Learn about some of the everyday register processes you’ll use to run your specialty food shop. In this guide, we’ll cover how to ring up a sale, add customers, apply discounts, and enable extra settings to make the register more efficient and secure.
From starting a transaction to collecting a customer’s payment, learn the basics of running a sale on your new register. Before following along, make sure to open a shift to get things started.
If you have questions about ringing up sales, visit our iPad Register FAQ.
Add & Remove Items
To start a sale, add the customer’s purchase items to the Transaction screen. Don’t worry if you make a mistake, you can remove items before completing the sale.
Enter your 4-digit register code and tap 'Sign In'.
Cheese, candy, and other specialty shops tend to sell some items in bulk by weight. Here we’ll show how to ring up one of the unit priced items we created in our BackOffice guide.
For Cash, enter how much the customer gives you and tap 'Calculate Change' to confirm.
Tender buttons below ‘Calculate Change’ update dynamically based on the total transaction amount if it is over $20. For example, a total of 28.23 will have the buttons 29.00, 30.00, and 40.00.
Add customers to the customer list to track their contact details and the purchases they make at your business. With an active internet connection, customers sync to BackOffice allowing you to use MailChimp Integration to send marketing emails.
Tap 'Select Customer'.
Add or tag a customer at any point during the sale when you see this button.
Tap the + button to create a new customer.
Enter the customer’s information and tap 'Done'.
Include at least a first name, last name, or email address.
