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How to Make Sales on Tracepos
How to Make Sales on Tracepos
Step 1: Go to the Sales section in Tracepos
On the left navigation menu, click on “Sales”.
Step 2: Select “Make a Sale”
This will take you to the Sales Register. This is where you ring up sales on Tracepos.
Step 3: Search for the product you want to sell
You can type the product’s name into the search input. You can also scan the barcode on the product if you’re using a barcode scanner and have barcoded your products.
Step 4: Add the product to the Sales Register
Select the product to add it to the Sales Register.
Step 5: Repeat steps 3 and 4 for all the products the customer wants to buy
Step 6: Adjust the quantity or discount for any products
For example, you may want to adjust the quantity or you may want to give a discount on a particular product.
Step 7: Choose a payment method
The customer can pay with cash, debit card, or credit card.
Step 8: Enter the amount tendered
This is the amount of money the customer is paying.
Step 9: Add a payment
Click the Add Payment button to add the payment to the sale.
Step 10: Add a customer
This is optional, but it is recommended to add a customer to Tracepos. You can start typing the customer’s name in the Select Customer text box, or click the New Customer icon if the customer is not yet on Tracepos.
To create a new customer, you will need to provide the following information:
First Name, Last Name, Address, Phone number, Email address, Gender
Once you have entered all of the required information, click the Create Customer button. The customer will then be added to Tracepos and will be available for future sales.
You can also learn more about how to create customers by clicking the Learn how to create customers here link .
Step 11: Complete the sale
Click the Complete button to complete the sale.
Step 12: Print the receipt
If you want, you can print the receipt for the customer.