Sales Transaction

How to do a Sales Transaction mPOS ?

Follow the steps below to perform a sales transaction.

Step 1 : Adding Items to Cart

• User can add items to the cart by simply clicking on the item from the 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 Items’ (click on the 3 dots )and add it to the cart.

Step 2 : Click on the cart item to change quantity or include any item level discount or coupon.

Step 3 : Transaction level coupons and discount can be selected from the tabs at the bottom of the sales transaction screen.

Step 3 :

• To add a transaction level Discount to the sale, click on the ‘ Discount‘ button → Select the discount from the list.

• To add a transaction level Coupon to the sale, click on the ‘ Coupon‘ button → Select the discount from the list.

• To exempt or include a tax during a sales transaction, click on ‘ Tax Exempt‘ button.

Step 4 : Click on ‘Pay’ 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

• Split

Step 6 : Click on ‘Submit’.

Step 7 : Provide the email id in the field provided and click on Email to receive the receipt by email ( receipt will not be printed).To print the receipt, click on ‘Print ’ or Click 'View' to view the transaction details.

Step 8 : Click on ‘Start a New Sale’ to exit the screen and start a new sale.