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Before the first sale

  • The location’s cash drawer must be open — every sale, card or cash, is recorded against an open drawer. See Cash drawer.
  • To take cards, the location needs a paired reader that is online — see Pair a card reader.
  • POS needs an internet connection for every sale.

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Build the sale

In Point of Sale, choose the location and add items:
  • Catalog items — search your active products and pick a variant. The price is always the one in your catalog.
  • Custom items — enter a name and a price for anything not in your catalog, and choose whether it is taxable.
  • Quantity — set how many of each item.
  • Discount (optional) — take a percentage or a fixed amount off the cart, with a reason.
  • Customer (optional) — attach a customer from your customer list, or create one with their email, phone, first and last name.
  • Note (optional) — kept with the sale.
POS shows the subtotal, discount, tax at the location’s tax rate, and the total to collect.

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Card

1

Send the amount to a reader

Choose card, pick the reader and confirm the amount. The reader asks the customer to pay.
2

The customer pays on the reader

POS updates when the payment goes through.
  • Declined card — the sale stays open. Try again on the reader, or take another card or cash.
  • Cancel — cancel the payment on the reader before the customer pays, for example to change the amount or the reader.
  • Reader offline or busy — POS tells you; pick another reader or wait until the current payment finishes.

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Cash

Choose cash, enter the amount you are taking for this sale and the cash the customer handed over. POS shows the change to give back. The cash kept for the sale is added to the drawer’s expected cash.

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Split payment

A sale can be paid with more than one payment — for example part in cash and the rest on a card, or across two cards. Enter the amount for each payment; POS shows what is still due after each one.

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When the sale is paid

As soon as the payments cover the total, the sale completes on its own:
  • An order is created in Orders, tagged Point of Sale, marked paid and fulfilled, with the next order number in your store’s sequence. Card payments show as PlatformDTC Payments and cash as Cash.
  • An attached or new customer is saved to your customer list.
  • If the location has an inventory location, the quantities sold are taken off its stock.
A sale that has no successful payment can be voided instead; any card payment waiting on a reader is canceled.

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Receipts

After the sale, give the customer a receipt:
  • Email — enter the customer’s email address and the receipt is emailed to them.
  • Print — open the printable receipt and print it from your browser.
The receipt shows your store name and logo, the location’s name and address, the order number, date and time, who took the sale, every item, the subtotal, discount, tax and total, and each payment. For a card payment it shows the card brand and last four digits and the card application details the card networks require on an in-person receipt; for cash it shows the change given. In-person orders do not get the online order-confirmation email — the receipt takes its place.