Processing Sales¶
Complete guide to processing customer sales with all available keyboard shortcuts and UI commands.
The Sales Processing section covers every step of creating a customer transaction, from opening the sales screen to collecting payment. These documents form the core operational workflow for daily POS operations.
What You'll Learn¶
The main interface for transactions
Adding and searching for customers
Adding items and managing quantities
Applying discounts to items and sales
Refunds, returns, shipping, and order management
Documents in This Section¶
đē Sales Screen
Overview of the main sales interface including screen layout, controls, navigation options, and all available functions for creating and managing customer transactions.
Read: Sales Screen âđ¤ Customer Management
Complete guide to working with customers including adding new customers, searching for existing customers, managing customer information, and applying customer-specific pricing.
Read: Customer Management âđĻ Adding Items to Sale
Three methods for adding items to a transaction: barcode scanning (fastest), name/SKU search (most flexible), and direct entry (for experienced users). Includes troubleshooting and best practices.
Read: Adding Items âđĸ Changing Items & Quantities
Guide to modifying item quantities, removing items from transactions, and managing line items after they're added to the sale.
Read: Changing Quantities âđ° Applying Item Discounts
How to apply discounts to individual items in a transaction including percentage-based and dollar-amount discounts for promotions, damages, or clearance pricing.
Read: Item Discounts âđˇī¸ Applying Sale Discounts
How to apply discounts to the entire sale including percentage-based and dollar-amount discounts that apply to the total transaction amount.
Read: Sale Discounts ââŠī¸ Refunds & Returns
Complete guide to processing refunds and returns including full refunds, partial refunds, exchange procedures, and return authorization workflows.
Read: Refunds & Returns âđ Shipping & Fulfillment
Guide to managing shipped orders including selecting delivery methods, entering shipping information, generating packing slips, and tracking fulfillment status.
Read: Shipping ââī¸ Sale Actions
Advanced sales management operations including clearing sales, voiding transactions, suspending sales, and other administrative sale management functions.
Read: Sale Actions âđ Save & Recall Quotes
How to save incomplete sales as quotes and recall them later for customers, including managing saved quotes and converting quotes to completed sales.
Read: Save & Recall Quotes âTypical Sales Processing Flow¶
- Open sales screen - Start a new transaction
- Add customer - Identify the customer if applicable
- Add items - Scan or search for products
- Apply discounts - If needed for promotions or adjustments
- Review sale - Check quantities and pricing
- Collect payment - Move to tender section
- Complete transaction - Print receipt and finish