Point of Sale (TPV)

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Overview

The Point of Sale (Terminal de Venta / TPV) is Beils Dashboard’s comprehensive checkout interface designed specifically for beauty centers. It provides a split-screen POS experience with catalog browsing on the left and shopping cart on the right, supporting sales of products, services, packs, and bonuses with flexible payment options.

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Interface Layout

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Left Panel: Catalog Browser

Category Tabs

• Servicios: Browse available services with prices and codes
• Productos: View product inventory with SKU and stock
• Packs: See bundle offerings with item counts
• Bonos: Display session packages with pricing

Catalog Display

• Grid layout with cards for each item
• Item name prominently displayed
• SKU/code shown for reference
• Price in large, bold text
• Quick-add button with hover effect
• Real-time search across current category
• Visual feedback on hover and click

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Right Panel: Shopping Cart

Client Selection

• Search bar for finding clients by:
  • Name (first or last)
  • Phone number
  • Document number
• Autocomplete dropdown with matching results
• Client avatar with initials when selected
• Quick remove button to clear selection

Cart Items

• List of added items with:
  • Item name
  • Quantity controls (+/-)
  • Unit price
  • Line total (quantity × price)
  • Remove button
• Empty state message when cart is empty
• Scrollable list for multiple items

Totals Section

• Subtotal calculation
• Discount/coupon field (manual entry)
• Final total in large text
• Tax calculations included in prices

Payment Methods (4 options)

• Tarjeta (Card): Card payment
• Efectivo (Cash): Cash payment
• Mixto (Mixed): Combination of payment types
• Deuda (Debt): Record as account receivable (requires client)

Checkout Button

• Processes the sale
• Creates cart record
• Updates inventory (for products)
• Creates debt record (if payment method is “Deuda”)
• Disabled when cart is empty

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User Workflows

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Processing a Standard Sale

1. Start at TPV Page
   • Navigate to TPV from main menu
   • Interface loads with empty cart
2. Select Client (Optional but recommended)
   • Type client name, phone, or document in search box
   • Select client from autocomplete dropdown
   • Client info appears with avatar and name
3. Add Items to Cart
   • Click appropriate category tab (Servicios/Productos/Packs/Bonos)
   • Browse or search for items
   • Click item card to add to cart
   • Item appears in cart with quantity 1
   • Click same item again to increase quantity
   • Or use +/- buttons in cart to adjust quantities
4. Review Cart
   • Verify all items and quantities are correct
   • Check subtotal calculation
   • Remove items if needed using trash icon
5. Apply Discount (Optional)
   • Enter discount amount in euros in the discount field
   • Subtotal minus discount equals total
   • Cannot exceed subtotal amount
6. Select Payment Method
   • Click one of the four payment method buttons:
     • Tarjeta: For card payments (default selection)
     • Efectivo: For cash payments
     • Mixto: When combining payment types
     • Deuda: To record unpaid balance (requires client)
7. Process Payment
   • Click large Procesar Cobro button at bottom
   • System validates cart is not empty
   • If payment method is “Deuda”, validates client is selected
   • Success toast notification appears
   • Cart clears automatically
   • Ready for next transaction

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Selling Products

1. Click Productos tab
2. Use search to filter by name or SKU
3. Click product card to add to cart
4. Adjust quantity as needed
5. Important: Product stock automatically decreases when sale is processed
6. Complete checkout as normal

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Selling Services

1. Click Servicios tab
2. Browse available services or search by name/code
3. Click service card to add to cart
4. Services have no inventory impact
5. Useful for walk-in service sales without prior appointment
6. Complete checkout as normal

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Selling Packs

1. Click Packs tab
2. View available bundle packages
3. Click pack card to add to cart
4. Pack is added as single cart item at pack price
5. Note: Pack contents don’t separately affect inventory (manage separately if needed)
6. Complete checkout as normal

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Selling Session Bonuses

1. Click Bonos tab
2. View multi-session packages
3. Select bonus to add to cart
4. Client purchases X sessions at bundled price
5. Sold bonuses create ClientBonus records for later tracking
6. Complete checkout as normal

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Recording Debt Payments

When a client wants to pay later or cannot pay in full:

1. Add items to cart as normal
2. Select the client (required for debt tracking)
3. Select payment method: Deuda (red 0€ button)
4. Click Procesar Cobro
5. System creates:
   • A cart record with status “pending”
   • A debt record linked to the client
   • Debt amount equals cart total
   • Debt status set to “pending”
6. View debt in Finanzas > Deudas section later
7. When client pays, mark debt as “paid”

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Mixed Payment Example

For combination payments (part cash, part card):

1. Add items to cart
2. Select Mixto payment method
3. Process the sale
4. Manual step: Outside system, collect payments:
   • Accept partial cash payment
   • Process remainder on card terminal
5. Cart record saves “mixed” as payment method for reporting

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Applying Manual Discounts

1. Build cart with desired items
2. Note the subtotal amount
3. In the discount field, enter discount amount:
   • Enter euros to deduct (e.g., 10 for €10 off)
   • Or calculate percentage manually (e.g., 20% of €50 = €10)
4. Total updates automatically (subtotal - discount)
5. Discount cannot exceed subtotal
6. Process payment as normal
7. Discount is recorded in cart for reporting

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Removing Cart Items

Method 1: Trash Icon

• Hover over cart item
• Click trash icon that appears
• Item removed immediately

Method 2: Quantity to Zero

• Click minus (-) button repeatedly
• When quantity reaches 1, next click removes item

Method 3: Clear Cart

• Process or cancel current transaction
• Cart clears automatically after checkout

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Starting a New Transaction

After completing a sale:

1. Cart automatically clears
2. Client selection resets
3. Discount resets to 0
4. Payment method resets to “Tarjeta” (card)
5. Ready for next customer immediately

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Payment Method Details

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Card (Tarjeta)

• Default selection
• Most common payment method
• Cart status: “completed”
• No debt record created
• Use for credit/debit card payments

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Cash (Efectivo)

• Select for cash transactions
• Cart status: “completed”
• No change calculation in system (handle manually)
• Good practice: record cash sales separately for cash drawer reconciliation

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Mixed (Mixto)

• Part card, part cash
• Part cash, part store credit
• Any combination of payment types
• Cart status: “completed”
• System doesn’t track split amounts (handle calculation manually)

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Debt (Deuda)

• Requires client selection
• Cart status: “pending”
• Creates debt record in system
• Debt amount = cart total
• Debt remains “pending” until marked paid
• View/manage in Finanzas section

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Data & Reporting

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Cart Records

Every sale creates a Cart record storing:

• User (client) if selected
• Status (completed or pending)
• Subtotal before discount
• Discount amount
• Final total
• Payment method
• Cart items array with:
  • Item type (product/service/pack/bonus)
  • Item ID reference
  • Name snapshot at time of sale
  • Quantity
  • Unit price
  • Tax rate
  • Line subtotal and total
• Created timestamp

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Debt Records

Debt payments create Debt records with:

• User (client) reference
• Cart reference (link to original sale)
• Full debt amount
• Remaining amount (starts equal to full amount)
• Status (pending/partial/paid)
• Optional due date
• Notes field

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Inventory Impact

Products:

• Stock automatically decreases by quantity sold
• Tracked via product_id in cart items
• Low stock warnings update in product catalog

Services, Packs, Bonuses:

• No inventory impact (non-physical items)
• Sales tracked via cart items for reporting

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Business Benefits

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Operational Efficiency

• Fast checkout process reduces client wait time
• Visual product browsing is intuitive for staff
• Real-time search finds items quickly
• One-click add to cart minimizes errors
• Automatic calculations prevent math mistakes

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Revenue Tracking

• Every sale recorded with timestamp
• Payment method tracking for reconciliation
• Client linking enables purchase history analysis
• Discount tracking shows promotional impact
• Cart totals feed into financial reports

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Inventory Management

• Automatic stock deduction prevents overselling
• Real-time inventory updates across system
• Product sales data informs reordering decisions

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Financial Control

• Debt tracking prevents lost revenue
• Payment method reporting aids daily reconciliation
• Client account balances monitored
• Historical cart records for audit trail

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Client Relationship

• Linked purchases build client profiles
• Purchase history informs future recommendations
• Debt management maintains client trust
• Professional checkout experience