BEST POS - Interface overview BackOffice and POS

Interface Overview (BackOffice and POS) in BEST POS

Summary

This guide shows the overall layout of BEST POS for BackOffice (management) and POS (checkout). Learn where to find the main menus, toolbars, global search, filters, status indicators (network, sync, session), and useful keyboard shortcuts.

Step-by-step Instructions

1) BackOffice: landmarks and navigation

  1. Side menu: domains (Products, Customers, Inventory, Promotions, Reports, Settings).
  2. Top bar: Global Search, store selector (multi-branch), notifications, user profile.
  3. Main pane: lists with sortable columns, filters, bulk actions (create, export, delete).
  4. Breadcrumbs: jump back quickly to the previous screen.

2) POS (register): key zones of the sale screen

  1. Basket area: item lines, quantities, discounts, taxes, subtotal.
  2. Customer area: attach/create customer; price level (P1–P4), groups, alerts.
  3. Quick keys / shortcuts: PLU, favorites, functions (hold, void, discount).
  4. Status bar: network Online/Offline, sync, user session, card terminal state.
  5. Tender actions: subtotal, payment choices (cash, cards, check, split), receipt print/email.

3) Search, filters and sorting (BackOffice & POS)

  • Search: by barcode/SKU, description, customer name, phone, PO/Job.
  • Filters: status (active/inactive), store, date, category, customer groups.
  • Sorting: click column headers (e.g., Price, Stock, Modified date).
  • Save a view: keep your favorite column/filter set for reuse.

4) Status indicators and session

  • Network: switches to Offline when disconnected; offline sales per policy.
  • Synchronization: shows uploads for sales, inventory, prices; review when numbers differ.
  • User session: cashier/manager; optional auto-lock after inactivity.
  • Card terminal: connected state, IP/name; alert when unreachable.

5) Quick personalization

  • Language/Region: set language, currency and tax formats (see article 1.5).
  • BackOffice layout: pick columns and their order for lists.
  • POS shortcuts: configure quick keys (PLU, depts) to match your flow.

6) Handy keyboard shortcuts

  • POS: F2 Search item, F4 Customer, F7 Discount, F9 Subtotal, F10 Tender, Esc Cancel action.
  • BackOffice: Ctrl+F List search, Ctrl+S Save, Ctrl+E Export, Alt+← Back.
  • Note: actual mappings may vary by configuration and keyboard.

Fixes and FAQs

  • Menu not visible: check your role/permissions or change the active store.
  • Slow search: narrow filters, reduce date range, verify network/sync status.
  • POS offline: enable offline mode (if allowed) and trigger sync when back online.
  • Terminal unreachable: verify IP/port, cabling and integration; see Payment incidents.




    • Popular Articles

    • Sell by Department in BEST POS (Retail)

      Summary This article explains how to record a sale by department in BEST POS, with or without a scale, while respecting HALO limits. It includes useful checks (subtotal, tender) and quick recovery actions if a keying error occurs. No screenshots are ...

    • Sell by PLU (direct, manual, barcode) in BEST POS (Retail)

      Summary This article explains three ways to ring sales by PLU in BEST POS: via the PLU key (direct), by manually keying the code, and using a barcode scanner. It also covers repeating the last item and handling weight-based PLUs (scale). No ...

    • Price Levels (P1–P4) and Price Override in BEST POS (Retail)

      Summary This guide shows how to sell using price levels P1–P4 (forced price) and how to override the item price at the point of sale. It also covers quick price maintenance for price #1–#4 at the register, with access and compliance notes. ...

    • Apply a discount (closed / open) in BEST POS (retail)

      Summary This article explains how to give a discount in BEST POS: closed discount (preset value) and open discount (free-entered value, % or $), either on a single line or on the subtotal. It also covers access controls (HALO, manager approval) and ...

    • Subtotal and Customer Display in BEST POS (Retail)

      Summary This article explains how to show the subtotal at any time during a sale without finalizing it, and how to ensure the customer display reflects amounts correctly. Steps cover discounts, taxes and fixes—no screenshots needed; labels and paths ...