Making a Sale
The ultimate goal for point-of-sale software is to get your customers through their transactions quickly and accurately, with an easy layout and minimal steps for your cashier. PayGo has designed a sales interface that is both simple and thorough, making sure that both you and your customers get everything you need (and want) from your POS! Follow these easy steps to make a sale on your PayGo software.
Alternately, you can click the green Plus button next to the central Sales button on your Menu.
Both of these actions will take you to the Sale screen. For a more detailed explanation of the Sale screen, see PayGo’s Sale Screen.
Note: The workstation screen covered in this article is the Retail – OneShot screen. For other sale screen options and explanations, see Layout Options for Workstation Screens.
One of the first steps to take in a new sale is to add the customer to the sale. This can be advantageous in several ways, from keeping track of customer’s gift cards to making returns without a receipt to storing marketing information. If you would like to add a customer to the sale, you can add them in the Search Customers field. If the customer is not currently registered in your PayGo software, you can add them by clicking the New button to the right of the field.
Next, it’s time to add products. In the Search Products field, you can add products by scanning the item’s UPC code or entering in an Item ID number. If the item doesn’t have either, you can search your inventory for the item to add.
Items will show up in the Item box below, organized by Quantity (which can be changed by clicking the number and entering the new quantity in the pop-up number pad), Item ID, Item Name, Tax, Amount, any Discount applied, and Extended cost. Items can be deleted by clicking the Trash icon to the right of each line item.
Note: If you haven’t added the item to your PayGo software yet, you can click the New Inventory button at the top of the screen, which will take you to the Inventory Quick Add Screen. For more information on adding inventory, see Adding Inventory to PayGo with the Inventory Quick Add Screen.
Now it’s time to add any applicable discounts. Discounts can be taken on individual items or all items on the sale, by selecting either a single item or all items via clicking the box to the right of each line item. To select or deselect all items on the sale, click the Select button to the far right of the Search Products field. When the items are selected, click the Disc (discount) button above the Item box. This will prompt a pop-up box allowing you to select any predefined discounts for the sale, or add a discount number or percentage manually.
You can also change tax rates by selecting either one item or all items on the sale. Clicking the Tax button will prompt a pop-up box allowing you to select tax defaults for the sale, use a specific predefined tax profile, or change the city/state or other tax type.
When you’re finished adding items and applying discounts, you’ll see the sales totals along the bottom. The Amount Due for the sale is located at the bottom right corner of the screen. To accept payment for the sale, click the correct Payment Type buttons on the right side of the screen. The payment applied to the sale will show up in the Payment box under the Payment Type buttons, and you can enter in the correct values via your keyboard or the onscreen keypad into the Values column. If there is any change due, it will be shown in the Amount Due area as a negative amount.
When payment has been rendered, you can post the sale by either clicking Post & Print at the top right side of the screen to print out a copy of the receipt for the customer, or click Post No Print to post the sale without printing out a receipt.