Falaah Falaah AI

Getting started with POS

Enable Muin POS, set a tax profile, add products, create an employee PIN, and take your first order. Set-up takes about ten minutes on a laptop.

POS is the till: it takes orders, takes payment, prints a receipt and moves stock, in the same workspace as the rest of your finance records. Set-up takes about ten minutes.

When you’d use this

  • A bookstall, cafe or canteen that sells the same items week after week.
  • A fundraiser dinner or bake sale where you need a record of what sold, not just a total.
  • A school or community shop where several people serve and you want to know who rang what.
  • Any counter where you are currently writing down sales and typing them up later.

1. Turn the module on

POS lives inside the Finance module and needs the finance.pos capability enabled for your organization and the Point of Sale permission (finance.pos_operations, view) granted to the people who will use it. The starter role for counter staff is Store Operations. Finance has no automatic member floor, so somebody with no POS grant cannot open the till at all.

Once enabled, the sidebar shows Finance > Point of Sale with six entries: Register, Orders, Products & Inventory, Tax & Locations, Staff & Shifts and Kitchen.

2. Set a tax profile

Go to Finance > Point of Sale > Tax & Locations. The screen is titled Selling Locations & Tax.

  1. Click New Tax Profile.
  2. Name the location, for example Portland Saturday Market.
  3. Enter the rate, for example 8.25.
  4. Save, and mark one profile as the default so the Register picks it up without being told.

The Register shows tax as an estimate while the cart is being built. The server recalculates it when the order is created, and the server’s number is the one on the receipt.

3. Add products

Go to Products & Inventory and click New Product. The form carries:

  • Name and Price
  • Cost Price, for margin reporting
  • SKU and Barcode
  • Tax Category: Taxable, Tax Exempt, Food (Prepared), Food (Grocery), Clothing or Reduced Rate
  • Category, for the filter chips on the Register
  • Description
  • Track inventory, and when it is on, Initial stock and Low stock threshold
  • Active, which is what puts it on the Register

For a long catalog, use CSV import on the same screen rather than typing each row.

4. Create an employee PIN

Go to Staff & Shifts. The screen is titled POS Employees.

  1. Click Add POS Employee.
  2. Search for the person by name or email. They must already be a user in your workspace.
  3. Set a PIN of 4 to 6 digits.
  4. Choose Cashier or Manager. Managers can void, refund, reset a PIN, deactivate staff and adjust stock; cashiers cannot.
  5. Click Add employee.

The first POS employee can be added by any workspace owner or admin. After that, an existing POS manager can add more.

5. Take your first order

Go to Register. A PIN screen appears first, headed Sign in to take orders: enter the PIN on the keypad.

  1. Tap a product tile, or type in the search box, or press F9 and scan a barcode.
  2. Adjust quantities in the Cart on the right.
  3. Optionally fill the Customer name and phone.
  4. Press PAY (F1).
  5. Choose a tender: Card (Muin), External Terminal or Cash.
  6. The receipt appears as Order #N Complete, with a Print button.

The order shows on the Kitchen board for preparation, and in Orders for the rest of the day.

What it affects

  • Stock: a sale decrements every tracked line immediately. A void or a refund puts it back.
  • Finance records: a POS sale is a sale, so it produces a payment receipt, never a tax-deductible donation receipt.
  • Reports: the POS dashboard, the daily summary, the per-employee summary and the tax report all read the orders you ring.
  • The Kitchen board: any order with preparation tracking appears there until it is marked picked up.

When it goes wrong

What you see What it means What to do
The Register will not open, only a PIN screen that rejects you You have no POS employee record, or the PIN is wrong. Ask a manager to add you under Staff & Shifts, or to use Reset PIN.
Locked. Try again at <time> Too many wrong PIN attempts. The lock clears on its own in fifteen minutes. Wait, or ask a manager for Reset PIN.
Native card processing not enabled Card payments inside Muin need Stripe connected. Use the External Terminal tab for now, or follow the Open Connect setup link.
Out of stock on a product tile The product tracks inventory and its stock is at zero. Receive a shipment, adjust the stock, or turn Track inventory off for that item.
You are offline. Order creation is disabled until connection is restored. The browser lost its connection. Reconnect. Nothing is lost; the cart is still there.
Point of Sale is missing from the Finance menu The finance.pos capability is off, or you have no finance.pos_operations grant. Ask an owner or admin to enable it and grant the permission.

Next step