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 computer and iPad.

Accessing the Sell screen

• Accessing the Sell screen on desktop

  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, or discard the sale.

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 setup and use:

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

Once you have selected a payment method and processed the payment, click Complete sale and issue a receipt if required. 

Explore the articles below to learn more about opening and closing your registers, creating sales, taking payments, issuing receipts, and returning sales using the Sell screen:

• Opening and closing your registers
• Creating unfulfilled sales
• Applying discounts to sales
• Issuing receipts for sales
• Returning sales