Processing a Sale

Processing a Sale

The OneBookPlus POS is designed for speed. Here's how to process a sale from start to finish.

Step 1 — Open the Sales Screen

1. Go to POS from the sidebar
2. Click New Sale or tap the sales register
3. The sales screen shows product categories on the left and the cart on the right

Step 2 — Add Items

There are three ways to add items to the cart:

• Tap a product from the category grid
• Scan a barcode using the camera or Bluetooth scanner
• Search by name or SKU using the search bar at the top

Each item appears in the cart with its price. Tap the quantity to adjust it.

Step 3 — Apply Discounts (Optional)

To apply a discount:

1. Tap the item in the cart to select it
2. Tap Discount
3. Choose percentage or fixed amount
4. Enter the discount value

You can also apply a discount to the entire cart using the Cart Discount button.

Step 4 — Process Payment

When the cart is ready, tap Pay to open the payment screen:

• Cash — enter the amount tendered; change is calculated automatically
• Card — record a card payment (integrates with your Stripe terminal if connected)
• Split payment — combine cash and card for a single transaction

Step 5 — Complete the Sale

After payment:

1. The receipt is generated automatically
2. Choose to print, email, or skip the receipt
3. The sale is recorded in your daily sales summary
4. Stock levels are updated automatically (if stock tracking is enabled)

Voiding a Sale

If you need to cancel a sale before payment:

1. Tap Clear Cart to remove all items
2. Or tap individual items and select Remove

For refunds on completed sales, see the sale in your sales history and select Refund.

**Tip:** Use the **quick-add grid** for your most popular items to speed up checkout during busy periods.