POS Receipts and Staff Tracking

View and understand POS receipts after checkout
Track which staff member processed each sale
Access your complete POS order history for reporting

Understanding Your POS Receipt

When a customer completes a purchase at your counter, BakeOnyx automatically generates a receipt that shows all the important details of the transaction. This receipt displays your bakery's information, the items sold, the total amount, and the payment method used.

Each receipt also includes a "Served by" line that shows which staff member processed the sale. This information is automatically captured when the cashier logs into the POS system, making it easy to track who handled each transaction.

POS receipt showing bakery details, items sold, totals, payment method, and served by cashier name

Viewing the Current Cashier

The POS header at the top of your screen displays the name of the staff member currently logged in and processing orders. This ensures you always know who is operating the register.

POS header showing current cashier name and session information

Tip: Make sure each staff member logs out when they finish their shift. This prevents orders from being incorrectly attributed to the wrong person and keeps your sales tracking accurate.

Finding POS Orders in Your Order History

All POS orders are automatically added to your main Orders list in BakeOnyx. You can easily identify and filter these orders using the order type.

Go to the Orders section in your dashboard
Look for orders marked with the order type "pos" — these are your point-of-sale counter transactions
Click on any POS order to view the full receipt details, including items, customer payment, and which staff member served them

Note: POS orders are automatically marked as delivered since they're fulfilled immediately at the counter. You don't need to manually update their status.

Tracking Staff Sales

BakeOnyx tracks which staff member created each POS order through the createdByUserId field. This allows you to generate reports on individual staff performance and sales.

To see sales by staff member:

Navigate to the Reports section of your dashboard
Look for sales or order reports that break down transactions by staff
Filter by date range to see performance over specific periods — daily, weekly, or monthly
Use this data to identify top performers, track training progress, or plan staffing schedules

Warning: Ensure your staff members are trained to log out properly at the end of their shifts. Orders processed while logged in under another person's name will be attributed to that person, which can skew your sales reports.

Customizing Your Receipt Format

The way your POS receipts look and what information they display can be customized. Your receipt format follows the document display settings you've configured in your system.

To adjust receipt settings:

Go to Dashboard → Settings → Documents
Configure your bakery name, logo, footer text, and other display preferences
These settings automatically apply to all new POS receipts generated

This is useful if you want to add special messages, loyalty program information, or contact details to your receipts.

Best Practices for POS Management

Daily reconciliation: Review your POS orders at the end of each day to ensure all transactions are recorded correctly
Staff accountability: Use the "Served by" information to track performance and identify any discrepancies
Regular reports: Generate weekly or monthly sales-by-staff reports to monitor trends and celebrate top performers
Secure logins: Remind staff never to share login credentials — each person should have their own account

Next Steps

Creating a New Order — Learn how to manually create orders if needed
Reports Overview — Dive deeper into sales reporting and staff performance tracking
Creating a Recipe — Set up your bakery's products for sale