1. Activate the Gem
💎 Point of Sale is a paid Gem , available at Hold Store . Activate it to start configuring your stores and boxes.
Log in to your Holded account and go to the Holded Store
From the Gems tab, select Point of Sale
Click Start 14-day trial
Once the Gem is activated, click on Go to functionality
2. Create and assign your products
After activating the Gem, you will have to create and assign the products that you are going to sell through the POS.
3. Create your store profile
Access Sales > Point of sale
Click + Create Store top right
Fill in the fields with all the details, including name, address and the phone number that will be seen on the receipts
Generate a new store linked to the store or select an existing one
Click Create
4. Fill in the information about your box
For each store profile created, a cash register will be generated and you will only have to fill in its details.
Access Sales > Point of sale
Enter the profile of the store
Click the 3-dot (⋮) menu next to the box and select Edit
Name your box and add a short description. By default, the system will generate a cash account with the same name.
Link one of your bank accounts for card payments
Save
5. Download the Holded POS application
Please note that there are some technical requirements necessary: the OS version of your tablet has to be from 12.5 onwards for iOS, while for Android it will have to be from 6.0
Access the Apple Store or Google Play Store
Search for Holded POS
6. Open the box
Log in to the app with the same credentials of your Holded account and open your box.
Select the box
Click Open Register
Confirm the operation
7. Add products to cart
Access the application's sidebar by clicking on the three-line menu (☰)
Select New Sale
To add products to a sale you can use a barcode scanner , the camera of your tablet, write directly the product code or browse the list of items in the grid.
8. Pause a sale
You can pause your sale to perform other actions , such as serve other customers, and recover it later.
Add items to cart
Tap on Pause , right in the top right corner of your screen
By pausing a sale in progress you will be able to make another one without losing any information, while if you delete it the data will not be they will be able to recover
9. Collect a sale
Choose the payment method and print the receipt.
Add items to cart
Press Charge
Choose the payment method
Confirm the operation
Click on Print receipt
If you want to send the receipt instead of printing it, click Send receipt.
10. Make a refund
Each refund corresponds to a corrective invoice.
Access the application's sidebar by clicking on the three-line menu (☰)
Click on Sales history
Select the sale and click Refund Items
Select the product
Modify quantities and prices
Complete the operation
11. Close the box
When you close your box, the system will show you the amount of money invoiced during the day so that you can confirm or not according to the count.
Open the sidebar, by clicking the three-line menu (☰)
Select Register
Click Close Register
Make the count of the amount billed
Type the total in the correct field
Confirm the operation