Understanding the P.O.S: Making a Sale Step-by-Step

Indio’s P.O.S. system lets staff quickly process guest purchases, from store items to services and reservations. Follow these steps to complete a sale.

1. Access POS Tab
   
   1. Login
      
      
      
      
   2. Select POS from the side bar menu
      
      
      
      
2. Add Items to the Sale
   
   1. Use the search bar to find an item or browse through the available categories
      
      
      
      
   2. Click on an item to add it to the transaction
      
      
      
      
   3. Adjust the quantity of each item if necessary
      
      
      
      
3. Select Payment Method
   1. Once you have added all items to transaction, click Purchase
      
      
      
      
   2. You can choose from 4 different payment methods
      1. Cash – input Tendered amount and click Purchase
         
         
         
         
      2. Check – input Check Number and click Purchase
         
         
         
         
      3. Card – input Cardholder Name, Card Number, Expiration Date, and CVC and click Purchase
         
         
         
         
      4. Reservation – search guest name or reservation number. Choose the relevant reservation and click Charge to Reservation. Ensure that you are choosing the correct reservation for a guest, not a past or future one. 
         
         
         
         
4. Issue A Receipt
   1. Choose Print Receipt
      
      
      
      
   2. You can use this screen to get a customer’s signature
      
      
      
      
   3. You can print the receipt or save it as a PDF, for your records or for the customer.
      
      
      
      
5. Additional Notes
   1. You can see past order history, which will bring up every POS transaction.
      
      
      
      
   2. Cash and check transactions should be counted and verified before closing the sale.