After you've completed the Selling with Retail POS training, you should be familiar with opening and closing your register, key functions on the Retail POS Sell screen, and how to use the Sales history. Review what you've learned and get more details using the checklist below.
Opening and closing registers
- Opened and closed your register
- Added a cash float.
- Updated cash management user permissions as needed.
Using the Sell screen
- Explored key functions of the Sell screen:
- Used the search bar to add a product to a sale.
- Added a customer to a sale.
- Added a promotion, discount, promo code, or note to a sale.
- Took payments for the sale.
- Created an unfulfilled sale.
- Created a quote.
- Created a service sale, if applicable.
- Tried parking a sale, retrieving a sale, and discarding a sale.
Customizing the Sell screen
- Set up quick keys to add popular products to sales faster.
Actioning from the Sales history page
- Explored key functions of the Sales history:
- Viewed and edited details of completed sales.
- Returned a sale as an exchange or refund.
- Voided a sale.
- Reprinted receipts.
Understanding data reset
- Reviewed the data reset process to refresh your Sell screen.