POS Tips and Best Practices

Here are tips to help you work faster and more accurately at the POS.

Use keyboard shortcuts — F11 for cash, F12 for card, F1 to focus the search box. These save seconds on every transaction that add up over the day.
Enable Scanner Auto-Add Mode — In Machine Settings, turn on "Scanner Auto-Add Mode" so scanned items are added instantly without pressing Enter.
Learn the barcode prefixes — Scanning CSTMR: barcodes and RWRD: cards lets you attach customers without typing.
Set up amount shortcuts — Configure the 6 amount shortcut buttons in Machine Settings for your most common denominations.

Always verify the Total Due before processing payment — a quick glance prevents costly errors.
Attach the customer before processing loyalty redemptions or credit card payments that require customer info.
Use serial number capture for high-value items to ensure proper tracking and warranty records.
Check the quantity after scanning — if an item is scanned twice accidentally, the quantity will be 2. Click the Qty cell to correct it.

Count your drawer at check-in — Verify the opening amount matches what's actually in the drawer.
Perform safe drops regularly — Don't let cash build up in the drawer during busy shifts.
Count back change to the customer — It reduces errors and builds customer confidence.
Run a Machine Balance Check periodically — Compare it to what's in the drawer to catch discrepancies early.

Run the X-Report before counting your drawer — Use the expected cash amount as your target.
Process all pending transactions before checking out — Don't leave sales in progress.
Resume and complete or cancel any held sales — Held sales should not carry over between shifts.

Screen frozen? Press Ctrl+Alt+R to restore the UI.
Payment declined? Ask for a different card or switch to cash. Don't process the same card repeatedly.
Barcode not scanning? Try typing the number manually in the search box.
Printer not working? Use the Test Printer button in Machine Settings to diagnose.
POS seems slow? Restart the POS screen from the Action Menu.

Hold sales graciously — If a customer needs to step away, use Hold and serve the next customer. The first customer won't have to start over when they return.
Email receipts — Offer to email the receipt. It's faster than printing and environmentally friendly.
Price check without adding — Use the Price Check feature to answer customer questions without affecting the sale.