POS - Point Of Sale. This feature has simplified functionality for physical stores, allowing you to quickly place orders in KeyCRM without delaying customers at the checkout.

How to activate POS mode

To enable POS mode, go to the «Orders» section, click on the arrow next to the «Add order» button, and select «Add in POS mode»:

After these steps, the order form window will open in POS mode. At the top of this menu, you need to:

1. Select the source that will be displayed in the order after it is placed.
2. This will help you quickly find them using filters and perform analysis using our analytics (we recommend creating a separate source for such orders);
3. Select the warehouse from which the products will be written off if you have activated warehouse accounting;
   
   Note! If warehouse accounting is enabled, only those products that are available in the warehouse will be displayed.
4. Find the customer in the database by their name, email, or phone number, or create a new one to place an order for them immediately.
5. Close POS mode. 

How to make an order in POS mode

Let's describe in more detail what actions can be performed in an order in POS mode:

1. Search for the required product by name, article number, or barcode. You can use a scanner to search by barcode;
2. Select the product (click on it) to add it to the order in the window on the left;
   
   
   Note! If you add a product manually, its quantity can only be changed in the order block. If you add several identical products using a scanner, the quantity will increase automatically in the order menu.
3. Change the quantity of the product. You can specify fractional quantity values using a decimal point;
4. Add a fixed or percentage discount to each item;
5. Remove the added item from the order;
6. Specify the total discount for the order as a percentage or a fixed amount;
7. Click cancel order to clear the window;
8. Click pay for the order to proceed to the completion of the order:

Completion of order processing

Once the order has been placed, click on «Pay» to complete it.

In the menu that opens, select the type of payment and enter the amount to be paid by the buyer. If the order is to be paid for in several payments, click on «+» to add another type of payment.

The system will automatically calculate the change to be given to the buyer.

After payment confirmation, the order will be created in the general list with the status «Completed» and the specified source.

If necessary, you can always find the order using our search function, view its details, and edit it if necessary. To search, you must close the POS mode.

Our team is working on improving POS functionality, and the option to fiscalize will definitely be included in future updates.