The Sales screen is the central sale processing interface for Retail POS. Here you can search for and add products to a sale, capture and add customer information, apply discounts and/or promotions, create curated sales such as quotes and services, take payment for sales using different payment methods, and much more.

You can use the Sales screen on both computer and iPad.

Accessing the Sales screen

• Accessing the Sales screen on desktop

  1. Log into Retail POS.
  2. Navigate to Sales.

     

  3. Open your register (if it is not already open).

  From this page, you can start a new sale, switch registers, close your register, add and remove cash, and view your sales history.

• Accessing the Sales screen on iPad

  1. Open the Retail POS (R) app.
  2. Log into Retail POS.
  3. Tap Open register (if it is not already open).

     

  4. Tap New Sale.

     

  You will be taken to the Sales screen, where you can start a new sale.

Using the Sales screen

Once your register is opened, you can use the Sales screen to complete transactions.

• Using the Sales screen on desktop

  1. Navigate to Sales > New Sale.

     

  2. (Optional) Type the customer’s name in the Search Customers field to add an existing customer.

     Or, to add a new customer, select + New.

     

  3. Add items to the sale using the Item search field or by scanning the barcode(s).

     Or, to add a new item, select + New.

     

  4. (Optional) Select Apply Discount to apply a discount to the entire sale.

     

     To discount a specific item, click the item, select the discount from the Discount drop-down, then click Save.

     

  5. When you are ready to complete the sale, select Payment.

     

  6. Enter the amount your customer paid into the appropriate payment type field(s).
  7. Select Finish Sale.
  8. (Optional) Print or email the receipt to your customer.

     

  You can select New Sale to begin another sale.

• Using the Sales screen on iPad

  1. Tap New Sale.
  2. Add items to the sale by tapping the magnifying glass icon and typing keywords into the Search items… field or by scanning the barcode(s).

     

     Or, to add a new item, tap + icon and then tap Create new item.

     

  3. (Optional) Tap Add customer, select the customer, and tap Add to sale.

     

     

     Or, to add a new customer, tap Add customer and then tap the + icon.

     

  4. When you are ready to complete the sale, tap Cash for a cash sale or More Payments for other payment methods.

     

     For a cash sale, enter the amount of cash received and tap Done.

     Otherwise, select the payment type, tap Done > Finish Sale.

     

  5. (Optional) Print or email the receipt to your customer.

     

  You can then tap Start New Sale to begin another sale.

Changing your location/register

You can change which location/register Retail POS is using. When switching registers, you should make sure to use the cash drawer associated with the register to keep closing counts and reports accurate.

• Changing your location/register on desktop

  1. Select the current location on the sidebar of Retail POS.

     

  2. Choose your location and register.

     

• Changing your location/register on iPad

  1. Under Devices, tap Register assigned.

     

  2. Tap the register where you want to reassign the iPad.

     

  3. Tap Save.
  4. Tap Assign to confirm the use of only the cash drawer associated with the register, to keep closing counts and reports accurate.

     

Understanding the iPad screens

Your iPad app has several screens to access different information within Retail POS.

Profile screen

This is the screen you see when you first log in to the iPad app.

The Profile screen is designed to help you complete everyday point of sale responsibilities quickly and easily. This screen shows:

• Which shop and register your iPad is assigned to
• What Wi-Fi network your iPad is connected to
• What devices your iPad is connected to

Aspects on the Profile screen adapt to the permissions in your employee role and the settings in your account. Your name is visible on the bottom tab to clearly note who is currently signed in.

Depending on your user role, you can:

• Clock in and out
• Switch between employees
• Open and close registers
• Assign a register to your iPad
• Make sales
• Add and remove cash from registers
• Get support and find account and app information
  • Tap Support and data
• Set up your hardware
  • Receipt printers
  • Barcode scanners
  • Payment terminals

Sales screen

The Sales screen provides a full history of all your sales in one place.

From the Sales screen, you can:

• Search for specific sales
• Start a refund or exchange
• Print or email a sale receipt
• View, add, edit, or delete receipt notes and internal notes

What's next?