Make a sale in POS

Make a sale in POS

Overview

You can sell your products in POS with cash, card or gift voucher payments.

Basic sales

  1. First, enter the name of the customer. This helps with the accurate application of your CRM promotions when you start entering the products.

  2. Next, search for a product. There are three ways to do this:

    1. Scan the product - if you have a barcode scanner, a scanned product will appear immediately in the transaction.

    2. Search for the product in the small search box - search by product name or code, and press enter to add it to the transaction.

    3. Search for the product in the large search area - this is found to the right or bottom of the screen depending on your screen size. Pressing the Enter key will search for the product.

  3. Next, take payment for the transaction:

    1. Check the total of the sale.

    2. Select PAY.

    3. The total due amount is displayed.

    4. Select the appropriate payment type.

  4. The receipt is now ready for printing - Select Print.

Cash payments

The POS can calculate the change required for your customer:

  1. Make a sale following the same steps above.

  2. Select PAY.

  3. Enter the amount of cash that the customer gives you in the TENDERED box.

  4. You can use a keyboard or the onscreen keypad to the right.

  5. Select Cash.

  6. The change given will be displayed.

  7. The transaction will proceed to the print screen.

Card payments

  1. Make a sale following the steps above.

  2. Select PAY.

  3. Take the card payment before pressing the payment type.

  4. (Unless you have an integrated keypad.)

  5. Choose a card payment type.

  6. The transaction will proceed to the print screen.

Part payments

It is possible to split payments between a number of different payment types.

  1. Make a sale following the steps above.

  2. Select PAY.

  3. Enter the first amount to be paid in the TENDERED box.

  4. Choose a payment type.

  5. The payment will be added above the Pay Button. The remaining amount will be shown in the TENDERED box.

  6. Repeat this process if necessary. When there is no more to be paid, you will be taken to the print screen.

  7. To remove a payment, select Del.

Multiple tax rates in POS

If you sell across multiple states where taxes differ, each POS will need to have its own tax rate.

Before changing the POS, make sure the taxes have been set up correctly in Cin7 Omni first.

To change the tax rate:

  1. Log in to POS and choose your branch.

  2. Select the Tax link between Discount and Total in the top center of the screen.

  3. All tax rates set up for your account should be available; select one.

  4. The tax rate will now be correct for your region.

Cancel a sale

You can cancel a sale at any stage in the sales process.

  1. Select Cancel Order.

  2. Select OK to confirm.

  3. No record of the sale will be kept.

 

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