Take your first sale

A walkthrough from adding a product to taking payment and issuing a receipt.

Everything needed for a first sale, in order:

  1. Create a product. Products live in Inventory. On the Free plan you can hold 20.
  2. Open the till. Point of Sale blocks both adding items and taking payment until the register is open. Opening asks for the float, which you can count in by denomination.
  3. Add the item. Search for it or scan its barcode.
  4. Press Pay, choose a tender and take the money. A new company starts with Cash, Card and EFTPOS.
  5. Confirm with your PIN. This is what attributes the sale to you — it is sent to the server only after this step.
  6. Print or email the receipt. Emailing needs mail configured.

At the end of the day, close the register: count the drawer by denomination, enter your card terminal total, and the variance is worked out and recorded. See Registers and shifts.

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