Entering a sale consists of 6 steps:

1. Identify the associate(s).
2. Select the customer.
3. Add transaction details.
4. Enter payment method(s).
5. [optional] Specify why the customer is in the store today (Why In).
6. Click Done to finalize sale and generate the receipt.

Step 1 - Identify the Associate

• Enter the associate number or use the drop-down to select them from the list.
• If you need to split between multiple associates use the Share button to specify additional associates as well as their split percentage.

NOTE:  For layaways, repairs, and special orders, the transaction is always assigned to the associate that processed the original intake regardless of who processes subsequent payments or pickups.

Step 2 - Select the Customer

• Use the Find Cust button to search for customers.
• Use the New Cust button to add a new customer.
• Use the No Name button if customer does not wish to give any information.
• See Selecting the Customer for more detailed information.

NOTE:  To avoid duplication, it is recommended you always search before adding a new customer. There is a System Option that can be enabled that enforces this by disabling the New Cust button at POS.

Step 3 - Add Transaction Details

• Each transaction detail that you add will create one new sale line that will display in the main window.
  
  In this example, we are picking up a layaway, canceling a repair, and selling an item.
   
• Transaction types can be mixed on the same sale and there are no limits to the number of sale lines.
• Every sale line includes a Delete Line button that will remove it in the event of mistake or error.
• The Make Payment, Pick Up/Finish, and Cancel Order buttons are only available if there are active transactions. A System Option controls whether these buttons also indicate the number of applicable transactions.

NOTE:  Many transactions can be initiated by scanning the item or job envelope's barcode. This can be scanned into a blank POS screen and will automatically bring up both the customer and transaction detail.

Step 4 - Enter Payment Methods

• Each entered payment method will display in the center tender panel showing the type and amount.
• The sale totals display in the bottom right. All money needs to be accounted for and Due needs to equal $0 before the sale can be completed.
• Positive numbers are tender collected by the store, while negative numbers are refunded to the customer.
• To remove an incorrect payment select it and use the Del Line button.
• See Payment Methods for more detail on each method.

Step 5 - Specify Why In

• Choose why the customer is in the store today. While optional, we strongly encourage you to take advantage of this valuable marketing data.
• System Options control whether this is required and the requirement can be conditional (i.e. why in can be optional for sales that are payments, cancellations, returns, etc).
• See Why In for more information.

Step 6 - Finish Sale

• Click the Done button to finish the sale. This button will only be clickable when all money has been accounted for and Due shows $0. 
• The System Option labeled "Ask Before Printing Receipt" controls whether the receipt prints immediately or if the Sale is Complete window appears with additional options to print, email, or preview.
• If this sale includes a transaction with a job envelope (e.g. repair intake) then the envelope will print along with the receipt.
• See Receipt Preview for information on working with that screen.
• See Receipt Review for a breakdown of a sales receipt.
• See Envelope Review for a breakdown of a job envelope.