Sell at the till

The till is where a cashier serves a customer at the counter: build the cart, take payment, and hand over the receipt. Open it from Point of sale ‣ Point of sale on an enrolled browser. If no shift is open on the register, open one first.

The header shows the terminal, register and warehouse you are selling from, and your name.

Ring up a sale

1. Find the items: type part of an item’s name or code in the search box, or tap a category under it. All shows every item.
2. Tap an item to add it to the Order summary. Tap it again to add one more.
3. Change the quantity with the plus and minus buttons, or remove a line. For a kit, click Change choices (the sliders icon) to swap its parts.
4. Pick the Customer. If you pick none, the sale goes to the walk-in customer.
5. Check the Total. Prices and tax come from the server for the customer you picked, and update on every change.
6. Click Cash or Card to take payment. The sale completes straight away.

The Payment complete dialog shows the invoice number, the Method and the Total paid. Click Print receipt to print the 80mm receipt through the browser’s print dialog, or New transaction to clear the cart for the next customer.

The sale is now a posted customer invoice in Receivables, the items have left the register’s warehouse, and the payment sits in the drawer account or the card account. A cash sale adds to the cash the drawer is expected to hold at the end of the shift.

Only items marked Sold in Inventory appear on the till.

Note

One sale is paid with one method, cash or card, for its full total. The till does not work out change, so count it from the Total.

Give a discount

A cashier allowed to give manual discounts sees Add discount under the total.

1. Click Add discount.
2. Enter the Order discount %. The total updates with a Discount line.

A discount above the cashier’s Maximum manual discount (%) is refused, so the cashier cannot take payment until it is lowered. To drop the discount, click the cross beside the field.

Hold a cart and come back to it

When a customer steps away to fetch something, hold their cart and serve the next person.

1. Click Hold.
2. Enter a Note to find the cart by, such as the customer’s name, then click Hold in the dialog.
3. Serve the next customer.
4. When the first customer is back, finish or hold the current cart, click Held carts, and click Recall on their cart.

The cart comes back with its items, customer and discount, priced again. Any till on the same register can recall it.

Caution

Held carts are removed when the shift closes.

Print a receipt again

The till prints a receipt only from the Payment complete dialog. To give a customer a copy later, open the sale’s invoice in Receivables and print it.

Take goods back

The till has no returns. When a customer brings goods back, raise a credit note against the sale’s invoice in Receivables: see Credit an invoice. When it posts, the goods come back into the warehouse it names.

Messages at the till

Message	What to do
This browser isn’t a till	An admin has to enroll this browser.
You aren’t a cashier on this register	An admin adds you on the register’s Cashiers tab, or switches your row on.
The POS operating profile was not found.	The till settings were never saved. An admin saves them in the till settings.
The POS operating profile is inactive.	The till settings are switched off. An admin switches Active back on in the till settings.
Open a shift on this register before selling.	Open a shift.
You cannot give manual discounts on this register.	Remove the discount, or ask an admin to switch on Can give manual discounts for you on the register’s Cashiers tab.
A discount on this sale is above your maximum manual discount.	Lower the Order discount %.
This customer pays in another currency than the drawer holds, so take card or leave the sale on account.	Click Card instead of Cash.
The operating profile has no bank account for this tender.	An admin sets the Card account in the till settings. Until then, take cash.
The document takes the customer past their credit limit.	The customer is at their credit limit, even though they are paying now. See how an invoice is checked.
This issue would drive on-hand stock negative, which this warehouse does not allow.	The warehouse does not hold enough of an item. Lower the quantity, or ask for the stock to be received or transferred in.