Surfaces
Point of Sales
Onsite POS customer selection, item cart, provider/account choice, surcharge behavior, and sale submission.
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Overview
Point of Sales records onsite purchases against event inventory. It is a three-step counter workflow: link the customer, build the basket, then take payment. A saved sale creates a POS transaction and deducts sold quantities from inventory.
The page only works when POS is enabled in Inventory Tracking. If POS is disabled, the page blocks checkout and tells staff to enable POS first.
Dashboard route
/ems/manage/point-of-sales?id=:eventId
Sale summary panel
The summary panel stays visible while staff move through the workflow.
| Element | What it shows | Why it matters |
|---|---|---|
| Sale total | Current subtotal or quoted grand total. | Lets staff see the amount while scanning or editing. |
| Current step | Customer, Basket, or Pay. | Helps staff know where they are in the lane. |
| Quick add | Opens the item drawer from the summary panel. | Useful when staff need to add an item without scrolling. |
| Attendee chip | Selected attendee or anonymous sale state. | Confirms who the sale will be attached to. |
| Tender chip | Selected payment method and account label when available. | Confirms where payment is expected. |
| Basket list | Items and quantities currently in the sale. | Helps catch wrong items before payment. |
Scanner controls
The POS scanner automatically changes target based on the step. In Customer, it looks for attendee QR codes or barcodes. In Basket, it looks for item labels. In Pay, scanner activity stops because payment details are being reviewed.
| Control | What it does | Notes |
|---|---|---|
| Camera scanner | Auto-detects attendee badges and item labels. | Pauses or resumes from the scanner controls. |
| NFC toggle | Enables NFC tap support where the browser and device support it. | The setting is remembered locally in the browser. |
| Pause scanner / Resume scanner | Stops or restarts automatic scanning. | Useful when manually searching or correcting a basket. |
| Scanner status | Explains whether the scanner is live, paused, blocked, or idle. | Use it before assuming a badge or label is broken. |
Duplicate scan values are ignored briefly so one badge or item label does not fire repeatedly in the same moment.
Step 1: Customer
The customer step decides whether the sale is linked to a person or recorded as a walk-up sale.
| Input or control | What it does | Before continuing |
|---|---|---|
| Anonymous walk-up sale | Records the transaction without attendee, registration, or Dealers Den registration linkage. | Use only when the event allows anonymous POS purchases. |
| Selected attendee card | Shows the currently linked customer. | Confirm the display name, source label, and rego reference if shown. |
| Clear attendee | Removes the selected attendee. | Use when the wrong person was scanned or selected. |
| Attendee search | Searches attendee, table name, email, or registration reference. | Use when scanning misses or the badge is unavailable. |
| Select result | Links the selected attendee or dealer registration to the transaction. | Confirm the result is the correct person before building the basket. |
The workflow cannot proceed unless an attendee is selected or anonymous walk-up sale is enabled.
Step 2: Basket
The basket step builds the items being sold. Staff can scan item labels continuously or browse the item drawer.
| Input or control | What it does | Before continuing |
|---|---|---|
| Browse items | Opens the item drawer for manual selection. | Use for items that cannot be scanned or when a label is damaged. |
| Clear cart | Removes every item from the basket. | Use before payment if the sale needs to be restarted. |
| Item search in drawer | Filters sellable inventory items by name, description, UUID, or kind. | Clear it if expected items are missing. |
| Add | Adds an item to the basket. | Confirm the item name, price, kind, and UUID. |
| Increase quantity | Adds one more unit of the same item. | Make sure stock and event policy allow the quantity. |
| Decrease quantity | Reduces the item count by one. | Appears when quantity is above one. |
| Remove | Removes the item when quantity is one. | Use before checkout; after saving, correct through finance or inventory procedures. |
| Basket subtotal | Sum of item prices before surcharge and rounding. | Final total may change after payment method and surcharge behavior are quoted. |
Only items marked available for POS and with a price appear as sellable items.
Step 3: Pay
The pay step quotes totals and saves the sale. The order summary updates when the payment method, account, surcharge mode, money received, notes, customer, or basket changes.
| Input or control | What it does | Options |
|---|---|---|
| Payment method | Selects how the sale is paid. | Cash / manual settlement, or any configured payment provider. |
| Payment account | Selects the receiving account for configured providers. | Hidden for cash/manual settlement. Active accounts appear as selectable cards. |
| Surcharge mode | Controls whether the quote follows or overrides the event surcharge policy. | Use event default, Force surcharge on, Force surcharge off. |
| Money received | Records the tendered amount. | Used for cash, change due, and reconciliation context. |
| Staff notes | Adds internal notes to the POS transaction. | Use for exceptions, manual approvals, unusual tender behavior, or receipt context. |
| Retry totals | Rebuilds the quote when the summary is unavailable or stale. | Use after correcting payment details. |
| Submit sale | Saves the POS transaction. | Only enabled after the order summary is valid. |
Payment method options
| Option | Meaning | How it affects checkout |
|---|---|---|
| Cash / manual settlement | Onsite cash drawer, off-terminal settlement, or partner-managed manual collection. | No configured receiving account is required. |
| Configured provider | A provider from event payment setup. | Requires an active account. The provider card shows configured processor fee summary. |
Payment account options
Provider accounts show their label or internal name, account name, account number, QR availability, and preferred-local badge. If a configured provider has no active accounts, checkout blocks the order summary until the account setup is corrected in Payments Config.
Order summary
The attendee-facing order summary shows the account QR when available, provider, account label, account name, account number, attendee, payment method, item lines, subtotal, surcharge, cash rounding, grand total, money received, and change due.
Review this panel before submitting. It is the last chance to catch a wrong account, wrong item, wrong quantity, or wrong surcharge mode before the transaction is saved.
Recent transactions
Recent transactions show the linked attendee or anonymous sale, time, payment method, total, attendee code when available, staff email, receiving account label, item count, item breakdown, and notes. Use this section to confirm a sale was saved once before retrying after a network interruption.
Related actions
Use Inventory Tracking to enable POS, allow anonymous sales, and manage stock. Use Finance Analytics to review POS-attributed finance totals. Use Inventory Analytics to see POS-sold quantities against stock and pending demand.
Common mistakes
Do not submit the same sale twice because the UI feels slow. Check Recent transactions first. Do not use anonymous walk-up sale for a purchase that should be tied to an attendee. Do not choose a payment provider without confirming the receiving account shown in the order summary.