Functionality in beta phaseCurrently, POS is only available to some beta users.
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POS is a Gem subject to a monthly fee that you can activate from the Holded Store. It is composed by a section on the platform, for stores and inventory management, and by an application for iOS or Android tablets for a daily usage in a physical store. Learn more about POS in this section.
A POS, or point of sale, is a system, normally located in a physical place, through which a customer proceeds to pay for the purchase of products or services.
In Holded, POS is the system that allows you to manage stores, registers, products and warehouses in order to perform a sale in your physical stores.
What can be done with POS?
POS is made up of two parts: a section on the main Holded platform and an application for tablets
Through the Holded platform
- Create a store profile
Add the details about your store, such as name and address.
- Create cash registers
Create and configure the cash registers of your store, assign payment methods and the corresponding bank account.
- Manage warehouses
Generate a warehouse and associate it to your store profile.
- Manage inventory
Each sale will discount inventory in the warehouse associated with your store.
Keep in mind that, in case you want to update your inventory, you will have to do it on the platform and then synchronize the application.
- Assign products
Select the products to link to your store.
- Consult your accounting
Analyse and manage the entries linked to your sales
Through the POS application
- Log in to POS
Open the app and log in
- Open the cash register
Perform the register opening and closing
- Synch your products
Synchronize the inventory of your products with the Holded platform
- Manage a sale
Make your sales
- Add or remove products from the cart
Add or remove items during a sale
- Apply discounts
Apply discounts on individual items or on the total of a sale
- Parking a sale
Pause a sale and perform other actions
- Manage refunds
Process the refund of a sale
- Create or add customer details
Add the details of your customers, send them their receipts and keep your database updated
- Print or send receipts
Print or send your sales receipts
- Configure scanner, printer and cash drawer
Configure all the external devices necessary for your sales
What are the requirements for POS?
The POS application needs some technical requirements to be installed and used correctly: the version of the operating system of your tablet must be from 12.5 onwards for iOS, while for Android it will have to be Android 6 (Marshmallow).
By activating the POS Gem, you will automatically have the right to manage multiple warehouses, while if what you need is an advanced management of your inventory with, for example, products with batches, among other things, you will need to activate the paid Gem Inventory Pro.
Learn more in this article about Inventory