> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Around

> Learn every screen, navigation tab, and status indicator in the Footwear Retail POS so you can find anything quickly.

The Bizaxl Footwear Retail POS opens in your browser at `/pos`. Everything happens on one screen - there are no complicated menus. This page explains every part of the interface so you can navigate confidently from day one.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-footwear-pos-full-screen.png" alt="Full POS screen showing the top navigation bar, item catalog on the left, and cart panel on the right" />
</Frame>

***

## The Top Navigation Bar

The dark bar at the very top of the screen is always visible, no matter which tab you are on.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-footwear-pos-nav-bar.png" alt="POS top navigation bar showing store name, navigation tabs, and status indicators" />
</Frame>

### Left Side: Store Name and Profile

* Your store name and logo appear here
* The active POS Profile (your counter's configuration) is shown as a small badge next to the name

### Centre: Navigation Tabs

Tap any tab to switch screens:

| Tab           | What it does                                                                           |
| ------------- | -------------------------------------------------------------------------------------- |
| **Sell**      | The main billing screen where you add items and charge customers                       |
| **Held**      | Parked carts that are waiting to be resumed                                            |
| **Returns**   | Process a refund for a previous sale                                                   |
| **Shift**     | Open and close the till, view shift totals, print Z-report                             |
| **Sync**      | View and manage offline sales waiting to upload (visible only when Offline Mode is on) |
| **Loyalty**   | View and manage the loyalty program (visible only when Loyalty is on)                  |
| **Analytics** | Sales reports, payment mix, top items, low stock (visible to Managers)                 |
| **Terminals** | Add and manage billing counters (visible to Admins only)                               |

### Right Side: Status Indicators

Three quick-status items are always visible:

| Indicator                           | What it means                                               |
| ----------------------------------- | ----------------------------------------------------------- |
| **Green dot (pulsing) + "Open"**    | The shift is currently open and billing is active           |
| **Grey dot + "Closed"**             | No shift is open - billing will not work until you open one |
| **Wifi icon (green)**               | Connected to the internet - all features available          |
| **Wifi-off icon (orange, pulsing)** | Offline - sales are being saved locally and will sync later |
| **Your name**                       | The logged-in cashier's name                                |

***

## The Sell Screen

The Sell screen is where you spend most of your time. It has two parts side by side.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-footwear-pos-sell-screen.png" alt="Sell screen with item catalog on the left showing shoes by category and the cart panel on the right" />
</Frame>

### Left Panel: Item Catalog

**Register line** (top of catalog):
Shows which terminal/register you are on (for example, "Counter 1") and which POS Profile is active. The "Switch register" button lets you change to a different counter if needed.

**Search bar**:
Type part of a shoe name, item code, or size to filter the catalog. If a barcode scanner is connected, scanning a barcode automatically finds and adds the item to the cart.

**Category filter chips**:
Buttons like "All", "Sports", "Formal", "Sandals", "Kids" let you filter the catalog by product group. Tap a category to see only those items.

**Item cards**:
Each item shows:

* Product name and image
* Price
* Stock quantity available (shown as a badge)
* A "low stock" warning when quantities are running low

Tap any item card to add it to the cart. If the item has no in-stock units, it will not appear (controlled by the "Hide Out of Stock" setting).

**Scroll to load more**:
If there are many products, scroll down in the catalog to load the next page automatically.

### Right Panel: Cart

The cart panel lives on the right side of the screen (or below the catalog on mobile/tablet).

**Customer row** (top of cart):
Shows who is buying. Tap it to search for a customer by name or mobile number, add a new customer, or switch to Walk-in. If loyalty is on, the customer's point balance appears here as a small star badge.

**Cart header**:
Shows how many items are in the cart.

**Line items**:
Each product you have added shows:

* Item name
* Unit price and unit of measure
* Quantity stepper (minus, number box, plus) to adjust quantity
* Trash icon to remove the item
* Line total on the right

**Discount row**:
A toggle between flat amount (₹) and percentage (%). Enter a value to apply a whole-cart discount. The total updates live.

**Totals section**:

* Subtotal (before tax and discount)
* Each tax row (GST component with rate and amount)
* Discount amount (if applied)
* Grand Total (the amount the customer pays)

**Hold button**:
Parks the current cart to the Held Orders tab so you can serve the next customer.

**Charge button**:
Opens the Payment screen. Available only when the cart has at least one item and a shift is open.

***

## The Payment Screen

The Payment screen appears as a pop-up over the Sell screen when you tap "Charge".

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-footwear-pos-payment-modal.png" alt="Payment modal showing amount due, payment mode rows for cash and UPI, change calculation, and Complete Sale button" />
</Frame>

* **Amount due** is shown prominently at the top
* **Loyalty redemption** section appears if the customer has points (tap "Max" to use all available)
* **Payment mode rows**: one row per payment mode (Cash, Card, UPI, etc.). Enter the amount for each mode. Tap "Exact" to fill the full amount due in that row
* **Paid / Due / Change** summary at the bottom updates as you type
* **Complete Sale** button becomes active once the amount paid equals or exceeds the amount due

***

## The Shift Screen

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-footwear-pos-shift-screen.png" alt="Shift screen showing shift status, sales total, and close shift form with cash count fields" />
</Frame>

This screen has three states:

1. **No shift open**: Shows the "Open Shift" form where you enter the opening cash float
2. **Shift open**: Shows a green "Shift open" badge, the shift start time, total sales so far, and the "Close Shift" form
3. **After closing**: Shows the Z-Report with a full reconciliation table and a Print button

***

## The Returns Screen

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-footwear-pos-returns-screen.png" alt="Returns screen with invoice lookup field, line item selection for return quantities, and refund mode selector" />
</Frame>

* Type the original invoice number and tap "Find"
* The sale appears with all items and quantities
* Adjust quantities to select what is being returned (set to 0 for items being kept)
* Choose the refund payment method
* Tap "Process Return"

***

## The Held Orders Screen

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-footwear-pos-held-orders.png" alt="Held orders screen showing a list of parked carts with customer name, item count, and estimated total" />
</Frame>

Lists every parked cart with:

* Customer name (or "Walk-in")
* Number of items and estimated total
* Time the cart was parked
* "Resume" button to bring it back to the Sell screen
* Trash icon to discard the cart

***

## The Analytics Screen

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-footwear-pos-analytics.png" alt="Analytics screen with KPI cards for sales, transactions, and items sold, plus top items and low stock sections" />
</Frame>

* Time range selector (Today / 7 days / 30 days / 90 days) in the top right
* Four KPI cards: Sales value, Transactions, Items sold, Tax collected
* Two returns cards: Refund value and Items returned
* Payment mix bar chart
* Top items list
* Low stock list

***

## The Workspace (Back-Office)

In addition to the POS terminal at `/pos`, there is a back-office workspace called **PointOfSale** in the Bizaxl desk. This is where Admins and Managers go to manage records.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-footwear-pos-workspace.png" alt="PointOfSale workspace in the Bizaxl desk showing shortcuts, category cards, and the Sale Lifecycle workflow overview" />
</Frame>

**Quick Access shortcuts** (top of workspace):

* **POS Settings**: Jump straight to the settings record
* **Terminals**: See a count of active terminals with a link to the list
* **Sales**: See how many draft POS Invoices are open

**Category cards** (main area):

* **Sales**: Links to POS Invoice, POS Profile, Shift Opening (POS Opening Entry), Shift Closing (POS Closing Entry)
* **Catalog and Pricing**: Links to Item, Item Price, Pricing Rule
* **Configuration**: Links to POS Settings, Terminals, Mode of Payment

**Sale Lifecycle** (pipeline at the bottom):
A visual three-step flow: Shift Opened → Sale → Shift Closed. This shows you where each day's activity sits.

**"Open POS" button**: Takes you directly to the `/pos` terminal.

***

## Keyboard and Scanner Tips

* Press **Enter** in the invoice number field on the Returns screen to search
* Press **Enter** in the customer search box to find the customer
* A barcode scan on the Sell screen automatically searches and adds the item if exactly one match is found
* On any numeric field (quantity, payment amount), your keyboard number pad works

***

## Related Pages

For the Bizaxl platform navigation and shared features, see:

* [Bizaxl Getting Started](/bizaxl/getting-started)
* [BAS Overview](/bas/overview)
