How to process a sale

Here's how to ring up a sale at the register, from opening up for the day to sending the sale to payment.

1. Log in and open the register

1. Log in to Smooth POS with your store user. If you don't have one yet, see Creating a store user.
2. If you haven't opened the register today, go to Register → Open / Close and open it.

2. Start a sale

1. Go to Register → Sale.
2. Enter your POS code or name, then select Login.

3. Get to know the sales screen

The sales screen has three areas:

• Top row: who's logged in, plus these buttons:
  • Suspend Sale parks the current sale so you can come back to it later.
  • Retrieve Sale brings back a sale you suspended.
  • Return Items lets you scan or search for a receipt and return items from it.
• Left side: search for products, or scan barcodes. On a phone or tablet, tap the camera button to scan with your camera.
• Right side: the items on the current sale.

4. Add items and go to payment

1. Scan or search for each item to add it to the sale.
2. To give a discount, select the item on the right side.
3. When you're ready, select Process to move to the payment screen.