iPad: Making a Sale

Here is a step by step guide to completing a sale in the iPad app.

1 From the Sales Screen, choose a product by tapping on it or searching for it in the search bar at the top of the page.

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2 Add any discounts and then press “Add to Cart.”

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3 In the Shopping Cart add any Additional Discount or Coupon, then press the red “Charge” button at the bottom.

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4 Choose your Payment Method then click the red “Confirm Payment” button when done.

PAYMENT METHODS:

Card: Swipe or Manually Enter the Card info.

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Cash: Choose from the cash totals displayed or enter a custom total by tapping on the number under “Cash Collected.”

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Check: Enter the Name on the check and the check number.  You may also take a picture of the check for your records.

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Gift Cards: Enter Gift Card Code.

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5 Finishing the Sale

Choose Print, Email, Gift Receipt, or any combination of the three just by tapping them and highlighting them in green.

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More Options

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Add Customer You may attach an existing customer to the sale or create a new one by tapping “Add Customer.”

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Manage Split  By tapping “Manage Split” you may split the sale between several employees by percentage or dollar amount.

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8 Tap the red “Done” button when finished