Sales

Point of sale, register shifts, returns, customers and selling on account.

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1. 1 Open a cashier shift Open a shift on the register before your first sale, and enter the cash already in it as the opening float.
2. 2 Sell at the till Add items to the cart, choose how the customer pays, then press Complete sale: stock leaves the store and the money goes into the register.
3. 3 Discounts and open prices Take an amount off one cart line or off the whole receipt, and enter the price of an open-price item each time you sell it.
4. 4 Split payments, customer credit and vouchers Split a receipt across more than one tender, or pay part of it from the customer's credit or with a voucher.
5. 5 Sell on account Sell to a customer on file who pays part of the receipt now, or nothing, and owes the rest until they pay it off.
6. 6 Open orders Keep the sale in progress under Open orders so you can serve the next customer, then come back and complete it when its customer is ready.
7. 7 Close a cashier shift At the end of the shift, count the cash in the drawer and enter what you counted; Sahab compares it with what was expected, and a supervisor reviews any difference.
8. 8 Sell from the desk and manage receipts From Cash sales you record a sale without opening the till, review today's and earlier receipts, and collect the balance on any receipt or void it.
9. 9 Take returns and exchanges Find the original receipt, enter how many of each item come back, then choose how the customer gets the value back: on their original payment, in cash, as credit, as a voucher or as other items.
10. 10 Add customers and set their credit limits Register a customer once to sell to them on account or in installments, then set on their page the most they may owe, or put them on credit hold.
11. 11 Follow and collect customer receivables Customer receivables shows what each customer owes on account and in installments, grouped by days overdue; from there you open their statement and record what they pay with a receipt.
12. 12 Approve credit overrides and use the approvals inbox When an on-account sale or an installment transaction goes over the customer's credit limit, a manager approves it on the same screen or from Credit approvals; the Approvals inbox gathers every request waiting for your decision.
13. 13 Keep track of vouchers Being written Vouchers lists every voucher the company gave a customer and what's left on it; from there you print a voucher or replace a lost one.
14. 14 Hand over pending deliveries Being written Pending deliveries gathers posted sales whose goods, in whole or in part, are still waiting to be handed over.