Getting Around Your POS Screen

This is a tour of the counter screen. Each part links to the article where you set it up.

By the end of this tour, your staff know what every part of the POS screen does and where to tap on their first day at the counter.

Before You Start

• A POS device signed in to your shop. See Signing In, Switching and Signing Out a POS Device.
• A published POS app for that shop. See Creating Your POS App and Using the Editor.
• No special access is needed to follow the tour. Any staff member at the counter can use every screen here. Only Training mode in Settings needs access to POS settings.
• If you used the POS before: the Training tab on the Orders page is gone. Practice orders now show only while the POS is in training mode. See Where the Training tab went.

Overview

Your POS screen has one bar along the bottom and a work area above it. The bar takes staff to every page, and the work area changes to show the page they picked. Most of the day is spent on the Checkout page, taking orders and payment. The icons at the ends of the bar open the time clock, the day's sales, the cash drawer, the customer screen and Settings. This tour shows each part in a line or two, so new staff can find their way around quickly.

Where it works

• POS: everything in this tour. Staff see the bottom bar on every page.
• Customer-facing display: if you paired one, your customer sees their order and signs on it while staff ring it up.

The Bottom Bar

The bar along the bottom of the screen is how staff move around the POS. Some icons show only when a feature is turned on, so your bar may have fewer icons than the one below.

The centre tabs are the pages your owner added in the editor. Each page has its own setup article:

• Checkout: Setting Up the Checkout Page
• Orders: Setting Up the Orders Page
• Send Out / Receive: Sending Orders to Your Factory and Back
• Inventory: Tracking Stock at the POS
• WhatsApp Chat and WhatsApp Broadcasts: WhatsApp Chat and Broadcasts on Your POS
• Collection: Offering Home Delivery and Store Pickup at the POS

What the dots and badges mean

• Red dot on the Cash Drawer: no drawer has been started yet. Once staff start one, the icon turns green.
• Small wifi badge on the profile circle: how well the POS is connected. If the internet drops, a red No internet label shows across the bottom of the circle.
• Red dot on the gear: EasyBiz Support has replied to your shop. Open Settings to read the reply.
• Yellow New version button in place of the gear: a newer version of the POS is ready. Tap it to reload. The gear comes back after the reload, and the cart is kept. See Updating the POS App and Getting Help.

The Checkout Page

Checkout is where staff spend most of the day. It opens first after signing in, unless your shop asks staff to clock in first. What staff can sell here, and what the cart shows, is set in Setting Up the Checkout Page.

Catalog

The left side is the catalog, the list of items staff can sell.

• Service tabs: a row of tabs at the top, such as "Laundry" and "Dry Clean". They show when your business unit groups items by service option. Tap one to see only its items.
• Search products...: a search bar under the tabs. It shows only when the tab has 9 or more items.
• Categories: a list on the left, such as "Top", "Bottom" and "Outerwear". Tap one to narrow the items.
• Items: shown in a grid of cards or a list, depending on how your POS app is set up. Tap an item to add it to the cart. A red number on the item shows how many are in the cart.

Cart

The right side is the cart, the order staff are building.

• Customer: type in Search by name or phone... to find a customer, or tap + New Contact to add one. Once a customer is picked, buttons show under their name: Account, Address, and Store Credit and Membership when those are turned on. See Selling Store Credit and Memberships at Checkout.
• Items: tap an item to change the quantity with − and +, add a note or add-ons with the edit icon, or remove it with the bin icon.
• Delivery / Pickup: the row under the items shows how the customer gets their items back and when. Tap it to change the option or date. See Choosing Pickup or Delivery at the Counter.
• Note, − and +: add a note to the order, open the discounts, or add a surcharge such as an express fee.
• Totals and Charge: the order total sits at the bottom. Tap Charge to take payment.
• Clear Cart: empties the cart after staff confirm with Clear.

Automatic discounts at the counter

An automatic discount is one your owner set to come off on its own when an order qualifies, such as a birthday discount. Staff don't need to remember or type it.

• It shows in the cart under Subtotal with an Auto tag. Staff can switch it off for one order, for example when the customer asks to save it for later.
• When the order is close to qualifying, the cart shows a hint such as "$5 off $50: Add $2.00 more to qualify".
• The − button lists Automatic discounts first, each marked Eligible or with a hint such as "Add $10.00 more". Manual Discounts, the ones staff add by hand, are listed below.

The tax line follows your market's tax settings, so a shop that does not charge GST sees a Total of $36.00. How owners set these discounts up is in Setting Up Automatic Discounts. How staff add discounts by hand is in Giving Discounts and Surcharges at the POS and in the Console.

Taking payment

Tapping Charge opens the payment screen. It shows the order total and the payment methods your shop offers. Staff tap the one the customer uses. Every payment method, partial payments and what happens after payment are covered in Collecting Payment at Checkout.

The Orders Page

Tap Orders in the bottom bar to see this shop's orders, including orders customers will collect here.

• Search by order number, customer name or other details in the search bar at the top.
• Use the tabs under the search bar to filter the list, such as All and Unpaid.
• Tap an order to see its details beside the list: the items, payments, notes, contact and history.

Which tabs and details show is set in Setting Up the Orders Page.

Where the Training tab went

The Training tab on the Orders page is gone. Practice orders now show in the Orders list only while the POS is in training mode, and real orders are hidden while it is on. This way practice and real orders never mix.

• Training mode is a practice setting. Orders taken in it don't collect payment and don't count in your sales.
• To turn it on, open Settings and switch on Training mode in the Display section. A yellow "Training mode active" banner then shows across the top of the screen.
• If the shop itself is still a training shop, the switch stays on and can't be turned off. Take the shop live first.
• Staff whose access blocks POS settings don't see the switch.

How training shops work is in Adding a Shop and Practising in Training Mode.

Daily Sales

Tap the clipboard icon next to the profile circle to open Daily Sales.

• Move between days with the arrows at the top, or tap the date to pick one.
• Net Total, Orders and Net Collections show the day's sales, the orders taken and the money collected by payment method.
• Tap Close of Day to close the day, then Print Report to print it. Withdraw undoes it.

How to set it up and close the day step by step is in Closing the Day at the POS (Daily Sales).

Cash Drawer

Tap the cash register icon to open Cash Drawer.

• If the drawer hasn't been started, enter the Starting Cash and tap Start Drawer.
• Once started, the page shows the day's cash with + Cash in, - Cash out, End drawer and Open Cash Drawer.

See Tracking Cash in the Drawer.

Customer Screen

Tap the monitor icon to control the screen that faces your customer, such as a tablet on the counter. If no screen is paired, the panel asks for the 6-digit code shown on it. Once paired, staff switch what the customer sees, such as the order they are ringing up. You can ignore this icon if you don't use a customer screen. See Connecting a Customer-Facing Display.

Settings

Tap the gear on the far right of the bottom bar to open Settings.

On a wide screen, Support opens beside the settings instead of as a Help row, so staff can keep working while they wait for an answer.

FAQs

Why is there no Cash Drawer or Daily Sales icon on our bar?

That feature is turned off in your POS app. The icon shows once your owner turns it on, as described in Tracking Cash in the Drawer and Closing the Day at the POS (Daily Sales).

Why did the gear turn into a yellow button?

A newer version of the POS is ready. Tap New version to reload. The cart stays as it was, and the gear comes back after the reload.

Where did the Training tab go?

Practice orders now show in the Orders list only while Training mode is on, so they never mix with real orders. Switch on Training mode in Settings › Display to see them.

Why don't I see Training mode in Settings?

Your staff access blocks POS settings. Ask your owner to check your access.

Why don't I see the search bar on Checkout?

Search products... shows only when the tab has 9 or more items. With 8 or fewer, staff can see everything without searching.

Can staff remove an automatic discount?

Yes. Staff switch it off in the cart for that one order. It stays on for other orders that qualify.

What's Next

Your staff now know their way around the POS screen. Next, they learn to choose whether each order is collected at a shop or delivered, and on which date, in Choosing Pickup or Delivery at the Counter.

Need to take money off an order or give money back instead? See Giving Discounts and Surcharges at the POS and in the Console or Processing Refunds and Returns.