AskBiz|Help Centre

Point of Sale (POS)

Set up and use AskBiz POS — scan products, process sales, manage inventory, and track staff performance from any device.

22 articles
Getting Started with AskBiz POSSet up AskBiz POS from scratch — enable the module, add your first products, configure tax settings, and process your first test sale in under 10 minutes.
Popular5 min
Processing a Sale Step by StepWalk through the full AskBiz POS sale flow — add items, apply discounts, choose a payment method, and complete the transaction with a receipt.
Popular4 min
Viewing POS Data in Dashboards and ReportsYour POS transactions feed directly into AskBiz dashboards. Learn how to set up a retail dashboard, read POS widgets, and schedule reports for your team.
Popular4 min

All Articles

Getting Started with AskBiz POSSet up AskBiz POS from scratch — enable the module, add your first products, configure tax settings, and process your first test sale in under 10 minutes.
Popular5 min
Adding and Managing POS Staff MembersInvite staff to your AskBiz POS, assign roles, set permissions, and track who processes each sale — all without sharing your main account login.
4 min
Scanning Products with Your CameraUse your phone or tablet camera to scan barcodes and QR codes at the point of sale. Learn how to set up the scanner, link barcodes to products, and troubleshoot common issues.
4 min
Processing a Sale Step by StepWalk through the full AskBiz POS sale flow — add items, apply discounts, choose a payment method, and complete the transaction with a receipt.
Popular4 min
Managing Your POS InventoryAdd, edit, categorise, and organise products in your AskBiz POS inventory. Learn how to set prices, manage variants, and keep your product catalogue clean.
5 min
Restocking Products and Updating QuantitiesRecord stock deliveries, adjust quantities, set low-stock alerts, and keep your POS inventory accurate so you never oversell or miss a restock.
4 min
Processing Full and Partial RefundsRefund a full transaction or specific line items through AskBiz POS. Understand refund permissions, how refunds affect reporting, and how to handle edge cases.
4 min
Amending and Correcting TransactionsFix mistakes in completed POS transactions — wrong product, incorrect quantity, or wrong payment method — without losing your audit trail.
3 min
Setting Up WhatsApp ReceiptsSend digital receipts to customers via WhatsApp after each POS sale. Configure the WhatsApp integration, customise your receipt template, and manage opt-in.
4 min
VAT and Tax Settings for POSConfigure VAT rates, tax-inclusive or tax-exclusive pricing, and ensure your POS transactions comply with HMRC requirements for UK businesses.
4 min
Viewing Daily Sales and Revenue StatsCheck today's sales, revenue, average basket size, and top-selling products from the AskBiz POS dashboard. Understand your daily stats at a glance.
3 min
Tracking Staff Sales PerformanceSee which staff members are selling the most, compare performance across shifts, and use data to coach your team — all from the AskBiz POS reports.
4 min
Exporting POS Transaction DataExport your POS sales, inventory, and staff data as CSV or PDF. Send reports to your accountant, import into spreadsheets, or back up your records.
3 min
Troubleshooting: Camera Not WorkingFix common camera issues in AskBiz POS — permission denied, black screen, slow scanning, or camera not detected. Step-by-step troubleshooting for all devices.
4 min
Troubleshooting: Login and Magic Link IssuesFix common POS login problems — magic link not arriving, link expired, staff PIN not working, and session timeout issues.
3 min
HMRC Compliance and Digital Record-Keeping for POSUnderstand your HMRC obligations when using a POS system — Making Tax Digital, VAT record-keeping, and what transaction data you must retain.
5 min
GDPR and Customer Data Protection at Point of SaleHow to handle customer data collected through your POS system in compliance with UK GDPR — consent, retention, subject access requests, and staff responsibilities.
4 min
UK Receipt Requirements: What Must Appear on a POS ReceiptLegal requirements for till receipts in the UK — what information must be included, VAT receipt rules, and how AskBiz POS handles compliance automatically.
3 min
Viewing POS Data in Dashboards and ReportsYour POS transactions feed directly into AskBiz dashboards. Learn how to set up a retail dashboard, read POS widgets, and schedule reports for your team.
Popular4 min
Asking AskBiz AI About Your POS DataUse AskBiz AI chat to ask questions about your POS transactions in plain English — revenue trends, product performance, staff metrics, and more.
4 min
Using AskBiz POS Across Multiple LocationsRun AskBiz POS in more than one shop, market stall, or pop-up. Learn how multi-location data works, staff assignment, and consolidated reporting.
4 min
What Happens When Your Internet Drops During a SaleAskBiz POS can handle brief connectivity loss. Learn what works offline, what does not, and how transactions sync when you reconnect.
3 min