Complete Sale Transactions in POS

Point of Sale's POS app streamlines the checkout process, enabling flexible and efficient sales transactions. Associates can accept various payment methods, including single and multitender options, ensuring a seamless and quick customer experience. Configure available tender types in CMS before running transactions.

1. Configure tender types in CMS.
   The order of the tender types listed under Supported Tenders determines their invocation sequence in POS. For example, if Cash is listed first, it’s the default choice during checkout in the POS app.
   1. In CMS, go to Store Management | Store Settings | Payment.
   2. Under Supported Tenders, enter a comma-separated list of supported tenders (for example Cash, Credit Card, Gift Card, Check, Finance, Miscellaneous, Reward Card).
   3. (Optional) If your setup includes miscellaneous tendering, See Configure Miscellaneous Tender on the POS App.
   4. (Optional) If your setup supports multiple tender types simultaneously, see Multitendering on the POS App.
   5. Save your changes.
2. Start a transaction in POS.
   In offline mode, product scanning is not supported. You need to manually search for and add products. For scanning capabilities during offline mode, which supports iPad scanning, see Express Checkout in POS.
   For each sales transaction involving a logged-in customer, the customer's record is automatically associated with the transaction. If the purchase is an online order requiring delivery, you have the option to add a shipping address. See Omnichannel (V2) Overview.
   1. With products in the cart, select Checkout.
   2. Look up an existing customer, add a new customer, or continue with guest checkout.
   3. (Optional) If you need to select a different tender type than the default one, exit the window and select one from the tender type menu.
3. (Optional) Complete a cash transaction.
   For app builds version 9.10.1 or higher, if a cash transaction is canceled, it’s recorded in the Electronic Journal as "Cash Transaction Canceled." See Electronic Journal (EJ) Overview. The record includes details such as the store ID, register ID, date and time, transaction number, and the associate handling the transaction. Additionally, the cash amount specified is listed under the Notes and Cash columns.
   1. Enter the dollar amount received from the customer.
   2. To retrieve any change, tap Open Drawer.
   3. Tap Done and print the receipt.
4. (Optional) Complete a credit card transaction.
   If the customer doesn't sign, the transaction times out. Cancel and restart the payment again.
   1. When prompted by the Present your card message, insert the card for EMV processing.
   2. Have the customer sign and press enter on the payment device.
   3. Remove the card and print the receipt.
5. (Optional) Complete a gift card transaction.
   1. Enter the gift card number, pin, and amount.
   2. Tap Apply.
      The available balance of the gift card is applied to the cart total.
6. (Optional) Complete a multitender transaction.
   1. Add the multitender payments as required. See Multitendering in the POS App.
   2. Follow the on-screen instructions for each payment type.
   3. Tap Place Order and print the receipt.