Transactions - Intro

The first step in selling a product is to scan it. Once an item has been scanned, the Total Due will appear below the search field. 

Each additional item added to a transaction appears above the previous one, so the last item entered appears at the top of the list. The listing that is currently selected appears in bold.

If an item is scanned in error, or the customer decides that he or she no longer wishes to purchase an item, arrow up or down to the relevant listing to highlight it. Then hit {DELETE} or click the Remove button on that line to remove the item from the transaction. Other relevant buttons will appear on the line for the selected item - with them, you can choose other actions, such as putting the item on in-store hold for a customer who wants to pick it up at a later time, or getting More Info on the selected item to view details about the item.

Promotion Reminders

When an item that is part of a current promotion is scanned, a pop-up message may appear above the list of scanned items.  This could be used to notify the employee that there may be a free-with-purchase item, or special handling instructions.  Some promotions will also post to this box to alert that an item is in a Coupon Promotion or BOGO sale.

A Word On Used Items

If a new item is scanned for which the store has used stock available, a notice will appear at the top of the screen indicating how many preowned copies are available in the store; you may find your customer would rather save a few dollars on a pre-owned copy.

Transactional Options

Depending on your system settings, you will see various options that can be applied to items scanned into a transaction.

Put on Hold {F9}
If your chain allows holds, this button can be used to bring up the info box to put the item on hold.
More Info {Alt + I}
This brings the item up in the item list. From here you can see your store's Quantity on Hand as well as the inventory of other locations. If needed, you can go to this screen to see item number, start sell date (release date), or other details not shown on the POS screen. From here you can also look at the history on the item or use the "Find in Store" feature if your chain does inventories.
Add Serial # {CTRL +3}
Tap this box to scan the serial number of a uniquely identified electronics or household good. After the transaction is complete this Serial Number will show in item history and on customer history if a Customer Account is used.
If your store buys pre-owned non-scannable items from customers, this box can be used during buyback to delineate one item from another. The information put on the non-scannable item will print on the label and can alert the person labelling which sticker goes on which Record, Toy or Collectible. For example, you buy two vintage toys in a trade-in under a "Vintage Toy" listing. One you buy for $5 and type "Snoopy" in the Serial # box. The second you buy for $8 and type "Weeble Wobbles" in the Serial # box. The resulting stickers will print out as "Vintage Toy" with differing prices, but both will have notes on them denoting which is which.
Take % Off {CTRL + 5}
Tap this button to apply a percentage discount to the highlighted item.  This will bring up a reason box and depending on your settings, you may have to choose one of the various reasons like "Damaged", or "Special Order - Late" etc. The list of reasons was set up during implementation and can be easily changed.

Change Price {F11}
Like Take % Off, this will may bring up a list of reasons to apply to the price change and depending on settings may not function unless a selection is made.

Change QTY {F12}

Tap this button to increase the quantity of an item being purchased. This is also where you would do a refund by tapping the refund button above the quantity entry box. Once you have applied Refund to the item, you can tap F12 again to increase the quantity being returned.  Based on your settings, you may have to answer a pop-up as to whether or not the item is re-sellable. If Yes, it will go back into your store's inventory. If No, it will stay out of inventory.

Coupon
In the lower right-hand corner you may see a Coupon button (this is a chain setting and can be turned on or off.)  If the customer has a coupon, tap this button. Based on settings it may ask if the coupon is from a Manufacturer or if it is one of your "own".

Post-Transactional Options

After a sale, refund, or trade-in is completed, two buttons will show in the lower left-hand corner.  These will allow you to reprint the last receipt or print a gift receipt which does not show the item(s) cost.

Read about using different payment types in transactions:

CASH //  CREDIT  //  CHECK  //  STORE CREDIT