Sales Module Main Screen Overview

Once you open a register, you will be brought to the main screen of the Sales module. This screen has four sections.

Note:

To view the detailed description of each section, click on the name of the section below.

(1) Add Items to Sale and Sale Type Selection

(2) Cart

(3) Options, Suspended Sales, and Add Customer to Sale

(4) Total Editing and Payment/Sale Completion

(1) Add Items to Sale and Sale Type Selection

Use this section to add items to the sale and to select the type of sale.

• New Item (A): Click the New Item button to add an item to the sale that is not currently in your inventory. You will be brought to the New Item screen where you will add the item to your inventory.
• Sale Type Selection (B): Click the sale type currently selected to view the sale type drop-down list (E) (shown below). Select from the drop-down list which type of sale you want to start.
• Show/Hide Grid Button (C): Click this button to show or hide the item grid (F).
• Add Items to Sale (D): To add items from your current inventory to the sale, you can scan the item's barcode or use this field to add items by narrowing down which item you want to add by typing keywords in this field and selecting the item from the drop-down list that will show as you type.

(2) Cart

As you add items to the sale using the New Item button (A), a barcode scanner, or the Add Items to Sale field (D), they will show in this section (G). The main fields that will show for each item added to the sale includes the item's name (H), the selling price of one individual unit of the item (J), the quantity of the item (K), the discount percentage applied to the item (L), and the total price of the item (M).

(3) Options, Suspended Sales, and Add Customer to Sale

In this section you will find options for interacting with the Sales module, a link to the list of currently suspended sales, and you can add a customer to the sale.

• "..." (N): Click the "..." button to view a drop-down menu that gives you more options for interacting with the Sales module.
• Suspended Sales (O): Click the Suspended Sales button to go to the Suspended Sales screen.
• Add Note to Sale (P): Click the note icon to add a note to the sale (for more information on how to add/edit notes on a sale, see How to Add a Note to a Sale).
• Add New Customer (R): Click the Add New Customer button to add a new customer using the New Customer screen. After you add the customer's information and click the Save button, you will automatically be re-directed back to the main screen of the Sales module, and the customer will be attached to the sale.
• Input Current Customer (S): To add a current customer to the sale, you can narrow down which customer you want to add by typing their name in this field and selecting their name from the drop-down list that will show as you type.
• Scan Driver's License (T): Click the driver's license icon to pop-up the driver's license window (discussed below). If the customer is not already in the system, scanning their driver's license will add that person as a new customer. If the customer is already in the system and you have scanned their license before, scanning their driver's license will just find that customer and add them to the sale.

Clicking the driver's license icon (T) will pop-up the driver's license window. Scan the barcode on the driver's license, and the driver's license data will populate in the field (U). If you do not want to scan the customer's driver's license, click the Cancel button (V). If you want to continue, click the OK button (W).

(4) Total Editing and Payment/Sale Completion

Use this section to edit the total of the sale and complete the sale and/or payments.

• Tiers & Discounts (X): Click the drop-down arrow to select a price tier for the sale or add various discounts to the overall sale (discussed below in Tiers & Discounts).
• Sales Person Selection (Y): Click here to select from a drop-down list (KK) (shown below in Sales Person Selection) which sales person is using the register to complete the sale [only shows if you have checked the Select Sales Person During Sale checkbox in the Sales section of the Store Config module (for more information, see Sales Section Guide)].
• Add Tip (Z): Click Add Tip to pop-up the Add a Tip dialog (discussed below in Add Tip).
• Sub Total (AA): Shows the subtotal of the sale (the total of the sale before taxes are applied).
• Total (BB): Shows the total of the sale (the sum of the subtotal of the sale and taxes applied).
• Amount Due (CC): Shows how much of the total still needs to be paid for.
• Payment Currency (DD): Click here to select from a drop-down list which currency is being used in the sale [only shows if you have setup multiple currencies in the Currency section of the Store Config module (for more information, see Currency Section Guide), and the currencies that are included in the drop-down list include those that have been setup in the Currency section].

Tiers & Discounts

Clicking the Tiers & Discounts (X) drop-down arrow will expand this section to show the available item tiers and discount options.

• Item Tiers (EE): If you have setup price tiers in the Price Tiers section of the Store Config module (for more information, see Price Tiers Section Guide), click here to view a drop-down list consisting of the price tiers you have setup. If you select a price tier from this drop-down list, the discount attached to that price tier will be applied to all the items added to the sale [if an item/item kit has its own discount setup for that price tier in the Pricing tab of the item/item kit (for more information, see Item Pricing Tab Guide/Item Kit Pricing Tab Guide), that discount will override the overall discount set for the price tier in Store Config].
• Discount all Items by Percent (FF): If you want to discount all the items added to the sale by a certain percentage amount, click Set Discount and input the percentage value.
• Discount Entire Sale (GG): If you want to discount the entire sale as a whole to a fixed dollar amount or by a certain percentage amount, click Set Discount and input the desiredvalue.
  • To A Fixed Dollar Amount: If you are discounting the sale to a fixed dollar amount, simply input the value here. For example, if you wanted to discount the sale to have a subtotal of $5, you would input 5 or 5.00 here.
  • By A Certain Percentage Amount: If you are discounting the sale by a certain percentage amount, input the percentage along with the percent sign here, and coreSTORE will calculate the dollar value of the discount by applying that percentage to the subtotal. For example, if you wanted to discount the sale by 50%, you would input 50% here.
• Back Into Total (HH): If you want to discount the sale to get as close to specific total as possible, click Enter Total and input the total you want to get close to here, and coreSTORE will calculate a discounted price for each item in the sale based upon how much tax will be applied to the subtotal. ?????
• Discount Reason (JJ): If you add a discount, you can input a reason for the discount by clicking Comments.

Sales Person Selection

Sales Person Selection (Y) drop-down list (KK):

Add Tip

Clicking Add Tip (Z) will pop-up the Add a Tip dialog, which you can use to add a tip using the following options:

• Subtotal (LL): The subtotal of the sale before the tip is added will be listed here.
• Suggested Tip Percentages (MM): Click one of the suggested tip percentages buttons to add a tip based upon that percentage to the sale [the suggested tip percentages shown here can be managed in the Tips section of the Store Config module (for more information, see Tips Section Guide/How to Use)].
• Custom Tip Amount (NN): If you want to add a tip amount other than those suggested, click the Custom Tip Amount button (discussed below).
• No Tip (OO): If you decide that you do not want to add a tip, click the No Tip button.

Clicking Custom Tip Amount (NN) will pop-up the Custom Tip window. You can add a custom tip by using the number pad (PP). The tip amount that you have input will show in the field at the top of the window (RR). In order to add the custom tip to the sale click the Add Tip button (SS).