POS

The challenge

Walk-in retail sales never appear on the customer timeline in CRM — reps sell blind Scheduling collects a deposit, but front desk re-keys it at checkout Open registers without proper close procedures create cash discrepancies POS shows stale stock because inventory lives elsewhere without links Sales happen at the register; invoicing becomes a separate afternoon task

The solution

Front-of-house teams need a fast, reliable checkout flow — open a register, ring up products, take payment, and close the session with a clean audit trail. Sales at the register should also update the customer record in CRM, and appointment deposits from scheduling should flow into the right tender without manual re-entry. POS is a standalone NestJS + Next.js product with its own API, portal, billing SKU, and schema prefix pos_. It delivers register → session → cart → sale → invoice with webhooks for scheduling collect-payment and optional CRM sale notifications — without shared databases across suite products.

Approach

Deliverables

• ▸Registers and sessions — open/close with float tracking, multiple registers per location
• ▸Product catalog — pricing, categories, inventory view, customer lookup at checkout
• ▸Carts and tenders — build, hold, complete with multiple tender types and sales history
• ▸Sales invoices — generate from completed sales with list and detail in the portal
• ▸Scheduling integration — collect-payment webhook for appointment-driven payments
• ▸CRM integration — optional sale-completed notifications without shared tables

Outcomes

• ▸Complete register-to-sale checkout flow in one product
• ▸CRM and scheduling integration via webhooks — no shared DB tables
• ▸Hold carts to serve multiple clients smoothly during peak hours
• ▸Standalone API, portal, and data store — entitle POS without CRM if needed
• ▸Session open/close discipline reduces cash discrepancies
• ▸Invoices generated from completed sales in the same workflow

Impact

POS gives retail & front-of-house sales teams a single operating system for the workflows that matter—visibility for leadership, structure for operators, and a foundation for the next phase of growth.

Tech stack