Articles on: Retail Plan Onboarding

Ways to use your POS system

In the article:


  1. Introduction
  2. Enable Your POS
  3. POS Dashboard Overview
  4. Order Process
  5. Types of Payment Method of POS
  6. Product Management in POS
  7. Apply Discount on POS
  8. Managing Customer Profile & Loyalty


Introduction


This guide shows you how to add a customer, add products, select a payment method, and complete checkout to create a quick POS order. Follow each video below based on what section of POS you needed to know.


Enable Your POS



  • Go to Channels → Point of Sale → Enable.


POS Dashboard Overview



  • Scan — scan a product, customer, order, or voucher barcode.
  • Products — search by name or SKU, browse, add to cart.
  • Orders — view and manage orders.
  • Custom Items — add a one-off sale: custom name, price, taxable toggle, set cost price, quantity, shipping → add to cart.
  • Pickup Orders — handle pickup orders.
  • Customers — search or add customers.
  • Purchase Orders — available at applicable locations.
  • Personalize quick actions — customize the quick-action tiles (Collections / Products / Discounts / Navigations) and Save.
  • Right panel = live cart: add customer, item list, subtotal, discount, tax, checkout.


Order Process



  • Open shift — switch/select your location (e.g. main HQ or an event location) to start the shift.
  • Quick Order — add items (search / scan / products) and add a customer.
  • Manage Cart → More actions: view saved carts, add/remove customer, invite checkout, add tax, add seller note, schedule shipping, schedule pickup, attribute sales to staff.
  • Schedule Shipping & Pickup — set shipping rate or a custom rate, pickup, and ship-from location.
  • Payment — select payment method to complete, or Mark as unpaid to settle later.
  • Close shift — review shift summary (opening cash, cash in/out, cash sales, refunds, current balance, expected vs actual closing cash), count cash in drawer, note any difference + remark, then confirm.


Types of Payment Method of POS



Types of Payment Method of POS

  • POS Payment Methods: Fiuu E-Wallet
  • Default methods: Cash payment, External terminal, Counter TnG QR
  • Custom methods: payment methods you add yourself
  • Others (online payment): Bank Transfer, Manual TnG QR Transfer, Fiuu
  • Mark as unpaid to settle a payment later


Product Management in POS




Adjust Item Price on POS



Open the item in cart → View details → override the price for that sale.


Apply Discount on POS


Item Discounts


  • Discount a single line item (via View details).


Order Discount


  • Apply a discount to the whole cart.


Round to Nearest 5 Cents


  • Round the total to the nearest 5 sen.


Apply Tax & Auto Discount



In General settings → POS Checkout Setting:

  • Allow price rounding (auto-adjust decimals at checkout)
  • Auto apply tax (from the selected POS location's address)
  • Auto apply discounts (based on ongoing promotions)
  • Auto assign staff attributor (attributes the sale to the logged-in staff)


Managing Customer Profile & Loyalty




Add Customers



  • Add Customer: Customers → Add customer → enter email + first/last name → optionally send an account invitation → Add new customer.


Customer Insight & Upsell



  • Customer Insight & Upsell: You can view your customer's profile it will show its:
    • Customer joined
    • Average order value
    • Total orders history
    • Points balance
    • Credit balance - View in-cart items and previously bought items to upsell.


Voucher, Points & Credit


  • Assign vouchers, and apply points balance or store credit at checkout.

Updated on: 28/08/2026

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