POS, Sales, Inventory, and Taxes

Open POS and Select the Right Location

How to open Point of Sale, choose the correct location, and understand the POS screen layout.

Updated 11 days ago

Choose Member Checkout or Guest Checkout in POS

How to attach a member, switch to guest checkout, and avoid common member-context mistakes in POS.

Updated 11 days ago

Add Products, Plans, Bundles, and Access Items to the POS Cart

How POS catalog search, item taps, barcode lookup, quantities, totals, and availability rules work.

Updated 11 days ago

Save, Restore, and Delete Saved Sales in POS

How to park a POS cart, restore it later, remove saved carts, and understand auto-stashed carts.

Updated 11 days ago

Apply and Remove Promo Codes in POS

How promotion codes apply to POS carts, how discounts affect taxes and totals, and how to troubleshoot promo errors.

Updated 11 days ago

POS Overview

Learn how to pOS Overview in Topo, including pOS requires selected location.

Updated 11 days ago

Run a Product Sale

Learn how to run a Product Sale in Topo, including publish only as a short index or composite walkthrough that links to POS-02 through POS-14.

Updated 11 days ago

Sell Access from POS

Learn how to sell Access from POS in Topo, including publish only after POS-04, POS-10, POS-15, and the plan/access concept articles exist.

Updated 11 days ago

Collect Tips

Learn how to collect Tips in Topo, including pOS-09 is the checkout article.

Updated 11 days ago

Use Stripe Terminal Readers

Learn how to use Stripe Terminal Readers in Topo, including settings plus POS-13.

Updated 11 days ago

Refund a Sale

Learn how to refund a Sale in Topo, including pOS-18 is the checkout-originated sale article.

Updated 11 days ago

Handle Account Credit at Checkout

Learn how to handle Account Credit at Checkout in Topo, including pOS-08 is the checkout article.

Updated 11 days ago

Review a Sale

Learn how to review a Sale in Topo, including sale/refund status.

Updated 11 days ago

Respond to a Chargeback or Dispute

Learn how to respond to a Chargeback or Dispute in Topo, including dispute status.

Updated 11 days ago

Create Product Categories

Learn how to create Product Categories in Topo, including category purpose for products/plans.

Updated 11 days ago

Create a Product

Learn how to create a Product in Topo, including name, category, status, base price, member price, barcode, description, location availability, tax assignment, image, archive/restore.

Updated 11 days ago

Create Product Variants

Learn how to create Product Variants in Topo, including options like size/color.

Updated 11 days ago

Manage Inventory Counts

Learn how to manage Inventory Counts in Topo, including tracked/untracked variants.

Updated 11 days ago

Create and Receive Purchase Orders

Learn how to create and Receive Purchase Orders in Topo, including select variants.

Updated 11 days ago

Create and Assign Tax Rates

Learn how to create and Assign Tax Rates in Topo, including organization-wide rates.

Updated 11 days ago