Running a Sale

 

On the Home Screen of the App, select the Sale or Orders button.

 

Your Inventory Categories will be on the left.  Tap a Category to reveal the items within that Category.  Items can be selected and added to the cart.  

 

Select the Item(s) you want to include in the Order by tapping on the Item(s). You can also add Items not listed in your Inventory by selecting the Manual Entry Button from the left column. 

 

 

To increase the quantity of a particular Item, add notes about the Item, or adjust Modifiers for the Item, tap that Item in the Receipt Viewer. This will load the Edit Item Screen where you can make changes to the Item. To remove an Item from an Order, tap the X button to the right of the Item in the Receipt Viewer.

 

 

Press the Checkout Button below the Receipt Viewer to go to the Payment Method Screen and begin the Checkout Process.

 

Checkout

 

PAYMENT METHODS

After tapping the Checkout Button, you are directed to the Payment Methods Screen, where you can select the payment type for the Order.

 

 

If the customer is paying with cash, after entering the amount of cash they gave you for the Order 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, tap, insert or swipe the card using Terminal. 

 

After completion of the Payment Method Screen, you will be directed to the Receipt Screen. Select whether you would like to Print a Receipt, Text or Email a Receipt, or press the All Done Button to dismiss the screen. 

 

Congratulations – you have now completed a Transaction from start to finish.