getpos Help
How the till works, how to set it up, and what to do when something goes wrong.
Sign in to ask the assistant about your own till →Getting started
- Build and change your till with the assistantHow to change your till by writing to the assistant, sending screenshots, pointing at a part of the screen or editing the canvas directly.
- Getting started with getposHow to go from a sentence or a screenshot of your old till to a till running on your own web address.
- Get help and supportHow to find an answer in Help, ask the assistant about your own payments and terminals, and send a support ticket.
- Languages on the till and in the builderHow to choose the language of the builder, the till, a single device and the guest ordering page.
- Publish and go liveHow to save versions, put your till on its own web address, and switch from demo payments to real card payments.
- Questions about getting startedShort answers to the questions owners ask most before and while setting up their till.
Products
- Campaign pricesGive a product a lower price on chosen days and hours, like an afternoon deal, which the till uses by itself.
- Goes well withSuggest up to six products the till offers with one tap right after a product goes on the order, like a bun with the coffee.
- Import your menuBring in your products from an Excel or CSV file, or from photos of your menu or price list, instead of typing them one by one.
- Open priceLet the cashier type the price each time, for things like gift cards, repairs or loose items without a fixed price.
- Product salesSee what sold, how much it brought in and your best sellers for the last 7, 30 or 90 days, for the whole menu or one product.
- Products and categoriesAdd, change and sort the products your till sells, and group them in categories with their own colour and icon.
- Sell by weightPrice a product per kilogram, litre or metre and let the cashier type how much, for loose sweets, deli, coffee beans or fabric.
- Sizes and choicesGive a product sizes with their own price, and choices the cashier is asked for, like milk or extra cheese.
- StockSee how many of a product you have in stock and book deliveries in or losses out from the product page.
- Where products are soldChoose whether a product is sold on the till, on the guests' phones, in the webshop, and whether it is for eat in or take away only.
- Products: common questionsQuick answers about products, prices, sizes, campaigns, stock and why a product does not show where you expect.
Selling
- Customers on a saleHow to find or add a customer and put them on a sale, how a loyalty tag or a bank card can recognise them, and what the till remembers.
- Demo payments and going liveHow to tell whether the till takes demo or real payments, what demo payments do, and what changes when the shop goes live.
- Give a discountHow to take a percentage off one line or a percentage or amount off the whole ticket, and what to do when the till says a manager is needed.
- Eat in or take awayHow to ask "eat in or take away" on every sale, what the choice does on the bong and the receipt, and how to sell some products only one way.
- Guests order from a QR codeHow guests scan a QR code on the table, order and pay on their own phone, and how staff see, serve and find those orders on the till.
- Kitchen tickets (bongs)How orders reach the kitchen or the bar as a bong, on paper or on the till's screen, and how to send, resend and add to an order.
- Open tabs and tablesHow to hold a ticket on a table or a named tab, pick it up again later to add more or pay, and what an open tab on a card is.
- ReceiptsHow the customer gets a receipt (paper, email or QR), how to print one again for an earlier sale, and how the owner sets up what the receipt shows.
- Refunds and voidsHow to give money back for a sale, all of it or part of it, how to void a sale the same day, and when a manager's PIN is needed.
- Self checkout and the pickup screenHow to put a self checkout screen in the shop where guests order and pay by card themselves, how it pays on a terminal or with CheckoutX, and how the pickup screen shows which numbers are ready.
- Split a paymentHow to split one bill into several card payments on the terminal, evenly or in amounts you choose.
- Take a paymentHow to take card, Swish, cash and payment-link payments on the till, and what to do when a payment fails.
- TipsHow tips are asked for on the card terminal, how to switch them on or off, and where tips show up afterwards.
- Pack and send webshop ordersFind new webshop orders on the till or in the builder, pack them, mark them sent or ready for pickup, write to the customer and refund.
- Sell online with a webshopSwitch on a webshop with your till's products at your own address, shape its front page, shipping and policies, and choose which products are sold online.
- Selling: common questionsQuick answers to the questions cashiers ask most about payments, receipts, refunds, discounts and held tickets.
Staff and shifts
Money and payouts
- The Orders area: overview, stock and payoutsSee every way you sell on one page, keep stock counts for the products you count, and check card and online money against what Surfboard paid out.
- Cash and the cash drawerTaking cash, giving change, rounding, the opening float, counting up, and how the drawer opens.
- PayoutsHow card money reaches your bank account, and where to check what was paid out.
- Find a sale in TransactionsLook up any sale or refund on the till, check its status, reprint the receipt, void or refund it, and export your sales.
- Shifts, X and Z reportsOpen a shift, follow the day on the live X report, and close it to lock a Z report you can print.
- Questions about money, staff and reportsShort answers about payouts, fees, Z reports, cash, refunds and staff PINs.
Terminals and printers
- Use a barcode scannerHow to sell by scanning barcodes, which scanners work, and how to give your products their barcodes.
- Connect a card terminalHow to register a card terminal or a phone with CheckoutX to your till, using the 6-digit code on its screen.
- Devices and installing the tillWhich devices the till runs on, how to install it on the home screen, and how several devices work together.
- Printers for receipts and kitchen ticketsWhich printers work with the till, how to connect a FinPrinter or a terminal with a printer, and how to choose what prints where.
When something goes wrong
- A payment failed or seems stuckWhat to do when a card payment is declined, cancelled, times out, or you are not sure it went through.
- The receipt or kitchen printer does not printChecks, in order, when a receipt, a kitchen ticket or a Z report does not come out of the printer.
- The card terminal is not respondingWhat to check, in order, when the till cannot reach the card terminal or says Terminal not ready.
- When the till is offlineWhat still works when the internet drops, what waits until it is back, and what to do.