How to Make a Sale - Basic
Alexiz
Last Update 2 years ago
While BravaPOS has multiple ways of processing sales, payment types, commissions, and discounts, sometimes those options aren't needed . This guide will walk you through the basic steps of selling without changing any of the default sale options. Guides on making more advanced sales and adding new products to sell are also available.
1. With at least one employee clocked in, select the products for the customer. Selecting Categories will allow you to pick which category of products is showing. You can also search for the product by name with the Search Products bar located top center of the screen. A guide on changing categories, and other product settings can be found here.
2. When finished adding products to the order, select the CHECK OUT button found below the total. Then select the sales person who will complete the sale. Only clocked in employee's can make sales. You may also be prompted to add customer information. If you wish to skip hit SKIP in the bottom left corner of the Customer Selection window.
3. Select the Payment Type the customer would like to use.
*NOTE: If using an External Credit Card system you must enter the Transaction ID from the External Credit Card receipt. Using a random number will make it very hard to track transactions.
4. When the total reaches zero, the receipt will show on screen. Selecting Reprint will print the receipt again. Selecting Order Details will open the Order Detail screen for this order. This page will allow you to process refunds, exchanges, and for a limited time after the sale RE-OPEN (Future How-To) the order.
