What this helps you do

Continue supported Cash or Terminal sales during an internet outage and confirm that the saved work reaches Upstorr afterward.

Before you start

Do not assume every POS feature works offline. The device must already have the needed store, tax, product, customer, register, and permission information saved locally. While online, unlock with an authorised staff PIN and open the correct counter so POS can prepare its offline-sale settings. If Reconnect to prepare this counter for offline sales appears, reconnect before accepting payment.

Steps

  1. Check the Online or Offline indicator.
  2. Use only cached products and supported carry-out or pickup work.
  3. For checkout, choose Cash or Terminal and No receipt. For Terminal, confirm payment on the separate terminal before recording it in POS.
  4. Finish the sale only if POS says the cart supports offline checkout.
  5. Open Orders to see the saved sale. A sale waiting to sync shows that it is saved on this device.
  6. Reconnect the device and leave POS open long enough to sync.
  7. If POS shows a saved-record review notice, tap it, open the record, and follow its review instructions.
  8. Confirm the saved sale has synced and open its normal order afterward.

What can be queued

Depending on the already-saved device context, POS can queue supported Cash or Terminal checkout, new customer creation, register-session start, manual cash movement, and register-session close. Jobs that depend on another local job wait for it—for example, a sale using a newly created offline customer waits for that customer to sync first.

What offline checkout does not allow

  • Online payment, Gift Card, or split payment. Cash and Terminal are the supported offline choices.
  • Digital products or gift-card products, because secure delivery needs internet.
  • Ship-to-customer or Local delivery orders. Pickup from another inventory location also needs internet to confirm its GST settings.
  • A custom sale using anything except Carry out.
  • A live discount code or custom cart discount.
  • Email or WhatsApp receipt delivery; choose No receipt.
  • An address outside India.

Location settings can also disable offline/manual payments completely.

Understand offline staff PINs

POS can recognise a staff PIN offline only when that staff member successfully used the same paired device recently and the device saved an eligible secure local record. A local PIN record expires 24 hours after its last successful online validation. Reconnect and sign in online when it has expired.

The device keeps at most 20 recent local staff records. Five wrong offline PIN attempts lock the eligible local records for 15 minutes. Repeatedly guessing does not bypass the lock. Reconnect when the correct staff member was not recently saved on that device.

A locally displayed provisional order is not final proof of server sync. Check that the sale has synced and open its normal order before treating it as recorded by Upstorr.

Review saved records

A saved-record notice opens Review saved records. Select the customer, sale, or cash session that needs attention. An empty list means no saved records currently need review.

For a saved sale:

  1. Read the recorded customer, items, payment, address, and totals.
  2. If older records lack GST settings, confirm the original settings only after checking your sale records. Enter the original HSN or SAC codes if requested.
  3. Resolve any blocking message before continuing. A stock-shortage warning asks you to check physical stock and outstanding orders.
  4. Choose Record completed sale when the payment has already been collected. This records that payment; it does not charge the customer again.
  5. If the sale is already recorded but still has a warning, review it and choose Mark reviewed.

A review can warn that a customer or product was removed, a product or staff profile changed, or the original cash session is already closed. Read the warning before recording. Upstorr keeps the completed sale’s recorded details. Recording into a closed cash session updates its totals and difference without reopening it, so check its closing count again. If the records change while you are reviewing, open the latest review before continuing.

For a saved cash record, check the session and movement details. POS may ask for Cash counted, or ask you to choose between Existing closing count and Saved offline closing count. Confirm the correct record, then use the shown action: Record session, Record cash movement, Record closing count, or Apply choice.

Reviewing and syncing need internet and the appropriate staff permissions. Review a saved sale on the same paired device, counter, and register where it was recorded. If POS asks for an authorised staff member, ask someone with that permission to finish the review. Retry sync tries the existing saved record again; do not create another sale for the same payment.

Retry in the right order

A sale using a customer created offline waits for that customer to sync. If the customer needs review, resolve the customer first using Manage customers in POS. Then allow the saved sale to sync. Cash-session records can also be dependencies; follow the message shown for that record.

What happens next

Synced Cash and Terminal sales become normal Upstorr orders with their original recorded sale time and captured sale details. Local customer and register references are replaced with their saved server records, and the saved record keeps the result for review.

POS also remembers a return or exchange request that was submitted but did not receive a clear final answer. Finish or safely recover that pending request before starting another return or exchange. If the saved request belongs to another store or its recovery details are damaged, contact support instead of repeating the adjustment and risking a second refund or stock change.

Common problems

  • Checkout says tax settings must be synced: Reconnect so the current store GST settings can load.
  • Online payments or digital receipts are unavailable: Reconnect, or use an eligible Cash or Terminal sale with No receipt.
  • The correct PIN does not work offline: that staff member may not have a recent eligible record for this device and location. Reconnect and sign in online.
  • Too many offline PIN attempts: wait 15 minutes or reconnect; do not keep guessing.
  • A saved sale cannot sync: Review its customer or cash-session dependency first, then retry the saved record.
  • A job keeps failing: Stop retrying blindly; record the shown error and contact support so the same sale is not recreated manually by mistake.
  • A customer exists only on this device: Reconnect and wait for its Customer job to become Synced.