Sales history, orders and tools
Reprint a receipt, send it, void or refund a sale, and use online orders, price check, labels and the kitchen display.
Open Sales on the Home screen to look back at what you sold. This tutorial shows how to find a sale, reprint or send its receipt, and void or refund it. Below it you find the other tiles: online orders, price check, labels, the kitchen display and notifications. The tutorial takes about 3 minutes.
Before you start
- You are signed in on the Desktop app. See Sign in and lock the screen.
- For a reprint you need a receipt printer, see Printer, drawer and devices.
- A Manager or Owner must be available for voids and refunds by Staff.
Steps
Open Sales
On the Home screen, click the Sales tile (History and receipts). The list shows today's sales.
Find the sale
Switch between Today, 7 days and All, or type a receipt number in Search receipt number. The line above the list shows how many sales there are and their total.
Open the sale
Click a sale to see its items, payments, discount, tax, total, paid amount and change on the right. Voided and refunded sales are marked.
Reprint the receipt
Click Reprint receipt. The receipt is printed with the label RECEIPT COPY.
Send the receipt to the customer
Click WhatsApp to open a chat with the receipt ready to send, or Email to send it to the customer's email. Both use the customer saved on the sale. If there is no phone number or email, Bakasir shows a message instead.
Void or refund the sale
Under Void or refund, type the Reason (required). Then press and hold Hold to void or Hold to refund until it fills. The sale is cancelled or refunded as a whole, and its stock goes back.
Approve when asked
A Staff cashier needs approval. Type a Manager or Owner POS PIN in Manager PIN for approval, or click Ask to void or Ask to refund so a Manager can approve from the Portal or the Android app. The action completes after approval.
Only completed sales can be voided or refunded. A sale that is already voided or refunded cannot be changed again.
Online orders
The Online orders tile shows orders from your online store, in tabs: New, Processing, Delivering, Completed and Canceled. Click an order to see its items, payment (Paid or Unpaid) and Shipping address. Move it forward with Process order, Mark delivering and Complete order. To cancel, hold Hold to cancel. Staff need approval to cancel, like in Sales. The list refreshes by itself every 30 seconds.
If you see Online store is not active, the E-Commerce plugin is off. See Online store and Orders.
Price check
The Price check tile answers a customer question without touching the cart. Scan a barcode or type a product name to see the price, the wholesale prices and the stock in every outlet.
Print labels
The Print labels tile prints product and shelf labels when the Print Barcode plugin is active. Search for products, set how many labels each needs under Labels, choose what appears on the label (Product name, Price, Barcode) and click Print labels. Reset quantities clears the counts. Labels go to your label printer, or to the receipt printer when none is set. See Printer, drawer and devices. To activate the plugin, see Extensions.
Kitchen display
Restaurant and Coffee businesses get a Kitchen display tile, and a computer paired with the Kitchen display role opens it right after sign in. It shows kitchen tickets in three columns: New, Cooking and Ready to serve, with the waiting time in minutes. Move a ticket along with Start cooking, Mark ready and Served. The screen refreshes every few seconds and plays a sound for a new ticket.
It needs Dine in or Table management to be on in the Portal under Settings → POS. Otherwise the screen says so.
Notifications
The bell at the top of the Home screen opens Notifications, with the unread count. Approval requests from other cashiers appear here with Approve and Reject buttons when you are a Manager or Owner. Mark all read clears the list. New items also appear as Windows notifications. You can hide the count and the content in Settings.
Tips
- Receipts look like the web. The layout, header and footer come from Settings → Receipt in the Portal.
- Unsynced sales. Sales made offline appear in Sales after they reach the server.
Next steps
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