POS Orders, Products, and Settings

Overview

The OneSuite Point of Sale area includes the live register plus supporting pages for Orders, Products, POS Settings, Payment Links, Receipt Settings, Printer Setup, and Printer Routing. These supporting pages let staff and administrators move from taking a transaction to reviewing order history and maintaining the register environment.

Business Value and Typical Use Cases

Process a sale at the register.
Review prior POS orders.
Maintain products used at the register.
Configure receipt behavior and printers.
Use POS payment links when a supported remote-payment workflow is needed.

Before You Begin

Confirm products and prices are correct.
Make sure the register user has POS access.
Configure payment and receipt settings before live transactions.

Prerequisites and Permissions

POS access.
Configured products.
Payment and printer configuration appropriate to the business.

Concepts

The register is the transaction workspace. Products supply the items available for sale. Orders preserve transaction history. Receipt and printer settings control how sale documents are produced. Payment links extend supported payment collection beyond the immediate register workflow. WooCommerce can provide product/catalog context where configured.

How This Feature Fits Into OneSuite

POS activity may connect products, customers, orders, receipts, payments, and reporting. When customer identification is available, use it consistently so service history is easier to understand.

WooCommerce can provide the commerce/catalog foundation for supported POS products while OneSuite provides the register workflow and broader business context.

Screen Orientation

POS is the live transaction environment. Staff should begin a shift with the correct register, user, catalog, terminal/printer configuration, and cash-handling expectations before processing a customer sale.

Product selection, order review, payment, receipt handling, paid in/out actions, and closeout are separate operational steps. Do not skip review simply because the register is busy.

Where WooCommerce supports the catalog, product maintenance should be performed through the approved catalog workflow so POS and invoicing do not drift into conflicting item names or prices.

Open the area described in this guide and pause before editing. Identify the page heading, primary action button, search/filter controls, record list or detail panel, status indicators, and any related-record or history areas. This quick orientation prevents users from applying instructions to the wrong record or module.
When the page contains both a list and a record/detail view, use the list for discovery and the detail view for action. Search or filter first, then open the exact record and verify identifying information before making changes.

Role-Specific Guidance

Cashiers process sales and routine register actions using the permissions assigned to their role.
Managers handle exceptions, review orders, oversee paid in/out and closeout practices, and validate end-of-day totals.
Administrators configure products/catalog behavior, terminals, receipts/printers, roles, and settings needed for the POS environment.

Step-by-Step Instructions

Open Point of Sale to begin a transaction.
Use Products administration when items, prices, or available catalog records need maintenance.
Use Orders to review previously completed or saved POS activity.
Open POS Settings for register-specific options available to the organization.
Use POS Receipt Settings and POS Printer Setup to configure customer receipts.
Use POS Printer Routing when different printers or destinations are required.
Use POS Payment Links for supported payment-link delivery workflows.

Expected Results

The POS register and its supporting order, product, receipt, and printer pages should present a consistent transaction workflow appropriate to the user’s role.

Verification Checklist

Confirm the correct OneSuite user is signed in and the expected role/permissions are active.
Confirm the customer, company, invoice, product, message, appointment, employee, or other record shown on screen is the one intended for the task.
After saving or completing the action, refresh or return to the relevant list and verify the new status, history entry, balance, message, appointment, or record appears where expected.
Verify product name, price, availability/status, category, and any workflow-specific visibility before beginning a live transaction.

Business Workflow

Maintain products → Open register → Add customer/items → Take payment → Produce receipt → Review order → Include transaction in closeout/reporting.

Real-World Business Scenarios

Shared catalog workflow: maintain the approved sellable item in the supported commerce/catalog foundation, then use that item consistently in the OneSuite POS or invoice experience where configured.
Customer service workflow: use customer/order context to understand what was purchased online or in person before creating a new sale, invoice, refund/escalation record, or follow-up.
Catalog troubleshooting: verify the underlying product exists and is correctly configured before treating a missing POS or invoice item as a transaction-screen problem.

Advanced Operational Guidance

For repeatable business work, standardize naming, ownership, tags/statuses, and staff responsibilities before increasing volume. Consistency makes OneSuite search, reporting, history, and handoffs substantially more useful.
When multiple modules participate in the workflow, verify each handoff. Do not assume that completing one screen automatically proves the customer, payment, communication, or reporting outcome is correct elsewhere.
Avoid maintaining separate unofficial product lists for POS and billing when the supported WooCommerce/OneSuite catalog relationship is intended to provide a shared product foundation.

Screenshots

Production screenshots appear here only after approved OneSuite captures are attached. Written instructions are complete without screenshots.

Best Practices

Test printers and receipts before opening the register for a shift.
Review product configuration before major price changes.
Use Orders for transaction lookup rather than recreating a sale.

Common Mistakes

Changing printer settings during a busy shift without testing.
Creating duplicate products instead of updating the existing catalog item.
Using a payment link when the customer is present and the normal register tender is appropriate.

Troubleshooting

Product does not appear: review product status/catalog configuration.
Receipt does not print: review Receipt Settings, Printer Setup, and Printer Routing.
Order cannot be found: use Orders and appropriate search or date context.

Frequently Asked Questions

Does POS have an Orders page?: Yes.
Where are POS receipt settings?: The current public menu includes POS Receipt Settings.
How does WooCommerce relate to POS?: Where configured, WooCommerce provides commerce/product context used across OneSuite workflows.

Next Steps

Continue with the Related Articles section to follow the workflow into the next OneSuite function instead of returning to the homepage after every task.

Last Updated: August 21, 2026
Version: 0.3.2-Phase2B-SHORTCODE-RENDER-RECOVERY
Verified Public Source Baseline: PASS35H66DN RC1 GOLD R63.97
Documentation Revision: Phase 2B Enterprise Detail Expansion