Creating your POS

Selling and managing your products via the Sync™ Shop function

What is a Point of Sale (POS)? #

If you have a small shop, café, or a few products you’re selling in person, then Lopay’s Point Of Sale (POS) is for you. With our POS, you can:

• Add and track the products you have in stock
• Combine multiple products for a quick and easy checkout
• Take payments for a cart via cash, card or a combination of both
• See your sales reports and all the breakdowns you need

Create a product: #

Creating a simple product is really easy, there’s no requirement to include lots of detail but you can if you want.

1. Open the Sync™ app and go to the ‘Shop‘ screen (3rd icon at the bottom)
2. Tap the yellow list icon in the top right corner
3. Click ‘Create new product’
4. Enter the product name and sales price, plus any details if desired
5. Click ‘Save‘

The following are optional product details:

1. Description
2. Image
3. Colour
4. Category
5. Tags
6. Taxes
7. SKU
8. Barcode
9. Variants – e.g Small, Medium, Large
10. Stock – this is for tracking stock if you wish to do this
11. Cost price – this is for reporting if you wish to track your margins
12. Sales price – this is the amount the customer will pay, it can also be edited from within the cart

Add products to a grid: #

1. Open the Sync™ app and go to the ‘Shop‘ screen (3rd icon at the bottom)
2. Tap the blue circle with a plus sign and select which product you want to add

Edit and optimise your grid: #

Tap the blue icon next to ‘My products’ on the left-hand side to re-name your grid and add products or reorder your grids.

You control which products show where on your grid so that it works for you. Simply drag and drop products to move them around:

1. Tap and hold on to any product in your grid
2. Drag to where you want to place it
3. Drop and you’re done

Create a folder: #

You can also drag and drop products on top of each other to create folders. Name the folder then drag and drop to position as required.

Create and manage a cart: #

From your product grid or list, you can tap on products to add them to the cart.

There are a couple of conditions during this to be aware of:

• If your product has no variants and no sales price – you will be asked for a price.
• If your product has variants – you will be asked which variant you want.
• If your selected variant has no price – you will be asked for a price.

There are no restrictions on your products. If you want to change the price of an item in the cart or even just the total, it is possible. Need to add or remove taxes? You can do this too.

Editing is easy. Tap on the cart item you want to change, edit as required and Save.

Don’t forget if you just want to remove an item, select it and Remove from cart.

Taking payments for a cart is the simple way you are used to with Lopay. Click Charge, select the payment type and then wait for the payment confirmation screen. Once the payment has been completed the cart will empty.

Viewing Product Sales or Stock Level Reports #

1. Select ‘My reports’ on the app home page or ‘Activity’ screen.
2. Select Reporting > Point of sale
3. Use any filters required and click into the relevant period
4. Click Product report to view a summary of your current stock levels
5. Alternatively, click Download sales report to view a PDF which includes your current stock levels

If you’ve received tips your total tips for the selected time period will show at the bottom.

Note: You can only view or download reports and statements from the past 12 months.

The Cost of Goods Sold line in your Sales report reflects the ‘Cost price’ that you enter when creating a product.

For any further questions or help, please email us at [email protected].

To get the most from your Sync™ app, please ensure you have the latest version – simply head to your app store to download the update.