Making a Sale
Everything from adding items and customers to taking payments
Last updated
Everything from adding items and customers to taking payments
Last updated
To see a short training video about how to complete the most common sales transactions, click the link below!
Type in PLUs of items the customer would like to purchase and hit the“Enter” key.
To add multiples of an item, type the quantity the customer wants to purchase, followed by the @ key, and then type the PLU and hit enter.
If a customer's item does not have a PLU on it, you can search an item by its name by typing the name into the search bar on the register page, highlighting the item by selecting it, and then pressing “Enter”.
If a customer would like to purchase an item that has a quantity of 0 in stock (usually if the inventoried item count is incorrect), enter the PLU as normal, or search in the search bar on the register with “0” at the end of the search.
If you accidentally void an item from a sale, press CTRL+Z to add it back with any discounts or amendments to the item
If you are ringing up an item that has zero or negative in stock, a dash icon will be displayed under the "Status" column for that item
You can add a customer to your sale at any point, even after payment is complete!
Enter the customer name into the search bar on the register page. This will search all existing customer accounts. If the customer has an existing account, select it by highlighting the account and hitting “Enter”.
Exclusively search customers using "C:" before entering your search parameters!
This is a great way to search using customer phone numbers!
If the customer doesn’t currently have an account after typing their name or phone number into the search bar, the search results should be blank. Click the “Account #” button on the right-hand button panel. This will take you to the Customer Search Page.
To the right of the search bar, select “New Customer”
On the customer information page, add an email, phone number, and/or name if they are not auto-populated from your search.
Select “Save & Sell” to return to the Register page and complete the sale
After highlighting the desired item or subtotal, select the "$ - Store Coupon" button from the button panel and you will be redirected to the page shown above. From here you can examine the active coupons and select one by clicking on it and apply it to the highlighted item or subtotal.
To do a split tender, just type in the dollar amount of the first payment and then click the payment button ($-Cash, $- Credit Card, etc.)!
If a customer pays with cash, enter the amount they provided into the register search bar. For example, if a customer pays with a $20 bill, enter “2000” or “20.00”.
Then, click “$-Cash” on the right-hand button panel.
The tender section of the register page will show if additional payment is required or if you need to give the customer change.
Simply select Credit Card from the tender buttons list and wait for the customer to complete the transaction at the terminal (insert, swipe, tap, etc.)
To use manual entry, use correct buttons or functions required on credit card terminal
To charge a specific amount on the card, type the desired amount into the register search bar. For example, if a customer wants to charge $20, enter “2000” or “20.00”
After swiping the card or entering the information, the tender section of the register page will show the amount charged to the card and the remaining balance due if any.
Enter the amount they would like to pay by check in the register search bar. For example, if a customer wants to write a check for $20, enter “2000” or “20.00”.
Then, click the “Check” button on the right-hand button panel. The system will then prompt you to enter the check number
The check number is usually found in the top right corner of the check!
If the check amount is for the whole balance due, the sale is complete and a receipt will be printed. If not, proceed to the next payment type. Be sure to write the customer’s driver's license number on the check.
If the customer would like to pay with a gift card, be sure to enter the correct Customer Account on the sale by verifying a phone number.
Enter the amount of the gift card in the register search bar. For example, if the gift card amount is $20, enter “2000” or “20.00”.
Then, click the “Gift Card” button on the right-hand button panel, and select "Pay With" off the drop down menu. You will be prompted to enter the gift card number by scanning the bar code on the gift card or typing in the number.
If the gift card amount is for the whole balance due, the sale is complete and a receipt will be printed. If not, proceed to the next payment type.
If the sale is complete and there is still a balance left on the gift card, an additional receipt will be printed with the remaining balance amount.
If the customer has available credit, they may wish to house charge some or all of the balance from their purchase.
Begin by entering the desired credit amount in the register search bar, as described in the other tender examples.
Click the "House Charge" button on the right-hand button panel.
If the charge amount is for the whole balance due, the sale is complete and two receipts will be printed:
one with a place for the customer to print and sign their name (you keep this one)
another for the customer to keep as their receipt
If not, proceed to the next payment type. Be sure to confirm the customer both signs and prints their name on the receipt.
