Ring up a counter sale

1. 1

   Open the register, choose the selling location, and add or scan every item in the cart.

   Shop · register

   For serialized stock, choose the exact tracked unit. The register will refuse a unit that is already out or otherwise unavailable.

2. 2

   Select the saved customer when there is one, apply an authorized coupon or discount, and verify tax before taking payment.

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   A cashier cannot invent a discount or one-sale tax exemption. Those actions require the corresponding permission and a recorded reason; a customer's saved exemption is applied from their record.

3. 3

   Take cash, card through the connected reader, gift certificate, or the supported split, then finish the sale and send or print the receipt.

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   If the register shows an unknown or captured-card recovery, finish that exact payment. Do not take a second card payment while the first outcome is unresolved.

4. 4

   For a return, find the original receipt, select the quantities and whether each item is saleable, review the server quote, and refund to the original method.

   Shop · register → returns

   Restock only a physically returned, saleable item. A cash refund is recorded against the open drawer; a card refund does not require the customer's card to be present.

Worth knowing

• Use Sell + invoice instead of the register when the sale should create a sendable receivables invoice; use a proposal when the customer needs to approve scope first.