Sales
  • 10 Jul 2024
  • 3 Minutes to read
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Sales

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Article summary

Add item to sale

Items can be added to the sale by scanning item or by searching for the item.

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See “Bottom menu in sales” in menu for more information.


Scan item

There are two options for scanning the item.

  1. Scan the item with a camera. Tap on the Scan button. The camera opens, and you can scan the item with the camera.

  2. Scan the item using the scanner on the device.

Scanned items are added to sale.


Search item

You can search for items e.g., if it has no barcode.

  1. Tap the Search icon to open the search screen.

  2. Enter the search text (e.g., EAN or item text).

  3. Tap Enter to start the search. The search result is shown. You can change how the result is shown by tapping on the View icon and select view.

  4. Tap on the item to add the item to the sale.


Item details

It is possible to view item details for items in the search result.

There is an (i) icon to the right of the item line. You can tap the icon to view item details for the item.

Item details show item information incl.: Name, EAN, Price, Image, Product information and Stock (optional, only shown if DispatchService is configured).

You can add the item to the sale by tapping on the Add to cart button.

Tap on the arrow at the top left if you do not want to add the item. Then you go back to the search view.


Display options

Different views can be selected to display items in various ways.

Tap on the "View" icon at the top right. A list of view options is displayed: Expand view, Compressed view, and Image view.

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Image view

The Image view shows more details and an image of the item.

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Compressed view

The Compressed view shows few details regarding the items.

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Expanded view

The Expanded view shows more details about the items.

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Change quantity

It is possible to change the quantity on the item, e.g., instead of scanning more of the same item.

Tap on the relevant item, item menu opens.

Tap Change quantity, the "Change quantity" dialog opens.

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Enter quantity and tap Enter.

Quantity updates on the item line.


Line note

It is possible to add a line note on the item line.

Tap on the relevant item, item menu opens.

Tap Line note, line note dialog open.

Add a line note, and tap Enter.

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The line note is added to the item line.

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The line note can be changed by performing the same steps once more.


Delete Row

It is possible to delete an item line. Tap on the relevant item, item menu opens.

Tap Delete row. The "Delete row" dialog opens.

You must confirm that you want to delete the item from the sale. Tap Delete, to delete the item.

Item is deleted from the sale.


Discounts

Discounts on single item

Manual discounts, price reduction and new price can be added for given item.

Tap on the relevant item, item menu opens.

Tap New price and discounts. A new menu with three options opens: Percentage discount, Price reduction and New price.

Percentage discount

Tap on Percentage discount.

The "Percentage discount" dialog open.

Enter the discount, and tap Enter.

The "Select reason code for discount" dialog opens. Select reason code and tap Confirm to add the discount to the item.

A discount is given on the item. The new amount is displayed on the item line.

In addition, the discount is shown on the Pay button, and in the "Finish payment" screen.

Price reduction

Tap on Price reduction.

The "Price reduction" dialog opens.

Enter the price reduction, and tap Enter.

The "Select reason code for discount" dialog opens. Select reason code and tap Confirm to add the price reduction to the item.

New price

Tap on New price.

The "New price" dialog open.

Enter the new price, and tap Enter.

The "Select reason code for discount" dialog opens. Select reason code and tap Confirm to add the new price to the item.


Discounts on whole sale

Manual discounts, price reduction and new price can be given at the whole sale.

Tab on the "Options icon".

Select New price and discounts.

The menu "Add discount to sales total" opens. You have three options: Percentage discount, Price reduction and New price.

Percentage discount

Tap on Percentage discount.

The "Percentage discount" dialog opens.

Enter the discount, and tap Enter.

A discount is given on each item. The items are marked with an "S" icon – showing that a subtotal discount is added (the "S" icon in not shown if Compressed view is used).

Price reduction

Tap on Price reduction.

The "Price reduction" dialog opens.

Enter the amount for the Price reduction.

Tap Enter, the sales total is reduced with the given amount.

New price

Tap on "New price", the "New price" dialog opens.

Enter new price for the whole sale.

Tap Enter, the new sales total is added.

For member discounts, see Loyalty.

For information on parked receipts, gift receipts and sending out digital receipts, see Receipts.


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