sell and has a price. Set both on the item in Inventory.
2. A till. Each device sells from a till. A new shop has one, Counter till.
3. Ways to pay. Card and Cash are on at first. Switch on the others you take.
4. Sales tax. Add the rates where you sell. Without a rate, sales have no tax.

The Sell screen

The items are on the left. The sale is on the right (on a phone, press See the sale ›).

• Tap an item to add it. Tap again for one more, or use − and + on the sale.
• Type in Find or scan an item, or scan a barcode with a scanner. Scan uses the device's camera.
• The chips across the top show one category at a time.
• An item's tag shows how many are left. A sold-out item can't be tapped.
• Custom amount adds something that isn't an item, such as a repair or a one-off. It is in the sale and in Sales, but never in stock.
• Add a discount opens Discount & tax: a percent or an amount off, on the whole sale or one item, with a reason. The reasons show in the sales report.
• In the same window, choose the Sales tax rate for this sale. No tax is for a customer who is exempt or buying for resale; type their certificate number or the reason.
• Clear empties the sale.

The till you sell from is at the top of the screen. Pick a different one there if this device uses another till.

Prices always come from Ordryx. The screen's total is checked against Ordryx's before anyone pays.

Taking payment

Press Charge. The screen asks How are they paying?

Card

Cards need a Stripe card reader paired with the till. The reader shows the total. The customer taps, inserts or swipes there, and the screen moves on by itself once it is paid. If the card is declined, press Try the reader again or Cancel the charge. Card details never reach Ordryx.

Cash

Cash goes into the till, so the till must be open. Tap what the customer handed you, or type Another amount. Ordryx shows what to Give back. Press Cash taken · give back … to finish.

Phone apps: Venmo, Cash App, PayPal and Zelle

For Venmo, Cash App and PayPal, the screen shows a QR code with the amount filled in. The customer scans it with their phone camera and pays. Zelle has no QR code: the screen shows the email or phone to send to, and the sale number to put in the memo.

1. Wait until the money shows in your app (or your bank's app for Zelle).
2. Optionally type the name it came from.
3. Press It came through. If it doesn't arrive, press Didn't come.

Other ways to pay

A way you add yourself, such as Check or Gift card, asks for a note: a check number, a gift card, whose tab. Type it, then press Paid by ….

Tips

When Ask for tips is on, the card reader asks for a tip before the card. For cash or a phone app, the cashier types the tip they were given; for cash, Keep the change as a tip does it in one press. Each tip goes to whoever rang the sale. Cash tips stay in the till until they are paid out (Till › Pay out › Tip out).

Receipts

When the sale is paid, the screen shows Paid and a receipt preview.

• Type the customer's email and press Send. This needs the shop's email set up in Settings › Email.
• Press Print for a receipt to print.
• Press No receipt or New sale to move on.

You can send or print a receipt later from Today. The email address a receipt went to, and the name a phone-app payment came from, are cleared 90 days after the sale.

The till

POS › Till looks after the cash in one till. Card and phone-app sales work without an open till; cash sales need one.

• Open the till: count what is in it to start, then press Open with ….
• While it is open, the screen shows In at the start, Cash in, Cash out and Should be in it, and lists every movement of cash today.
• Pay out: cash taken out to pay for something, such as supplies, a booth fee or a tip out.
• Pay in: change or float added.
• To the safe: extra cash taken out of the drawer.
• Open the drawer: open it without a sale. Ordryx keeps who opened it and why.
• Count the till: count the cash, by Each bill & coin or Just the total. Then press Save the count, keep it open, or Close the till.

When you close it, choose how much to leave in it for tomorrow. Ordryx shows the difference (Right, or how much over or short) and how much to Take to the bank. What it should hold is shown only after the count is saved, so the count is what's really there.

Today

POS › Today shows a day's sales: what was Taken, the number of Sales, the Average sale, Refunds and Tips, then By how they paid with card fees and what you keep. Pick another Day at the top. Excel and CSV download the day.

Click a sale to see it, send or print its receipt, or refund it. Refund… puts its items back into stock. A card refund goes back through Stripe. A cash refund comes out of this device's till, which must be open. For Venmo, Cash App, PayPal or Zelle, send the money back in the app first, then refund here.

Full screen

For a tablet or phone at the counter, press Full screen on the Sell screen. It hides the menu and keeps only Sell, Till and Today. Press Exit to leave it.

Selling when the internet drops

If the device can't reach Ordryx, the Sell screen says Offline and keeps working from the items it last loaded. You can still take cash, phone apps and your own ways to pay. Cards need Ordryx.

Each sale waits on that device and goes in by itself, oldest first, once Ordryx can be reached again. Then it gets its sale number and its stock is taken.

• Keep the page open until the sales have gone in.
• There's no receipt while offline. Send or print one from Today later.
• See what's waiting lists the sales still on the device. Send now sends them at once.
• If Ordryx turns a sale down, it stays on the device with the reason. Fix it and press Try again, or Remove it and type the sale in by hand.

When it comes back, the screen says how many sales went in, and which items sold out meanwhile, so you can count them.

POS settings

Open the gear in POS. You need POS settings in your role.

• Ways to pay: switch each one on or off. For Venmo, Cash App, PayPal and Zelle, type the shop's handle; only an owner sets where the money goes. Add a way to pay adds your own, such as a gift card.
• Card: an owner saves the Stripe secret key here. A test key charges nothing and works with Use Stripe's simulated reader. Test it checks the key.
• Sales tax: add rates, edit them, and choose the Usual one.
• Tills: name each till, choose where its stock comes from, its tax rate and its usual starting cash. Pair a card reader by typing the code the reader shows and pressing Pair.
• Tips: Ask for tips, and the three percentages the reader suggests.
• Receipts and sale numbers: the Sale number prefix, the Receipt footer and the Discount reasons.

Who can do what

The roles for POS are:

• Sell: ring up sales, take payment, send receipts and see today's sales.
• Sell and till: also open, count and close the till, and pay cash in and out.
• Manage: also refund sales and change POS settings.

The Stripe key and where a phone app's money goes are for an owner only. See People and roles.