Sum Cloud POSHelp Center

Point of Sale (POS)

The POS (sales screen) is where you ring up sales. This chapter covers building a cart, discounts and tax, customers, holding and resuming orders, all payment types, refunds/returns, printing, shifts, the cash drawer and end-of-day.

Video guide: Point of Sale (POS)

A step-by-step video for this topic is coming soon.
▶ Watch on YouTube

Open the POS & order types

Open the sales screen (New Sale). Choose an order type if enabled — dine-in, takeaway, delivery, pickup, or table/room service. Pickup uses a picker-first customer form; table/room service is picker-first with a table selection.

📷[Screenshot: POS sales screen]

Search, scan & add items

  1. Search by name or tap a category (Category-First layout), or scan a barcode.
  2. Tap an item to add it to the cart; choose variants/modifiers if prompted.
  3. Adjust quantity with +/− or by typing.
  4. Repeat until the cart is complete.
Weighing-scale items (kg/g) can pull live weight into the cart when a scale is connected on the Desktop App.

Apply discount & tax

Apply a discount to a line or the whole cart (amount or %). Tax is applied automatically per item; tax-inclusive items already include it. A per-customer static discount rate can be applied automatically.

Add a customer

Attach a customer to the sale for history, ledger (udhaar/credit) and loyalty. Search an existing customer or add a new one inline.

Hold & resume orders

Put an in-progress sale on hold to serve another customer, then resume it later. Held orders keep their items, quantities and modifiers.

Payment, split payment & methods

  1. Click Pay to open the payment screen.
  2. Choose a method — cash, card, wallet or other.
  3. For split payment, add multiple methods until the total is covered.
  4. For cash, enter tendered amount; change is calculated (and change is not counted as cash sales).
  5. Confirm to complete the sale.
A processing fee/tax on card or digital payments can be applied automatically on the grand total where configured.

Generate invoice, receipt & digital invoice

On completion the receipt prints and, where tax integration is on, a digital/fiscal invoice is submitted to the tax authority with an invoice number and QR code. See Tax Integrations.

Cancel, refund & return sale

Cancel an in-progress sale to discard it. Refund/return a completed sale to give money back and return stock; a void PIN may be required. Returns are recorded so reports and stock stay correct (over-refund is prevented).

POS shift, cash drawer & end of day

Open a shift at the start, and close it at the end by counting the drawer — the system shows the variance and lets you add remarks. The cash drawer opens on cash payments (configurable). End of day summarises the day’s sales, payments and shift.

📷[Screenshot: Close shift / cash count]

Frequently asked questions

How do I take a split payment?
On the payment screen, add more than one method (e.g. part cash, part card) until the total is covered, then confirm.
How do I refund a sale?
Open the completed sale and choose Refund/Return. Money is returned and stock goes back; a void PIN may be required and the return is recorded in reports.
Is the change I give counted as a cash sale?
No. Overpayment change is handled separately so it is never counted as cash sales, keeping your cash totals accurate.
How do I close my shift?
Close the shift at day end, count the cash drawer, review the variance, add any remarks, and confirm. This works offline too.