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Summary here
Workflows For Completing a Sale
For experienced users who need a fast reference.
🗺️ Workflow Overview
Basic Sale: Add Products → Apply Adjustments (optional) → Take Payment → Finalize
Split Bill Options: Split Evenly | Split by Amount | Split Payment Window
Quick Steps: Basic Sale
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- Add products to sale
- Apply discounts/tips/price level changes (optional)
- Add customer details (optional)
- Press payment button (tenders full amount)
- Sale finalizes when amount due = $0
- Press X or start new sale
Payment Methods
Full Payment
- Press payment button → System tenders full amount → Finalizes
Partial Payments
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- Type amount on number pad
- Press payment button
- Repeat until amount due = $0
Split Payment Window
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- Press Split Payment button
- Enter amounts for each method
- Select payment methods
- Repeat as needed
Quick Actions
| Action | Steps |
|---|---|
| Add customer details | Press customer button in order view → Enter info → Save |
| Add fixed tip | Type amount → Press Fixed Tip |
| Add percent tip | Type percentage → Press Percent Tip |
| Change price level | Press price level indicator (toggles lists) |
| Fixed discount | Type amount → Press Fixed Discount |
| Percent discount | Type percentage → Press Percent Discount |
Split Bill Methods
Equal Split: Divide bill equally among people Items: Assign specific items to different customers Calculate: Manually enter custom amounts Pay the Rest: Quick-pay remaining balance
Steps:
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- Press Split Bill button
- Choose method
- Configure options
- Press Pay
Key Rules
✅ Sale finalizes when amount due = $0
⚠️ Some functions restricted after partial payment
💡 Can apply discounts after partial payments
🚨 Cancel before payments only
Common Scenarios
Over-discount: System auto-adjusts to $0 Multiple payment methods: Use Split Payment window Modify after partial payment: Limited functions available Cancel sale: Press cancel before any payments