Making Sales
Let’s see how to create Sales and receive payments with the MintPOS app.
- Log in to the MintPOS app.
- Go to Sales.
- All your Sales are listed on this page. Each Sale has a status:
- Opened — a new Sale with no payments received.
- In progress — you have started working on this Sale.
- Canceled — this Sale has been revoked.
- Closed — this Sale has been completed successfully.
- Besides that, in the lower left corner of the Sale you can see a payment status:
- Not paid,
- Paid,
- Refunded.
- Choose a Sale from the list or create a new one by tapping New Sale.
- To add items to your Sale, tap +. Depending on the default method of adding items, you can now scan a barcode, select an item from the Catalog, or add an item manually from scratch.
How to set up the default method of adding items - Enter the quantity of the item and tap Save.
- If you have listed an item’s price in the Catalog, the item will be instantly added to the Sale. Otherwise, enter the price and tap Save.
- Add all the items to the Sale. You can swipe any item left to edit it, remove it from the Sale or add a Discount.
- If you wish to add a Discount to the whole item list, tap Actions → Sale Discount and fill in the form. You can specify either a percentage off or a fixed amount of money.
- To add a Customer, tap Actions → Add Customer and enter the customer’s phone number. If you’ve set up a Loyalty Program in your Back Office and the Customer is eligible for a personal discount due to its conditions, the app will notify you.
How to set up and run your loyalty program - Tap Pay.
- Select a payment method: Card or Cash.
- After the payment is accepted, the POS device will print a receipt. Tap Finish.
- You will be returned to the Sales list. The status of the Sale will change to Closed, and the status of the payment will change to Paid.
Done! You have successfully sold your item and received the payment.
How to make a Refund
How to create an Order in your Back Office