ConsignCloud's Point of Sale has been thoughtfully designed to work with a wide array of hardware options while remaining intuitive with a low training burden. Keeping your checkout experience smooth and enjoyable is a key part of making happy customers, and low error rates will mean fewer administrative headaches and costly mistakes that need to be corrected later.

ConsignCloud intentionally uses the same general design as the most popular POS products in the world today. Most people that have worked in a retail or restaurant environment will pick it up very quickly.

Adding items to a sale

The point of sale screen starts empty. To add an item, make sure it is first added to inventory, and then search for it using the search box on the left half 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 on the right side of the screen. The list on the right is designed to look very similar to the receipt your customer will receive at the end of the sale. 

Using taxes, discounts and surcharges

After you add an item, you may want to change the quantity, taxes, discounts, or surcharges attached to the item. You can adjust any of these things by clicking the item's row on the right half of the screen.

Sometimes you may wish to change taxes for an entire sale, like turning them off for a tax-free weekend or a tax-exempt customer. You can turn them off by clicking the Sales Tax line on the right half of the screen and unchecking the Enabled box next to any taxes you wish to disable for the sale. 

If you wish to discount an entire sale, first create a new discount in ConsignCloud's Settings. Then, use the button now available to you under the search box in Point of Sale.

Refunding Items

To refund a sold item, first make sure the refunds feature is enabled by going to Settings > Policy and toggling "Enable refunds". One that's set up, you'll find a "Refund Item" button in the Shortcuts section of your point of sale.

To find an item to refund, first enter the number of the sale, which can be found on the customer's receipt. Next, fill in the quantity of items to be refunded and save.

Refunds added to a sale decrease the subtotal. If not enough other items are in the sale to balance the refunds, change will be issued and will go into your cash account.

Accepting payments

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 in the lower right part of the screen. This begins the payment workflow.

Select your payment type and then follow any instructions ConsignCloud gives you. If the customer wants to use multiple payment types, select Split at the far right.

After you've selected the payment type and amount, select Tender to move to the final steps of the sale.

Finalizing the sale

After you Tender your sale, the final step is choosing how the customer receives their receipt. 

If a customer chooses to receive an email receipt, ConsignCloud will automatically reserve their email address and associate it with their purchase. This can be useful for marketing and other store communications down the road.

Paper receipts are sent automatically to your printer and can be customized in ConsignCloud's Settings. 

Backdating sales

On occasion you'll need to ring up a sale on a different day than it occurred. This can happen as a result of ringing up the wrong item in a sale, or ringing up an item assigned to the wrong account. Once you have returned and re-rung the problem item, you can keep your sales reports tidy by changing the date of the new sale.

To do that, go to the sale's detail page, click on the three dots at the top of the left pane, and select "Change Date" from the drop-down menu. From there, you'll see a form which will allow you to set the new date and time for the sale. All related balance entries and status changes will be updated as well.

Clearing, parking and voiding sales

Normally, ConsignCloud saves your sale progress, so you can leave a sale to enter an item or edit an account's info without losing your place. Sometimes, however, sales are interrupted or abandoned.

Parking sales is helpful if you want to save a sale for later and not risk it being cleared out. To park a sale, look in the upper right portion of the screen for the three dots next to Transaction Summary. Parking the sale will save it indefinitely. To retrieve a parked sale, go to the Sales Table and select the Parked Sales view or apply a filter for Parked is set.

You may also want to clear out a sale and start over. The clear option is also found in the upper right portion of the screen by clicking on the three dots next to Transaction Summary. 

It's also occasionally necessary to delete a sale after it has been parked or finalized, returning inventory to stock and reversing payments. To do this, go to the Sale Detail Page, click the three dots at the top of the page, and select Void Sale.

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