Products: How to sell additional items through point of sale

Created by Customer Support, Modified on Wed, 27 Nov, 2024 at 10:03 AM by Customer Support

The product point of sale screen can be found within your main menu under products.


Opening this menu will display a selection of available products in your account.


How to process a purchase through the product point of sale


Step 1, select the customer on the left search panel


Step 2, add items to your shopping cart by clicking on the add to cart option. 



Step 3, once you have selected all of the items for the transaction, click on the cart icon in the top right hand corner.



Review the products in the cart and then you can choose to save the order as an open (pending invoice) or checkout and pay.


Choose your payment method and confirm the transaction. 


The invoice and payment for the goods will be displayed on the customers ledger.


How to add new products to your point of sale


To add a new product to your product list, click the + new product button found in the top left corner of the screen.


Fill in the product details including amount and save.



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