Learn how to take payments, use the register, and manage orders.

What You'll Learn

• How to ring up a sale
• How to take different payments
• How to handle corporate accounts
• How to manage kitchen orders (for restaurants)

Why This Matters

Fast, correct checkout means:

• Happy customers
• Fewer mistakes
• Better sales tracking
• Happier staff

1. Ring Up a Sale

Take customer payments at the register.

Where to go: Access the sidebar navigation on the left of the dashboard → Point of Sale

Steps:

1. Access the sidebar navigation on the left of the dashboard
2. Click Point of Sale in the left menu
3. Add items by:

- Looking through groups

- Searching for products

- Scanning barcodes

1. Look at the cart at the bottom
2. Click Checkout
3. Pick payment method:

- Cash

- Card

- Mobile Money (M-Pesa, etc.)

- Corporate Account

1. Finish the sale

Payment Types:

2. Corporate Account Sale

When a company client buys on credit.

Where to go: Access the sidebar navigation on the left of the dashboard → Point of Sale

Steps:

1. Add items to the cart like normal
2. Click Checkout
3. Pick Corporate Account
4. Pick the company from the list
5. Pick the authorized employee
6. Check their available balance
7. Finish - the amount goes to their account

What If They Go Over Their Limit:

3. Kitchen Orders (For Restaurants)

Handle food orders in the kitchen.

Where to go: Access the sidebar navigation on the left of the dashboard → Order Queue

Steps:

1. Access the sidebar navigation on the left of the dashboard
2. Go to Order Queue
3. See incoming orders with:

- What was ordered

- Special instructions

- Table number (if dining in)

1. Tap Prepare to start cooking
2. Tap Complete when it's ready

Order Types:

4. Special Situations

Many Orders at Once

When one company orders for many workers:

1. Go to Batch Order Entry
2. Pick the corporate contract
3. Give items to each employee
4. Or use "Apply to All" for standard orders
5. Submit the batch

Split Payments

When a customer pays with more than one method:

1. Type first payment amount
2. Pick payment type
3. Type second payment amount
4. Keep going until fully paid

Quick Tips for Cashiers

• Check items twice before taking payment
• Count cash carefully with cash payments
• Keep the register tidy for fast checkout
• Train staff on all payment types
• Smile and be friendly - customers like it

What's Next?

Now you can process sales, learn how to:

• Manage finances and see reports
• Set up staff accounts
• Track your stock