How to Process a Simple Sale

This article will guide you through how to process a simple sale.

1. To make a simple sale, press the Sales Tab in the Main Menu at the top of the screen.

NOTE: It’s always a good practice to Add Customer to the sale for reports later on.

2. Once back on the Sales Tab, select a Product (For this example we will select FOOD and choose several Products).
   
   

NOTE: You can see above that all the items have been added and the subtotal, tax, and total are calculated.

3. Now process the transaction by selecting either:
   
   
1. Exact Change button if the customer gives you the exact amount.
   
   
2. Pay Now, where you will select the appropriate Payment Type.
   
   
   
4. Now Select the applicable Payment Type by pressing:

• One of the debit/credit options where you will be prompted to swipe the Customer’s card.

NOTE: If integrated with WorldPay Credit Processing, all you have to do is swipe the card and the transaction will be completed.

• One of the cash options where the amount due and the amount given will be displayed once selected, at which point you select Add Payment.
  
  
• The Gift Card option if your system is set up for it.
  
  
  
  

5. Once the sale is complete you may select one of the following:
   
   
1. Print Wristbands, if applicable.
   
   
2. Print Receipt, which will be the most common option.
   
   
3. New Sale, if you have another sale that you want to process immediately.
   
   
4. Cash Drawer, which will open the till.
   
   
   
   

NOTE: If a customer is added to the sale, an additional option will be available called Email Receipt which will send an email of the receipt to the email address on the customer record.

6. In this example we will go to the Print Receipt option where you will select the printer.
   
   

NOTE: The print screen has a 5 second timer, but if you get stuck, simply click on the company heading on the top of the receipt to go back to the main Sales Tab.

7. Once you have completed the Sale, there are a few Last Sale options just in case something needs to be Voided, Edited, or Refunded. There is also a Print Last Sale Receipt if needed.
   
   
   

***NOTE: Only the Print Last Sale Receipt will show up for user with Employee/Host permissions. All others will show for users with Manager and Admin permissions (depending on your setup).

Disclaimer: Some settings/items may vary depending on the setup of your LilYPad system.