Point of Sale Overview
The Newclear Point of Sale (POS) is a full-featured, browser-based retail checkout system designed for speed and flexibility. From a single screen, your staff can search or scan products, apply discounts, process card payments via Stripe Terminal, look up customer accounts, and issue receipts — without ever leaving the POS interface.
Location: /pos
What POS Does
The POS is the face of your retail operation. It bridges your Newclear inventory with real-world customer transactions:
- 🛒 Sell products — Search or scan any active product from your catalog
- 💳 Accept payments — Cash, card (Stripe Terminal), store credit, or split payment
- 🎁 Apply discounts — Line-item discounts, whole-cart discounts, or promotional codes
- 👤 Manage customers — Look up existing customers or create new ones on the spot
- 🏷️ Use referral codes — Accept affiliate referral codes at checkout
- 🧾 Issue receipts — Print or email a receipt after every transaction
- 🔄 Process refunds — Issue full or partial refunds with PIN authorization
Multi-Tab Support
Newclear POS supports multiple open tabs (transactions) simultaneously. This is essential for busy retail environments where staff may need to:
- Hold a transaction while helping another customer
- Run multiple cashier lanes from the same POS screen
- Keep a frequently-used cart open while creating new ones
How Tabs Work
- Each POS session can have multiple open tabs at the top of the screen
- Click + New Tab to open a fresh transaction
- Click any existing tab to switch between transactions
- Tabs persist until they are completed or manually closed
- Each tab has its own cart, customer, and discount state
Use tabs to build common "quick sale" carts — e.g., a tab pre-loaded with frequently purchased items that you can complete quickly.
How POS Fits into Newclear
The POS is fully integrated with the rest of Newclear:
| Integration | How It Works |
|---|---|
| Inventory | Every sale automatically decrements product stock in real time |
| Products | Any Active product is searchable/scannable in POS |
| Customers | Customer records are shared with the CRM — POS sales appear in customer history |
| Promotions | Active promotions auto-apply to eligible products at checkout |
| Affiliates | Referral codes from the Affiliate Reactor can be entered at checkout |
| Stripe | WisePOS E card reader processes payments and syncs directly to Newclear |
| Reports | POS transactions appear in Sales History and financial reports |
| Orders | Completed POS sales create order records visible in the Orders section |
POS Screen Layout
The POS screen is divided into three main areas:
Left Panel — Product Search
- Search bar for product name/SKU
- Barcode scanner input
- Recent/favorite products
- Category quick-filter tabs
Center Panel — Cart
- Items added to the current sale
- Quantity adjusters per line item
- Line-item discount fields
- Cart totals (subtotal, discounts, tax, total)
Right Panel — Checkout
- Customer selection / creation
- Payment method selector
- Referral code field
- Complete Sale button
- Active tab list at the top
Accessing POS
Any user with the POS permission can access the Point of Sale. Navigate to /pos from the sidebar or top navigation.
The POS is optimized for:
- Desktop browsers (Chrome recommended)
- Tablet devices (iPad, Android tablet)
- Touchscreen displays
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Ctrl/Cmd + K | Focus product search bar |
Ctrl/Cmd + T | New tab |
Ctrl/Cmd + W | Close current tab |
Escape | Cancel current action |
Enter | Confirm scan / add to cart |
Next Steps
- Creating a Sale — Step-by-step POS workflow
- Stripe Terminal Setup — Pair your card reader
- Refunds — How to issue refunds
- Customers — Managing customer accounts in POS