Ring up a sale

A sale starts at the register. Open Sales → Register from the menu; if the register is locked, enter your PIN to take it. You’ll see the New sale screen with an empty cart ready to go.

Add items to the cart

There are three ways to add a line:

• Scan or type a SKU. Use the Scan / enter SKU box (a barcode scanner types straight into it), then press Add. If nothing matches, you’ll see a not-found message and no line is added.
• Search by name. Type in the Search items box, open the item to see its variants, and press Add on the one you want.
• Add a custom line. For a one-off — an engraving job, a repair, anything not in your catalog — press ＋ Add custom line, give it a description and price (and an optional note), then Add line.

Adjust the cart

Each line in the Cart can be fine-tuned:

• Quantity — type the count in the small box on the line. To remove a line entirely, press the ✕.
• Line note — press ＋ Add note to attach a note to one line (e.g. “no engraving”).
• Line discount — press ＋ Add discount to take a percent or a fixed amount off that line.

Below the lines you can apply an Order discount to the whole sale, attach a Customer (see Add & find a customer), and add an Order note. Discounts are only available if your role allows them.

Check the totals

The cart totals up as you go: Subtotal, any Discount, VAT (where it applies), and the Total.

When the cart looks right, you’re ready to take payment — head to Take cash & finish the sale.