Sales Transaction
Last updated
Last updated
Follow the steps below to perform a sales transaction.
User can add items to the cart by simply clicking on the item from the ‘All Items ‘ list or Quick Picks on the transaction screen.
Or
Click on the ‘Barcode icon’ on the screen to scan the items to be sold and add it to the cart.
Users can also search for the items by clicking on the ‘Search icon’ and add it to the cart.
The tender buttons at the bottom of the transaction cart will get auto populated with the total amount to be paid.
Step 2 : Click on the ‘eye button’ at the bottom of the screen to view the cart details.
Step 3 : Click on the 3 dots at the top of the screen to view More Options (Apply Discount, Exempt Tax, Clear Cart)
To add a transaction level Discount to the sale, click on the More Options button(3 dots) → Apply Discount → Select the discount from the dropdown box → Click Apply.
To exempt or include a tax during a sales transaction, click on the More Options button(3 dots)
→ Exempt Tax.
To clear the items from the transaction cart, click on the More Options button(3 dots)
→ Clear Cart. (This voids the sales transaction)
Step 4 : Click again on the ‘cart amount button’ to proceed further which leads to a tender selection screen.
Step 5 : From the Tender selection screen, select any option to process the transaction :
Cash
Credit
Debit
Gift
Check
EBT
Split
Step 6 : Click on ‘Proceed to Check out’.
Step 7 : Provide the email id in the field provided and click on Email Receipt to receive the receipt by email ( receipt will not be printed).To print the receipt, click on ‘Print Receipt’.
Step 8 : Click on ‘Start a New Sale’ to exit the screen and start a new sale.
When a sales transaction is completed, the customer has the opportunity to provide feedback to the merchant, through a 5 star rating.
If our mobile application, nGauge is downloaded, you will get instant notification of all poor ratings. This gives the manager or owner the unique opportunity to address the customer's problem at the time of the sale, before they post their discontent on social media.
Feedback is automatically enabled. If the merchant does not want the feature, please contact support@retailcloud.com to disable.
