Sales

On the Retail > Sales page, you can view and manage all the in-person transactions processed at your facility. Additionally, this is where staff can process a quick sale!

How to process a Quick Sale:

If staff needs to process a sale for an item not listed in the Product list, they can use the Quick Sale feature to complete the transaction.

1. Click the + New Button
2. Select Quick Sale
3. Select the Home button
4. Select Quick Sale
5. Enter the Amount and click Checkout.
6. Apply Tax (if needed):
   • If applicable, select the correct tax amount from the drop-down menu before proceeding.
   • If you need to update the Tax Rate, this can be done under Settings > General > Facility Details > Tax Rates.
7. Select the Payment Method:
8. Select Pay & Confirm.
9. Click Done. 

Note: If no customer is selected, you can still complete the checkout process by accepting cash or through the POS terminal.

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How to Process a Product Sale:

1. Click the + New Button
2. Select Add Customer
3. Select the Products button
4. Select Item(s)
5. Click Checkout.
6. Apply Tax (if needed):
   • If applicable, select the correct tax amount from the drop-down menu before proceeding.
   • If you need to update the Tax Rate, this can be done under Settings > General > Facility Details > Tax Rates.
7. Select the Payment Method:
8. Select Pay & Confirm
9. Click Done. 

How to Process a Refund:

To process a refund for a sale:

1. Navigate to Retail > Sales transaction summary page.
2. Find the transaction you wish to refund and click the Refund button.
3. Enter the refund amount (Note: You cannot refund more than the original transaction amount).
4. Select the Payment Method for the refund.
5. Click Issue Refund.

How to Download a Receipt

Follow these steps to download a receipt for a sales transaction:

1. Go to Retail > Sales page to view all your sales transactions.
2. Locate the Desired Transaction and click the Download Receipt icon
3. A PDF copy of the receipt will download to your device