Probiz365Help Center Open App

Point of Sale (POS)

Fast checkout for walk-in customers with barcode scanning, drafts, and receipt printing.

Where: Sidebar → SalesPOS
Permission required: Pos_view

Processing a Sale

  1. Open POS from the Sales menu. POS opens in full-screen mode.
  2. Select the Warehouse and Customer (or use the default walk-in customer).
  3. Add products by:
    • Scanning a barcode with a connected scanner
    • Searching by product name or code in the search box
    • Clicking products from the product grid
    • Filtering by Brand or Category
  4. Adjust quantities in the cart as needed.
  5. Apply discount, tax, or shipping if required (permission may be needed).
  6. Click Pay Now to open the payment dialog.
  7. Enter payment amount(s) — cash, card, or split payments.
  8. Complete the sale. A receipt preview modal appears.
  9. Click Print to print the receipt, or close to finish.

Screenshot: POS screen with product grid and cart

Screenshot: POS payment modal

Screenshot: Receipt preview modal with Print button

Draft Sales

Save an incomplete sale to finish later — useful when a customer steps away or you need to serve another customer first.

  1. While building a cart, click Hold / Draft to save the current sale.
  2. View draft sales from the drafts list in POS.
  3. Click a draft to resume editing at Sidebar → SalesPOS → drafts list.
  4. Complete payment when ready, or delete the draft if no longer needed.

Screenshot: Draft sales list in POS

Barcode Scanning

Connect a USB or Bluetooth barcode scanner. It acts as a keyboard — scan a product barcode and it will be added to the cart automatically. Ensure products have correct barcode values set in the product catalog.

POS Settings

Where: Sidebar → PreferencesPOS Settings
Admin onlyRequires pos_settings permission.

Configure receipt layout, default customer, keyboard shortcuts, and display options. See Settings for details.

Printing Receipts

  1. After completing a sale, the receipt preview modal opens automatically.
  2. Click Print to send the receipt to your configured printer.
  3. For thermal printers, configure paper size and layout in POS Settings.
TipCompleted POS sales also appear in Sales → List Sales with the POS flag.