Ringing up a Sale

Overview:

This article will follow step-by-step instructions for completing a transaction in the Sales module.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Sales Module
• Must have an inventory item in the inventory module built and ready to sell.

Steps:

Follow the below steps to ring up a sale: 

1. Go to 'Sales' module.

2. Enter in all items to the shopping cart

3. Select 'Credit Card' or 'Cash' if the customer is paying with either of those methods. For more payment options, select 'Pay Now'.

4. Once total sale amount is paid in full, your sale is complete.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737