> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Use the FBO Point of Sale

> Process orders, manage products and inventory, and operate tills in the FBO POS system.

This guide helps you process orders, manage your product catalog, monitor inventory levels, and operate tills in the FBO Point of Sale (POS) system.

<Info>
  **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.
</Info>

<Info>
  The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
  not see the FBO section in the sidebar.
</Info>

## Create an Order

<Steps>
  ### Step 1: Select a customer (optional)

  From **FBO > Orders**, choose **New Order**. Select an existing customer or leave blank for a walk-in sale.

  ### Step 2: Add products

  Search for and add one or more products. Adjust quantities as needed.

  ### Step 3: Choose a payment method

  Select **Cash**, **Card**, **Check**, or **House Account**. If you choose House Account, a customer must be selected -- charges accumulate for later invoicing.

  ### Step 4: Submit the order

  Review the total and submit. The transaction is recorded and inventory quantities update for tracked products.
</Steps>

## Add a Product

<Steps>
  ### Step 1: Open the product form

  Navigate to **FBO > Products** and choose **Add Product**.

  ### Step 2: Enter product details

  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%).

  ### Step 3: Configure inventory tracking (optional)

  If you want to track stock levels, enable **Track Inventory** and enter the starting **Stock Quantity**.

  ### Step 4: Save

  The product is created as Active by default. If you want to temporarily hide it from the order form, set its status to **Inactive**.
</Steps>

<Note>
  For the full list of product fields, see [FBO Point of Sale
  Reference](/en/reference/fbo-pos-reference).
</Note>

## 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.

<Steps>
  ### Step 1: Open the product import page

  Navigate to **FBO > Products** and click **Import Products**, or go directly to
  **FBO > Products > Import**.

  ### Step 2: Download the CSV template

  Click **Download Template** to get a blank CSV with the correct column headers. Fill
  in your product data — one row per product.

  Required columns:

  | Column            | Description                                  |
  | ----------------- | -------------------------------------------- |
  | `name`            | Product name (required)                      |
  | `price`           | Price in USD (required)                      |
  | `sku`             | Stock-keeping unit identifier                |
  | `category`        | Product category label                       |
  | `cost`            | Cost price for margin reporting              |
  | `tax_rate`        | Tax rate as a decimal (e.g., `0.07` for 7%)  |
  | `track_inventory` | `true` or `false`                            |
  | `stock_quantity`  | Starting stock count (if tracking inventory) |

  ### Step 3: Upload the CSV

  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.

  ### Step 4: Review and confirm

  Review the import preview for errors. Rows with validation issues are highlighted
  with the specific error. Fix the CSV and re-upload if needed.

  Click **Import** to create all valid product rows.
</Steps>

### 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.

<Warning>
  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.
</Warning>

## 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**.

<Warning>
  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.
</Warning>

## Add a Till

<Steps>
  ### Step 1: Open the tills page

  Navigate to **FBO > Tills** and choose **Add Till**.

  ### Step 2: Configure the till

  Enter a descriptive **Name** (e.g., "FBO Lobby Register"), an optional **Location**, and the **Opening Balance** in cash.

  ### Step 3: Set as default (optional)

  If you want this till pre-selected when creating new orders, enable the **Default** toggle. Only one till should be default at a time.

  ### Step 4: Save

  The till is created with an `active` status.
</Steps>

### 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`.

## Related

<CardGroup cols={2}>
  <Card title="FBO Point of Sale Reference" href="/reference/fbo-pos-reference">
    Complete field reference for orders, products, inventory, and tills.
  </Card>

  <Card title="FBO Statuses" href="/reference/fbo-statuses">
    Till statuses, transaction statuses, and payment methods.
  </Card>

  <Card title="Handle FBO Billing" href="/how-to/fbo/handle-fbo-billing">
    Manage invoices, rates, and financial transactions.
  </Card>

  <Card title="Set Up Your FBO" href="/tutorials/fbo-getting-started">
    End-to-end tutorial for configuring your FBO from scratch.
  </Card>
</CardGroup>