Completing a Transaction

Current Order Screen

There are three ways to complete a Transaction from the point-of-sale: selecting from your Screen Layouts, adding a Manual Item, or scanning an Item.

On the Home Screen of the App, select the Sale Button.

Adding Items by Screen Layouts

You will land on the Current Sales Screen where your first Screen Layout will be preselected in the left-hand column, filling the center of the screen with the Items organized within that Screen Layout. Select the Item(s) you want to include in the Sale by tapping on the Item(s). For tips and questions regarding Item organization and creation, click here.

Adding Items Manually

You can also add Items not listed in your Inventory by navigating to the Manual Entry screen. To add a Manual Item, enter a price and press the Add Button. You may also enter an optional Item Name by tapping inside the text box and entering the description with the keypad that appears. Adding a Manual Item is permission based, so only specified users will have access to this feature.

Adding Items by Scanner

Scan Item

The Scan Item button allows you to can a barcode to add an Item to the order. To scan an Item to add to a sale, you must first have the scanner enabled in the Register Settings. Once you have enabled the scanner, navigate to the Search screen, and then select the barcode icon on the right side of the input box . Once the scanner screen appears, simply scan the barcode to add it to the sale.

Note:

For an Item to be scanned and added to a sale, the UPC must first be added to Item Code field of the item in the Item Library.

Removing an Item

To remove an Item from a Sale, tap the X button to the right of the Item in the Cart Viewer. For more information about Order Info, click here.

Checkout

Payment Methods

Press the Checkout Button at the bottom of the screen to navigate to the Payment Method Screen and begin the Checkout Process. After tapping the Checkout Button, you are directed to the Payment Methods Screen, where you can select the payment type for the Sale.

If the customer is paying with cash, after entering the amount of cash they gave you for the Sale using the number pad in the center of the screen, press Pay, and give the customer their change, if any. If the customer is paying with a credit card, or debit card, insert or swipe the card using your preconfigured Swiper and/or Terminal. Learn more about completing transactions with cash, credit cards, or debit cards.

Receipt Screen

After completion of the Payment Method Screen, you will be directed to the Receipt Screen. Select whether you would like to Print a Receipt, Email a Receipt, or press the All Done Button to dismiss the screen. For information regarding receipt printer configuration, click here. For information regarding receipt customization, click here. If you elected to email a receipt, enter the customer’s email address.

Congratulations – you have now completed a Transaction from start to finish. Click the following links for any additional questions about the Checkout Process or other Checkout topics.

Step by Step Summary

  1. On the Current Items Screen of the App, add Items to the Sale
    1. Add Items from your Screen Layouts
    2. Add Manual Items
  2. Add any Sale Info, if applicable
  3. Click the Checkout Button below the Cart Viewer
  4. On the Payment Methods Screen, select the payment type for the Sale
  5. If the customer is paying with cash, after entering the amount of cash they gave you for the Sale using the number pad in the center of the screen, press Pay, and give the customer their change, if any
  6. If the customer is paying with a credit card, or Debit Card insert or swipe the card using your preconfigured Terminal
  7. On the Receipt Screen, select whether you would like to Print a Receipt, Email a Receipt, or press the All Done Button to dismiss the screen.
    1. If you elected to email a receipt, enter the customer’s email address and press Send