Customer & Delivery-Point Selection
Every session starts by picking which customer and which delivery point the order is for. The session locks to that choice until the operator clears it or logs out, so pricing, balance, and history all follow the right account.
Cart Building
Add products by barcode scan, product picker, catalogue, the customer’s sales history, or AI suggestion (sales agents only). Quantities support case, each, or weight, and a delivery-date button moves the order’s scheduled date before checkout.
Checkout & Payment
The order summary shows the cart, VAT, the customer’s running balance, and a credit-limit check. Sales agents pick payment options (cash, cheque, or card with their references) and can split a total across several, then add a reference number and internal notes.
Quotes
Tick Is Quote? at the order summary to capture the cart as a quote rather than an order. POS Quotes lists the quotes taken today for the selected delivery point so the agent can reload one and turn it into a confirmed sale.
Future Orders & Invoice Lookup
Open the customer’s existing future orders to edit them within the amendment cutoff, or pull up one of their invoices read-only to answer a counter query, without leaving the POS session.
Receipts & Printing
Confirming raises a forward order and routes through to the receipt preview, which prints to a Bluetooth thermal printer. From there the agent can switch customer, log out, or start the next order.
Self-Service Kiosk Mode
Hand a customer a tablet in-store or at an event and the same screens re-title to a stripped-down cart (Build Cart, Submit Cart) with no payment, print, or switch-customer actions. Their cart submits as a forward order or quote for the office to fulfil.
One App, Role-Gated
There’s no separate POS install. The surface ships inside the one mobile app and is gated by user role, while the parallel Cashier Mode re-skins the regular driver screens for till operation, so a counter, a kiosk, and a van can run the same app side by side.