How to ring up a sale
To ring up a sale, open a session, then add products from the Catalog — tap their tiles on the grid, search, or scan a barcode. Items collect in the cart, where you can change quantities, apply discounts, or remove lines. When you're done, tap your flow's checkout button to take payment.
Before you begin
Before you ring up a sale, you need an open session — see "How to open a session." Your selling screen's exact layout and buttons are defined by your flow, so what you see can vary, but the steps below work the same way.
Step 1 — Add items to the cart
On the selling screen, the Catalog tab shows your products as a grid of tiles. To add items:
Tap a product tile to add it to the cart. If the product has options or variants (like size or color), choose the variant when prompted.
Search the catalog by name to find a product quickly.
Scan a barcode to add the matching product, if you have a barcode scanner connected.
For something that isn't in your catalog, switch to the Custom sale tab to add a custom-priced item. (See "How to make a Custom Sale.")
Each item you add appears in the cart.
Step 2 — Review and edit the cart
Tap a line in the cart to edit it. You can:
Change the quantity (or use the +/– controls).
Apply a discount to the line.
Add a note or adjust other line details.
Remove the item.
The cart keeps a running total — including tax — as you add and edit items.
Step 3 — Go to checkout
When the order is complete, tap your flow's checkout / pay button (the exact label is set by your flow) to move to payment. From there you choose how the customer pays — see "How to take a payment."
Tip: If you need to step away mid-order, you can park the order and come back to it later.
Step by step
- 1
Open a session before selling
Make sure you have an open session before you begin. See "How to open a session" if needed.
- 2
Add items from the Catalog tab
Tap a product tile, search by name, or scan a barcode to add items to the cart. If a product has variants, choose the correct option when prompted.
- 3
Add a custom item if needed
Switch to the Custom sale tab to add a product that isn't in your catalog with a custom price.
- 4
Review and edit cart lines
Tap any line in the cart to change the quantity, apply a discount, add a note, or remove the item.
- 5
Tap the checkout button to pay
When the order is complete, tap your flow's checkout/pay button to move to payment and choose how the customer pays.
Frequently asked questions
How do I add a product that isn't in my catalog?
Switch to the Custom sale tab and add a custom-priced item.
Can I change a quantity or remove an item?
Yes — tap the line in the cart to change the quantity, apply a discount, add a note, or remove it.
How do I add an item by barcode?
With a barcode scanner connected, scan the product's barcode and it's added to the cart.
Why don't I see the products or buttons I expect?
Your selling layout is defined by your flow. If something's missing, ask whoever manages your flows.
Nothing happens when I try to check out.
Make sure a session is open and the cart isn't empty.