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Check out a sale at the point of sale

The Point of Sale (POS) in Nadigit IMS is built for fast checkout, at the counter or on a mobile till. You reach it via Point of Sale in the side menu.

If that entry is missing, the module may have been switched off in the settings: see Enabling or disabling the point of sale.

  1. Shop and warehouse of the sale.
  2. Item search by name, reference or SKU.
  3. Cart: quantity and price of each line.
  4. Payment: quick amounts and payment method.
Open the session first

The point of sale needs an open session: click Open Session in the banner. See Opening and closing the till, and Making your first sale for an illustrated walkthrough.

Shop and warehouse​

At the top of the screen, two lists show the shop and the warehouse in use. The items offered and the stock deducted are those of that warehouse: change it if an item does not show up.

Find and add items​

The Quick sale area lets you find an item in several ways:

  • Scan a barcode or a SKU;
  • Search by name, reference or SKU;
  • navigate with the keyboard: open the list with the arrow, move with ↑ ↓, then Enter;
  • tap a line on a touch screen.

For an item sold by weight or measure, enter the quantity (for example 1.5 kg). The + and − buttons adjust each line, and a line's unit price can be edited directly in the cart.

Variant items (fashion & apparel)​

For items available in sizes/colors, the POS offers a Browse styles mode: scan the style label to pick the variant, or a SKU to add it straight to the cart.

Soft reservations​

When soft reservations are active, the items in your cart are reserved for you during the sale: other tills temporarily see less stock, which prevents selling the same unit twice. Stock checks are validated server-side when adding or changing quantities.

The reservation expires if the cart stays inactive too long. The feature is off by default and also covers back-office orders: see Soft stock reservations.

Take payment​

Paying on credit

The Credit method appears only when a named customer is selected: a walk-in customer cannot buy on credit. Once the customer is chosen, their credit standing is shown at checkout. See Selling on credit.

  1. In the Payment panel, choose the payment method: Cash, Card, Check, Transfer, BOE or Digital Wallet.
  2. For a cash payment, enter the amount received with the keypad or the quick amounts: the change is computed automatically.
  3. Click Complete Checkout. The Checkout dialog lets you add a payment (payment in several methods) and print the receipt; confirm with Complete Checkout.

The stock of the sold items is deducted automatically and the sale is recorded in your reports.

The receipt​

After confirmation, you can print or share the receipt, including as a thermal PDF (80 mm) for ticket printers.

X and Z register reports​

From the point of sale you can generate:

  • the X report: an interim view of the till during the day, without closing anything, as a PDF or Thermal PDF (80mm);
  • the Z report: the closing view, downloaded when the cash register is closed in Finance → Treasury → Cash Registers.

Lock the till​

You can lock the point of sale between two customers or during an absence. The user's POS PIN, set on their account, unlocks it: handy to protect the till on a shared workstation.

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