The Sell screen is the central sale processing interface for Retail POS. Here you can search for and add products to a sale, capture and add customer information, apply discounts and/or promotions, create curated sales such as quotes and services, take payment for sales using different payment methods, and much more.

You can use the Sell screen on both a computer and an iPad.

Accessing the Sell screen

• Accessing the Sell screen on a computer

  1. Log into Retail POS using your credentials.
  2. Navigate to Sell > Sell.

  3. Open your register to begin the trading day.

     

     If your register is already open, the last used register will automatically load when you access the Sell screen. To switch to a different register, click Switch under your location name and select Switch register.

     

• Accessing the Sell screen on iPad

  1. Log into Retail POS app using your credentials.
  2. Tap the menu and select Sell screen.

  3. Open your register to begin trading for the day.

     

  The location and register information is found at the top of the menu.

  

  An iPad can only be mapped to one register at a time. Multiple registers can’t be opened from the same iPad.

Using the Sell screen

Once you’ve opened your register for the day, you can begin using the Sell screen to complete transactions.

Add products to a sale by typing the name or scanning the item barcode, or use quick keys to quickly add products to a sale.

Once you’ve added products to a sale, click the arrow beside the item name to expand the details. Here you can edit the quantity, apply any discounts, and add a note if required.

Add a customer to a sale by searching by name or add a new customer if the customer is not in your records.

You can also change the user attribution for each product by clicking Sold by X and selecting the relevant staff member, using the search field if necessary. A staff member must already have a user setup in Retail POS to be attributed.

In addition to completing a basic sale, you can click More actions... to create a quote, service sale, mark as unfulfilled, Assign all sale items, or discard the sale.

Clicking Assign all sale items will open a pop-up where you can select the user to attribute the sale items to. While individual line items can still be updated one by one, assigning all allows you to use a single action to assign all items in a sale to one user.

Click Park sale to put a sale on hold temporarily. This can be used when a customer wants to add more items to their purchase or needs to leave and come back at a later time. This feature lets you perform other transactions without needing to discard the sale. You can retrieve a parked sale to complete it when required.

When the sale is complete, click Pay.

This will take you to the payments page, where there are a number of payment options you can set up and use:

• Cash.
• Card payments through Lightspeed Payments or other payment processors.
• Gift cards.
• Loyalty.
• On account.
• Layaway.
• Store credit.

You can also take multiple/split payments for a sale.

Once you have selected a payment method and processed the payment, click Complete sale and print or email a receipt or print a gift receipt if required.

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