Point of Sale & Tap to Pay

Point of Sale lets you sell in person (in your shop, at events, or on the road) using the Marzipan mobile companion app. In-person sales appear in the web app under the POS channel, where you review and manage them alongside your other orders.

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Permissions

Selling through POS requires staff permissions, set via Roles:

• pos.charge - required to take POS sales
• payments.collect - required to take card payments

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Quick Pay

Quick Pay is the fastest way to build a sale. Add products from your catalogue, or add custom line items by entering a free-text name, price and quantity for anything that isn’t in your catalogue.

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Walk-in customer

Sales default to a shared “walk-in” placeholder customer, so you can sell quickly without stopping to capture customer details.

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Identify a customer at the till

Search for a customer by name or email to attach the sale to them. Identifying a customer surfaces subscriber pricing for members, which is useful when selling to members at events, and the cart re-prices as soon as you identify or clear them.

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Discounts

Apply a percentage or fixed-amount discount to the whole sale at the till. Any automatic discounts you run apply to POS orders too, so the customer is charged the discounted total.

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Newsletter opt-in

If you have a default mailing list, the till can offer a newsletter opt-in when you take the customer’s email. It applies whether you send the receipt or skip it.

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Tap to Pay on iPhone

Take card payments in person with Tap to Pay on iPhone, powered by Stripe Terminal on your Stripe Connect account. This requires the card-present capability on your Stripe account. Terminal locations can be created automatically from your business address, or added manually. Once a payment is approved, a card-present payment shows on the order in the web app with a Tap to Pay indicator, along with the card brand and the last 4 digits of the card.

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Receipts

Once payment is approved, you can email a POS receipt to the customer. Capture the customer’s email (and an optional name) to send it. Sending the receipt also links the walk-in order to that customer. You can Skip the email to link a customer to the order without sending a receipt.

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Assign a walk-in order later

If a sale went through as a walk-in, you can assign it to a real customer afterwards. From the order’s Actions menu in the web app, choose Assign customer. This re-links the order only. It does not re-price the order.

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POS orders and flows

Flows on the order.paid trigger skip POS orders unless the flow opts in with Include POS orders. A till sale has no delivery address and uses the walk-in customer, so a delivery-shaped flow shouldn’t treat it like a web order.

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Order lifecycle

POS orders start as a draft. Once paid, they become processing and then completed. If stock is oversold, the order goes on hold until it can be resolved.