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.
Open the Lopay app and go to the 'Shop' screen (3rd icon at the bottom)
Tap the yellow list icon in the top right corner
Click 'Create new product'
Enter the product name and sales price, plus any details if desired
Click 'Save'
The following are optional product details:
Description
Image
Colour
Category
Tags
Taxes
SKU
Barcode
Variants - e.g Small, Medium, Large
Stock - this is for tracking stock if you wish to do this
Cost price - this is for reporting if you wish to track your margins
Sales price - this is the amount the customer will pay, it can also be edited from within the cart
Add products to a grid:
Open the Lopay app and go to the 'Shop' screen (3rd icon at the bottom)
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:
Tap and hold on to any product in your grid
Drag to where you want to place it
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.
View your sales reports:
Open the Lopay app and go to the 'Activity' screen (4th icon at the bottom)
Select 'Reports'
Click 'Sales Reports'
Find the report time period you need via the By Day / By Week / By Month tabs or filtering by the start and end dates you need.
Once you've selected the report time period you want, you can choose scroll down and export / download your report in PDF, CSV, or Excel by selecting the "Download report" button.
Or choose from more report options:
View sales - this shows sales made via your 'Shop' screen
Tax report - this shows gross and net sales if you have applied a tax rate
Refund report - this shows number and amount of refunds
Item sales report - this shows sales by product
Category sales report - this shows sales by category
If you've received tips your total tips for the selected time period will show at the bottom.
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 Lopay app, please ensure you have the latest version - simply head to your app store to download the update.