Add items to an order
To add an item to the order either:
Scan the barcode of an item using a barcode scanner
Scan the barcode of an item using the built in camera on your tablet or phone, if this option is available the
icon will be visible in the top right of the sell view. Tap the 
icon to scan items using the built in camera. Upon first time use, tap Accept on the permissions dialog allowing Saledock to take pictures and record video. Once accepted, the camera will be active with a horizontal red line overlaid. To scan a barcode, ensure the red line is over the barcode. If you don't see the camera view and instead see a white background restart the app and try again. This may happen on first time use only.Tap the product tile of an item
Tap the
icon to expand the search input. Type a minimum of the first three characters of the product name, the SKU or model number and press enter on your on screen keyboard to display results. Alternatively, type the last 6 digits of a barcode to search for the product. If there are no matching results, a clear search button will be shown. Tap this to clear the search input to try again. If you no longer wish to search for an item tap the icon to collapse the search input, the original view of categorised products will be displayed.
If a product has variants, a popup will require you to select the variant(s) before adding the item to the order.
Once an item is added, the product will be shown on the order view. Remove the item by tapping the 
icon.
Payment information is shown beneath the order:
Sub-total - Total order value including VAT
Discount - Total discount if any
Promotions - Total promotion if any
Loyalty - Total loyalty discount if any
VAT - Total VAT (VAT % per product is specified in the Saledock back office)
Total to pay - The Sub-total value minus any discounts
Stock alerts
To enable the stock alerts feature, go to the Customisations section of the Settings.
When an item is added to the order, the following stock alerts are displayed:
Out of stock - Item added to the order has a stock quantity of zero in the back office. This feature may be helpful if your in-store and online stock share the same warehouse. The last item may have been purchased online but yet to be picked and dispatched. This will alert the in-store cashier that the item has already been sold
Last of stock - Last item in stock
Only "x" in stock - If multiple of the same item is added to the order but only a limited quantity in stock, an alert is displayed. For example, if the cashier adds 6 of the same item but only 4 are in stock, the alert will be displayed when 5 and above are added to the order
Low stock - If a re-order point has been set for the item in the back office, the alert is displayed if the stock quantity will be the same as the re-order point after the sale of that item. The alert will continue to be displayed until the Last of stock or Out of stock alerts take priority. This helps give better visibility of stock levels and encourages staff to check the low stock report in the back office.
Product and stock availability
Once an item has been added to the order, tap the tile to view and update the following:
Product information - View the product name, SKU and description. From here the quantity, price (inc VAT) and VAT rate can be updated
Sales history - From the product information section, tap the sales history button and the sales history view will be filtered to only include sales where that item was sold. Helpful if you do not have a customers order number or receipt and they require a refund/exchange
Availability - View the stock quantity per store
Variants - View the stock quantity for all variants in that products for that particular store
Add Saledock gift cards to an order
To add a gift card to the order either:
Scan the barcode of a gift card using a barcode scanner
Scan the barcode of a gift card using the built in camera on your tablet or phone, if this option is available the
icon will be visible in the top right of the sell view. 
Tap the
icon to scan items using the built in camera. Upon first time use, tap Accept on the permissions dialog allowing Saledock to take pictures and record video.
Once accepted the camera will be active with a horizontal red line overlayed. To scan a barcode ensure the red line is over the barcode. If you don't see the camera view and instead see a white background restart the app and try again. This may happen on first time use only.
If you do not own a scanner tap the gift card tile within the gift card category or on the quick view category (if the option has been selected in the back office). Manually enter the code on the gift card to add the gift card to the order.
Add Plastic Card Hub gift cards to an order
For gift card codes not generated within Saledock, such as plastic cards supplied by the Plastic Card Hub, tap the gift card tile on the sell view then scan or manually input the barcode on the gift card. Input the chosen value of the gift card and the gift will be added to the order. Process the payment and the gift card will be active with the value specified.
Check gift card balance
To check the status and balance of a gift card, scan the barcode from the sell view. A dialog will display the status, expiration date and balance. If the gift card has not been activated, the gift card will be added to the order. If you do not own a scanner, add an item to the order, select pay by gift card and input the code to check the balance. Tap Cancel and Void the order if you only wish to check the balance.
Top up gift card
If top ups have been enabled from the back office, you will be able to top up the gift card. To top up a gift card, scan the barcode on the active gift card from the sell view. A dialog will display the status, expiration date, balance and top up amounts. Select a pre-defined amount or input the amount required. The top up will be added to the order, process the payment and the gift card will be updated with the new amount.
Add a customer to an order
To add an existing customer to an order, tap the Search customer field. Type the first three characters of the customer’s name or email address to display a list of matching results. Tap a result to add the customer to the order. To remove the customer, tap the 
icon to the right of customer name.
To view the customers store credit balance, number of loyalty points, and available loyalty rewards, tap the 
icon.
If the loyalty feature is enabled, scan the customer QR code and the customer will be automatically added to the order. If a customer is added to the order via search, you have the option to activate loyalty for that customer by tapping the 
icon.
To add a new customer directly to the order tap the 
icon and the add customer view will be displayed. Add the customer details and tap the tick icon in the top right to add the customer to the order. The first name, surname and email address fields are mandatory.
Void an order
Tap the top 
icon to void the order. A dialog is displayed asking you to confirm; tap Yes, void to void the order. This will delete the order completely and will not be available from your sales history.
Depending on the role assigned to the user not all users will be able to void an order.
Add discounts to an order
Tap the 
icon to add a discount to the order. Add either a fixed amount or percentage discount to the order by tapping the 
or 
icon to set the discount type. Tap the 
icon again and set the discount to zero to remove the discount.
Depending on the role assigned to the user, not all users will be able to add a discount to an order.
Add discounts to an item
Tap the 
icon within an item tile to add a discount to the item. Add either a fixed amount or percentage discount to the item by tapping the
or 
icon to set the discount type. Tap the icon again and set the discount to zero to remove the discount.
If a discount has been added to an item, the whole order discount feature will be disabled.
Depending on the role assigned to the user, not all users will be able to add a discount to an order.
Tap the 
icon within an item tile to override the price and VAT rate (if permissions allow) instead of giving a fixed or percentage discount. You can also change the quantity here too.
These features are disabled by default, go to the Customisations section of the Settings view to enable.
Add notes to an order
Tap the 
icon to add a note to the order. When creating a receipt template in the back office you can choose to display notes on receipts. Multiple notes can be added to an order. Notes are shown beneath the order. To delete a note tap the 
icon displayed to the right of each note.
Once an order is processed, access the order from your sales history to view the order details and any added notes.
Add a quick sale to an order
Tap the 
icon to add a quick sale to the order. A quick sale is used to add an item not in your inventory. Add the quick sale amount and an optional VAT rate and description, tap Add amount to confirm and the quick sale will be added to the order. The same can be done if you need to process a quick refund.
Save order for later
To save an order for later, tap the Save for later button. A dialog is displayed asking you to confirm, tap Yes, save to save the order.
This clears the order view and adds the order to your sales history with a Saved status. This feature is useful if a customer has forgotten an item as you can save the order and continue serving other customers.
Once the customer is ready to pay for their items, access the sales history and tap the saved order, click the Continue order button to add more items if required, or pay.
