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Selling at the Till — Point of Sale

Who this is for: Shop assistants, cashiers, and shop owners who serve customers every day.

This guide shows you how to open your till, ring up items, take payment, give change, and print a receipt.

What you need before you start​

  • Your till session must be open (see step 1).
  • The products you want to sell must be in the system. If one is missing, you can add it without leaving the till (see step 3).
  • For card or mobile-money payments you need internet. Cash sales still work offline.

A few words we use:

  • Till session — your shift at a particular shop counter. You open it in the morning.
  • Default Customer — used for quick walk-in sales when you do not need the customer name.
  • Tendered / Due / Change — what the customer has paid so far, what is still owed, and what you hand back.

1. Open your till for the day​

  1. Open Sales, then choose New sale.

  2. If no till is open, a form called Open Teller Session pops up.

  3. Choose your Company, your Counter (for example Counter 1), and your Store (for example Main Street Store).

  4. Tap Open Session.

    Open your till

You will now see your counter name at the top of the screen. You can sell.

Tips:

  • You need internet to open the till. If it says you are offline, reconnect and try again.
  • If the Company, Counter or Store list is empty, ask your administrator to set them up first.
  • Tap your counter name at the top to close the till at the end of the day.

2. Ring up a sale​

  1. Find the product by typing its name in the search box, or tap it in the list.

    Find products to sell

  2. Tap Checkout at the bottom. Your basket opens.

  3. Change quantities with the - and + buttons if needed.

  4. Check the customer — walk-in sales already show Default Customer. Tap it to choose a different customer.

  5. Check the total, then tap Create order.

    Check the basket

You go straight to the payment screen.

3. Add a missing product without leaving the till​

  1. Tap the little shop icon next to the search box (Add New Item).

    Add a new product

  2. Type the name, code, price, and currency.

  3. If you want to track how many are left, leave Maintain Stock on and fill in the cost and quantity. Turn it off for services.

  4. Tap Create Item. It appears in your product list straight away so you can sell it.

4. Take payment​

  1. Check the order number and the amount owed at the top.

  2. Choose how the customer is paying: Cash, Ecocash, or ZSS.

  3. For mobile money, type the customer's phone number.

  4. Type what they hand you in Paid. The Change and Due update by themselves.

  5. Tap Submit.

    Take payment

  • Cash finishes immediately.
  • Ecocash / mobile money may show a Checking payment status screen for up to a minute while it confirms.
  • ZSS will ask for the code sent to the customer's phone — ask the customer to read it to you and type it in.

5. Part-payments and change​

Sometimes a customer does not pay everything at once.

  1. On the payment screen, look at Tendered (paid so far) and Outstanding (still owed).

    Part-payment example

  2. Type what they are paying now in Paid and tap Submit.

  3. If it is fully paid, the order shows PAID. If not, it stays open so you can collect the rest later.

  4. Change is what you hand back in cash when they overpay.

6. Print or save the receipt​

  1. Once the order is PAID, you land on the order summary.

    Paid order

  2. Tap the three dots menu at the top and choose Print.

  3. Give the slip to the customer.


Quick help​

ProblemWhat to do
Cannot sell — a till form is blocking the screenFill in Company, Counter and Store, then tap Open Session.
Product list is emptySearch a different word, or add the product with Add New Item.
Create order button is greyAdd at least one product and make sure a customer is selected.
Payment will not go throughChoose a payment method, type a number in Paid, and add the phone number for mobile money.
Change looks wrongChange = Paid minus Outstanding. If they paid less than owed, change is 0 and the rest stays owed.
Nothing printsCheck the printer. If internet is down, ask your administrator to switch you to the small till-slip format which works offline.

What next?​

  • Add products and stock: see Inventory and Stock.
  • Set up counters, receipts and users: ask your administrator.