Sales and checkout
Work through the steps staff follow when making a sale, including the information and actions needed at checkout.
Keep sales and store operations connected with a point-of-sale system built for your business.
Interface concept · Illustrative data
The point of sale is part of a wider store operation. We look at the sales process, the information your staff need and how transactions should fit with product and store management.
Work through the steps staff follow when making a sale, including the information and actions needed at checkout.
Define how product information and stock changes should relate to the sales workflow.
Consider the records and day-to-day information your team needs to manage the business after a transaction.
These questions help us understand your needs and define the next step.
Walk through product selection, discounts, corrections and returns. Explain what staff need to see at the counter and which actions require a different level of access.
Describe product variants, stock units and how inventory is counted or adjusted. If more than one location is involved, explain how records and stock should be separated or shared.
List the devices, printers and payment arrangements you already use. Hardware compatibility, connectivity and connections to accounting or inventory systems require review before inclusion.
Provide the device models, operating systems and printer or scanner details. Compatibility must be checked; it should not be assumed from the device type alone.
This can be explored if the systems offer suitable interfaces and access. Stock ownership, update timing and the handling of unsuccessful updates need to be agreed.
A sample product list, a typical receipt, the daily closing process and a list of current equipment provide useful context. Remove private customer and payment information from examples.