Process a sale

 

 

 

 

To process a sale in Reckon Cloud POS, you will need to perform the below steps:

  1. Login to Cash Register
  2. Choose an existing Item. You can create a new item in Management System. You can also create miscellenaous item in Cash Register on the go
    We recommend users to create items in Management System to make the best use of the available options and track your inventory better
  3. You can now make other changes to the item (example: change quantity)/add note/print the order
  4. To cancel the transaction, click Clear
  5. Adding discount:
    1. To add a discount to the transaction, you can do so by either clicking on Disc. button from below to apply it to the whole transaction,
    2. To add a discount to a specific item, click on each item from checkout screen and click on Disc.
  6. To hold a transaction, click on Park. You can find the parked transaction in your Receipts tab and can retrieve from there
  7. To return/cancel an item, click Quick Return
  8. Once you're ready to complete the transaction, click Checkout
  9. You can now choose a payment method and assign the sale to an employee
  10. You can print/email a receipt or complete a transaction without printing a receipt

How did we do?

Receipts

Cloud POS - How-to videos

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