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Point of sale

Sell in person from a phone or tablet. Pair a till, sign cashiers in with a PIN, take a payment with a QR code, print or email the receipt, and read the day's reports.

On this page

The point of sale is a till in the browser: open app.nowgate.io/pos on a phone or tablet at your counter, pair it once, and your cashiers sell from it with a PIN. Each sale is an ordinary payment, priced in USD or EUR, which the payer pays by scanning a QR code.

Setting it up#

In the dashboard's Point of sale section, members who manage the POS set:

SettingWhat it does
CurrencyUSD or EUR: the till's prices. USD by default.
Payment windowHow long a sale's payment stays open: 15 minutes by default, up to 60.
Fee paid byYou, by default: the price is what the payer pays, less Nowgate's fee. Or the payer, who pays a little more so you receive the whole price.
AssetsWhich of the assets you accept the till offers. Those you turned off in your settings never appear.

Pairing a till#

  1. Create a till on the Tills page, with a name such as "Front counter". It asks for your second factor, then shows a pairing code of 8 characters, such as ABCD-2345. The code works once, for 10 minutes, and isn't shown again.
  2. On the device, open app.nowgate.io/pos (sandbox-app.nowgate.io/pos in the sandbox) and enter the code. Case, spaces and dashes don't matter, and an O is read as 0, an I or L as 1.
  3. The device is now the till. It stays paired in that browser for 400 days, and members who manage the POS get an email.

From the till's page you can rename it, see when it was last used and by whom, and:

  • Give it a new code to pair it again, on the same device or another: the device paired before stops working. This asks for your second factor too.
  • Revoke it: it stops working at once, and its cashier's shift ends.

Wrong pairing codes are limited to 10 an hour from one address.

Cashiers and shifts#

Members with the sell permission and a PIN appear on your tills by name: give a cashier one on the Team page. A till shows your business's name and those names, and nothing else of your account.

  • Signing in: the cashier taps their name and enters their six-digit PIN. That starts a shift, which lasts at most 16 hours. A till has one shift at a time: another cashier signing in ends it.
  • The lock: after 2 minutes without a touch, the till locks, and the cashier's PIN unlocks it into the same shift. A till left alone locks on its own too. Another cashier can sign in from the lock screen instead.
  • Signing out ends the shift and shows its summary.
  • A cashier removed from your team, or whose sell permission is taken away, loses their shift at once.

Wrong PINs are throttled on each till:

  • 5 for one cashier lock that cashier on that till for 15 minutes. A right PIN clears the count.
  • 20 on one till within an hour lock the till itself, until a member who manages the POS unlocks it on the till's page. The lock ends the till's shift, and those members get an email.

A till can create sales, read its own sales of the day, send receipts, and change the signed-in cashier's PIN. It never sees your balances, payouts, refunds or settings, and what pairs it means nothing to the rest of the dashboard.

A sale#

  1. The price: the cashier types it on the keypad, in the till's currency, with an optional note of up to 200 characters.
  2. The asset: the till lists the assets it offers, with what the payer would pay in each. One that can't be priced right now, or whose amount would be under its minimum, is greyed out with the reason.
  3. The payer's screen: the amount, a QR code the payer scans with their wallet, the address and its memo with copy buttons, and a countdown to the end of the payment window. It follows the payment as it arrives.
  4. Paid: the till shows a success screen, then the receipt. A sale the payer doesn't pay can be left: its payment expires as any other does.

Each sale is a payment with its order ID set to the sale's number, such as POS-000123, counted per business, and its description set to the note. Your webhooks, the API and the dashboard see it as an ordinary payment; in the dashboard, its page also shows the sale's number, till, cashier and price.

Receipts#

  • On screen and on paper: your business's name, the sale's number and time, the cashier, the price and the amount paid, the network and the transaction ID. Print it from the till, sized for 58 mm or 80 mm receipt paper or A4: the till remembers the width you chose.
  • By email: the payer types their address on the till, and the receipt is sent once the payment is final. This works whether or not your checkout receipts are on, because the payer asked in person.

Reports#

The Reports page adds up your sales per till or per cashier, by day or by shift:

  • the number of sales by status
  • what was received, per asset, counting every sale's confirmed amount
  • the total in the till's currency of the finished sales

Days are counted in your browser's time zone. A report spans at most 92 days and 100,000 sales, and exports as CSV, one line per group. Cashiers see their shift's summary on the till when they sign out.