At the till
Take a sale
Ringing up a sale at the till, from finding the product to the receipt, including how crates and tracked containers differ.
The till is one screen. Products on the left, the order you are building on the right. Nothing is saved until you take payment, so you can change your mind at any point before that.
Everything on this page happens against one branch, the one named in the picker at the top. That is the branch the stock comes off.
Step by step
1. Check the branch first
The branch name sits at the top of the till, next to your shop name. Stock is held per branch, so a product shows "0 units" at a branch that does not hold it even when another branch is full. Click the name to switch. Do this before you start, because a basket built at one branch is stock the other branch does not have, and the sale is refused when you try to take payment.
2. Find the product
Type into "Find Products" at the top left, or scan a barcode into the same box. The tiles below show the name, the pack, the price and how many units that branch holds. A tile reading "0 units" has nothing to sell at this branch.
3. Open it and say how many
Click the tile. A window headed "Add to Cart" opens with the product, the pack and the SKU across the top. It tells you what is there, like "24 in stock at this location". Type the number you are selling into "Quantity". The line under it, "24 available", is the most you can put in.
4. Pick the crate, if it asks
A product held in crates or lots shows "Sell from" with a list, like "crate-001 (24)". Pick the one you are actually selling out of, because that is the crate the count comes off. If you leave it empty the till says "Pick a crate or lot first." rather than guessing.
5. Or tick the exact containers
A product whose containers are tracked one by one has two tabs, "Batches" and "Serialised items". Use "Serialised items" when it matters which physical container went out, and tick them. Use "Batches" when you are just selling four out of a crate. Ticked containers always win: if any are ticked, those are what is sold.
6. Add a line discount if you are giving one
"Discount type" and "Discount" apply to this line only, not the whole sale. "Price" at the bottom shows what you are about to add, like "2 × USh 12,000.00". Check that number before you click "Add to Cart".
7. Build the rest of the order
The right hand panel is headed "Current Order" and lists what you have added, with a running "Subtotal", a "Discount" for the whole order, and "Total". Repeat for each product. "Clear" empties the basket and asks nothing, so use it only when you mean it.
8. Say who it is for, if you need to
"Select Customer" attaches the sale to somebody. You need it for a sale on credit, for a delivery, and for anything with containers coming back, because that is the record the containers sit on. A cash sale over the counter does not need one. "In-Store" and "Delivery" sit beside it; delivery sales are the ones that show under Deliveries afterwards.
9. Take the payment
Click "Checkout". Taking the money is its own page, on the Take a payment guide.
Worth knowing
The basket survives a reload
It is kept on the device, so a browser that closes or a till that restarts does not lose what was rung up. It is still there when you sign back in.
One container cannot be sold twice
Scan the same tracked container into one sale twice and the till refuses the second and tells you. That is deliberate. Two lines for one physical bottle would take it off stock twice.
Containers that come back
A refillable product shows "Expected back" with the line "The customer should bring these back. They stay on their record until returned." Those containers are held against the customer until they come in, which is why the sale needs a customer on it.
Questions
The product shows 0 units but I know we have stock.
You are on the wrong branch. Stock is held per branch. Click the branch name at the top and switch to the one holding it.
I clicked Add to Cart and nothing happened.
That was a fault and it is fixed. If it happens again on a current version, tell us what product and which tab you were on.
Can I change a quantity after adding it?
Yes. Change it on the line in "Current Order", or set it to zero to take the line out.
Do I have to choose a customer?
Not for a cash sale over the counter. You do for credit, for a delivery, and for anything with containers coming back, because those stay on the customer record.
Outlyz does this
Outlyz tracks your stock, orders and deliveries, and every container you expect back. UGX 20,000 per person per month. The first month is free and no card is needed.
Or call 0780 784870 and we will set it up with you.