Point of Sale

Taking a Sale

A step-by-step walkthrough of the everyday register flow: signing in, reading your dashboard, ringing up a sale (including one-tap bundles), and reviewing orders.

For store owners & cashiers · About 6 minutes

1. Signing in

Open the merchant app in your browser and you'll land on the sign-in screen.

1. Enter the email address and password your manager set up for you.
2. Check Remember me on a trusted store device so you don't sign in every shift.
3. Tap Sign in.

2. The Today dashboard

After signing in you arrive at Today — a live snapshot of the store right now.

Area	What it tells you
Register Open	The current drawer balance, who opened it, and when — the number you're accountable for at close.
Revenue / Orders / Deliveries / Compliance	Four at-a-glance tiles for the day's sales, order count, deliveries in progress, and whether all compliance checks pass.
Pending Orders	Orders awaiting pickup or delivery — your work queue.
Active Deliveries	Routes in progress or waiting on a driver.

Two shortcuts sit in the Register Open card: New Sale jumps to the register, and Manage Drawer lets you count or adjust cash.

3. Ringing up a sale

Tap New Sale in the sidebar (or the New Sale button on the dashboard).

The register has three zones:

1. Search / scan bar (top). Scan a barcode or type a product name — matches appear as you type.
2. Category chips + Favorites. Filter by category (Domestic, Whiskey, Red Wine…) or tap a Favorite tile to add a common item in one tap. Star an item to pin it here.
3. Cart (right). Every item lands here with a running Subtotal, Tax, and Total.

To complete a sale

1. Add items — scan, search, or tap favorites/bundles until the cart is right.
2. Choose the customer (optional) — leave as Walk-in Customer, or attach a profile.
3. Pick a tender type — Cash, Card, or Other. For cash, enter the amount tendered and FoolProof shows the change due.
4. Tap Tender to finish. Tax and compliance are calculated automatically per item — you never do the math or check the rules by hand.

4. Bundles — sell a set of items in one tap

A bundle ("baggie") is a named group of items you sell together — a weekend combo, a party pack, a go-to pairing. Tapping a bundle drops all of its items into the cart at once.

Creating a bundle from the current cart

1. Build the cart with the items you want in the bundle.
2. Tap Save as bundle and give it a name (e.g. Weekend Combo).
3. Pinned bundles appear as one-tap buttons on the New Sale screen, just above Favorites.

Managing and editing bundles

Tap Manage bundles to open the bundles panel. For each bundle you can pin/unpin it from the register, rename it, edit its contents, or delete it.

Tap Edit on a bundle to open the editor shown above:

• See every item with its price and quantity.
• Adjust quantities with the −/+ steppers.
• Remove an item with the ×.
• Add an item by typing in the Add an item… box and picking from the results.
• The Total updates live (always the plain sum of the items).
• Tap Save to keep changes, or Cancel to discard them.

5. Reviewing orders

Tap Orders in the sidebar to see every customer order across all channels — in-store, pickup, and delivery.

• The status tiles (Open Orders, Pickup, Delivery, Needs Review) show the shape of your queue at a glance.
• The search box finds any order by ID, customer, phone, status, or item.
• Filters narrow the list further.
• Tap any order to open its detail — customer, channel, and line items.

6. Transactions

For a pure sales-history view — every completed transaction with its total, tender, and time — open Transactions in the sidebar. Like Orders, it's fully searchable and sortable across your whole history, which makes end-of-day and audit lookups quick.

Quick reference

I want to…	Do this
Start a sale	Sidebar → New Sale
Add a common item fast	Tap a Favorite tile
Add several items at once	Tap a bundle button
Turn the current cart into a bundle	Save as bundle
Change what's in a bundle	Manage bundles → Edit
Hide a bundle without deleting it	Unpin it (★) in Manage bundles
Take payment	Pick Cash / Card / Other, then Tender
Find a past order	Sidebar → Orders, then search
Check the drawer	Today → Manage Drawer