Retail Sales

Sell items is the main register screen in retail: here you add items to the receipt and charge it. The screen opens after you log in with your PIN (see Log In).

If the shift is not open, the screen shows the message Shift closed! — click OPEN SHIFT (see Working Day).

This page describes how to add items to the receipt and what is specific to the retail screen. Editing items, the buyer, discounts, payment methods, advances and proforma invoices are described on the Issuing Receipts page, because they work the same on both sales screens.

Screen layout

Retail sales screen

Part of the screen	What it is for
Search (top left)	Finding an item by name, code, barcode or GTIN.
Receipt items	Items on the receipt; clicking an item opens its menu.
Buyer, Sum, Discount, To pay	The buyer and the receipt amounts.
CANCEL, PAUSE	Discarding and pausing the receipt.
DETAILS, CARD, CASH	Charging — see Issuing Receipts.
Panel on the right	The Keypad, Buttons and List tabs for picking items quickly.

You hide and show the panel on the right with the grid icon in the top right corner of the receipt. You change the panel's width by dragging the divider between the receipt and the panel; double-click the divider to restore the default width. When the receipt area is narrow, CANCEL and PAUSE are shown as icons only.

Adding items to the receipt

Search and scanning

1. Click the Search field and type part of the item's name, its code, barcode or GTIN.
2. Click the item in the results (or press Enter for the highlighted result).

Search results show the item's code, stock and barcode

Each selection adds one unit. To add several units at once, type the quantity and an asterisk before the search term — for example 3*beer — and then select the item; the label 3 × appears at the start of the search field.

Barcode scanning: scan the barcode with a scanner — you do not need to click the Search field first, because everything typed on the keyboard or scanner goes into the search. The item with that barcode or GTIN is added to the receipt. In the Android and iOS app, you can also scan the barcode with the camera — tap the barcode icon in the search field.

If the item is not found, the app beeps and shows the message "Item not found!".

Note

For an item with Require quantity turned on (for example goods sold by weight), the Quantity window opens when you select it on the Buttons or List tab — enter the quantity and click OK. When you search, scan or use the keypad, the window does not open — type the quantity before the search term instead (for example 0.75*). If a scale is connected, items with a weight label are added by scanning the label, together with the weighed quantity.

Keypad

The Keypad tab shows an on-screen numeric keypad. Type the item code and click OK — the item is added to the receipt. To add several units, type the quantity, click ×, then the code: 3 × 501 OK adds 3 units of the item with code 501.

The tab is shown only on wide screens — a computer or a large tablet. On a phone, you open the keypad with the calculator icon in the search field.

Buttons

The Buttons tab shows buttons for the items and groups you sell most often. Clicking an item button adds one unit; the number on the button shows how many units are already on the receipt. Clicking a group button opens the items in that group.

Item buttons inside a group

How to add and change buttons is described in Setting up the buttons.

Availability

The Buttons tab is available when the Fast item select buttons module is turned on.

List

The List tab shows all items with their code, barcode and price. Clicking an item adds one unit; an item already on the receipt is highlighted and shows the number of units, and you remove it from the receipt with the delete icon. There is a search field above the list.

List tab

Editing items, buyer, discount and payment

Click an item on the receipt to change its quantity, price or discount, add a comment, exempt it from tax or delete it. You add a buyer and a discount on the whole receipt by clicking the Buyer and Discount rows. To charge, use CASH, CARD or DETAILS.

All of this is described on the Issuing Receipts page.

Pausing a receipt

When you have to interrupt a receipt (for example, the customer forgot their wallet) and serve the next customer right away:

1. Click PAUSE. The receipt is set aside and the screen is empty for a new receipt.
2. When the customer returns, finish or cancel the current receipt, then click CONTINUE RECEIPT.

Only one receipt can be paused. CONTINUE RECEIPT is not available while the new receipt has at least one item. The paused receipt is deleted if you close the shift.

Discarding a receipt that has not been issued

Click CANCEL and confirm. All items are removed, and the receipt is not issued.

Note

CANCEL on the sales screen discards a receipt you have not issued yet. An issued receipt is cancelled (refunded) on the Receipts page.

Working on a phone

On a phone, the screen shows only the receipt:

• you open the item panel with the grid button at the bottom of the screen or by swiping from the right edge of the screen; the RECEIPT button (with the amount) takes you back to the receipt;
• CANCEL is at the top of the screen, and Pause and Refresh App are in the ⋮ menu;
• the calculator icon in the search field opens a keypad with its own CASH, CARD and DETAILS buttons.

Retail sales on a phone

Setting up the buttons

The quick buttons are set up by the owner or a manager, usually once, when the register is first set up. The layout applies to all registers in the venue.

Adding an item button

1. On the Buttons tab, click an empty field with the + sign.
2. Choose Add item.
3. In the Settings window, find and select the item. Its name is filled into the Button name field — you can shorten it.
4. Choose the Button color and click SAVE.

Window for adding an item button

Adding a group

A group is a button that opens several items (for example a "Beer" group with all the beers).

1. Click an empty field and choose Add group.
2. Enter the Button name, choose a color and click SAVE.
3. Click the new group button, then an empty field inside the group, and choose Add item — the item is added to the group.

Empty field menu

Editing, deleting and moving buttons

• Editing or deleting: right-click a button (on a computer) or long-press it (on a touch screen) to open a menu with Update button and Delete button.
• Moving and grid size: click the pencil (Edit layout) above the panel. You can then drag buttons to other places, and use the − and + buttons on the bottom and right edges to change the number of rows and columns (up to 10 rows and 6 columns). When you are done, click the check mark.

Editing the quick-button layout

Warning

Anyone working at the register can change the buttons. Deleting a button does not ask for confirmation. When you shrink the grid, the buttons outside it are only hidden — they come back when you enlarge the grid again.

Keyboard shortcuts

On a computer, you can perform the most common actions with keys on the keyboard: paying in cash or by card, opening the receipt details, changing an item's quantity, price or discount, deleting an item, choosing the buyer and discarding the receipt. You set up the shortcuts in Administration (see Keyboard Shortcuts).