Point of Sale · Daily operations · 8 min read

Sell at the till

Scan products, change quantities, give discounts, add a customer and hold a bill.

Before you begin

• You have an open session (Open a register session).
• You have pos.sell. Manual discounts also need to stay inside the profile limits.

The sell screen

The screen has a scan box, category tabs (All plus each product category), product tiles, the cart (Item, Qty, Price, Disc, Amount) and the totals: Items, Discounts, Coupon, Loyalty, VAT, Rounding and TOTAL. Keys: F1 search, F2 customer, F3 quantity, F4 discount, F5 price check, F6 hold, F7 recall, F8 return, F11 cash in/out, F12 payment, Del void line, Esc cancel, Ctrl+L, Ctrl+R reprint.

Steps: add products

1. Click the scan box and scan a barcode, or type it and press Enter. The system matches, in order: product barcode, packaging barcode, PLU, then a checked EAN-13 scale barcode.
2. To add several at once, type 3* before the code, for example 3*6291000000011.
3. Scan the same product again to raise the quantity on the same line. This happens only when price, unit and discount match.
4. To find by name, press F1 and type part of the name (for example milk). Click a hit to add it. You see the first 25 hits; 'Nothing matches.' means none.
5. To check a price without selling, press F5.

If the text is unknown, a message says 'Not found: <text>'.

Packaging and scale items

A packaging barcode sells the pack at the unit price times the ratio: a carton of 6 at 10.50 gives 63.00 and takes 6 units from stock. A scale barcode carries a weight or a price: 1.250 kg at 8.00 AED/kg is 10.00. A barcode with a wrong check digit is not treated as a scale barcode.

Steps: change a line

1. Select the line.
2. Press Qty (F3) and type the quantity. A line with quantity 0 is refused by the system.
3. Press Discount (F4) and type an amount in AED, not a percentage.
4. Press Price only if the profile allows price override. Otherwise the till says the profile does not allow overrides.
5. To remove a line, select it and press Del.
6. To drop the whole bill, press Cancel (Esc). Nothing was sent to the system.

For a Bill disc. (discount on the whole bill), use the button of that name and type the amount.

Steps: add a customer

1. Press F2.
2. Type at least two letters of the name, code or phone.
3. Choose the customer, or Walk-in customer.

Customer search works online only. Offline, nobody is found and the bill is a walk-in sale. A customer is needed for loyalty points, store credit and coupons with a per-customer limit.

Steps: hold a bill

1. With items in the cart, press Hold (F6). The label defaults to the customer name or Held bill; type another, such as Table 4.
2. The cart clears and a message says 'Bill held - F7 to recall'. Stock for the lines is reserved for 30 minutes.
3. To bring it back, press Recall (F7) and choose Recall on the held bill.

A held bill can be recalled once. Another till can recall it after sync. After 30 minutes the reservation lapses and recall says 'This held sale's stock reservation has expired.' An empty cart cannot be held ('Nothing to hold'). Holding needs the Suspended sales feature (Turn POS features on and off).

What happens next

When you press PAYMENT (F12) you move to Take payment. Stock is taken when the bill is recorded. If stock is short, the system refuses: 'Only 3.0000 of <code> is available at <warehouse>.' and no bill is created. Stock held on someone else's suspended bill is not available to you.

Worked example

Net 28.80, VAT 1.44, total 30.24 AED.

Discount limits

A line discount of 4.00 on Rice 20.00 x 2 (gross 40.00) is 10 %: allowed. 4.01 is above the 10 % limit and needs a manager's approval. A bill discount of 5.00 on 100.00 is exactly 5 %: allowed; 5.01 needs approval.

A discount larger than the line gives 'A discount cannot exceed the line.' A bill discount larger than the bill gives 'A bill discount cannot exceed the bill.'

Good to know

• A bill discount lowers the payable amount but not the VAT shown; VAT is still worked out on the undiscounted lines. Check this with your Finance team.
• The system recalculates every bill. If its total differs from the till's by more than 0.01, the bill is refused.
• Promotions that apply are added automatically (Promotions and coupons).