Ringing up a sale
The POS screen is built for speed: products on the left, the cart on the right, and no step you can skip by accident.
Steps
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Open it
Sales → POS.
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Find the product
Three ways: tap it on the grid, filter by category, or type a name or SKU in the search box. Fastest of all is a barcode scanner — scanning adds the item straight to the cart.
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Change the quantity
Tap the quantity on a cart line and type the number. For weighed goods, enter the weight.
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Choose the customer
The cart opens on Walk-in Customer. Change it if you need the sale on someone's account, or to give them their loyalty points.
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Apply a discount
Either on a single line or on the whole sale. Tax is recalculated on the discounted amount, so the figures stay correct.
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Check the totals
Subtotal, discount, tax and any service charge are broken out above the total. Read them before taking money.
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Take payment
Press the payment button and continue on the payment screen.
Good to know
- The Sale / Quotation / Order buttons at the top of the cart decide what the document becomes. A quotation takes no money and moves no stock.
- A held sale is kept, not lost, if a customer walks away to fetch their card.
- The same screen can start from an existing quotation or order, so you never retype a cart.