# Retail store POS: step-by-step handbook Updated 22 October 2026. Public documentation: /docs/specialist-operations#retail-store POS route: /pos/desks/retail-store Business workspace: /dashboard/specialist-operations ## Access and setup Administrator: select the compatible retail foundation, its parent modules and the optional retail-handover block. Select Retail store POS · sales & packing in counter workflow setup. Keep existing counters and assign Operations View for reading or Edit for operational changes. Sales also requires Retail checkout access and its existing foundation prerequisites. ## Step by step 1. Administrator: select the compatible retail foundation, its parent modules and the optional retail-handover block. Select Retail store POS · sales & packing in counter workflow setup. Keep existing counters and assign Operations View for reading or Edit for operational changes. Sales also requires Retail checkout access and its existing foundation prerequisites. 2. Open /pos-login, choose Retail store POS · sales & packing in Workflow, then sign in with the account for this business. Business administration uses a separate login; a copied desk URL cannot change your signed workflow. On a phone use the same online browser route; use your device keyboard for form entry. 3. Choose the appropriate queue (All handovers, Picking, Packed, Handed over). Use Create pick/pack sheet to create a record, or open History & next action on an existing one. 4. Select an existing confirmed or completed sales order. Create one pick/pack sheet with the picking instructions. 5. Verify the contents and record packed. Fulfill stock through the existing sales workflow; this sheet never deducts stock. 6. After the authoritative sales order is completed, verify the recipient and record handover evidence. Payment and deposit application remain in the existing order/checkout workflows. 7. Complete stock fulfillment through the authoritative sales order before release. Sales, payment & receipt opens the existing Retail register; it does not retrieve a handover as a cart or automatically apply its deposit. Avoid entering a second sale for an existing completed order. 8. Before changing desks or sales tabs, save the form or deliberately discard it. Switching is blocked while saving. If a record changed, refresh and review its latest version before retrying. ## Demo practice Retail demo: 3 handovers linked to existing sales orders, including Picking and Released examples. Inspect the original order before changing handover status. Use the existing package-specific demo owner or staff credentials supplied privately by your administrator. Never place passwords in a public handbook. Demo authorizations and recipient evidence are synthetic. Seed reruns do not refresh dates, reset used records or reactivate revoked access. ## Review and shared handoff Complete stock fulfillment through the authoritative sales order before release. Sales, payment & receipt opens the existing Retail register; it does not retrieve a handover as a cart or automatically apply its deposit. Avoid entering a second sale for an existing completed order. Business source: /dashboard/retail-sales ## Current limits Operational pick/pack evidence only. No per-line scan verification, order checkout retrieval, automatic deposit application or courier integration. This desk includes the existing Retail financial checkout separately; custody/packing and checkout are not one atomic transaction. ## When blocked - Missing desk: verify the selected workflow, optional block, parent foundation and staff Operations access. - Authorization blocked: use an eligible owner or manager; operator access alone does not grant review powers. - Source not ready: complete the required original kitchen, sales or job action in the Business portal and refresh. - Stale version: refresh the record and review its history before retrying; do not repeat a sale or stock action. - No network: these browser desks require the ERP server; do not treat an unsaved form as a completed transaction. ## Visual instructions The matching industry handbook includes flow/sequence diagrams and Diagram view → Step by Step. New desk screenshots remain pending; no synthetic screenshot is presented as captured evidence. Use your browser Print / Save PDF to export these instructions. ## Offline purchase and activation Desktop supports its installed packages; native Android permanent activation requires 1.3.0-preview and currently supports Retail and Water Refilling. This does not make cloud browser pages available offline. 1. Open the existing local business and its License & local package page. Expired trial records are retained; do not reinstall or create another business. 2. Copy the activation request and send it privately to support using any available device. Confirm the platform, exact installed version, supported package and agreed payment. 3. Super Admin opens Offline licenses, verifies the request, ownership and payment, then generates a signed permanent key without requiring a cloud tenant. 4. Transfer the key to the original device, paste/import it, verify the preview and apply the local package. Existing business records remain. 5. Permanent use covers the purchased version; updates/support and Cloud are separate. Keep local backups. Device replacement, rebinding or package changes require support review. Full customer and administrator instructions: /docs/offline-activation.