POS is a Gem subject to a fee that you can activate from the Holded Store. It is composed of a section on the platform, for stores and inventory management, and an application for iOS or Android tablets for daily usage in a physical store. Learn more about POS here.
How to get there
- From your device, open the POS app
- Login with your Holded credentials
- Select the store
- Open your register
Learn more here about how to manage a sale
Creating or adding an existing client to a sale
Whether you want to have your customer list up to date or be able to email them the sales receipt, POS allows you to save their data either during a sale or from the Sales History section. In any case, the steps to follow do not change:
Bear in mind that you will only be able to link a customer to a sale before completing it.
- Tap on Add customer
- If you have previously created a contact, type their name in the search bar and select them
- If you have not created it, click on the + icon (Create)
- Define if it is a private person or a company
- Complete all the details
- Tap Done
Editing a customer profile
- Tap on Add customer
- Type the customer name in the search bar
- Select the contact
- Open the editing modal by pressing on the customer name
- Modify the information
- Confirm the action