Making a Sale in Simple View

Taking Payments /Giving Change | Edit/Delete Items | Discounting Sales Prices | Making a Sale in regular view

Making a sale in Simple View is similar to making a sale in regular view of the sales receipt form. To make a sale, you create a new sales receipt in Simple View, and record the sales transaction you perform.

To make a sale:

1. Select New Sales Receipt or Make a Sale (where is it?) to open a blank receipt form.

2. (optional) If in Classic View, click Switch to Simple View to open the Simple View.

3. In the <Type/Scan item info here> drop-down list, enter item information to add an item being sold.

   Enter items by any of these methods:

   - Scan the bar code from the item tag

   - Tap and hold the <Type/Scan item info here> drop-down list to open a virtual Keyboard, or use the regular keyboard and mouse to enter the item information using any of the following methods:

   - Type the item's UPC, alternate lookup value, or item number in the drop-down list and press <Enter>.

     Alternate search keywords that can be used to look up items, e.g. manufacturer, category, model etc.

     A number printed below the items barcode.

   - Type the first few letters of the item's description in the drop-down list. The list of all matching items is displayed in the expanded drop-down list, with the closest match highlighted. Select an item in the list (keyboard users, press the down arrow key to scroll to an item, and then <Enter> to select).

   The selected item details are listed in the Item fields area.

   Enter items by any of these methods:

   - Scan the bar code from the item tag

   - Tap and hold the <Type/Scan item info here> drop-down list to open a virtual Keyboard. Alternatively, use the regular keyboard and mouse to enter the item information using any of the following methods:

   - Type the UPC, alternate lookup value, or item number of the item in the drop-down list and press <Enter>.

     Alternate search keywords that can be used to look up items, e.g. manufacturer, category, model etc.

     A number printed below the items barcode.

   - Type first few letters of the item description in the drop-down list. The list of all matching items is displayed in the expanded drop-down list, with the closest match highlighted. Select an item in the list (keyboard users, press the down arrow key to scroll to an item, and then press <Enter> to select).

   The selected item details are listed in the Item List area.

4. (Optional) Select an item listed in the Item fields and click Edit Item, to edit the items details if necessary. You can edit an item to change quantity, change price, give discounts, make a return, correct receipt etc.. See Edit an Item in Simple View for more details.

5. Repeat until all items are listed.

6. (Optional) In the Discount% field, enter a global discount (in percent) and then <Enter>. The discount you enter is applied on the total receipt amount, and Regular Price-Total field displays the discounted price.

   A global discount is applied to the document subtotal, rather than to individual items. Global discounts are not "spread" across the items on the document.

   Exception: For tax calculation purposes, global discounts do reduce the individual item prices.

   To give a global discount:

   - Enter a percentage discount in the Disc % field or an amount discount in the Discount (amount) field in the receipt totals area. An entry in either field will cause Point of Sale to automatically calculate and enter a value for the other field and the document total.

7. (Optional) From the Tax drop-down list, select appropriate Sales Tax Location.

8. In the Payments area, click appropriate payment button to open corresponding payment dialog. See Payment Options in Simple View for details of making payments from the Simple View.

9. Take payment and give change, as applicable.

10. Click Save and Print once to open the Print dialog.

    Alternatively, click and hold Save and Print to open sub menu, and select one of the following options:

    - Save (only saving a receipt)

    - Save and Print (saving and printing a receipt)

11. (Optional) Click Preview to preview the receipt.

12. Click Print to record the sale and give the customer a printed receipt. Alternatively, click Cancel to cancel printing the receipt. The receipt is saved but not printed.

After the receipt is saved, a new blank sales receipt is displayed, ready for the next sale.

Notes:

- Apart from creating new sales receipts, you can use Simple View to create returns receipts, and edit/cancel a receipt.

- Since Simple View is a simplified version of regular view, some sales receipt fields and functions are not available in Simple View.

- You can switch between regular view and the Simple View any time, even while performing a sales transaction.

Related Topics

Making a Sale in regular view

Introduction to Simple View

Switching between regular view and Simple View