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Checkout - Back Office
Checkout - Back Office

Learn how to take payment in the back office POS, void or discount an order, create a quote, add a note, add a quick sale and switch store.

Updated over a month ago

Taking payment

Add the items to the order as normal and tap Pay when ready to proceed.

You are now given the options of how to take payment. The customer can pay by cash or gift card as normal, but if they are paying by card, you will need to manually type the amount owed in to the card machine.

If you have On Account enabled, the customer can be sent a receipt to pay within the set timeframe you have provided. Layby will save the order for later.

Once you have put the payment through, you have the option of printing or sending a receipt via email, if a receipt is required. Note: receipts printed from the back office POS will be printed on an A4 sheet.


Ship to Customer

On the Sell screen, you have the option to ship an order to a customer. For more information on how to do this, visit our Ship to Customer help page.


Void a complete order

If you want to void an entire order, click on the symbol on the top right of the screen and select Void.

A message will pop up asking for confirmation. Click Yes, Void to clear the order, or Cancel to return to the order.

The order screen will clear and be ready for the next order.

Depending on the role assigned to the user, not all users will be able to void an order.


Add discount to an entire order

When adding a discount, this can be done by the entire order, or single lines.

Add the products to the order and click on the icon. Select Add discount.

A screen will pop up giving you the quick options of adding a discount of 5%, 10% or 20%. Press the corresponding button if this matches the amount you want to discount. Alternatively, you have the option of inputting an amount below and selecting if you want it to discount by amount or a percentage. Click Add Amount when you've selected the discount amount.

The discounted amount will appear next to each item, and in the total box, showing the total amount saved on an order.


Add a discount to a single line

Add the products to the order and tap the icon.

A screen will pop up giving you the quick options of adding a discount of 5%, 10% or 20%. Press the corresponding button if this matches the amount you want to discount. Alternatively, you have the option of inputting an amount below and selecting if you want it to discount by amount or a percentage. Click Add Amount when you've selected the discount amount.

The discounted amount will appear next to the selected line, and in the total box, showing the total amount saved on an order.

If you apply discounts to single lines, you cannot then discount the entire order.


Add Note

If you want to add a note to an order, for example to describe any damage to an item if it's been discounted or to explain why an item has been returned, scan the product and click on the symbol. Select Add note.

Type in your note and click Add Note.

The note appears on the order above the payment information. If you want to remove the note, click the icon.


Quick sale

On occasion, you may need to checkout a product that isn't yet on the system or refund an item that you no longer sell. To do this, click on the icon and select Add quick sale.

Input the amount of the product and type in the name of the item in Description. Include the amount of VAT required. Select Add refund if you're returning an item, Add sale to add the product to the order for purchase, and Cancel to return to the order screen.

The product has now been added to the order and you can checkout the order or continue adding more items as necessary.


Save as Quote

To create a quote, add products to the order and click on the icon and select Save as quote.

A confirmation screen will appear. Click Create quote to proceed, or Cancel to return to the order.

The quote will open in a new tab with the company details, quote validity date, Quote date and order number. The products and prices are listed with the total price shown. If you add a customer to the order, their name will appear below the order number.


Switch Store

If you have multiple stores and need to change the store you're selling from, click on the icon and select Switch Store.

This will take you to the Open register screen. Click on the drop down menu to select which store you want to work from.

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