This is also one of the most used windows of the program. From here you sell every product including Gift Certificates.
The Sales Register can be open by selecting Sales from the Tool Bar and selecting Sales Register.
Selecting Client (Upper left)
The client must be selected for this invoice if you wish to have transaction history attached to their record. Start typing the first or last name of the client in the "Client" field to narrow down the search. Typing a name into this field will populate names into the "Client" field. If there are similar names in your Client List, the program will narrow down the search by every additional letter you enter. You may also click on the drop-down arrow in the "Client" field to get a drop-down list of clients that you can select from. The magnifying glass icon can be used to search clients by name, phone number, email, address, zip code, and card Id.
A blank client screen will open when you click the button next to the client name field. Enter the information that the client provides and click the "Save Client" button. A client record will be created to store the client's data.
When clicking the button next to the client's name when a client is selected will instantly allow access to view and edit the selected client's information.
Employee Information (Upper right)
An employee must be associated with each sale. This might only be the cashier, but the cashier must be selected. Since the program is sensitive to commissions, an employee is required. You may choose the "In House" employee for sales when an employee will not be receiving a commission.
Click the dropdown to select the employee from the listing of all the employees entered. You may also start typing the first characters of the Employee ID. As you type each letter, the search will instantly narrow down.
If an employee is not selected, the user that is currently logged in will be assigned to the sale.
Item Search (Upper right)
Click the drop-down button and select the product you wish to sell from the listing or use the magnifying glass to search for inventory by Item Id, barcode, department, class, and inventory type. The button to the left of the item selection field can display either Item Id or Barcode. The default option may be selected in the Company Settings. Clicking it will change the item search function to look up items via one of these two options:
- If the button displays "Item Id" you may start typing in the Item Id of the service or retail product you would like to select and the program will narrow down the search with each character you type in.
- When the button displays "Barcode" you may scan the product's barcode when your cursor is blinking in this field. The product will automatically appear in the Invoice area. The Barcode search will also allow you to look up a coupon promo code.
Department Selection (Right, optional)
This list comes from the inventory departments. When departments are made and items are assigned, they will show in the space to the right. This section shows when the option to Hide Product Buttons is not checked in the Company Settings.
Items belonging to the selected department to the left will display here. This section shows when the option to Hide Product Buttons is not check in the Company Settings.
This area of the screen (below the Client Information area) lists all the items you have chosen for this sale. It also displays the employee assigned to the sale, inventory type, quantity, unit price, discount, and extended price!
Click over the Qty (quantity) field to edit the quantity of the item, or double-click over the item in this list to open the Edit Item screen.
Remove Line Item
Clicking this button will remove the corresponding line item from the invoice listing.
Edit Line Item
Clicking this button will bring up the Edit Line Item screen where you can make a number of changes to the Line Item!
This area of the screen (below the Invoice Listing) displays a detailed breakdown of the sale in progress. It instantly updates with changes you make.
The options box provides many useful functions for the sales register. Please see the list below, and choose your desired function to learn more.