How to make a sale in ChecKmate POS
Step 1: Open the Point of Sale
Sign in to ChecKmate and, on the Dashboard, press Point of Sale.
Step 2: Open your register
Choose your register. Press Start Session if it is closed, or Continue Session if it is already open.
Pick your name from the list and enter your 4-digit PIN.
Step 3: Add the items
Tap each product the customer is buying. To find something quickly, type its name or barcode in the search bar, or just scan the barcode. Press + at the top to start a new order while keeping the current one on hold.
The items appear in the cart on the right. Use - and + to change the quantity, or the x to take an item off.
Step 4: Check out
When the order is complete, press Checkout.
Choose the payment method - Cash, Bank Transfer, Card and so on - and enter the Amount received. For cash, type what the customer handed you and the change is worked out for you. If the customer pays part one way and part another, press Add Payment and add the second method.
Press Complete Sale.
Step 5: Give the receipt
Choose Print Receipt, Email Receipt or WhatsApp Receipt, then press Send Receipt - or Cancel if the customer does not want one. You will see Sale Completed! with the sale number.
That's it - the stock comes off, the money is recorded against your register and the sale appears in your reports straight away.
Related guides
- How to give a discount
- How to add line-item discounts
- How to perform a refund
- How to go back to the Dashboard from the POS