Point of Sale (Desk)

The desk is the core of your daily sales. Scan or select items and complete sales here.

Sales Process

1. Open Desk

Click on Desk in the Dashboard or navigate via the menu.

2. Add Items

There are two ways to add items:

By Scanner (Recommended)

1. Scan the QR code on the item label
2. Item is automatically added
3. Repeat for all items

Manual Selection

1. Click on Add Position
2. Select Select Item
3. Search for the item:
   • By description (text search)
   • By article number (when entering numbers)
4. Select the item from the list
5. Click Select Item

3. Review Items

Added items are displayed in the list with:

• Article number
• Description
• Price
• Customer (if assigned)

You can:

• Remove individual items - Click on the X icon
• View item details - Click on the item

4. Complete Checkout

When all items are captured:

1. Review the Subtotal
2. Click the Checkout button
3. Select payment method:
   • Cash - Cash payment
   • Card - Card payment
   • Customer Account - Book to customer account (only with customer selection)
4. Confirm the sale

After successful checkout:

• Item status is set to "Sold"
• Transactions are created
• Checkout receipt can be printed
• Success message is displayed

5. Cancel (Storno)

If a checkout was done by mistake:

1. Open the checkout in the Checkout Overview
2. Click Cancel
3. Confirm the cancellation

Attention

A cancellation cannot be undone!

Customer Account Sales

For customer account sales:

1. First select the Customer
2. Add items (only items of this customer can be added)
3. At checkout, the amount is credited to the customer account
4. The customer can receive a payout later

Configure Scanner

For the scanner to work, it must be configured in the Settings:

1. Navigate to Settings > Scanner
2. Select your scanner device
3. Test the scanner

Shortcuts

• Enter - Add item (when search field is focused)
• Esc - Cancel item selection
• Scanner scan - Automatically add item

Tips

• 💡 Use a barcode scanner for faster work
• 💡 Review items before checkout
• 💡 For customer account sales: Select customer first
• 💡 QR codes on labels contain all important information