Retailer OS Docs

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Ringing up a sale ​

▶ Watch — a quick walkthrough of ringing up a sale

This is the core POS flow, start to finish.

A sale in progress with three items in the cart and the payment keypad

Build the cart ​

  1. Open Point of sale.
  2. Add items by scanning a barcode, or typing a name or SKU into the search box. Each scan of the same item bumps its quantity.
  3. Adjust a line's quantity or open it to change price or add a line discount (if your role allows price overrides).

Add a customer (optional) ​

Tap Add customer to attach the sale to someone. Adding a customer:

  • Records the sale in their purchase history,
  • Earns and lets them redeem loyalty,
  • Lets them pay on account (store credit / receivables) if they have terms.

Wholesale customers ​

The customer list shows each customer's type: Retail, Wholesale 1 or Wholesale 2. If it's Wholesale 1 or Wholesale 2, the cart switches to their prices as soon as you add them, including items already in the cart:

  • Wholesale 1 pays each item's Wholesale Price.
  • Wholesale 2 pays the item's Tier 2 wholesale price, or its Wholesale Price when it has no Tier 2 price.
  • Items with no wholesale price ring up at retail.

To use another tier for this sale only, choose Retail, Wholesale 1 or Wholesale 2 under Pricing. A price you changed by hand on a line stays as you set it, and discounts still apply. These are the same prices the customer pays in your online store. Set them on the item in Items.

Apply a discount or promo ​

  • Add a cart discount (percentage or amount) if your role permits it.
  • Enter a coupon code or let an automatic promotion apply. See Promotions & Loyalty.

Take payment ​

  1. Tap Tap to charge (or press F8).
  2. Choose a tender — card, cash, gift card, store credit, or on account.
  3. Split tenders are supported: enter a partial amount on one tender and the remaining balance stays due, so a customer can pay part cash and part card.
  4. For cash, enter the amount tendered and POS shows the change due. If a cash drawer is connected, it opens when you tap Cash.

Finish ​

Once the balance reaches zero the sale completes and stock is drawn down. Hand over the receipt the way the customer prefers — print, email, or download a PDF.

Hold and recall an order ​

Need to help the next customer mid-sale? Tap Hold (F6) to set the order aside, then open Orders (F7) to bring it back. Held orders are per register.

TIP

Held orders are cleaned up automatically after a few days so the list stays meaningful — don't use Hold for long-term quotes. For those, use B2B quotes.