Getting started · 4 of 4 · 2 min read
Your first sale
Ring one through, print a receipt, then refund it.
Do this before you open, not during the first rush. It takes five minutes and finds the problems that would otherwise find you in front of a customer.
Open the till
Open the register and, if asked, enter an opening float — the cash already in the drawer. That figure is what the end-of-day count is measured against, so if you start with fifty in change, say fifty.
Add items
Three ways, all of which work at once:
- Scan a barcode. The item drops straight into the basket.
- Tap it from the category grid.
- Search. Press
F2for fast search, type part of a name or code, and press Enter.
Change a quantity by tapping the line. Remove a line the same way.
Take payment
Choose the payment method and enter what the customer handed over — the change due is worked out for you. Split across two methods if they pay part cash, part card.
The drawer opens, the receipt prints, and the sale is done.
Now refund it
This is the part people skip, and it is the part worth doing. Find the sale, refund it, and check that the money goes back the way you expect. Doing it once now means nobody is learning it with a queue waiting — see Refunds and voids.
Check the books
Open the accounting reports and look at today. The sale you just made is already there: revenue, tax, cost of goods, and the change in stock, all posted as it happened.
The ledger is not written up later from a summary — it is written as each sale completes. That posting never stops, on any plan, even if the accounting pages are switched off or a payment has failed. A gap in the books cannot be reconstructed afterwards, so it is never allowed to open.
Before you open properly
- Print a receipt and check the logo and address are right
- Test the cash drawer
- Give staff their own logins so sales carry a name
- Decide who is allowed to discount or override a price
Something here wrong or missing? Tell us — we would rather fix it than have you work around it.