Keeping your checkout experience smooth and enjoyable is a key part of making happy customers. Additionally, low error rates will mean fewer administrative headaches and costly mistakes that need to be corrected later.

To add start a sale, click "Sales" from the left-hand side of your screen.

Clicking this button will open up the POS screen, which looks like this:

The POS screen starts empty. To add an item, make sure it is first added to inventory, and then search for it using the search box at the top of the screen. The most common way to search is by using the SKU, which may be scanned directly from a tag into this box. If you don't have a scan gun or tag, you can search for the item by color, description, brand or size.

Once you select a match — a scan gun will select it automatically for you — the item will show up below the search bar as one of your line items.

You can add an unlimited number of items to a sale. Whenever you have added all your items, you can then click then click the black Pay button to accept payment for the sale.

Once you've added all of the items in the purchase to the sale, you're ready to accept payment. First double-check that all items have been added, and that you've made any adjustments that need to be made. When you're ready, hit the Pay button at the bottom of the screen.

ConsignCloud will give you a six options for payment types:

Select your payment type and then follow any instructions ConsignCloud gives you. After you've selected the payment type and amount, select Complete Sale to move to the final steps of the sale.

You'll be presented with a summary of your sale, and an option to print a receipt for your customer. You can also print a gift receipt (which removes the sale price), or email the receipt to the customer (if a customer with a valid email was added to the sale). To start another sale, just click Finish.

If your customer would like to pay using multiple payment forms (say $10 cash and the rest on their credit card), you can accept multiple payments by inputing the correct amount for each payment method into its appropriate field.

The summary of the sale will show a breakdown of the payment methods (in this case $10 in cash and $5 via card).

To learn more about adding and removing Taxes and Discounts for Individual Items, read the articles below: LINK BOTH ARTICLES HERE

Consignors often use their balances as Store Credit to buy items directly from your store. They can do this by using their account as a customer in the POS.

To add a customer to a sale, first click the "Add Customer" button on the right of your screen. Here, you can either create a new customer or search up an already existing account.

Sometimes items that have not yet been created need to be added to a Sale. To do this, click the "Create Item" button on the right of your screen. Add any necessary details to the item, then save. Once saved, the item created in the POS will automatically be added to the sale.

To refund an Item from a sale, start by going into the POS, and clicking the "Return/Refund" button on the right of your screen. It will prompt you to enter the sale number. Once the sale number is entered, click on which item you would like to refund and finish by clicking "Add Refund". Complete the refund by selecting "Refund $X.00" at the bottom of the page.

Sales can be backdated in the Sales table. This is so that Sales that were performed on a past date can be assigned to that day for more accurate reports. To do this, go to the Sales table and click on the Sale you want to backdate. Then, at the top of the pop-out, click the three dots and select "Change Date" from the dropdown. Then, just select the date and time you want for the sale, and hit save when you're finished!

To cancel or park a sale, go to the right side of your screen and click either "Park Sale" or "Cancel Sale".
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To void a sale, go to the Sales Screen and click on the sale you want to void. Then, in the Sale Details Screen, click "Void Sale".