Your first sale

This walks through one complete sale. Once you have done it, the rest of the checkout will make sense.

Open a shift first

If no shift is open the till will ask you to start one. Count the cash in the drawer and enter it as the opening float. This takes fifteen seconds and it is what makes the end-of-day figures mean something. See Shifts and end of day for the full routine.

Choose your layout

The checkout comes in two layouts, switchable in Settings → Appearance:

• Visual shows products as compact square tiles (finger-sized, with a centred photo), grouped by category when products are assigned to categories. If nothing is in a category, the category strip is hidden and every product is on the grid. Home shows every product, including items on a parent category — not only items in a child. Opening a parent still shows that parent’s products plus everything in its children; tap a child to narrow. Tiles fill the row with no empty column and no scrollbar. A short full-width up / page / down bar at the bottom pages items for a finger — it does not scroll. The grid follows Display order on each product: lower numbers first, and a blank stays after the numbered items, then A–Z. Turn on Best sellers first in Settings → Appearance when you want items already on this ticket first, then items that appear on the most completed tickets. Product columns on that same page sets how many tiles sit in one row. Each tile stays square. Space under the grid is left empty. A quantity badge on the tile shows how many of that item are already on the ticket. Categories sit in a compact horizontal strip above the product grid. Each category button uses the colour you picked — no category photo. The category you opened stays highlighted on the strip; a leaf category does not leave the strip empty. Home and Back appear after you open a category. Left and right arrows appear only when there are more categories than fit. Best on a touch screen and best when you know your top sellers by sight.
• Standard is a list driven by the keyboard and the scanner. Best when the catalogue is large and everything has a barcode.

Neither is more capable than the other. Pick the one that matches how your staff work.

Adding lines to the ticket

There are three ways to add a product, and most shops use all three:

1. Scan the barcode. Fastest, and it is what the search box is waiting for by default. The box keeps focus so you can scan continuously — after you tap a tile, a ticket line, or a pad key, the cursor goes back to the scan box unless a popup (quantity, pay, menu) is open. On a touch till, barcode mode does not open the Windows on-screen keyboard, so the scanner is not blocked. Tap the name icon if you need that keyboard to type. A short high beep means the item was found; a lower double beep means the code is not in the catalogue.
2. Tap the product tile in the Visual layout. Best for things with no barcode: coffee, a bag, loose bread.
3. Type into the search box. Part of the name or the SKU both work. Items on the pad opens a full-page picker with a category tree on the left and products on the right (tiles in Visual, a list in Standard). Nested categories stay visible; tap a parent to include its children.

If the product is marked Price can change when scanned, the till asks for the price before the line is added. The catalogue price is filled in; Enter keeps it, or type another. A lower figure is a discount on the catalogue price: it is refused if it is more than that cashier’s maximum, or if it goes below cost. Price on the pad (and the pencil in front of that line’s price) changes it again. Other products stay at the catalogue price.

Each product added becomes a line on the ticket on the side of the screen. In Visual, that list sits beside the pad: each line is name with a smaller (quantity × price), then the amount. The up/down arrows beside the list, and the keyboard arrows, move the selected line. Scanning the same item twice adds two, or increases the quantity, depending on your settings. You can change any line’s quantity directly.

The footer of the ticket shows Items, Discount, Net, VAT, and To pay in large figures. The currency code appears only on To pay.

Discounts

You can discount a single line or the whole ticket, by a percentage or by a fixed amount, up to the Max discount % on the signed-in user. The till checks that limit when you press apply on the discount pad — an over-limit value is refused and the ticket is unchanged. A line discount is the right tool for one damaged item; a ticket discount is the right tool for a staff purchase. Change Total Amount [Incl VAT] on the pad sets the final amount including VAT and spreads the difference as a discount — that is also checked at apply, against the same maximum.

If a discount should apply automatically and repeatedly, do not key it in by hand every time — set up a promotion instead. See Promotions.

Adding a customer

You only need a customer on the ticket when you want the sale attached to them, or when they need a proper tax invoice.

This matters for ZATCA: if the customer on the ticket has a VAT number, the sale becomes a standard tax invoice instead of a simplified one. That is decided automatically from the customer record, so the cashier does not have to know the rule. In Bahrain the same full invoice is required when the total is over BD 500, and Walk-in cannot be used for it. See Customers and tax invoices.

Taking payment

Open the payment step and choose how they are paying. The payment types shown are the ones you enabled in Settings, so the screen only ever offers tenders you actually accept.

The amount pad stays on the till so you can still see the ticket. Confirm with Enter. Tap Close / Esc, tap outside the pad, or press Esc to dismiss it — it does not close from the same tap that opened Pay.

For cash, enter what the customer handed over and the till works out the change.

To split a payment, enter the amount taken on the first tender and then add another. Part cash, part card is the usual case. The ticket is not finished until the whole balance is covered.

If a second monitor faces the queue, the ticket and the running total appear there as you work. After the sale it shows a thank-you (and the change). Set that up in Settings → Customer display. See Customer-facing display.

Finishing

Complete the payment and the Sale complete popup appears. Enter saves and prints, F8 saves without printing, and Esc or the X closes the popup so you can change the tenders. Most other POS popups work the same way: the X or Esc closes, Enter confirms.

At that moment:

• The invoice number is issued and the ZATCA QR code is generated.
• Stock comes down for each product sold.
• The receipt prints, automatically if you set it to.
• If you turned on the cash drawer kick, the drawer opens after a cash sale (or after every sale, if you chose that). See Receipt printer setup.

If you have ZATCA Phase 2 active, a simplified invoice is signed and queued for reporting in the background, while a standard tax invoice is sent for clearance before it can be printed. Phase 2 is an add-on: you still need a Core licence (or the trial) to complete a sale. Activating only Phase 2 does not replace Core.

Afterwards

You can find the sale again on the Documents screen at any time, reprint the receipt, save it as a PDF, email it, or void it if it was a mistake.

If the till closes mid-sale

Closing the app asks you to confirm, so a tap on X or the power button does not quit by accident. If the window still closed — power cut, Update, or a yes you did not mean — open the till again. The unfinished ticket is restored with the same items. A banner says the unsettled bill came back. You do not start over.

Parking a ticket

If a customer disappears to fetch something and there is a queue behind them, hold the ticket. It is set aside and the till is free for the next person. Resume it when they come back. There is no limit worth worrying about on how many tickets can be held at once.

A phone order that a driver will take is not a held ticket. Tap Delivery first, confirm the drop address, add and confirm the items, print a pick slip, confirm picked, then confirm for delivery. Settle the final payment when they report back. See Delivery orders.