Point of sale (POS)
A point-of-sale (POS) system is typically used to process quick and easy in-store sales at the checkout counter. In Qblue, the POS system can also be used to create and complete sales orders, allowing for fast and convenient transactions.
POS setup checklist
Begin you begin using the point-of-sale system for your shop, consider completing these five setup steps that we've compiled into a checklist. If you have any questions, please feel free to contact us at any point!
Features of Qblue POS
Here are some of the key features the Qblue POS system offers. The most important features are explained with more detail in the sections below.
| Caters for both B2B and B2C |
Print docket receipts and A4 invoices |
- On-account payments
- Quick creation of new customers or updates to existing ones
- Save and park orders
- Store credit onto a customer's account, redeemable at a later date
- Take prepayments and save onto the customer's account
- Create sales returns
- Convert POS to sales orders for shipping
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- Option to print or email A4 invoices for on-account customers
- Option to print two copies of receipts
- Service or repair jobs invoicing
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| View dashboards and sales reports |
Comprehensively process payments |
- End-of-day count and other sales reports
- Measure sales staff performance and KPIs
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- Integration with EFTPOS terminals
- Recognition of credit card surcharge
- Payments history
- Manual credit card payments
- Capable of prepayments, store credit, and sales returns
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| Easily manage products |
Additional features |
- Barcode scanning
- Multiple cash registers
- Multiple stores or locations
- Partial fulfillment or back-ordering
- Capture serial numbers for products that require tracking
- Products gross margin control
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- Promotions and pricing tiers
- Gift vouchers
- User security PIN codes
- Favourite products panel
- Touch screen friendly
- Inventory management systems
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Cash registers
Each cash register is unique to a store location, and each location can have multiple cash registers. To add, remove, or edit cash registers per location, go to the settings page.
Checkout counter logins are the same as the standard users used to log into Qblue. You can assign a default cash register to each user - this ensures that the system knows which EFTPOS device to connect to when a POS sale is made while logged in as that user. To add or maintain user logins, go to the users page.
Team members are the names your staff select during a POS sale to record who performed the transaction. This is especially useful if your store uses commission rules, as it tracks which team member made each sale. To add or maintain team members, go to the team members page.
Note: you can also enable a setting that requires team members to enter a PIN code when selecting their name.
Barcodes
Qblue POS accepts a variety of barcode types. Barcodes must be preloaded against their corresponding products. To load barcodes, go to the Products page and add barcodes to your products.
On the POS screen, scan barcodes into the green input field.
If the barcode is valid, the corresponding product is added to the order. If the barcode is not valid, an alert will pop up indicating no product match was found.
For information on POS hardware requirements and recommendations, view our help article here.
Search for a product
Aside from scanning product barcodes, you can find products in several other ways:
- Type to search: type at least 3 characters into the input field, then click on a result to select it.
- Product search button: click Product
to bring up the full product search. Results will appear as you type.
- Search by category: click the arrow on the left of the search bar to access a menu of category quick link buttons. To add, remove, or edit categories, go to the settings page. These buttons allow you to quickly add products into the order and is particularly useful for commonly sold items like fruit & veges, nuts, or coffee.
Search for a customer
When the POS system starts up, it defaults to a system-generated customer named "Default - POS". If this doesn't exist, the system will automatically create it.
To assign a different customer to the order, click the customer name to bring up the customer search. From there, find and select the customer to continue.
Order totals
Auto print
Qblue supports automatic printing of POS receipts and documents.
To get auto print working, the POS computer must have the Zeablue Print Client installed and running. This is a standalone, lightweight application that sits in the system tray, silently accepting commands such as printing POS receipts or packing slips, and opening the cash till drawer.
Currently, the Zeablue Print Client application is only available on Windows operating systems.
Click here for a quick tutorial on setting up the Zeablue Print Client.
Payments
Click the large green Pay button to start accepting a payment. By default, the payment method is set as card payment.
To manage or create payment methods, go to the settings page or refer to the Payment methods help article.
Split payments
Qblue POS allows split payments i.e. multiple payments on the same POS sale.
To process a split payment, click +Add split payment on the payment screen. The remaining amount due will instantly be populated into the new payment field you just added.
Remember to keep an eye on the totals displayed on the left - it provides you the remaining amount due and updates live as you apply payments.
In the example image below, two split payments have been added which total to $5,000.00, with a remaining amount due of $290.00.
Prepayments
To process a prepayment:
- Go to the POS page and start a new order.
- Click Actions, then select Prepayment.
- Select the customer paying for the prepayment.
- Enter the prepayment amount and continue to the payments screen.
Once completed, a credit note is generated onto the customer's account. This can be used to offset other invoices or for future POS orders.
