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 tiles with images, grouped by category. 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.
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.

Each product added becomes a line on the ticket on the side of the screen. Scanning the same item twice adds two, or increases the quantity, depending on your settings. You can change any line’s quantity directly.

Discounts

You can discount a single line or the whole ticket, by a percentage or by a fixed amount. A line discount is the right tool for one damaged item; a ticket discount is the right tool for a staff purchase.

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. 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.

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.

Finishing

Complete the payment and the sale is recorded. 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 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.

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.

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.