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This guide helps you process orders, manage your product catalog, monitor inventory levels, and operate tills in the FBO Point of Sale (POS) system.
Who should read this: FBO front desk staff, line service personnel, and managers who process sales, maintain the product catalog, or manage cash registers.Prerequisites: For processing orders, at least one product and one till should be configured.
The FBO module must be enabled for your workspace. Contact your workspace administrator if you do not see the FBO section in the sidebar.

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Create an Order

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Step 1: Select a customer (optional)
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From FBO > Orders, choose New Order. Select an existing customer or leave blank for a walk-in sale.
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Step 2: Add products
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Search for and add one or more products. Adjust quantities as needed.
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Step 3: Choose a payment method
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Select Cash, Card, Check, or House Account. If you choose House Account, a customer must be selected — charges accumulate for later invoicing.
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Step 4: Submit the order
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Review the total and submit. The transaction is recorded and inventory quantities update for tracked products.

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Add a Product

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Step 1: Open the product form
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Navigate to FBO > Products and choose Add Product.
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Step 2: Enter product details
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Provide the Name (e.g., “Jet-A Fuel (per gallon)”, “GPU Rental — Hourly”), Price in USD, and optionally a SKU, Category, Cost (for margin reporting), and Tax Rate (as a decimal, e.g., 0.07 for 7%).
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Step 3: Configure inventory tracking (optional)
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If you want to track stock levels, enable Track Inventory and enter the starting Stock Quantity.
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Step 4: Save
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The product is created as Active by default. If you want to temporarily hide it from the order form, set its status to Inactive.
For the full list of product fields, see FBO Point of Sale Reference.

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Import Products in Bulk (CSV)

Instead of adding products one at a time, you can bulk-import your product catalog from a CSV file. This is useful when migrating from another system or setting up a large catalog for the first time.
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Step 1: Open the product import page
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Navigate to FBO > Products and click Import Products, or go directly to FBO > Products > Import.
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Step 2: Download the CSV template
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Click Download Template to get a blank CSV with the correct column headers. Fill in your product data — one row per product.
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Required columns:
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ColumnDescriptionnameProduct name (required)pricePrice in USD (required)skuStock-keeping unit identifiercategoryProduct category labelcostCost price for margin reportingtax_rateTax rate as a decimal (e.g., 0.07 for 7%)track_inventorytrue or falsestock_quantityStarting stock count (if tracking inventory)
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Step 3: Upload the CSV
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Drag and drop your completed CSV file onto the upload area, or click to select it. PlaneConnection validates the file and shows a preview of the rows to be imported.
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Step 4: Review and confirm
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Review the import preview for errors. Rows with validation issues are highlighted with the specific error. Fix the CSV and re-upload if needed.
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Click Import to create all valid product rows.

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Import history

The Import page shows a table of all previous imports with the filename, status, total rows, imported rows, and error count. Use this to audit bulk changes and identify any rows that were skipped.
Importing does not update existing products. If a product with the same SKU already exists, the import creates a duplicate. Remove duplicates manually from FBO > Products after importing.

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Monitor Inventory

Navigate to FBO > Inventory to view real-time stock levels. If you want to set up low-stock warnings, edit the product in FBO > Products and configure the Reorder Point and Reorder Quantity.
Inventory levels update automatically when orders are processed, but physical counts may differ. Schedule regular physical counts and update the Last Counted At field to maintain accuracy.

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Add a Till

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Step 1: Open the tills page
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Navigate to FBO > Tills and choose Add Till.
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Step 2: Configure the till
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Enter a descriptive Name (e.g., “FBO Lobby Register”), an optional Location, and the Opening Balance in cash.
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Step 3: Set as default (optional)
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If you want this till pre-selected when creating new orders, enable the Default toggle. Only one till should be default at a time.
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Step 4: Save
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The till is created with an active status.

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Daily till workflow

At the start of a shift, verify the opening balance and set the till status to active. Cash transactions update the balance automatically during the day. At the end of a shift, reconcile the current balance with the physical cash count, then set the status to closed.

FBO Point of Sale Reference

Complete field reference for orders, products, inventory, and tills.

FBO Statuses

Till statuses, transaction statuses, and payment methods.

Handle FBO Billing

Manage invoices, rates, and financial transactions.

Set Up Your FBO

End-to-end tutorial for configuring your FBO from scratch.
Last modified on April 11, 2026