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Getting Started with the Helcim Point-of-Sale

After logging into the Helcim Payments App on your desktop computer, tablet, or mobile device, select the Credit Card Icon at the bottom of your screen to navigate to the POS Page.

On the POS Page you can either enter a payment amount directly into the app to accept a payment, or you can switch to the POS view with products to select the items included in the sale. Switch between the two views by clicking on the icons in the top left-hand corner of your screen.
On the Point-of-Sale page you will see a list of all your product categories on the left-hand side of the screen, you can click through the product categories to bring up specific products. Once you find the product you're looking for, click on the + sign to select that item and add it to the cart.

You can use the Categories drop-down menu to change how the products are sorted. You can display the options by Categories, Collections, or Brands.

If you have not assigned your products to a Category, Collection, or Brand the items will be saved under Other.

Searching for and Viewing Products

By default your products will be displayed by Categories. You can adjust this option by clicking on the blue drop-down option and then selecting Categories, Collections, or Brands.
Use the magnifying glass in the top menu bar to search for a specific product quickly. To add a product to your cart simply click on the +.

Adding Products to your Cart

If the product has variants assigned to it you will need to specify which options the customer wants before you are able to add the item to your cart. When adding items without variant you can quickly adjust the quantity on the product screen by clicking the + or - buttons.

If you need to edit an item or remove it from the cart simply click on the item from the cart to bring up the details and adjust accordingly. Once you are done adding items to your cart, click on Process Payment to complete the transaction.

Collapsing the Cart

To view more products at once you can collapse the cart view. Click on the double arrows to collapse the cart.
Your cart will collapse against the right hand side of your screen and you will have a larger product view. You can continue adding items to the cart while it is collapsed. To return to the cart view, simply click on the arrows again.
You can continue to toggle back and forth between the views until you're done adding all the items to your cart.

Related Articles

Accepting a Payment from the Point-of-Sale
Adding Products to the Point-of-Sale
Creating New Items in the Point-of-Sale
Add Products to the Favorites List in the POS
Using Discount Codes in the Point-of-Sale
Saving an Order for Later
Linking a Customer to a POS Transaction

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