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Creating a POS Sale

This guide walks you through the complete POS checkout workflow — from opening a new transaction to completing the sale and issuing a receipt.

Step 1: Open a New Tab​

Navigate to the POS (/pos). A new empty tab is created automatically when you arrive.

  • Click + New Tab if you need to start a fresh transaction while another is in progress
  • Each tab is an independent cart

Step 2: Add Products to the Cart​

Search by Name or SKU​

Type in the Search Products bar. Results appear instantly as you type. Click a product to add it to the cart.

Scan a Barcode​

Place focus in the barcode field (or it may already be focused by default) and scan the product's barcode with a USB/Bluetooth scanner. The item is added to the cart immediately.

Adding Multiples​

  • After adding an item, click the + button on the cart line to increase quantity
  • Or type a quantity directly into the qty field
  • You can also scan the same barcode multiple times — each scan adds 1 unit

Removing an Item​

Click the trash icon on any cart line to remove that item.

While not required, linking a sale to a customer enables:

  • Sale history on the customer's profile
  • Loyalty credit accrual (if enabled)
  • Affiliate commission tracking (if a referral code is used)

Finding a Customer​

  1. Click Select Customer in the right panel
  2. Search by name, phone, or email
  3. Click the customer's name to link them to the current sale

Creating a New Customer at POS​

  1. Click Select Customer → + New Customer
  2. Enter name, phone, and/or email
  3. Click Save — the new customer is linked immediately and added to your CRM

Step 4: Apply Discounts​

Line-Item Discount​

Apply a discount to a specific product in the cart:

  1. Click the discount icon on the cart line item
  2. Choose Percentage (e.g., 10%) or Fixed (e.g., $5.00 off)
  3. Enter the value and confirm

Whole-Cart Discount​

Apply a discount to the entire order:

  1. Click Cart Discount at the bottom of the cart
  2. Choose Percentage or Fixed
  3. Enter the value

Promotion Codes​

If a promotion is active, eligible products receive discounts automatically — no code needed. The discount appears as a line item in the cart summary.

Step 5: Enter a Referral Code (Affiliate)​

If your business runs an affiliate referral program:

  1. In the right panel, find the Referral Code field
  2. Enter the affiliate's referral code
  3. Newclear validates the code and associates the sale with that affiliate
  4. The affiliate earns a commission on this sale
note

Commission amounts are set by the affiliate tier configuration. Once a sale is completed with a referral code, the commission is immutable — it cannot be changed after the fact. A full refund will void the commission.

Step 6: Choose Payment Method​

Select how the customer is paying:

Cash​

  1. Select Cash
  2. Enter the amount tendered
  3. Newclear shows the change due

Card (Stripe Terminal)​

  1. Select Card
  2. Ensure a WisePOS E reader is paired and online
  3. Click Charge Card — the reader activates
  4. Customer taps, inserts, or swipes their card
  5. Confirmation appears in both the POS and on the reader

See Stripe Terminal for setup instructions.

Store Credit​

If the customer has a loyalty credit balance:

  1. Select Store Credit
  2. Available balance is shown
  3. Credits are applied up to the order total

Split Payment​

To split between two methods (e.g., part card, part cash):

  1. Select the first method and enter the partial amount
  2. Click Add Another Payment Method
  3. Select the second method for the remainder

Step 7: Complete the Sale​

Click Complete Sale (or the Charge button for card payments).

Newclear will:

  1. Deduct inventory from stock
  2. Record the transaction in Sales History
  3. Update the customer's purchase history (if linked)
  4. Calculate any affiliate commission (if referral code was used)
  5. Apply any loyalty credit accruals

Step 8: Receipt​

After the sale completes:

  • Print Receipt — Sends to a connected receipt printer
  • Email Receipt — Emails to the customer's address on file
  • SMS Receipt — Sends a text confirmation (if SMS gateway is configured)
  • Skip — Complete without a receipt

The POS then resets to a fresh empty cart, ready for the next sale.

Holding a Sale​

If a customer needs to step away or you need to pause a transaction:

  • Simply switch to a new tab — the current cart is preserved
  • Return to the tab at any time to continue

Common POS Tips​

tip

Speed mode: Once you've scanned all items, press Enter or click Complete to jump straight to payment. With a Stripe reader, the customer can tap while you're still confirming the total.

tip

Quick keys: Use Ctrl+K to instantly focus the search bar without touching the mouse.

warning

Don't refresh the page during an active card transaction. Wait for the payment confirmation before navigating away.