The new POS Scanner Tab is designed to make processing transactions faster and more efficient. With this feature, you can quickly add products, customers, and discounts — all from one streamlined view.
This enhancement simplifies your checkout process by allowing you to scan barcodes instead of manually searching for products or entering discount details.
🔍 Accessing the Scanner Tab
Go to Retail Management in your dashboard.
Select the POS tab.
Click on the Scanner section.
You’ll then see the Scanner View, which includes:
An input box where you can search for a product, discount code, or customer email.
The Checkout button is used to complete the transaction.
A summary section displaying:
Retail Price
Discounts
Subtotal
Taxes
Total Amount
🛒 Scanning a Product
Previously, selling products required manually typing or searching for an item. With the Scanner feature, you can now add products instantly by scanning their barcode.
To scan a product:
Use your connected barcode scanner.
Scan the product’s barcode.
The item will automatically appear in your shopping cart with its price and details.
⚠️ Important:
Each product must have a unique SKU assigned.
The SKU serves as the product’s barcode and is required for the system to recognize the item.
If a product doesn’t have an SKU, it will not be added when scanned.
📹 Watch the video below to learn how you can update your product SKUs in two different ways.
💡 Adding Discounts and Customer Information
After scanning a product, you can also:
Scan a discount code to automatically apply any available discounts.
Learn more: POS Discounts
Scan a customer’s barcode to populate their profile and apply any discounts linked to their account.
Learn more: Setting Up POS Discounts on a Client’s Profile
This allows for a faster, more personalized checkout experience.
Aside from scanning, you may also manually enter:
The product barcode
The discount code
The customer’s email
All of which can be done in the search field before proceeding to checkout.
and this article on how tos set up client-based discounts
🧹 Managing Items and Customers on the POS Screen
While using the Scanner view, you also have tools to help correct or update the transaction before checkout:
Clear Selected Customer
If the wrong customer was scanned or selected, you can remove them by clicking the Clear Customer option. This allows you to scan or search for the correct client.
Delete Incorrect Items or Discounts
If a product or discount was added by mistake, simply click the Delete icon next to the item to remove it from the cart.
These options help ensure the accuracy of every sale before proceeding to checkout.
🛒 Proceeding to Checkout
Once all items, discounts, and the customer profile are correctly added, click the Checkout tab to move to the payment screen.
Selecting a Payment Method
By default, the system selects CC/ACH as the payment method.
If you need to use Cash, simply uncheck the CC/ACH option and click on Cash instead.
This flexibility allows your staff to process payments quickly based on the client’s preferred method.
Important Note
Always ensure your products have SKUs assigned before using the scanner.
Keep printed discount barcodes easily accessible at your point of sale.
Use the search bar anytime you prefer to add items manually.
Tips & Tricks for Using the Scanner
Hold the scanner steady — keep your hand still and aim directly at the barcode for a clean read.
Keep a short distance — about 6–12 inches (15–30 cm) from the barcode works best.
Listen for the beep! — the scanner will make a sound or flash a light when the scan is successful.
Make sure the code is visible — avoid wrinkles, glare, or damaged barcodes that are hard to read.
Check the screen — after scanning, confirm the item appears correctly before scanning the next one.
One scan per item — no need to double-scan! If it doesn’t appear, wait a second and try again.
Clean the scanner lens regularly — a quick wipe with a soft cloth helps it stay accurate.
Try adjusting the angle slightly if a barcode doesn’t scan right away — a small tilt often helps.
Keep it simple — if a code won’t scan, you can always type it manually in the search bar.
Wait for confirmation before moving on — make sure the item or discount appears on the screen before scanning the next one to avoid duplicates.
💬 Need Help?
If you encounter issues or have questions about the new POS Scanner Tab, please contact our Support Team through the Help Center or email us at [[email protected]].