Manage your Daily Operations

Setting up your POS for the first time

Sales move quickly during business hours. Customers want fast checkout, accurate pricing, smooth payment, and a receipt without delays. Once sales start piling up, manual calculations, handwritten receipts, or disconnected systems can slow everything down and create mistakes that are difficult to trace later.
A proper POS system helps you manage sales in one place without having to switch between different tools or record transactions twice, and most importantly, a proper POS system operates even when the internet is down.
With BrandDrive’s POS, your sales, payments, inventory, and receipts stay connected automatically. Whether you are selling from a physical store, market stall, supermarket, pharmacy, or restaurant, every transaction updates your records in real time.
Once your product list is in place, you’re ready to set up your POS.

Step 1: Open the POS

From your BrandDrive dashboard, look at the quick-access row where features like Products, Sales, Invoice, and Expense appear side by side.
Click on Point of Sale (POS) to open the POS section.
If you already imported your products earlier while setting up inventory, your products will already appear inside the POS automatically.
This means you do not need to start adding products again from scratch before making sales.
Your available products, prices, and inventory quantities stay connected directly to your POS.

Step 2: Confirm Your Products Are Showing

Once the POS opens, you’ll see your product catalogue displayed on the screen.
From here, you can:

– Browse products manually

– Search for products by name

– Select items directly for checkout

If inventory tracking is enabled for those products, BrandDrive also updates stock quantities automatically as sales happen.
This keeps your inventory and POS records connected in real time 

Step 3: Check Your Connection Status

At the top of the POS screen, beside the notification icon, you’ll see your connection status indicator.       

– Green means you are online  

– Offline status means your internet connection is unavailable

Even while offline, your products remain visible and your checkout process still works normally.
The indicator simply lets you know your current connection status while BrandDrive continues recording your transactions in the background. 

Processing a Sale at the POS

BrandDrive gives you two ways to process sales.

Option A: Standard Sale

Select products directly from your catalogue, adjust the quantity if necessary, and continue to checkout.
This works for regular day-to-day sales where the products already exist inside your inventory.

Option B: Quick Sale

If the item is not already inside your product catalogue or you want to process the transaction faster, use the Quick Sale option.
Enter:

– The item price

– A short description if needed

– VAT information if applicable

Then save and continue.
This is useful for:

– Temporary items

– Service charges

– One-off sales

– Fast over-the-counter transactions

Step 4: Review the Receipt Preview

After clicking Continue, BrandDrive displays a receipt preview showing:

– Order number

– Products purchased

– Quantities

– Discounts applied

– Total amount

– Payment details

Review the information to make sure everything is correct before collecting payment

Step 5: Collect Payment

Choose the payment method the customer wants to use.
BrandDrive supports:

– Cash

– Bank Transfer

– Other POS Devices

– Credit Note

Automatic Sync When Back Online

If any sales were processed offline, BrandDrive automatically syncs them once your internet connection returns.
Your:

– Sales records

– Inventory updates

– Payment history

– Reports

all update automatically updated in the background without manual entry.
This helps prevent missing records, duplicate entries, or stock inconsistencies later on.

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