# POS screen guide

Go to – Sell -> POS

### **1. Selecting customer** <a href="#selecting-customer" id="selecting-customer"></a>

By default, there is a “Walk-In Customer”.&#x20;

You can search for a customer by name/customer ID or phone number or can add a new customer by clicking the plus (+) button “Add Customer”.

### **2. Searching & adding product** <a href="#searching-adding-product" id="searching-adding-product"></a>

Enter the Product Name Or scan the barcode to search for the product.&#x20;

If multiple products are matched then it displays the dropdown of products and selects the product from it.&#x20;

Or if there is a single product then it directly gets added to the cart.

### **3. Changing product price, tax & discount for a product** <a href="#changing-product-price-tax-discount-for-a-product" id="changing-product-price-tax-discount-for-a-product"></a>

After the products get added, click on the product name to modify product price, tax & discounts.

{% hint style="info" %}
**Note:**

Option for different tax in products will be shown only if Inline tax is enabled.&#x20;

You can enable it from `Business Settings -> Tax -> Enable Inline Tax` in purchase and sell.
{% endhint %}

### **4. Selecting the lot number for a product** <a href="#selecting-the-lot-number-for-a-product" id="selecting-the-lot-number-for-a-product"></a>

If lot number is enabled then it will show the option to select lot number.

### **5. Selecting the expiry date for a product** <a href="#selecting-expiry-for-a-product" id="selecting-expiry-for-a-product"></a>

If the expiry date is enabled then it will show the option to select the lot number.

### 6. Finalize your sales <a href="#cancel-sales" id="cancel-sales"></a>

For the payment/cash/card finalizing kindly check out the below article, where we have explained one by one.

{% content-ref url="/pages/oOM6QmPEPFdnzYr1oxR3" %}
[Finalize sales options](/erp/knowledge-base/sales-sell/pos-screen-guide/finalize-sales-options.md)
{% endcontent-ref %}


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