POS is a paid Gem available in the Holded Store. Turn it on to start setting up your stores and cash registers.

How?

1. Log in to your Holded account and access the Holded Store
2. From the Gems tab, select Point of Sale
3. Click Activate
4. Once the Gem is activated, click on Go to functionality

After activating the Gem, you should create the products you are going to sell through POS.

With the POS Gem activation you have the right to use multiple warehouses, while if you need to create a product with variants, among other things, you'd need to purchase Inventory. Learn more here.

How?

1. From Inventory, select Products
2. Click New Product
3. Add the basic information
4. Assign a rate

Once your products are created, you will have to assign them to POS. Learn here how.

How?

1. Go to Point of sale
2. Click on Create new store
3. Fill in the form with all the details, including name and address
4. Generate a new warehouse linked to your store where to manage your stock, or select an existing one

Learn more here about how to manage your POS store profile

For each store profile created, a default cash register is generated, and you will only have to fill in its details.

How?

1. Go to Point of sale
2. Access to the store profile
3. Open the 3-dots menu (⋮) next to the register and select Edit
4. Fill in all the details on name, description, and bank account

   In case you need to charge by credit or debit card, you will have to associate to the register a bank account previously added in Holded. Learn here how to add your first bank.

5. Save to complete the action

Go here and learn more about how to manage your cash register

How?

Go to the Apple Store or Google Play Store and look for POS.

The POS application needs some technical requirements to be installed and used correctly: the version of your tablet operating system must be from 12.5 onwards for iOS, while for Android it will have to be from 6.0

First, log in to the app with the same credentials that you use for your Holded account, and then open your cash register.

How?

1. Once you have selected the register to open, tap on Open register
2. Confirm

Learn more here about how to perform the register opening and closing

To add products to a sale, you can use a barcode scanner, or your tablet's camera, write the product code directly or browse the list of items in the grid.

How?

1. Access the Sidebar by tapping on the three-line menu (☰)
2. Select New Sale
3. From the grid view, tap on the items you want to add
4. From the scanner view, frame the barcode, take a picture or write it down

Check this article and learn more about how to add or remove products during a sale

You can pause your sale to carry out other actions, such as serving other customers, going to the main Holed platform to modify something or synchronize your products, and recovering it later.

How?

1. Add items to your cart
2. Tap on Park, just above the cart

By parking a sale in progress you will be able to carry out another one without losing any information, while if you delete it the data cannot be recovered. Learn here how to park and retrieve a sale.

Choose the payment method and print your receipt.

How?

1. Add items to your cart
2. Press Checkout
3. Choose the payment method
4. Confirm the action
5. Tap on Print receipt

To learn more in detail how to make a sale, go here

How?

1. Add items to your cart
2. Press Checkout
3. Choose the payment method
4. Confirm the action
5. Tap on Send receipt

Learn here how to create a customer profile

Each refund corresponds to a credit note.

How?

1. Open the Sidebar by tapping on the three-line menu (☰)
2. Access to Sales History
3. Select the sale and click Refund Items
4. Select the product
5. Modify quantities and prices
6. Complete the operation

Learn more in this article how to manage a refund

When you close your cash register, the system will show you the amount of money expected to be invoiced during the day, and you will be asked to confirm it.

How?

1. Open the Sidebar by tapping on the three-line menu (☰)
2. Select Register
3. Tap Close Register
4. Count the amount invoiced
5. Enter the counted amount in the correct field
6. Confirm the operation

In case of discrepancy between the expected and the counted amount, the system will create an accounting entry to record the cash difference.