Making a sale on the POS

Steps

1. Sign in to the POS. To add a product, search by name, barcode or SKU, or tap New Sale to browse by category. Out-of-stock items are marked.
2. Choose the quantity and any options in the pop-up, then add to cart. With Tap to add on (lesson 12), this step is skipped.
3. Add the customer's name and phone number, or continue as a guest.
4. Tap Checkout and choose the payment type.
5. For cash, tap the amount you collected. The screen shows the change to give.
6. End the sale and the receipt prints. Email or SMS receipts work once set up.

Tip Why add customers: it's optional, but it builds a customer list for loyalty and promotions later on.

Transcript

Tap a line to play from there.

1. 0:03Now let's look at the cashier POS. We're using a demo account, but it works the same way as yours.
2. 0:11When you sign in, you see this dashboard.
3. 0:18There are two ways to add products.
4. 0:21Search by product name, barcode or item code,
5. 0:28or tap New Sale to open the full menu.
6. 0:33Items that are out of stock are marked, and products are grouped by category, so they're easy to find.
7. 0:50This is the pop-up mentioned in the settings lesson.
8. 0:55If you turn on Tap to add, products go straight into the cart, and this step is skipped.
9. 1:12Leave it off if you sell options, such as 50 milliliter and 100 milliliter sizes, so the cashier can choose before adding to the cart.
10. 1:33Once items are in the cart, you can add the customer.
11. 1:37To create a new customer, enter their name and phone number.
12. 1:44This is useful if you plan to run a loyalty program, so you can send promotions and keep customers coming back.
13. 1:57For now, we'll skip this and continue as a guest. Tap Checkout.
14. 2:08If no customer was added, it asks once more. Continue as a guest, then choose the payment type.
15. 2:17Card payments have their own options.
16. 2:21For cash, tap the amounts you collect, until you reach the total.
17. 2:31Once you confirm the cash, the screen shows the change to give back.
18. 2:40End the sale, and the receipt prints. If email or SMS is set up, you can send the receipt that way too.
19. 2:52Then you're back at the main screen, ready for the next sale.