Live Sales / Sales Sessions (Point of Sale): Running a Market Day

What this area is for

Point of Sale (POS) is designed for rapid, repeated checkouts (farmers markets, pop-ups). Sessions group those sales together and can track how much inventory you brought vs sold.

Where to find it

Main menu → Sales → enter session mode / POS
(You’ll typically see Point of Sale as the working screen.)

Sales Sessions: why they matter

A session gives you:

• A clean bucket for “Saturday Market” vs “Online orders”
• A quick view of session totals
• Optional product assignment tracking (how many you brought)

How to start a new Session

1. In POS, open the Sales Session dropdown.
2. Choose Start New Session.
3. Name it (example: “Saturday Market”).
4. Optionally assign products + quantities you’re bringing (helps “assigned vs sold” tracking).
5. Start the session.

How to run a checkout in POS

1. Search or browse the catalog and add products to the cart.
2. Adjust quantities in the cart.
3. Optionally attach a customer (helpful for repeat buyers).
4. Add discounts or charges if needed (fixed or percentage).
5. Checkout to record the sale.

Session management tools

• Session Details: shows totals and product sold/assigned summaries.
• Edit Session: adjust session info and assignments.
• Manage Sessions: review sessions, remove a sale from a session, or delete a session (sales remain, they just lose the session grouping).

Tips / common gotchas

• If you forget to select a session, your sales can still be recorded, but they won’t be grouped for event reporting.
• Assigning product quantities is optional, but it’s extremely useful for figuring out how much you brought vs how much you sold.