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Record Sales

This step is going to walk you through how to start making sales on Tracepos.

Let’s get started.

On your left navigation menu, click on “Sales’ to slide down the menu then select “Make a Sale” This will take you to the Sales Register. This is where you ring up sales on Tracepos.

open-sales-register-return

On the sales register page, start by typing 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, refer to the Barcoding section for details of how to handle barcoding

Select the product to add it to the Sales Register.

Repeat the step if the customer is buying more products.

You can adjust the product after you have added it to Sales Register.

For example, you may want to adjust the quantity or you may want to give a discount on a particular product

Here we’re selling two large electronics, and we’ve discounted them by 10%. Click the Update Icon to make the changes stick.

If the customer decides to pay with partly cash and partly ATM debit card, or bank transfer

First, make sure “Cash in hand” is selected as a Payment Type and in the Amount Tendered to type the amount he is tendering as cash

The example below shows that the customer is paying cash of 5,000

Click the “Add Payment” button to add this cash payment to the sale

Then change the Payment Type to your receiving bank and leave the “Amount Tendered” as the remaining balance.

Click the “Add Payment” button again.

Next, you should add a customer. This is optional, but it’s recommended.

You can start typing the customer’s name in the Select Customer text box

Or you can click the New Customer icon if the customer is not yet on Tracepos.

This will load the new customer form in a modal box. Fill the form with your customer’s information. When you are done, click on the “Submit” button, this will add the Customer to the sale.

Only the red fields are compulsory.

 

 

If the customer decided to walk away before paying, you can click the “Cancel” button to cancel the sale.

 

You can also suspend the sale by clicking the “Suspend” button.

 

Now you can complete the sale.

You can add a comment to the sale if you want.

 

 

 

 

 

 

When you’re ready to complete the sale, click the “Complete” button.

You have other options here, but we’ll cover these in a future guide.

 

 

A Sales Receipt will now be generated. You can print this out for the customer if you want.

 

That’s the basics of ringing up or making sales though.

 

 

RETURNS

Tracepos can handle Returns for the product ordered

For example, after making a sale and the customer decides to return it, Tracepos will allow you to accept the product and treat it as a returned transaction

This is how to handle it

On your left navigation menu, click on “Sales’ to slide down the menu then select “Make a Sale” This will take you to the Sales Register.

On the sales register, change the “Register mode” from Sale to Return

 

After doing that, Tracepos will be set to accept the return

If you have the original receipt for that item, you can scan the barcode on the receipt or you can type the sale ID

Example:

Assuming the sales ID for that transaction is POS 2,

Type “POS 2” into the search box and press the enter key on the device.

When you do that, Tracepos will call all the products in that receipt and load it on the Register with negative quantities and all original discounts you gave in the transaction, if any.

The customer name will also automatically be loaded to the sale

This is because he is returning these products to the store.

Now you just need to add a payment to complete the Sales Return

Select the form of payment that you want to use to return the money back to the customer

Leave the “Amount Tendered” as it is and click the “Add Payment” button.

You can now complete the sale

Note: For security reasons don’t return cash if the transaction was made with a debit card. Rather ask your bank to reverse any transaction back to the account that initiated the original payment. You may want to discuss this with your Bank or Payment terminal provider.

Click the Complete button to complete the sale. When you do this, you’ll be shown a Return Receipt.

You could have manually entered the items and the customer, but recalling the receipt is faster and more accurate. If the customer had only wanted to return one of the items, you could have deleted or edited the items before you finished processing the rest

 

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