POS User Manual

A step-by-step guide to using the NoLimits point-of-sale (POS) app on the iPad at events. This covers choosing your location, selling to customers on-site, and handing over (fitting or collecting) items that customers ordered in advance.

No technical knowledge is needed. Follow the steps in order.

Before you begin

This guide assumes the iPad is switched on, the POS app is open, you are signed in, and your card reader (Zettle or SumUp) is switched on and paired. If any of that isn’t ready, ask a supervisor before starting.

Throughout this guide, “tap” means a single touch on the screen.

1. How the screen is laid out

The POS screen is split into two areas:

Add Products — the large area where you find and add items. It shows a search box and your product list along the top, and the products themselves below.
Order details — the dark panel that holds the current customer’s basket (the “cart”), the running total, and the Proceed to payment button.

Depending on how you hold the iPad, Order details sits either to the right of the products (landscape) or below them (portrait). Everything works the same either way.

📷 Screenshot — The full POS screen, with the Add Products area and the Order details panel labelled. (suggested file: screenshots/01-screen-overview.png)

Along the top of Add Products you’ll see a row of icons. From left to right:

Menu (three lines) — opens the side menu, where you select your location.
Search box — type here to find products.
List / Grid — switches the products between a simple list and a picture grid.
Wrench — opens the Fitting Sheet (the list of customers’ pre-ordered items). This only appears once a location is selected.
Barcode — turns the barcode scanner on. It is green when the scanner is ready and red when it is not.

📷 Screenshot — Close-up of the top icon row, with each icon labelled (Menu, Search, List/Grid, Wrench, Barcode). (suggested file: screenshots/02-top-icons.png)

2. Select your location and event

You must choose a location before you can sell anything. The location tells the app which stock you are selling from and which card reader to use.

Tap the Menu icon (three lines) at the top left.
At the top of the menu, tap the Select Location dropdown and choose your location from the list.
The first time you set a location, the app asks “Set [location] as the event location?” Tap Yes if this is the location you’ll be selling from for the event. (Tap No only if you’re just browsing another location’s stock.)

📷 Screenshot — The side menu open, showing the Select Location dropdown. (suggested file: screenshots/03-select-location.png)

The app then loads that location’s products and pre-orders, and returns you to the main screen.

Event and Parts locations (using two stock sources)

At some events you sell from two stock sources at once — for example the main Event stock and a separate Parts stock. The app can hold both so the barcode scanner automatically finds an item in either one without you switching manually.

In the side menu, below the dropdown, you’ll see:

Event: the location currently set as your main event stock.
Parts: the location set as your parts/spares stock.

To set these:

Select a location from the dropdown.
Tap Set next to Event to make it your event stock, or Set next to Parts to make it your parts stock.

📷 Screenshot — The side menu showing the Event and Parts rows with their Set buttons. (suggested file: screenshots/04-event-parts.png)

Once both are set, you can scan an item from either source and the app will pick it up automatically. If a scanned item isn’t in the location you’re currently on, the app checks the other one and switches for you.

Tip: If you only sell from one stock source, just set the Event location and ignore Parts.

3. Processing an on-site sale

A sale has four parts: add the products, check the basket, choose the customer, and take payment.

3.1 Add products to the basket

There are three ways to add an item. Use whichever is easiest.

A) Tap the product

Find the product in the list or grid. Use the List / Grid icon to switch between a simple list and a picture view.
Tap the product.
- If the product has only one option, it’s added to the basket straight away.
- If the product has choices (for example size or colour), the app asks you to pick each one in turn. Each choice shows the stock and price for that option. Tap your choice to continue. Tap Cancel to back out.

📷 Screenshot — The option chooser, e.g. picking a size, showing stock and price next to each choice. (suggested file: screenshots/05-choose-variant.png)

B) Search for it

Tap the Search products here… box.
Type any part of the product name, brand, or code. You can type several words to narrow the results, and put a phrase in “double quotes” to match it exactly.
Tap the product from the results to add it (picking options if asked, as above).

C) Scan the barcode

Tap the Barcode icon so it turns green (this means the scanner is ready).
Scan the item’s barcode. The matching product is added to the basket automatically.
If the item can’t be found, you’ll see a “Product Not Found” message — this means the barcode isn’t in your selected location’s stock. Tap OK and add the item another way, or check you’re on the right location.

📷 Screenshot — The Barcode icon shown green (ready) and red (off), side by side. (suggested file: screenshots/06-barcode-states.png)

Each time you add the same item, its quantity goes up by one.

3.2 Check the basket

The basket is in the Order details panel. For each line you can:

Change the quantity — use the – / + stepper on the right of the line (up to 10 per line).
Remove an item — tap – until the quantity reaches zero, then confirm Remove.
Change the price of one item — tap the item’s row to open Add discount. Enter the new price and tap Update. The original price is shown crossed out so it’s clear a discount was applied. (See also the order-wide discount in step 3.4.)
Choose whether the item is fitted/collected now — the small wrench button on the line controls this. By default, every item is marked as fitted/collected now (handed over at the point of sale), shown as a solid yellow wrench button. If the customer is not taking this item now — it should stay on the Fitting Sheet to be fitted or collected later — tap the wrench to switch it off (it turns dark). For most on-site sales, leave this on the default.

📷 Screenshot — A basket line labelled to show the quantity stepper, the wrench button, and the price. (suggested file: screenshots/07-basket-line.png)

📷 Screenshot — The Add discount dialog for changing a single item’s price. (suggested file: screenshots/08-item-discount.png)

To empty the whole basket, tap the trash icon at the top of Order details and confirm Clear.

3.3 Choose the customer

In Order details, tap Select customer… under Customer Name.
Search for and tap the customer.

📷 Screenshot — The customer search/selector. (suggested file: screenshots/09-select-customer.png)

If you don’t need to attach a named customer — for example a quick over-the-counter cash or card sale — you can use Quick Fitting: when you proceed to payment without a customer, tap Use Quick Fitting to assign the generic walk-up customer and carry on.

Note: Quick Fitting is not available for Invoice payments — invoices must go to a named customer.

3.4 Take payment

Tap Proceed to payment. (This button only works once the basket has at least one item.)
The payment screen shows the Subtotal, a Discount field, and the Total to pay.
Apply an order-wide discount (optional):
- Tap the £ / % selector to choose a fixed amount or a percentage.
- Enter the discount. The Total to pay updates automatically.
Choose how the customer is paying:
- Cash — records the sale as paid in cash.
- Card Payment — opens the card reader. The app automatically uses the right reader for your location: Zettle at UK/racing events, SumUp at European events. Follow the prompts on the reader. You don’t choose the reader — the app does it for you.
- Invoice — completes the order without taking money now and lets you email the customer a payment link with the standard terms. Use this for account/trade customers who pay later.
When the payment finishes, the app asks if you’d like to send a receipt (or, for invoices, send the invoice now). Tap Yes to email the customer, or No to skip.

📷 Screenshot — The payment screen, showing Subtotal, the £ / % Discount field, Total to pay, and the Cash / Card Payment / Invoice buttons. (suggested file: screenshots/10-payment-screen.png)

The basket then clears, ready for the next sale.

If a card payment fails to set up: you may see a SumUp or Zettle message (for example “Checkout Setup Failed”). This usually means the reader is switched off or not connected. Check the reader and try again.

4. Fitting pre-ordered items (the Fitting Sheet)

The Fitting Sheet lists items that customers ordered in advance for this event. Use it to find a customer’s order, mark items as fitted or collected, and take any money still owed.

4.1 Open the Fitting Sheet

Tap the Wrench icon at the top of Add Products. The sheet opens and refreshes itself automatically every few seconds, so it always shows the latest orders.

📷 Screenshot — The Fitting Sheet, with the search box and the table of pre-orders. (suggested file: screenshots/11-fitting-sheet.png)

4.2 Find a customer

Type the customer’s name into the Search by customer name box at the top. The list filters as you type.

Each row shows:

Customer — the customer’s name.
Product — the item’s shortcode.
Qty — how many are still to be fitted or collected.
Status — one of:
- PAID — nothing to collect for payment.
- INVOICED — an invoice has been sent; the customer pays separately.
- £x TO PAY — money is still owed on this order.
Icons on the right:
- An info icon if there’s a note on the order — tap to read it.
- A green tick if the item has already been processed.

4.3 Mark an item as fitted or collected

Tap the customer’s row. A box appears showing the shortcode and the customer’s name. If money is owed, a red banner shows how much is TO PAY.
Tap Mark as Fitted.
Choose the quantity you’re handing over (if they ordered more than one).
Choose how it’s leaving:
- Confirm Fitted — the item was fitted on-site (for example fitted to the customer’s kart or car).
- Confirm Collected — the customer took it away themselves, unfitted.
The order is updated and the customer is emailed a confirmation automatically.

📷 Screenshot — The order box with the Mark as Fitted button (and the red “TO PAY” banner if money is owed). (suggested file: screenshots/12-fitting-row.png)

📷 Screenshot — The quantity step with Confirm Fitted and Confirm Collected buttons. (suggested file: screenshots/13-fitted-collected.png)

Both options fulfil the order — the only difference is the record of how the item left (fitted vs handed over).

4.4 Take payment on a pre-order

If an order still shows £x TO PAY, you can take the money here:

Tap the customer’s row.
Tap Pay.
The payment screen shows the Total to pay (the outstanding amount).
Choose Cash, Card Payment, or Invoice — exactly as in step 3.4.
When it’s done, choose whether to email the customer a receipt.

You can take payment and mark the item as fitted/collected in either order.

5. Quick reference

I want to…	Do this
Choose where I’m selling from	Menu (three lines) → Select Location
Set the event / parts stock	Menu → Set next to Event or Parts
Find a product	Type in the search box, or tap Barcode (green) and scan
Switch list / picture view	Tap the List / Grid icon
Change a quantity	Use – / + on the basket line
Remove an item	– down to zero, then Remove
Discount one item	Tap the basket line → enter new price → Update
Discount the whole order	On the payment screen, use the £ / % field
Leave an item to be fitted later (not now)	Tap the wrench on the basket line to switch it off (it’s on by default)
Empty the basket	Trash icon → Clear
Sell without a named customer	Use Quick Fitting at payment (cash/card only)
Hand over a pre-order	Wrench icon → find customer → Mark as Fitted
Collect money owed on a pre-order	Wrench icon → find customer → Pay

Common messages

“Product Not Found” — the scanned barcode isn’t in the selected location’s stock. Check you’re on the right location, or add the item by searching.
“Empty Cart” — add at least one item before taking payment.
“No Customer” — choose a customer, or tap Use Quick Fitting for a quick cash/card sale.
“No Location Selected” — open the Menu and select a location first.
SumUp / Zettle setup messages — the card reader is likely off or not connected. Check it and try again.