Skip to main content

POS Checkout Workflow

The Point of Sale screen is used for fast checkout. It supports registered customers, walk-in or OTC sales, product search, promotions, split payments, and immediate invoice creation.

POS checkout workflow screen with callouts

Quick guide:

  • 1 selects the customer mode
  • 2 is the main product search entry point
  • 3 filters products by category
  • 4 opens POS shortcuts and keyboard help

What the POS supports​

  • registered customer billing
  • walk-in or OTC sales
  • quotation-based checkout
  • product search by name, SKU, or barcode
  • category-based product browsing
  • custom line items
  • coupon preview
  • membership purchase
  • split payments
  • receipt and invoice generation

Main POS workflow​

  1. Open POS.
  2. Choose Registered Customer or Walk-in / OTC.
  3. Select the pet parent and pet when using registered mode.
  4. Search and add products or services.
  5. Review the cart, discounts, taxes, and total.
  6. Add coupon or membership information if needed.
  7. Record one or more payment rows.
  8. Select Checkout Sale.

The system then creates the invoice and updates inventory immediately.

Choosing customer mode​

Registered Customer​

Use this when the sale should stay linked to:

  • a pet parent
  • a pet
  • membership benefits
  • quotation history

Walk-in / OTC​

Use this for quick over-the-counter billing when no pet parent or pet link is required.

In this mode:

  • pet parent selection is hidden
  • pet selection is hidden
  • membership purchase is disabled
  • quotation linking is disabled

Searching and adding items​

Products can be added by:

  • typing product name
  • scanning or entering barcode
  • searching SKU
  • filtering by category

If needed, staff can also add a custom item with description, quantity, price, and optional tax.

Cart and promotion review​

The POS summary shows:

  • cart lines
  • quantity
  • subtotal
  • line discount
  • membership discount
  • coupon discount
  • tax
  • total
  • round off
  • rounded total

Use the promotion section to:

  • enter a coupon code
  • add a membership purchase
  • add checkout notes

Payment split​

The payment section supports:

  • one or more payment rows
  • multiple payment modes such as cash, UPI, card, bank transfer, and other
  • even split across payment rows
  • applying remaining balance to one payment row

After checkout​

When checkout succeeds, POS shows a receipt banner with:

  • invoice number
  • link to view the invoice
  • link to print the receipt

Common mistakes to avoid​

  • using walk-in mode when the sale should be linked to a registered pet parent
  • forgetting to review quantity on stock-controlled items
  • checking out before reviewing payment totals
  • applying a coupon without confirming the preview result