6 views Updated 11 days ago

POS Overview

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

When to use this

Use this article when you need to pOS Overview in Topo. The main staff surface is Staff > POS. It is written for Front Desk, Managers.

POS requires selected location
Member versus guest sale
Products, plans, bundles, add-ons, tips, promotions, account credit, taxes
Stripe Connect requirement
Saved carts
Link to the POS article cluster for the task-level articles staff will search for

Select one location before opening POS. POS cannot run from All Locations because stock, taxes, tips, and Terminal readers are location-specific.
Use a staff role that can create sales. Ask an owner or admin if POS is hidden or checkout controls are disabled.
Confirm Stripe payment readiness before accepting card payments.
Choose one checkout context: an attached member for member-specific access, account credit, card-on-file payments, or post-sale check-in; Guest checkout for anonymous merchandise sales.
Review the sale detail if payment is pending, failed, refunded, or disputed before retrying anything.

Select one location, then open POS.
Choose member checkout for member-specific access, account credit, card-on-file payments, or post-sale check-in.
Choose guest checkout for anonymous merchandise sales that do not need a member profile.
Add products, plans, bundles, discounts, tips, credit, and payment method as needed.
Complete the sale, send receipts, and review the sale record when payment is pending, refunded, or disputed.

The change is reflected in the relevant staff screen and activity history.
If the workflow affects members, payments, access, inventory, or email, review that downstream area before moving on.

Checkout is disabled: confirm selected location, non-empty cart, member or guest checkout, payment readiness, and required payment method.
An item is missing: check active status, location availability, variant sellability, bundle contents, and inventory tracking.
A payment or Terminal sale is pending: review the sale record before retrying so you do not double-charge the customer.