Chapter 2 of 13

The Register

The screen your team lives on: binding a station, unlocking with a PIN, ringing items by scan, search, or hot button, holds and quotes, the More menu, and receipts.

All chapters

Binding a device to a station

The first time you open the register on a device, HeroPOS asks you to select this device's station — pick the location and station the device sits at. The choice is remembered on that device, so you only do this once per tablet or PC.

No stations to pick? Add them first in Settings → Locations & Stations. Each station carries its own receipt-printer setup and auto-lock timer.

PIN lock and auto-lock

Every register session starts at the lock screen: a staff member taps in their PIN and the register unlocks under their name. Everything they do — sales, voids, discounts, drawer opens — is recorded against that PIN, so give every employee their own (see the Settings & Security chapter).

The red lock button in the top bar locks the register instantly. If the station has an auto-lock timer set (Settings → Locations & Stations), the register locks itself after that many seconds of no touches or keystrokes. The timer pauses while a payment is in progress, so a slow card prompt won't lock you out mid-sale.

Ringing items: scan, search, numpad

There are four ways to get an item on the ticket:

  • Scan — the "Scan barcode / SKU / PLU" box is always focused. A USB or Bluetooth scanner types the code and presses Enter for you; you can also type a SKU or PLU and hit Enter. On the tablet app, tap the camera button to scan with the device camera.
  • Search / Browse — opens a full search box plus your category grid. Type two or more characters to search by name; tap a category to browse its items.
  • Hot buttons — the colored grid on the right panel. You design this layout in the back office (category buttons open that category; item buttons ring the item straight onto the ticket). If you haven't configured hot buttons yet, HeroPOS shows your top-level categories automatically.
  • The numpad — bottom-right. Type a quantity and press QTY to set a multiplier ("3 ×"), then scan an item to ring three at once. Or type a PLU and press Enter to look it up directly.

A few behaviors worth knowing: scanning the same each-item twice bumps the quantity instead of adding a second line. Items sold by weight prompt for a quantity/weight. Items with variants (sizes, colors) open a picker so you choose the exact one. Age-restricted items stop for a date-of-birth check before they land on the ticket. Items with a tag-along (like a bottle deposit) bring their companion line automatically.

The item rail

Tap any line on the ticket and the right-hand rail becomes an item detail panel: big + / − quantity buttons, SKU/PLU/UPC, list and cash price, shelf location, vendor, quantity on hand and on order, and a second page (swipe the dots) with brand, extra barcodes, applicable taxes, and item notes.

From the rail you can also:

  • $ Edit Price — apply a line discount in dollars or percent (a reason is required, and the staff member needs discount permission).
  • ⧉ Duplicate — copy the line.
  • 🗑 Remove — delete the line.
  • ↩ Reset — clear a line discount.
  • 📝 Instructions — attach a note to the line ("cut to 8 ft", "mixed to HX-04"); it prints on the receipt.
  • Print Item Receipt Label — check this and after the sale you'll get a one-tap link to print a label for that item.

When no line is selected, the rail shows your hot buttons plus quick actions: + Add Open Item (a free-typed description and price — open items are non-taxable and don't track stock), Customers, Open Drawer, Lottery / Payout, Gift Card, and Rentals, depending on the cashier's permissions.

Holds, quotes, and recent orders

Hold parks the current ticket so you can serve the next customer — the ticket clears and the sale waits under the Holds button in the top bar. Recall it later from any station at the same location; you can also void a held order from that list (void permission required).

Save as Quote (under More >) does the same thing but files the ticket as a numbered quote (Q-101, Q-102 …) instead — perfect for "how much would this all cost?" contractors. Reopen quotes any time from the Quotes button in the top bar.

The Orders button lists today's completed sales and refunds — tap Receipt on any of them to view, reprint, or email its receipt. The 🖨 button reprints the last receipt with one tap, and Item Lookup is a price-check that never touches the ticket.

The More menu

More > collects the less-frequent actions (each appears only if it's enabled for your store and allowed for the signed-in cashier):

  • Order Type — switch the sale to Pickup or Delivery (see the Pickup & Delivery chapter).
  • Order Discount — apply one of your preset whole-order discounts.
  • Returns — start a refund by receipt lookup.
  • Save as Quote and Layaway (layaway needs a customer attached — see the Layaway & Gift Cards chapter).
  • Gift Card — sell or reload a card.
  • Rentals — the rental board for timed rentals.
  • Quick Payouts, Pay In, Pay Out — drawer cash movements, each with a required reason (see Cash Management).
  • No Sale — pops the drawer with nothing rung; it's logged.

Receipts and gift receipts

After a sale, the receipt screen shows the order number, a big Change Due figure when you owe coins back, and:

  • Print Receipt — prints to the station's configured printer, or falls back to the browser's print dialog (see Hardware & Apps for printer setup). Turn on auto-print per station if you want a receipt on every sale without tapping.
  • 🎁 Gift Receipt (no prices) — a second copy with the prices stripped, ready for gift returns.
  • Email — type or confirm the customer's address and send the receipt by email.
  • 🏷 Print Item Labels — appears when you flagged lines for labels.

Tap New Sale to clear the screen and start ringing again.