Point of Sale Capabilities
Process in-person payments with a streamlined POS interface. Add products to cart, select customers, process payments, and handle custom amounts—all while maintaining cart validation, payment method management, and comprehensive transaction processing.
Overview
Point of Sale allows you to process in-person payments through a streamlined interface. Add products to cart, select customers, process payments through Stripe, handle custom amounts, and manage payment methods—all while maintaining cart validation, invoice finalization, and comprehensive transaction processing for efficient in-person operations.
Core Features
Cart Management
| Feature | Description | User Benefit |
|---|---|---|
| Add Products | Add products to cart for purchase | Build customer orders quickly |
| Custom Amounts | Add custom amount items to cart | Process one-off payments or services |
| Cart Updates | Update quantities, remove items, or modify cart | Adjust orders before processing |
| Cart Validation | Validate cart before processing | Ensure orders are complete and valid |
| Cart Totals | Calculate cart totals automatically | See order total before processing |
| Clear Cart | Clear cart to start new transaction | Reset for next customer |
Customer Selection
| Feature | Description | User Benefit |
|---|---|---|
| Customer Search | Search and select customers from roster | Quickly find customer for transaction |
| Customer Required | Require customer selection before processing | Ensure transactions are linked to customers |
| Customer Information | View customer details during transaction | Verify customer information |
| Roster Integration | Link transactions to customer roster entries | Track customer purchases |
Payment Processing
| Feature | Description | User Benefit |
|---|---|---|
| Payment Method Selection | Select or create payment methods | Process payments securely |
| Stripe Integration | Process payments through Stripe | Accept credit card payments |
| Invoice Finalization | Finalize invoice before processing payment | Calculate accurate totals |
| Bulk Processing | Process multiple items in one transaction | Handle complex orders efficiently |
| Payment Confirmation | Confirm successful payments | Verify transaction completion |
| Failed Item Handling | Handle failed payment items and retry | Recover from payment failures |
Custom Amount Processing
| Feature | Description | User Benefit |
|---|---|---|
| Custom Amount Entry | Enter custom payment amounts | Process flexible payments |
| Description Required | Require descriptions for custom amounts | Document custom payments |
| Amount Validation | Validate custom amounts are greater than zero | Ensure valid payment amounts |
| Custom Item Processing | Process custom amount items through payment flow | Handle one-off payments |
Transaction Management
| Feature | Description | User Benefit |
|---|---|---|
| Transaction Tracking | Track all POS transactions | Maintain transaction history |
| Payment History | View payment history for customers | Track customer purchases |
| Receipt Generation | Generate receipts for transactions | Provide customer receipts |
| Refund Processing | Process refunds for POS transactions | Handle returns and refunds |
Key Capabilities
Cart Operations
| Capability | Details |
|---|---|
| Product Management | Add products, custom amounts, update quantities, remove items |
| Cart Validation | Validate cart completeness and customer selection |
| Total Calculation | Calculate cart totals automatically |
| Cart Reset | Clear cart for new transactions |
Payment Processing
| Capability | Details |
|---|---|
| Payment Methods | Select or create payment methods for processing |
| Invoice Finalization | Finalize invoices before processing payments |
| Bulk Processing | Process multiple items in one transaction |
| Error Handling | Handle payment failures and retry failed items |
Customer Management
| Capability | Details |
|---|---|
| Customer Selection | Search and select customers from roster |
| Customer Linking | Link transactions to customer records |
| Customer Information | View customer details during transactions |
Customization Options
| Option | What Users Can Customize |
|---|---|
| Cart Items | Add products or custom amounts |
| Payment Methods | Select or create payment methods |
| Customer Selection | Choose customers from roster |
| Transaction Details | Add descriptions and notes to transactions |
Limits & Constraints
| Limit | Details |
|---|---|
| Cart Items | Add unlimited items to cart |
| Custom Amounts | Process custom amounts with descriptions |
| Payment Methods | Use any payment method configured in Stripe |
| Transactions | Process unlimited transactions |
Advanced Features
Payment Flow
| Feature | Description | User Benefit |
|---|---|---|
| Multi-Step Process | Finalize invoice, then process payment | Ensure accurate totals |
| Payment Method Creation | Create payment methods during transaction | Streamline payment setup |
| Bulk Item Processing | Process multiple items simultaneously | Handle complex orders |
| Retry Failed Items | Retry failed payment items | Recover from failures |
Integration Capabilities
| Feature | Description | User Benefit |
|---|---|---|
| Stripe Integration | Process payments through Stripe | Accept secure payments |
| Customer Roster | Link transactions to customer records | Track customer purchases |
| Product Catalog | Access products for cart | Process product purchases |
Integration Capabilities
| Integration | What It Enables |
|---|---|
| Stripe | Process credit card payments |
| Customer Roster | Link transactions to customers |
| Product Catalog | Access products for purchase |
| Payment History | Track transaction history |