The point of sale till turns any computer or tablet into a shop till. It sells the same products as the rest of Wizard Application, so every sale lands in your orders and every customer on their record.
Before you start
- The till is part of Sales. Open Settings from the gear icon in the top bar, choose Application Settings and switch on Enable Point of Sale.
- Your products live in Content. Give each one a price, and a barcode or SKU if you will scan it.
- Decide who can use the till. Roles have separate permissions to use it, give refunds and manage it.
Set up the till
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Open the till settings
Open the till from the till icon in the top bar, then choose the till settings from the menu.
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Set prices and tax
Check the currency, pick the default tax rate each sale starts with and say whether your prices already include tax. Cashiers can change the rate for a single sale if they need to.
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Set up quick cash buttons
Under quick tenders, list the notes your customers usually hand over, such as 5, 10, 20, so the cashier can tap them instead of typing.
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Set up your receipts
Enter the business name, your tax number if you have one, whether to show your address and a footer such as your returns policy.
Open the till
At the start of the day, count the cash in the drawer, enter it as the Opening float and select Open till.
Make a sale
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Add items to the basket
Tap products, search for them, or scan a barcode. A barcode scanner works anywhere on the till, no need to click a box first.
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Choose the customer
Sales go to Walk-in customer unless you pick a customer, which adds the sale to their record.
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Take payment
Select Charge and choose Cash, Card or Split. For cash, enter or tap what you were given and the till shows the change. Card payments are taken on your own card machine and recorded here.
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Give a receipt
Print the receipt or email it to the customer, then start a New sale.
Customer forgotten their wallet? Select Park to put the basket aside, serve the next person and bring it back from Parked later.
Give a refund
Open Sales, find the sale and choose to refund it. Pick which lines and how many of each, and whether the items go back into stock.
Cash up
Record cash taken out or put in during the day with Paid out and Paid in. Check takings at any point with the X report. At the end of the day choose Close the till, count the drawer and Wizard Application shows any difference and the day's report. Earlier days are in Past sessions.
For more, see Point of Sale.