Retail Express POS allows staff to process straightforward cash-and-carry sales quickly. For a basic transaction, products can be added to the sale and paid for in full without recording customer details or using advanced POS feature
This video introduces the POS sales screen and explains how to log in, add or remove products, search for products, record and update payments, finalise the sale, and print a receipt or invoice.
Chapters
Timestamp | Chapter |
|---|
00:08 | Overview |
00:24 | Logging in to POS |
00:42 | Understanding the Sales Screen |
01:31 | Adding Products Using the PLU Scan Field |
02:05 | Searching for Products |
02:42 | Removing Products From the Sale |
02:53 | Taking Payment |
03:55 | Editing or Removing a Payment |
04:13 | Finalising the Sale |
04:19 | Printing the Receipt or Invoice |
Transcript
This video demonstrates how to process a simple cash-and-carry transaction in POS. The transaction does not require customer details, and payment is taken in full before the sale is finalised.
Logging in to POS
From the POS landing page, enter your user ID.
You can enter the user ID using your keyboard. Alternatively, when the user ID is printed as a barcode on a plastic card, scan the barcode using the connected barcode scanner.
After logging in, Retail Express opens a new sales transaction.
Understanding the Sales Screen
Products are added to the transaction from the Products tab by scanning a product code or searching for a product.
Customers can be created or added to the transaction from the Customers tab.
Payments are recorded from the Payments tab, while receipts and invoices can be viewed, emailed or printed from the Invoice tab.
The Invoice tab also displays:
- The sales or invoice number
- The transaction status
- The transaction date
The bottom of the screen displays:
- The Outlet currently being used
- The register currently being used
- The salesperson processing the transaction
When the user has the appropriate permissions, these details can be changed by selecting them.
Adding Products Using the PLU Scan Field
To add a product, enter or scan its product code into the PLU Scan field.
When the complete product code is entered, Retail Express immediately adds the product to the transaction.
The PLU Scan field also supports partial product codes. As you enter more characters, the list of matching results becomes more specific.
Select the required product from the list. You can click the product or use the arrow keys to highlight it and press Enter.
Searching for Products
When you do not have a product code, use the product search field.
Begin entering part or all of the product description. Predictive search displays products matching the characters entered.
The results also display:
- The available inventory quantity
- The total Stock on Hand
- The product price
As you enter additional characters, Retail Express narrows the results.
To choose a product, click it in the list. Alternatively, use the arrow keys to highlight the product and press Enter.
Removing Products From the Sale
To remove a product added by mistake, select the product line and then select the trash can icon.
You can continue adding and removing products until the transaction contains the correct items.
Taking Payment
Open the Payments tab.
The lower-right corner of the screen displays the order total and the remaining balance due.
To record a cash payment, use the quick cash tender buttons. These buttons can be selected more than once where required. Each recorded payment appears in the upper-right section of the screen.
Alternatively, select a payment type from the left side of the screen.
Select the small arrow beside the required tender to automatically enter the total balance due. Press Enter or select Pay to confirm the payment.
You can also manually enter an amount into the tender field and then press Enter or select Pay.
As payments are recorded, they appear in the upper-right section of the screen and the balance due is recalculated.
Continue entering payments until the order has been paid in full and the balance due is zero.
Editing or Removing a Payment
When a payment has been entered incorrectly, it can be edited or removed before the sale is finalised.
Select the previously entered payment.
You can then:
- Select the trash can icon to delete the payment.
- Change the payment amount.
- Change the payment type.
Select Update Payment to apply the changes.
Finalising the Sale
After the sale has been paid in full, select Finalise.
Retail Express completes the transaction.
Printing the Receipt or Invoice
When receipt printing has already been configured, the receipt prints automatically through the connected receipt printer after the sale is finalised.
Alternatively, open the Invoice tab and manually print the transaction using a receipt printer or desktop printer.