How to Select a Client on Point of Sale View

In this guide, you’ll learn how to select a client in the Exercise.com Point of Sale (POS) view so you can quickly find client accounts, add products, and complete transactions.

1. Open the Point of Sale View.

Open the POS view from your dashboard to get started.

2. Click Select Account.

Click Select Account to choose the client for this POS transaction.

3. Click Search Account.

Use Search Account to look up a specific client.

4. Enter the Client’s Name.

Type the client’s name to find the correct account.

5. Select the Matching Result.

Click the matching client from the results to choose the account.

6. Change the Client (If Needed).

Click the change icon to switch to a different client.

7. Add a Product to the Cart.

Select a product to add it to the cart.

8. Click Checkout.

Click Checkout to start the payment process.

9. Close the Transaction Window.

Click Close to exit the POS view when you’re finished.

10. Summary

You learned how to select a client in the Point of Sale view, search for client accounts, add products to the cart, and process a sale. With these steps, you can manage client purchases quickly and keep your checkout flow smooth. If you need help with payments, see our overview of Payment Processing.