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POS System Overview

Point of Sale features for in-store transactions.

POS Capabilities​

The BookWish POS system handles:

  • In-store book sales
  • Trade credit transactions
  • Trade-in processing
  • Cash drawer management
  • Receipt printing

Accessing POS​

From the App​

  1. Open BookWish app
  2. Go to Shop tab
  3. Tap POS or New Sale

Dedicated POS Mode​

For checkout stations:

  • Use tablet in landscape mode
  • Enable "POS Mode" in settings
  • Simplified interface for transactions

Processing Sales​

Basic Sale Flow​

  1. Add Items

    • Scan ISBN barcode
    • Search by title
    • Quick-add from inventory

  2. Review Cart

    • Verify items and prices
    • Apply discounts if needed
    • Check total

  3. Apply Trade Credit (optional)

    • Look up customer account
    • Apply available credit
    • Remaining balance shown

  4. Payment

    • Cash
    • Card (via Square)
    • Trade credit only

  5. Complete

    • Print/email receipt
    • Inventory updates automatically

Payment Methods​

MethodProcessing
CashManual entry, cash drawer
CardSquare terminal integration
Trade CreditCustomer account deduction
Split PaymentCombine multiple methods

Square Integration​

Connecting Square​

  1. Go to Shop > Settings > Integrations
  2. Connect Square account
  3. Pair card reader
  4. Test transaction

Card Reader Support​

Compatible devices:

  • Square Reader (tap/chip)
  • Square Terminal
  • Square Stand

Transaction Flow​

Sale in BookWish
    ↓
Payment via Square
    ↓
Square processes card
    ↓
Confirmation to BookWish
    ↓
Inventory updated

Trade Credit at POS​

Checking Balance​

  1. Tap Trade Credit in POS
  2. Search customer by name/email
  3. View available credit
  4. Apply to transaction

Partial Credit Use​

If credit doesn't cover full amount:

  • Apply available credit
  • Collect remaining via card/cash
  • Both payments recorded

Cash Management​

Opening Shift​

  1. Count starting drawer
  2. Enter opening amount
  3. Begin accepting sales

During Shift​

  • Cash sales added to drawer
  • No-sale opens drawer for change
  • Record any adjustments

Closing Shift​

  1. Count drawer contents
  2. Enter closing amount
  3. System calculates expected vs. actual
  4. Note any discrepancies
  5. Generate shift report

See Cash Drawer for details.

Receipts​

  • Thermal printer (recommended)
  • Email receipt to customer
  • SMS receipt (future)

Receipt Contents​

  • Store name and contact
  • Items purchased
  • Payment method
  • Trade credit applied
  • Return policy

Returns and Exchanges​

Processing Returns​

  1. Find original transaction
  2. Select items to return
  3. Choose refund method:
    • Original payment
    • Trade credit
    • Cash

Exchanges​

  1. Process return for original item
  2. Ring up new item
  3. Collect/refund difference

Reporting​

Shift Reports​

End-of-shift summary:

  • Total sales
  • Payment breakdown
  • Trade credit used
  • Cash drawer count

Daily Summary​

Aggregate across all shifts:

  • Revenue
  • Transaction count
  • Average sale
  • Top sellers

Offline Mode​

When Connection Lost​

POS can operate offline:

  • Process cash sales
  • Queue card transactions
  • Sync when connection restored

Limitations​

Offline mode cannot:

  • Process card payments
  • Check live inventory
  • Look up trade credit