On the Retail > Sales page, you can view and manage all the in-person retail transactions processed at your facility. Additionally, this is where staff can process a sale!
How to process a Quick Sale
If staff needs to process a sale for an item not listed in the Product list, they can use the Quick Sale feature to complete the transaction.
Click the + New Button
Select Quick Sale
Select the Home button
Select Quick Sale
Enter the Amount and click Checkout.
Apply Tax (if applicable):
If applicable, select the correct tax amount from the drop-down menu before proceeding.
If you need to update the Tax Rate, this can be done under Settings > General > Facility Details > Tax Rates.
Apply Custom Fees (if applicable):
If applicable, select the appropriate Custom Fee from the drop-down menu before proceeding.
If you need to update the Custom Fee, this can be done under Settings > General > Facility Details > Tax Rates.
Select the Payment Method
Select Pay & Confirm.
Click Done.
Note: If no customer is selected, you can still complete the checkout process by accepting cash or processing payment through the POS card reader / terminal.
How to Process a Product Sale
Click the + New Button
Select Add Customer
Select the Products button
Select Item(s)
Click Checkout.
Apply Tax (if applicable):
If applicable, select the correct tax amount from the drop-down menu before proceeding.
If you need to update the Tax Rate, this can be done under Settings > General > Facility Details > Tax Rates.
Apply Custom Fees (if applicable):
If applicable, select the appropriate Custom Fee from the drop-down menu before proceeding.
If you need to update the Custom Fee, this can be done under Settings > General > Facility Details > Tax Rates.
Select the Payment Method
Select Pay & Confirm
Click Done.
How to Process a Retail Sale refund
To process a refund for a sale:
Navigate to Retail > Sales transaction summary page.
Find the transaction you wish to refund and click the Refund button.
Enter the refund amount (Note: You cannot refund more than the original transaction amount).
Select the Payment Method for the refund.
Click Issue Refund.
How to Download a Receipt
Follow these steps to download a receipt for a sales transaction:
Go to Retail > Sales page to view all your sales transactions.
Locate the Desired Transaction and click the Download Receipt icon
A PDF copy of the receipt will download to your device
