Retail Point of Sale

For back-office administration see the Tenant Admin Manual.

Table of Contents

1. Signing In
2. Opening Your Shift
3. The POS Screen at a Glance
4. Adding Items — Barcode Scan
5. Adding Items — Category Browse
6. Special Items — Units and Weighed Goods
7. Order Types — Counter, Delivery, Pickup
8. Taking Payment
9. Receipts
10. Returns and Refunds
11. Voiding a Sale
12. Holding and Recalling Orders
13. Customers and Store Credit
14. Closing Your Shift
15. Manager Actions
16. Switching Themes

1. Signing In

1. Open https://echespos.vercel.app/pos in your browser (or the shortcut on the till).
2. Enter your username (or phone number) and password, then tap Sign in.
3. If you belong to more than one outlet, tap your store name when prompted.
4. You land on the Retail POS screen for your default store. Use the store switcher in the header to change stores without signing out.

Tip: Cashiers go directly to the POS. Managers and admins see a portal chooser first — tap POS to reach the till.

2. Opening Your Shift

Before ringing up sales you should open a shift (cash drawer). You can sell without one, but cash reconciliation at the end of the day will be incomplete.

1. Tap the shift pill at the top of the screen — it shows No shift or a grey status when closed.
2. Tap Open shift.
3. Enter the opening float — the cash placed in the drawer before trading starts (e.g. MVR 500).
4. Tap Open.

The pill turns green and shows the float amount. You are ready to sell.

Pay-in / Pay-out: During your shift, tap the shift pill at any time to add cash to the drawer (pay-in) or remove it (pay-out). Both are recorded in the shift.

3. The POS Screen at a Glance

┌────────────────────────────────────────────────────────┐
│  [☰ Menu]  [🔍 Scan barcode…]  [Shift ●]  [🌙]  [👤]  │ ├───────────────────────┬────────────────────────────────┤ │                       │                                │ │  [Beverages][Snacks]  │       Order Ticket             │ │  [Dairy]   [Cleaning] │                                │ │                       │   Counter sale                 │ │  [ Item ] [ Item ]    │   ─────────────────────────    │ │  [ Item ] [ Item ]    │   2× Mineral Water  MVR  20    │ │  [ Item ] [ Item ]    │   1× Bread (1 kg)   MVR  35    │ │  [ Item ] [ Item ]    │   ─────────────────────────    │ │                       │   Subtotal          MVR  55    │ │                       │   GST 8%            MVR   4.40 │ │                       │   Total             MVR  59.40 │ │                       │                                │ │                       │   [Hold]            [Charge]   │ └───────────────────────┴────────────────────────────────┘

4. Adding Items — Barcode Scan

Barcode scanning is the fastest way to ring up retail items.

1. Click or tap the barcode field at the top of the screen (or it may already be focused).
2. Scan the barcode with a USB or Bluetooth scanner — or type the barcode number and press Enter.
3. The item is added to the cart immediately.

• If the item has multiple units (e.g., single can vs. 6-pack), a unit picker appears — choose the right unit and tap Add.
• If the barcode is not found, a "not found" message appears. Check the item exists in the catalogue.

1. Scan the next item. Scanning the same barcode again increments the quantity.

Tip: You can also search by item name in the barcode field — partial text works.

Adjusting Quantities After Scanning

• Tap the quantity on a cart line to type a different number.
• Tap − or + to step the quantity up or down.
• Tap the bin icon (or swipe left on mobile) to remove a line.

5. Adding Items — Category Browse

Use category browsing when you don't have a barcode scanner or are helping a customer find something.

1. Tap a category tab at the top of the item grid.
2. The grid shows all items in that category. Out-of-stock items show an "86'd" badge and cannot be added.
3. Tap an item card to open the Item Detail modal.
4. In the modal you can:

• Select a variant (e.g., size, colour, flavour) if the item has variants.
• Choose a unit if the item is sold in multiple pack sizes (see §6).
• Adjust the quantity before adding.

1. Tap Add to order.

No "All" tab: The retail grid starts on the first category. Scroll the tab bar sideways to see all categories.

6. Special Items — Units and Weighed Goods

Multiple Units of Measure

Some items are sold in more than one pack size (e.g., a single bottle, a 6-pack, or a case of 24). These show a unit picker when added.

1. Scan the barcode or tap the item card.
2. The Unit picker appears: e.g., Single (1), 6-Pack, Case (24).
3. Tap the unit you are selling.
4. The correct unit price is applied automatically.

Each unit can also have its own barcode — scanning a 6-pack barcode selects the 6-pack unit directly.

Weighed Items

Items sold by weight (e.g., cheese, deli meats, bulk grains) show a weight input instead of a whole-number quantity.

1. Tap the item or scan its barcode.
2. The Item Detail modal opens with a weight field (e.g., kg).
3. Enter the weight — e.g., 0.750 for 750 g.
4. Tap Add to order. The line shows the weight and the calculated total (0.750 kg × MVR 45/kg = MVR 33.75).

Tip: If the scale has a direct USB output, it can auto-fill the weight field when the item modal is open.

Open-Price Items

Some items have no fixed price — the cashier types the price when ringing it up (a deli counter charge, a Misc / custom amount, or market-priced goods). These are flagged Open price in the catalog.

1. Tap the item or scan its barcode.
2. The Item Detail modal opens with a Price (per unit) field, prefilled with the suggested price (if any).
3. Type the price for this sale and tap Add to order.
4. The line is priced at the amount you entered. Tax, line discounts and modifiers apply on top as usual.

An open-price item cannot be quick-added straight to the ticket — it always opens the modal so a price is entered. A normal (fixed-price) item can never be re-priced this way; only items the back office marks as Open price accept a typed price.

To mark an item open-price: Back office → Catalog → Items → (new/edit) → tick “Open price”. The catalog Base price then becomes the suggested default shown in the modal.

7. Order Types — Counter, Delivery, Pickup

Tap the order type pill at the top of the Order Ticket to change the order type before charging.

For Delivery and Pickup orders you can optionally attach a customer (see §13) so the order is linked to their profile.

8. Taking Payment

1. Once the cart is correct, tap Charge.
2. The Payment screen shows the order total.

Cash

1. Tap Cash.
2. Tap a denomination shortcut (e.g., MVR 100, MVR 200) or type the exact amount received.
3. Tap Charge.
4. The screen shows the change due. Hand over the change and tap Done (or print the receipt first — see §9).

Card

1. Tap Card (or the card terminal name if multiple terminals are linked).
2. Follow the prompt on the card terminal.
3. Once approved, tap Done.

Bank Transfer / Wallet

1. Tap Transfer or Wallet.
2. Enter the reference number if required.
3. Tap Charge.

Split Tender

To accept more than one payment method for a single sale:

1. Enter the amount for the first tender (e.g., type 200 under Cash) and tap Add.
2. The remaining balance updates.
3. Choose the next tender and enter the amount. Repeat until the balance reaches zero.
4. Tap Charge to finalise.

Store Credit

[Requires: credit-sales module]

If a customer has a credit account and the credit-sales module is enabled:

1. Assign the customer to the order (see §13).
2. The Credit tender option appears with the customer's available balance shown.
3. Tap Credit and tap Charge.

9. Receipts

After payment completes, the receipt screen appears.

Cash Bill (Default)

A standard cash bill is printed by default. Tap Print to send to the receipt printer, or tap Send to email or SMS it to the customer.

Tax Invoice (GST)

[Requires: GST tax enabled in store settings]

A tax invoice includes the customer's name, address, and Tax Identification Number (TIN) and is required for business-to-business purchases.

1. Before charging, assign a customer who has a TIN saved — the receipt type switches to Tax Invoice automatically.
2. Or on the receipt screen, toggle Tax Invoice and fill in the customer details.
3. Tap Print.

Tip: A customer with a TIN saved will always default to a Tax Invoice. Customers without a TIN always default to a Cash Bill.

10. Returns and Refunds

Return With Original Receipt

1. Open History from the system menu (☰).
2. Search for the original bill by bill number, date, or customer name.
3. Tap the transaction and tap Return.
4. Select the lines (and quantities) to return.
5. If the item is serial-tracked, a serial picker appears — select the exact serial numbers being returned.
6. Choose the refund method (same tender as original, or cash).
7. Tap Confirm return. A return transaction is created and the refund is recorded.

Walk-In Return (No Receipt)

1. Tap Returns from the system menu (☰).
2. Tap New return without receipt.
3. Search for and add the items being returned.
4. Enter the reason (e.g., damaged, wrong item).
5. Choose the refund method and tap Confirm.

Note: Walk-in returns without a receipt are always subject to manager approval if the cashier does not have the refund permission. The system will prompt for a manager PIN.

11. Voiding a Sale

Voiding cancels a completed sale and reverses all payment records.

1. Open History from the system menu (☰).
2. Find the transaction and tap it.
3. Tap Void.
4. Enter the void reason.
5. A manager PIN is required to confirm.

After voiding, the transaction is marked Voided and a reversal entry is created in the reports. Voided transactions appear in the Z-report void column.

Recreate: After voiding you can tap Recreate to reload the same items back into the cart for a corrected sale.

12. Holding and Recalling Orders

Use Hold when a customer needs to wait or when you want to serve another customer without losing the current cart.

Hold an Order

1. Build the cart as normal.
2. Tap Hold.
3. Optionally enter a label (e.g., customer name or table number) to identify the parked order.
4. Tap Park. The cart clears and you can start a new sale.

Recall an Order

1. Tap the Recall icon (clock/list icon) at the top of the ticket area.
2. A list of parked orders appears. Tap the one you want.
3. The order is loaded back into the cart.

13. Customers and Store Credit

Assigning a Customer

1. Tap the customer icon (👤) at the top of the Order Ticket.
2. Search by phone number, name, or card code.
3. Tap the customer to assign them. Their name appears on the ticket and the receipt.

Creating a New Customer at the Till

1. In the customer search, if no match is found, tap New customer.
2. Enter phone number (required), name, and email.
3. Tap Save. The customer is created and assigned to the current order.

Collecting a Credit Payment

[Requires: credit-sales module]

1. Assign the customer to the order.
2. On the Payment screen, tap Credit.
3. The customer's available balance is shown. If the total exceeds the credit limit, a manager PIN is required.
4. Tap Charge. The amount is posted as an outstanding invoice in the customer's credit account.

Viewing a Customer's Balance

1. Tap the customer icon and assign the customer.
2. Tap the customer's name in the ticket — their profile opens showing outstanding balance and credit limit.

Collecting Outstanding Invoices

[Requires: credit-sales module]

To accept payment for previously-charged credit invoices:

1. Tap ☰ → Credit collections.
2. Search for the customer.
3. Select the invoices to collect.
4. Choose the payment method and tap Collect.

14. Closing Your Shift

At the end of your trading session, close your shift to record the final cash balance.

1. Tap the shift pill (green, showing your float/sales total).
2. Tap Close shift.
3. Enter the counted cash in the drawer — either as a total, or enter each denomination and let the system sum it.
4. The system shows:

• Expected cash = opening float + all cash sales − cash payouts
• Counted cash = what you entered
• Variance = difference (over or short)

1. Review the totals and tap Close shift.

The shift is now closed and appears in the Shift report in the back office.

Tip: You can have multiple shifts open on the same day (e.g., morning/evening hand-over). Each shift closes independently.

15. Manager Actions

Certain actions require a manager PIN (4–6 digit PIN set in back-office User settings). The till will prompt automatically when one of these actions is attempted:

Line Discount (Manager)

1. Tap a line in the cart.
2. Tap Discount.
3. If manager approval is required, the PIN prompt appears.
4. Enter the discount (% or fixed amount) and tap Apply.

Order-Level Discount (Manager)

1. Tap the discount icon (%) in the Order Ticket footer.
2. Enter the discount and tap Apply. The discount is shown as a separate line in the ticket.

Price Edit

1. Tap the unit price on a cart line.
2. A PIN prompt appears. Enter the manager PIN.
3. Type the new price and tap OK.

No-Sale (Open Drawer)

1. Tap ☰ → No sale.
2. Enter the manager PIN.
3. The cash drawer opens. The event is recorded in the shift log.

16. Switching Themes

Eches POS supports Light, Dark, and System themes.

1. Tap the theme icon (🌙 or ☀️) in the top right of the header.
2. Choose Light, Dark, or System (follows your device's system setting).

The theme is saved per browser and persists between sessions.

Eches POS — Retail Point of Sale · © Eches Technology. For support contact your system administrator.