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How to Perform Transactions on POS

Updated this week

Who Is This For?

StoreHub merchants who need to process basic sales, accept payments, split bills, manage cash in their drawer, use a GHL payment terminal, or view past transactions in BackOffice.

Overview

This article covers the basic transaction workflow on your POS register. You will learn how to create orders, complete sales using different payment methods (cash, card, GHL terminal), split payments, enable cash rounding, manage cash in your drawer with Pay In and Pay Out, and view your transaction history in BackOffice.

For redeeming store credit or cashback, add the customer to the transaction first; see here.


Before You Begin

  • Products must be added to your BackOffice. Refer to this article for more detail.

  • Your POS layout must be set up in BackOffice. Refer to this article for more detail.

  • Your StoreHub POS app must be synced with the latest data. Refer to this article for more detail.

  • For GHL payment terminal: StoreHub POS app version 1.68 or newer, and a stable network connection.


Step-by-Step Guide

Perform a Transaction

1. Sign in to the StoreHub POS app using your 4-digit PIN.

2. Tap the 'Open Shift' button if the shift has not started.

3. On the register screen, tap on a product to add it to the checkout list.

4. To switch categories, swipe left or right on the register screen, or tap the category name at the bottom.

5. For items with variants, select the available options after tapping on the item.

6. To change the quantity or add notes, tap the item in the checkout list on the right side of the screen.

GIF showing the full flow of signing in, opening a shift, browsing products, selecting variants, and adjusting items in the checkout list.

Note:

  • You can still change the quantity or add more notes after the item is in the checkout list by tapping on it.

7. To complete the sale, tap the total amount at the bottom of the checkout list (or tap 'Charge').

8. Select a payment method:

Payment Type

How to Pay

Cash

Tap the cash button. Enter the tendered amount, or tap 'Exact' if the customer paid the exact amount.

Credit Card / Debit Card

Tap 'Credit Card', 'Debit Card', or 'Others' to see more payment options.

GHL (card / QR / e-wallet terminal)

Tap the GHL or terminal payment option. The GHL device will prompt for card, QR scan, or e-wallet. For first-time setup and full steps, see here.

9. Choose to print or email the receipt to your customer.

GIF showing the checkout flow: tapping the total amount, selecting a payment method, and printing or emailing the receipt.


Split a Payment

Split payments allow more than one customer to pay their share of a bill using different payment methods.

Note:

  • The Split Bill feature only works for offline POS transactions.

1. On the register screen, add items to the checkout list.

2. Tap the total amount (in orange) at the bottom of the checkout list.

3. Tap 'Split Bill'.

4. Enter the amount to be paid by the first payment method, then tap 'Split'.

5. Select the first payment method.

6. Part of the amount is now paid. Tap the 'Remaining' option to complete payment for the remaining amount.

7. Select the payment method for the remaining amount. All payment methods used will appear in the transaction history.

GIF showing the full split payment flow: adding items, tapping Split Bill, splitting the amount, paying with the first method, then completing payment with a second method.


Enable Cash Rounding

Cash rounding automatically rounds transaction totals to the nearest 5 or 10 cents, so you do not need to handle small coins.

Notes:

  • Cash rounding only applies to offline POS transactions.

  • Cash rounding does not apply to store credit transactions.

1. In your BackOffice, go to 'Settings'.

2. Under the 'General' tab, scroll down to the 'Enable Cash Rounding' field and select 'Yes'.

3. A new field called 'Smallest Currency Accepted' will appear. Select your preference:

Smallest Currency Accepted dropdown showing 0.05 and 0.10 options.

Smallest Currency Accepted

How It Works

0.05

Rounds to the nearest 5 cents.

Example:

  • RM 6.96 rounds to RM 6.95

  • RM 6.91 rounds to RM 6.90.

0.1

Rounds to the nearest 10 cents.

Example:

  • RM 6.96 rounds to RM 7.00

  • RM 6.91 rounds to RM 6.90.

4. Under 'Apply Rounding To', choose whether to apply rounding to cash transactions only or all transactions.

Apply Rounding To field showing options for Cash Transactions or All Transactions.

Note:

  • 'All Transactions' means transactions paid by all payment methods, not just cash.

5. Tap 'Save'.


Set Up Checkout Options

F&B Checkout Options

F&B merchants can assign table numbers or auto-generate queue numbers at checkout.

1. In your BackOffice, go to 'Settings'.

2. Tap the 'F&B' tab, then look at the 'General' section.

3. Under 'Additional Checkout Options', choose one of the following:

Option

What It Does

Best For

Assign Table Number

Prompts you to enter a table number when saving or charging a bill. The number appears on the kitchen docket, order summary, and receipt.

Dine-in restaurants and cafes

Auto-Generate Queue Number

Automatically creates a queue number printed on the receipt and kitchen docket.

Quick-serve cafes and takeaway counters

BackOffice F&B settings showing the Additional Checkout Options dropdown.

Notes:

  • If you have Table Layout enabled, the table number will be auto-generated.

  • Queue/takeaway IDs start from TA-1001 for Register 1 and TA-2001 for Register 2.

  • Queue IDs restart when you close and open a new shift, or once they reach TA-1999.

Retail Checkout

Retail merchants do not need to configure additional checkout options. The checkout flow goes directly from adding items to selecting a payment method.

1. Add items to the checkout list.

2. Tap the total amount at the bottom to proceed to payment.

3. Select a payment method and complete the transaction.

Retail POS checkout screen showing items in the list and the payment method selection.

Note:

  • Retail checkout does not include table numbers or queue numbers. If you need to track order references, you can add notes to the transaction. Refer here.


Use the GHL Payment Terminal

The GHL terminal lets you accept card, QR code, and e-wallet payments directly from your POS.

Enable GHL Payment in BackOffice

1. In your BackOffice, go to 'Settings', then tap 'Payment Options'.

2. Tap '+ Add Payment Option'.

Payment Options page with the Add Payment Option button.

3. Enter a name for the payment option (e.g. 'GHL' or 'Terminal').

4. Fill in the remaining fields as follows:

Field

Value

Type

Payment Terminal

Payment Terminal Provider

GHL

Payment Terminal Type

Nexgo N5

Stores

The store that uses the terminal

Register

Your main register or the register that handles checkouts

Merchant ID Number (MID)

Located on your GHL terminal (purple banner screen)

Terminal ID Number (TID)

Located on your GHL terminal (purple banner screen)

New Payment Option form filled in with GHL terminal details including MID and TID.

Note:

  • Make sure there is no spacing at the end of the MID and TID numbers.

5. Tap 'Save'.

Process a Payment Using GHL

1. On your POS, tap 'Sync' to make sure the new payment option appears.

2. When completing a transaction, select the GHL payment option you added.

Payment method selection screen with the GHL terminal option.

3. The GHL terminal will display a screen asking for payment input (card tap/swipe/insert, QR scan, or manual input).

GHL payment terminal screen waiting for card, QR, or e-wallet input.

Note:

  • The GHL device must remain on the main screen for the integration to work. Do not navigate away from it.

4. After the customer pays, a merchant copy of the receipt will print from the GHL terminal.

GHL terminal printing the merchant copy of the receipt.

5. On your POS, the transaction will show as complete and a customer receipt will also print.

6. To find the transaction later, go to the menu, tap 'Transactions'. All GHL transactions are tagged with 'PAYMENTTERMINAL'.

Transactions list with a GHL transaction tagged as PAYMENTTERMINAL.

GHL Payment Timeout

If the customer does not present a card, QR, or e-wallet within 60 seconds:

1. On the POS, tap 'Retry Payment' to try again.

2. Or tap 'Try Something Else' and select a different payment method.

3. Alternatively, after tapping 'Try Something Else', the cashier can tap 'Approve Manually' and enter a reason for the manual approval.

POS payment timeout screen showing Retry Payment and Try Something Else options.

Cancel a GHL Transaction

1. Perform the cancellation on the same working day, before the GHL payout settlement is processed. This way, GHL will refund the customer in full.

Note:

  • If you cancel after the day's settlement, you will need to refund the customer at a loss because the Merchant Discount Rate has already been paid to GHL.

2. On the POS, go to the menu, then tap 'Transactions'.

3. Tap the transaction you want to cancel, then tap 'Cancel Transaction'.

Transaction details screen with Cancel Transaction button.

4. A warning will appear saying the payment will be refunded in full by GHL. Tap 'OK' to confirm.

5. Select a reason for the cancellation, then tap 'Confirm'.

Note:

  • If the cancellation fails, you will see options to 'Retry Cancellation' or 'Try Something Else' (cancel manually or refund manually).


Manage Cash in the Drawer (Pay In / Pay Out)

Use Pay In and Pay Out to add or remove cash from your drawer during a shift.

Open the Cash Drawer

1. Log in to the StoreHub POS app using your 4-digit PIN.

2. Tap the menu, then tap 'Sales Report'.

POS menu with Sales Report option highlighted.

3. On the 'Summary' tab, tap 'Open Cash Drawer'.

Sales Report Summary tab showing the Open Cash Drawer button.

Pay In (Add Cash to the Drawer)

1. On the Sales Report Summary tab, tap 'Pay In'. You will see three options:

Option

When to Use

Add Change

Putting the right amount of coins and bills in the drawer so cashiers can give correct change.

Routine Deposit

Putting cash into the POS system on a planned schedule.

Other

Putting cash in for other reasons. You must enter a reason (e.g. tips from customers).

Pay In screen showing Add Change, Routine Deposit, and Other options.

2. Select the option, enter the Pay In amount, then tap 'Confirm'.

Pay Out (Remove Cash from the Drawer)

1. On the Sales Report Summary tab, tap 'Pay Out'. You will see three options:

Option

When to Use

Cash Withdrawal

Removing cash from the drawer without a specific reason.

Buy Inventory

Removing cash from the drawer for inventory purchases.

Other

Removing cash for other reasons. You must enter a reason (e.g. bank deposits).

Pay Out screen showing Cash Withdrawal, Buy Inventory, and Other options.

2. Select the option, enter the Pay Out amount, then tap 'Confirm'.

Your Pay In and Pay Out amounts will appear under the Sales Report 'Cash Drawer' tab. Tap the info icon to view the reasons.

Sales Report Cash Drawer tab showing Pay In and Pay Out history with amounts and reasons.

Note:

  • You can also view Pay In and Pay Out amounts from the BackOffice Shift Report. Refer to this article to learn more.


View Transaction History in BackOffice

You can review all past POS transactions from BackOffice, including completed sales, cancelled orders, and refunds.

View All Transactions

1. In your BackOffice, go to 'Offline Transactions'.

2. Select the store and time frame you want to view.

Transactions page showing store and date range filter options.

3. A list of all transactions for the selected period will appear, showing the time, receipt number, amount, and payment method.

View Transaction Details

1. Tap on a transaction to view its full details, including items sold, quantities, discounts, tax, payment method, and the employee who processed the sale.

Transaction details page showing ordered items, amounts, tax, discounts, and payment method.

Email a Receipt from Transaction History

1. On the transaction details page, tap 'Email Receipt' on the top right corner.

Transaction details page with Email Receipt button in the top right corner.

2. Enter the customer's email address and tap 'Send'.

Email receipt screen with email address field and Send button.

View Cancelled Transactions and Returns

1. Cancelled transactions show a 'Sale (Cancelled)' status in the transaction list and the cancellation reason.

Transactions list showing a transaction with Sale Cancelled status.

2. To view returned or refunded transactions, go to 'Offline Transactions', then tap 'Returns'. Select the store and time frame to see a list of returns with their restock or write-off status.

Returns page showing returned transactions with restock and write-off status.


Troubleshooting

GHL Terminal Error Codes

Code

Message

Cause

Solution

C1

Card not supported

Card removed too quickly or incompatible card

Try another card or e-wallet. Check with the bank if the card is faulty.

C7

Transaction cancelled

GHL terminal was manually cancelled

On the POS, tap 'Retry Payment'.

21, 22

Transaction rejected/declined

Card removed too quickly

On the POS, tap 'Retry Payment'. Hold the card on the reader longer.

56, 61, T7, 82

Limit exceeded

Customer's card daily or credit limit exceeded

Try another card or e-wallet.

T6

Insufficient balance

Not enough balance in debit or e-wallet account

Try another card or e-wallet.

XM

Transaction failed

Spacing in the MID or TID

In BackOffice, go to Payment Options and remove any spaces at the end of the MID and TID numbers.

General Transaction Issues

Issue

Solution

Payment options not showing on POS

Make sure the payment options are added in BackOffice under Settings, then Payment Options. Sync your POS app after making changes.

Cannot split bill

Split Bill only works for offline POS transactions. Make sure you are not processing an online order.

Cash rounding not applied

Check that cash rounding is enabled in BackOffice under Settings, General tab. Make sure it is set to the correct transaction types.

Transactions not appearing in BackOffice

Make sure the POS register has been synced. Go to the POS app and tap Sync. Transaction data may take a few minutes to appear.

Cannot find a specific transaction in BackOffice

Check that the correct store and date range are selected in the filters.


FAQs

1. How do I add payment methods like credit card or e-wallet?

In your BackOffice, go to Settings, then Payment Options. Tap Add Payment Option and fill in the details.

2. Can I split a bill into more than two payments?

Yes. After paying the first portion, tap on the remaining amount and select another payment method. You can repeat this until the full amount is paid.

3. Does cash rounding apply to all payment methods?

It depends on your setting. You can apply rounding to cash transactions only or to all transactions. Set this in BackOffice under Settings, General tab.

4. What happens if the GHL terminal loses connection during a transaction?

A payment timeout will appear on the POS after 60 seconds. Tap Retry Payment or Try Something Else to select a different payment method.

5. Where can I find the MID and TID for my GHL terminal?

The MID and TID are displayed on the GHL terminal screen with the purple banner. You can also find them on the terminal's printed settlement receipt.

6. How do I contact GHL support?

Call GHL Helpdesk at 03-62865222 or email [email protected].

7. Can I view my Pay In and Pay Out history from BackOffice?

Yes. Pay In and Pay Out amounts appear in the BackOffice Shift Report.

8. How do I view past transactions in BackOffice?

In BackOffice, go to Offline Transactions, then All Transactions. Select the store and date range to see all completed, cancelled, and refunded transactions.

9. Can I export my transaction history?

Yes. In BackOffice, go to Offline Transactions, then All Transactions. Use the export function to download the data.


Need Help?

Contact StoreHub Support via live chat in your StoreHub app or email [email protected].


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