Skip to main content
The TPV (Terminal Punto de Venta / Point of Sale) is your checkout system for processing sales transactions. It supports products, services, packages, and bonuses with multiple payment methods.

​
Accessing the TPV

Navigate to TPV from the main menu. The interface opens with:
  • Left side: Catalog browser with category tabs and product grid
  • Right side: Shopping cart, client selection, and payment processing
The TPV uses a full-height layout optimized for tablet or desktop use. It’s designed for quick, touch-friendly interactions at the checkout counter.

​
Understanding the TPV Interface

​
Category Tabs (Top Left)

Four tabs organize your saleable items:
  1. Servicios (Services): Individual beauty treatments and services
  2. Productos (Products): Retail products from inventory
  3. Packs (Packages): Pre-bundled service combinations
  4. Bonos (Bonuses): Multi-session vouchers
Click a tab to switch the catalog view. The active tab is highlighted with dark background. The search bar (top right of catalog area) filters items in the current tab:
  • Product/service names
  • SKU codes
  • Service codes
Results update in real-time as you type.

​
Product/Service Cards

Each item displays:
  • Name: In bold at the top
  • Code/SKU: Small text below name
  • Price: Large, bold at bottom left
  • Add button (+): Bottom right with hover effect

​
Processing a Basic Sale

1

Start a New Sale

Ensure the cart is empty. If not, click the trash icon to clear previous items.
2

Select Category

Click the appropriate tab:
  • Servicios for completed beauty treatments
  • Productos for retail item purchases
  • Packs for package deals
  • Bonos for session vouchers
3

Add Items to Cart

Click on any item card or the + button to add it to the cart.
  • Item appears immediately in the right panel
  • Quantity defaults to 1
  • Subtotal updates automatically
4

Adjust Quantities

In the cart, use the - and + buttons to modify quantities:
  • +: Increases quantity by 1
  • -: Decreases quantity (clicking at quantity 1 removes the item)
The price updates automatically as you adjust quantities.
5

Apply Discount (Optional)

If offering a discount:
  1. Locate the Descuento / Cupón field (middle of right panel)
  2. Enter the discount amount in euros (e.g., 5.00 for €5 off)
  3. The total updates to show the discounted price
Discounts are flat amounts, not percentages. Enter the exact euro value to deduct.
6

Select Payment Method

Choose from four payment options:
  • Tarjeta (Card): Credit/debit card payment
  • Efectivo (Cash): Cash payment
  • Mixto (Mixed): Combination of card and cash
  • Deuda (Debt): Defer payment (requires client selection)
7

Process Payment

Click the large “Procesar Cobro” button at the bottom.
  • A success message confirms the sale
  • The cart clears automatically
  • You’re ready for the next customer

​
Working with Clients

​
Associating a Sale with a Client

To track purchases by customer:
1

Search for Client

In the client search field at the top of the right panel, type:
  • Client phone number
  • First or last name
  • Document number
Matching results appear in a dropdown (maximum 5 results).
2

Select Client

Click the desired client from the dropdown.The search field is replaced by a client card showing:
  • Client initials in a colored circle
  • Full name
  • “Cliente Seleccionado” label
3

Process Sale

Complete the transaction as normal. The sale will be associated with this client’s purchase history.

​
Removing Client Association

Click the trash icon on the client card to deselect them. The search field reappears.
Always associate sales with clients when possible. This enables:
  • Purchase history tracking
  • Loyalty program management
  • Personalized marketing
  • Better customer service

​
Payment Methods

​
Tarjeta (Card Payment)

When to use: Most transactions, preferred for accuracy and tracking
1

Select Tarjeta

Click the Tarjeta button (credit card icon).
2

Process Card

Use your external card terminal:
  1. Enter the amount shown in the “Total a Pagar”
  2. Process the card payment
  3. Wait for approval
3

Complete in System

Once payment is approved, click “Procesar Cobro” to record the sale.

​
Efectivo (Cash Payment)

When to use: Walk-in customers paying cash
1

Select Efectivo

Click the Efectivo button (banknote icon).
2

Collect Cash

  1. Tell customer the total amount
  2. Collect cash
  3. Provide change if needed (calculate manually or use cash register)
3

Record Sale

Click “Procesar Cobro” to complete the transaction.
For cash payments, double-check the amount before completing the sale. Cash discrepancies are harder to track and resolve than card payments.

​
Mixto (Mixed Payment)

When to use: Customer wants to split payment between cash and card
1

Select Mixto

Click the Mixto button (wallet icon).
2

Calculate Split

Agree with the customer on the split:
  • “€40 on card, €20 in cash”
Note these amounts externally (write on receipt or notepad).
3

Process Each Payment

  1. Process the card payment for the agreed card amount
  2. Collect the cash portion
4

Complete Sale

Click “Procesar Cobro” to record the mixed-payment transaction.
The system records “mixed” as the payment method but doesn’t track the exact split. Document this externally if needed for accounting.

​
Deuda (Deferred Payment)

When to use: Trusted clients with accounts, credit arrangements, or payment plans
Deuda requires client selection. You cannot process a debt payment without associating the sale to a client.
1

Select Client First

Before choosing payment method, search for and select the client.
2

Select Deuda

Click the Deuda button (red “0€” icon).
3

Process Sale

Click “Procesar Cobro”.The system:
  • Creates a sale record with “pending” status
  • Automatically creates a debt record linked to the client
  • Associates the debt with the specific cart/sale
4

Manage Debt

View and manage outstanding debts in Finanzas > Deudas module.
Use the Deuda payment method for:
  • Clients with pre-paid packages
  • Corporate accounts with monthly billing
  • Trusted regular customers
  • Payment plan arrangements
Always document credit policies clearly with clients.

​
Cart Management

​
Modifying Cart Items

Increase Quantity:
  • Click the + button next to the item
  • Each click adds 1 to the quantity
Decrease Quantity:
  • Click the - button next to the item
  • At quantity 1, clicking - removes the item entirely
Remove Item:
  • Hover over the item card
  • Click the trash icon that appears in the top-right
  • Item is removed immediately

​
Clearing the Cart

To start over completely:
  1. Click the trash icon on the selected client card (if applicable)
  2. Remove all items individually, or
  3. Refresh the page (use with caution - asks for confirmation)

​
Working with Different Item Types

​
Selling Services

Use case: Client just completed a facial, massage, or other treatment
1

Switch to Servicios Tab

Ensure the Servicios tab is active.
2

Select Completed Service

Click the service card matching what was provided.
3

Verify Details

Check the cart shows:
  • Correct service name
  • Correct price
  • Quantity: 1
4

Process Payment

Complete checkout with appropriate payment method.

​
Selling Products

Use case: Client wants to purchase retail items (shampoos, creams, etc.)
1

Switch to Productos Tab

Click the Productos tab.
2

Find Products

Use search or browse to locate each product.
3

Add Multiple Items

Click each product the client is purchasing.
  • They appear as separate cart items
  • Adjust quantities as needed
4

Review Total

Check the cart subtotal matches the retail prices.
5

Complete Sale

Process payment and provide receipt.
When products sell through the TPV, their stock levels decrease automatically in the inventory system.

​
Selling Packs

Use case: Client wants to purchase a multi-service package
1

Switch to Packs Tab

Click the Packs tab.
2

Select Package

Click the appropriate pack (e.g., “5-Session Massage Package”).
3

Process Full Payment

Packs are typically paid upfront:
  1. Add pack to cart
  2. Process payment for full amount
  3. Complete sale
4

Note Client Purchase

Inform client their package is now in the system and can be used for future bookings.

​
Selling Bonos

Use case: Client wants to purchase a bonus (session voucher)
1

Switch to Bonos Tab

Click the Bonos tab.
2

Select Bonus Package

Click the bonus card (e.g., “10-Session Bonus”).
3

Associate with Client

Important: Always select the client first when selling bonuses:
  1. Search for client
  2. Select from dropdown
  3. Then add bonus to cart
4

Complete Sale

Process payment. The bonus is now associated with the client’s account.
Bonuses and Packs are similar but different:
  • Packs: Pre-bundled services, configured in the Packs module
  • Bonos: Multi-session vouchers for single services, configured in Marketing > Bonos
Choose based on how your business structures pre-paid offerings.

​
Best Practices

​
Speed and Efficiency

Fast Checkout Tips:
  1. Learn Keyboard Shortcuts: Use tab to navigate, enter to confirm
  2. Memorize Common Items: Frequent products/services should be easy to locate
  3. Use Search Effectively: Type SKU or first few letters instead of browsing
  4. Prepare During Service: Start building the cart while the service is being completed
  5. Pre-select Payment Method: Ask clients how they’ll pay at the start

​
Accuracy

1

Verify Cart Contents

Before processing:
  • Read each item name aloud or to yourself
  • Confirm quantities match what’s being purchased
  • Check prices seem reasonable
2

Show Total to Client

Turn screen toward client or clearly state: “Your total is [amount]”This prevents disputes and builds trust.
3

Confirm Payment Method

Ask: “How would you like to pay today?”Don’t assume based on previous visits.
4

Double-Check Before Clicking

Pause 1-2 seconds before clicking “Procesar Cobro” to mentally verify everything is correct.

​
Client Experience

Professional Checkout:
  • Make Eye Contact: Look at the client, not just the screen
  • Explain Charges: Briefly mention each item (“One facial treatment and the serum you selected”)
  • Offer Discounts Transparently: If applying discount, explain why (“I’m applying your loyalty discount”)
  • Thank Them: Always end with “Thank you for your visit!”
  • Provide Receipt: Offer printed or digital receipt

​
Handling Common Scenarios

​
Client Forgot Wallet

1

Offer Deuda Option

If the client is trusted/regular:
  1. Select the client in the TPV
  2. Choose Deuda payment method
  3. Process the sale
  4. Follow up later for payment
2

Cancel Sale

If credit isn’t appropriate:
  1. Click trash to clear cart
  2. Offer to hold items/rebook service
  3. Client can return when ready to pay

​
Wrong Item Added

1

Remove Incorrect Item

Hover over the wrong item in cart and click the trash icon.
2

Add Correct Item

Switch to appropriate tab and add the right item.
3

Verify with Client

Show the updated cart to confirm accuracy.

​
Client Questions Price

1

Show Item Details

Point to the specific item in the catalog showing the price.
2

Explain Components

Break down:
  • Base service/product price
  • Any taxes included
  • Discounts applied
3

Offer Manager Review

If dispute continues, involve a manager to review pricing.

​
Applying Coupon Codes

The current TPV shows a discount field but doesn’t validate coupon codes automatically.
1

Check Coupon Validity

Verify in Marketing > Cupones:
  • Code exists and is active
  • Not expired
  • Hasn’t exceeded max uses
  • Meets minimum purchase amount
2

Calculate Discount

Determine the discount amount:
  • Percentage coupons: Calculate % of subtotal
  • Fixed amount coupons: Use the coupon value directly
3

Enter Discount

Type the calculated amount into the Descuento field.
4

Complete Sale

Process payment with the discounted total.

​
Troubleshooting

​
”Procesar Cobro” Button is Disabled

The button is disabled when:
  • Cart is empty (add at least one item)
  • System is processing a previous sale (wait for completion)

​
Item Doesn’t Appear in Catalog

Check:
  1. Correct Tab: Ensure you’re in the right category (Servicios/Productos/Packs/Bonos)
  2. Active Status: Item must be “Activo” in its management module
  3. Stock Level: Products with 0 stock may not show
  4. Search Filter: Clear search to see all items

​
Cannot Select Deuda Payment

Deuda requires:
  1. Client must be selected first (search and choose client)
  2. Cart must not be empty
If conditions are met but still fails, the client may have account restrictions.

​
Sale Processed But Cart Not Clearing

  1. Refresh the TPV page
  2. Check if sale appears in sales history
  3. Manually clear cart using trash icons
  4. Report issue to system administrator if it persists

​
Quick Reference: Payment Methods

MethodIconWhen to UseRequires Client
TarjetaCardCredit/debit cardNo (optional)
EfectivoBanknoteCash paymentsNo (optional)
MixtoWalletSplit paymentNo (optional)
Deuda0€ (Red)Deferred paymentYes (required)

Build docs developers (and LLMs) love

Get started for freeTalk to us