How to do a Sales Transaction in 6IX POS ?
Follow the steps below to perform a sales transaction.
Step 1 : Adding Items to Cart
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User can add items to the cart by simply clicking on the item from the ‘All Items ‘ list or Quick Picks on the transaction screen.
Or
Search Items By:
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Click on the ‘Barcode icon’ on the screen to scan the items to be sold and add them to the cart.
- Users can also search for the items by clicking on the ‘Search icon’ and adding them to the cart. If users wish to abandon or clear the ongoing search without performing a search, they can click on the cancel button.
Item Search with Extended Description
Enhances the search capabilities within the POS by enabling users to find items based on detailed or expanded descriptions.
In the search field, input relevant keywords or details from the extended description of the item you wish to find. Initiate the search function after entering the extended description criteria.
The POS system will perform a search based on the extended description criteria provided.
The search results will display items that match the specified extended description. Select the desired item to view detailed information or proceed with the necessary actions (such as adding it to a transaction).
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The tender buttons at the bottom of the transaction cart will auto-populated with the total amount to be paid.
Step 2 : Click on the ‘eye button’ at the bottom of the screen to view the cart details.
Step 3 : Click on the 3 dots at the top of the screen to view More Options (Add Comment, Apply Discount, Exempt Tax, Clear Cart)
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To add a comment to the sale, click on the More Options button(3 dots) → Add Comment → Enter the comments in the field provided or Select the global comments from the list → Add Comment.
To add a transaction level Discount to the sale, click on the More Options button(3 dots) → Apply Discount → Select the discount from the dropdown box → Click Apply.
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To exempt or include a tax during a sales transaction, click on the More Options button(3 dots)
→ Exempt Tax.
- To clear the items from the transaction cart, click on the More Options button(3 dots → Clear Cart. (This clears the sales transaction cart)
Search Items in the Transaction Cart
The search functionality within the transaction cart provides a quick and efficient way for users to locate specific items by entering UPC, Item ID, or Name. This feature streamlines the process of finding items within a transaction, especially in cases where the cart contains numerous items.
- Within the transaction cart view in the 6IX POS, locate the search box provided.
- The search box is located at the top of the cart interface, allowing users to perform item searches.
- Users can search for items in the cart using different criteria such as UPC, Item ID, or Name.
- Enter the UPC, Item ID, or Name of the item you wish to find within the cart into the search box.
- As you type, the system will dynamically filter the items in the cart based on the entered criteria.
- Relevant items matching the search query will be displayed in the cart, making it easier to locate specific items within a transaction.
Updating Item Quantities in the Cart
Within the cart view on the POS, users will find each item listed with an associated quantity and pricing information.
- Next to each item in the cart, there are
(plus) and
(minus) buttons available.
- To increase the quantity of a specific item, simply click the + button next to it.
- To decrease the quantity, click the - button.
- Upon clicking the + or - buttons, the quantity of the item will dynamically update in the cart display.
- Pricing calculations will also adjust accordingly based on the updated quantity.
- Users can efficiently modify item quantities directly from the cart interface without needing to re-scan or manually input quantities again.
Video Guide For Tax-Exempt Sale
Step 4 : Click again on the ‘cart amount button’ to proceed further which leads to a tender selection screen.
Step 5 : From the Tender selection screen, select any option to process the transaction :
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Cash
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Credit
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Debit
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Gift
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Check
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EBT
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Split
Step 6 : Click on ‘Proceed to Check out’.
Step 7 : Provide the email id in the field provided and click on Email Receipt to receive the receipt by email ( receipt will not be printed).To print the receipt, click on ‘Print Receipt’.
Step 8 : Click on ‘Start a New Sale’ to exit the screen and start a new sale.
Customer Feedback
When a sales transaction is completed, the customer has the opportunity to provide feedback to the merchant, through a 5 star rating.
If our mobile application, nGauge is downloaded, you will get instant notification of all poor ratings. This gives the manager or owner the unique opportunity to address the customer's problem at the time of the sale, before they post their discontent on social media.
Feedback is automatically enabled. If the merchant does not want the feature, please contact support@retailcloud.com to disable.
Articles in this section
- Overview
- Getting Started
- 6IX Certified Hardwares
- Registration & Login
- Setup Products
- Quick Pick Menu & Assignment
- Employee Setup & Tracking
- Sales Transaction
- Discount Transaction
- General Item Calculator
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