Point of Sale (POS) System User Manual for Sales 360
October 16, 2025 - Reading time: 487 minutes

This manual details the use of the custom Point of Sale (POS) application built within your Sales 360 platform, allowing retail transactions to be processed directly against your unified Product Catalog and Customer database.

1. System Overview and Components

The Sales 360 POS system integrates front-end sales with back-end inventory and customer relationship management (CRM).

POS Function Sales 360 Mapping Purpose
Cashier Identity Standard User record Tracks which employee processed the transaction (user_id).
Product List Standard Product Object Source of all available items, including pricing and stock levels.
Customer Lookup Standard Contact/Account Object Links the sale to an existing customer record (customer_id).
Transaction Record Standard Order Object & Custom POS Transaction Object Creates a complete sales order and a dedicated POS record for history tracking.
Stock Management Standard Inventory/Product Object Automatically decrements product stock quantity upon successful checkout.
Loyalty/Discounts Custom Coupon and Reward Point Ledger Manages discount application and reward point transactions.

2. The POS Sales Console

The POS Console is a dedicated Sales 360 Lightning App or screen flow designed for speed and touch-screen usability.

2.1. Logging In

  1. Log in to the Sales 360 platform using your standard employee credentials.

  2. Navigate to the POS Console App from the App Launcher.

  3. The console will load with a clear view of products, categories, and an empty cart.

2.2. Initiating a New Sale

Every transaction begins with identifying the customer.

Scenario Action Data Entered into Order
Existing Customer Use the Customer Search field to find and link an existing Contact/Account record. Populates the order with the customer's name, email, and primary address.
New Customer Click New Customer (Custom Action) to quickly create a basic Contact record, then link it. Populates basic contact info.
Guest Customer Click the Guest Checkout button (linked to customer_id = 0). Uses default names like "Guest Customer" and generic store address.

2.3. Adding Products to the Cart

The main interface displays products and categories.

  1. Search: Use the Product Search Bar to quickly find items by name or model number.

  2. Browse: Filter products using the Category Tabs (limited selection available for POS use).

  3. Add Item: Click a product tile to add one unit to the cart.

  4. Adjust Quantity: In the Shopping Cart panel, click the quantity field next to the item to increase or decrease the amount.

⚠️ Stock Alert: The system performs an immediate check to ensure the requested quantity is available. If stock is insufficient, an error will prevent checkout: "Insufficient stock for product...".

3. Checkout and Payment

Once all items are added, the final totals must be calculated, including any discounts.

3.1. Applying Discounts and Loyalty

Before processing payment, use the dedicated fields in the cart panel to apply incentives.

Discount Type Action Effect
Coupon Enter the Coupon Code and click Apply. The system validates the code. Deducts the discount amount (coupon_discount) from the total.
Gift Voucher Enter the Voucher Code and click Apply. The system verifies the voucher's status. Deducts the voucher's monetary amount (voucher_discount) from the total.
Reward Points Click Use Rewards. The system displays the customer's available points and asks how many to redeem. Converts the redeemed points into a monetary discount (reward_discount) on the order. Points are deducted from the customer's ledger.

3.2. Completing the Transaction

  1. Review Total: Confirm the final price in the cart (Sub-Total - Discounts = Final Total).

  2. Select Payment Method: The default method is POS Checkout / POS Payment, indicating an in-store transaction (Cash, Card, etc.).

  3. Finalize: Click the Process Payment button.

  4. The system creates a new Order record in Sales 360, marks it as Complete, and deducts the stock.

  5. A success message will display the new Order ID.

4. Viewing POS Order History

Cashiers can review their own sales for the day or week.

  1. Navigate to the POS History tab in the Console.

  2. The list displays sales linked to your User ID (user_id).

  3. Filtering Options: You can refine the list using the following filters:

    • Order ID: Filter by a specific transaction number.

    • Customer Name: Search by the customer's full or partial name.

    • Date Range: Filter by Date From and Date To.

  4. View Details: Click an Order ID to open the full Sales 360 Order record for detailed information on products, totals, and customer address.

Related

HashPalLabsBlog

At Hashpal Labs, we develop privacy-focused scripts and tools with no trackers, spyware, or ads. We offer free initial security consultations, certified cybersecurity training, and code auditing.

Our flagship product is the Sales 360 Platform, a comprehensive, privacy-first solution designed to power sales and marketing for your enterprise, restaurant, grocery store, small business, e-commerce shop, logistics operation, HRMS service, or general service provider, helping your team grow efficiently and securely.

It's also ideal for influencers looking to build and scale their own sales channels or businesses. We offer continuous mentorship and dedicated support to all our clients.

To connect with us visit:https://www.hashpallabs.com

Categories