Performing Sales in Hike

Performing Sales in Hike

Different businesses will undoubtedly have different ways in which they conduct sales. From utilizing functions such as Lay-By to allowing your customers to pay for goods in instalments or enabling on-the-spot discount sales for those specially marked-down items. It’s true, the sales process can be extremely varied.  

For that reason, it’s important to incorporate a point-of-sale solution that can do it all, and Hike POS fits that bill perfectly. Giving retailers, an endless array of customizable options, Hike empowers the user to enhance the productivity of their day-to-day business operations in ways they previously might not have even imagined!

In this section we’ll cover how to place a variety of different sales in Hike, guiding you as you place everything from quick sales to ‘on-account’ transactions. And be sure to check out our Sales History page, to find out how to complete some of these sales once you have placed them on Hike.

How to Complete a Quick Sale in Hike


One of the first type of sales, you will want to make when you first set-up Hike is a quick sale. This will likely become your most used feature in Hike, as you conduct normal type sales on the point-of-sale system.

Below we’ll cover through the process, of completing a quick sale, and for added reference, check out the video below where you can see a quick sale on Hike in action!

To begin, select Point of Sale on the Hike Menu and navigate to the Enter New Sale screen.

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Important: Before you can add products to your cart, you will need to ensure that you have first opened your cash register and entered in your float amount. You can read more about doing that here.

Once you’ve entered the Sale Screen, you can search for the product that you are selling by using either the search bar, selecting on the product itself via the product type tabs, or by using your barcode scanner to scan in items.

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Searching Tips:

  • By searching for a product like ‘jacket’ the Hike search bar will display all items with the word ‘jacket’. To specify a product even further, try expanding your search criteria, such as ‘leather jacket’.
  • Your search results will display any variant products associated with the products, unless the variant itself is specified.
  • If you are using a Socket Mobile Scanner, you will simply need to point and click the barcode of the item, and the product will automatically be added to your sales cart. You can read more about barcode scanners here.

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Once you have the product/s you want, to add them into your transaction, simply click the item, for each quantity. For example, if you needed to sell two handbags, you would click on the handbag twice.

This will then populate the receipt basket.

Note: If you need to remove a product from the cart, simply select the X on the product’s row.

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You are also able to custom discounts by selecting the product in the cart. To find out more about creating on-the-spot discounts click here. 

Click on PAY to proceed with the transaction.

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You will then be taken to the Cash Sale screen, where you’ll have the option to receive the payment by Cash or Card.

Select the appropriate payment method.

Note: If you have enabled payments through a card-processing device, you will see that option here too. Find out more about integrating card-processors with Hike.

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If the payment is method is Cash, and the amount tendered is more than that the total sale price, Hike will display the correct change for you to give to your customer.

Select PRINT to print out a receipt for your customer.

To finalize the transaction and begin a new one, simply click on ADD NEW SALE and you will be taken back to the Enter New Sale screen to start a new transaction.

Check out our video below, to see a quick sale on Hike in action!

How to perform a Discounted Sale on the Enter Sale Screen in Hike


If you have previously created discounts in Hike, you will be able to use them as you use your Enter New Sale screen.

To do this, ensure that the discount offer you want to enable is activated on the Discounts page. (Note: In this case the discount we will be using is 20% Off All Handbags).

Note: Find out more about creating Discounts in Hike

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Once it has been activated, select Point of Sale on the Hike Menu and navigate to the Enter New Sale Screen, to start your transaction to a customer.

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Assuming your customer’s purchase has activated the discount – in this case by purchasing a handbag – you will notice that the discounted product will appear with a tag icon.

This tag icon represents that the product has a discount applied to it. Select the item.

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Once you have selected the item, you will notice that the discount will automatically have been applied, with old price crossed out.

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To see details about the discount, simply click on the item in the cart.

The custom sale screen will appear, and the discount will appear under OFFERS. You are also free to customize the sale even further if you desire.

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Proceed with the sale as per normal.

How to Add On-The-Spot Discounts in Hike


There are 3 ways in which retailers can add discounts in Hike. They are as follows:

  • Add Discounts on the Enter New Sale Screen – Linked to Main Receipt
  • Add Discounts on the Enter New Sale Screen – Linked to Individual Product
  • Add Discounts using the Discount Offers Screen – Detailed Discount Offers.

Below, we’ll go through how to add a discount directly from the Enter Sale Screen. These are quick, on-the-spot alternatives to creating Discount Offers on the Discounts Screen.

You can find out how to add Discount Offers using the Discounts screen page in Hike here.

Add Discounts on the Enter New Sale Screen – Linked to Main Receipt

When putting through a sale, you can add a discount to the total transaction by using the Hike Enter Sale Screen. This is useful for when you want to run on-the-spot discounts against the total transaction, i.e. 10% off everything.

This discount will be recorded against the receipt, and can always be viewed when accessing transaction details from the Sales History.

To complete an on-the-spot Discount against the total order, you will need to first:

Assign a product to the sales cart and click on the DISCOUNT row, on the receipt, where a new window will pop-open.

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In the pop-up window, you will choose the value of the discount by either percentage or money discount.

Select ENTER once you have finished.

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You will then note that your Discount row will be filled with the total sum of the discount offer, with your new prices populated.

Complete the transaction as normal by selecting PAY.

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Add Discounts on the Enter New Sale Screen – Linked to Individual Product

You can also put through a sale by discounting against an individual product. This is useful when you wish to make a discount regarding the individual items, i.e. damaged stock, close to expiry, etc, but not the whole sale.

This discount will be recorded against the receipt and can always be viewed when accessing transaction details from the Sales History.

To complete an on-the-spot Discount against an individual product, you will need to first:

Assign a product to the sales cart and click on the product on the receipt, where a new window will pop-open.

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Make the discount by over-writing the fields, either by:

  • Writing in a new dollar amount for the sale.
  • Writing in a new percentage amount for the discount.

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You will then note that your item has been discounted on the receipt itself – including a description of the discount – and the new total cost updated.

Complete the transaction as normal by selecting PAY.

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How to Add a Custom Sale in Hike


The custom sale is a unique, miscellaneous sale that retailers will make from time to time. Perhaps it comes in the form of a supplier dropping off a sample product, or you have an item you wish to sell with through your Hike POS, without adding it to your inventory. Whatever the situation is, the following steps will guide your through the process of a custom sale into Hike.

To begin, select Point of Sale on the Hike Menu and navigate to the Enter New Sale screen.

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From here, you’ll want to click on CUSTOM SALE, which can be found at the search bar at the top of the screen, next to GIFT CARD.

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This will open the MISC PRODUCT screen in the receipt field.

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Here, there will be the following fields to edit, to ensure you have added in your custom sale properly:

Product Name

A name that you want to refer to your custom sale by. (You can also just call it custom sale).

Quantity

Enter the quantity of your custom sale.

Discount (%)

If applicable, set a discount value. Must be a percentage.

Price (per item)

Set the price for each item.

Notes

Add any notes you may want to keep about your custom sale.

When you have completed filling in the relevant details, click +ADD.

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Once done, the custom sale will be added into your sales cart, and you can complete the sale as normal.

If you need to add another custom sale, simply go through the process again.

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Edit a Custom Sale in Hike

To Edit a custom sale in Hike, simply click on the product in the sales cart.

You will be able to change any field except the product name. Of course, if you need to change the product name, you can delete the custom sale from the receipt and add a new one.

Select the TICK button to save your edits, and complete the sale as normal.

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How to Place a Hike Sale on Back-Order


At various times, you may find yourself trying to sell a product, only to see that it is out of stock in your inventory. Whilst you can always set automated notifications for when your stock gets low in Hike, if you find yourself needing to replenish stock for a product, you can always create a Back Order.

A Back Order is where the item is out of stock, and is placed on an order to your suppliers. Customers will then be able to collect their item, once the store received the products.

Here, we’ll go through just how easy it is to create a Back Order on Hike POS.

Find out how to complete a Back Order and tips on the feature in Hike.

Note: To use this feature on Hike, you may need to be granted access if you are not the Administrator.

To begin, select Point of Sale on the Hike menu and navigate to the Enter New Sale screen.

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Next, add the product/s that the customer is purchasing into the receipt basket.

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If a selected item is out of stock, a pop-up box will appear, asking you whether the customer would like to place it on a Back Order.

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Select YES to create the Back Order.

Make sure a customer is added to the sale. If you haven’t added a customer you will get an error message when you try to click CREATE BACKORDER.

Find out how to add a customer in Hike.

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Once you have added in the customer, you will now be able to select CREATE BACKORDER.

You will then be taken to the sale transaction where you’ll be able to print the customer a receipt.

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To view the Back Order again, head to the Sales History screen (Point of Sale > Sales History)

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How to Place a Hike Sale on Lay-By


A Lay-By sale refers to customers who pay a deposit on a particular item or service, and pays the remaining amount of the purchased goods at a later date – generally in consistent installments.

Once all payments have been made and the goods have been paid in full, the customer will then be able to receive the goods.

Here, we’ll go through just how easy it is to create a Lay-By purchase on Hike POS.

Find out how to complete a Lay-By purchase in Hike.

Note: To use this feature on Hike, you may need to be granted access if you are not the Administrator.

To begin, you will first need to active Lay-By in the Hike Settings.

Select Store Setup on the Hike menu and navigate to the General screen.

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In the General Rules section, ensure you’ve ticked Activate Lay-By and click SAVE once that is done.

Note: To activate the Lay-By function, it will have to be activated by an Administrator.

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Once you have activated the Lay-By in Hike, it’s time to place your first sale using the function.

To begin, select Point of Sale from the Hike menu and navigate to the Enter New Sale screen.

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Next, add the product/s that the customer is purchasing into the receipt basket.

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Before you click on PAY, ensure that you have added a customer to the sale as well. Click on Add Customer at the top of the receipt to do this.

This is to ensure that you can easily track the customer when future instalments are made.

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Once that is done, select PAY to continue with the transaction.

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Before you begin the Lay-By process, you will need to check whether your customer will be paying a deposit, as an initial payment.

If your customer is paying a deposit, enter the value in the in the Amount Tendered box. Select which payment method the customer will be paying for the deposit – Cash, Credit, Gift Card or via a Card Payment Processer if activated.



Once you have selected the payment method, and completed the payment, the Amount Tendered total will repopulate to the remaining balance of the sale.



This is the total of what the customer will have to pay. To have the customer pay this using Lay-By, select LAYBY in the receipt column on the left.

A pop-up box will then appear, asking you to confirm whether the remaining balance will be treated as a lay-by order.

Select YES to continue.



You will then be able to print or email the invoice/receipt, with the Outstanding amount – the total amount the Customer still must pay.

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Now that you’ve created a Lay-By order, you will need to know how to complete a Lay-By order in Hike.

Find out how to complete a Lay-By order on Hike.

How to Place a Hike Sale ‘On-Account’


‘On-Account’ Purchases in Hike, means that having an account with Hike, allows shoppers to put items on credit and pay the balance at a later stage. Just like you if you have a credit card, where you pay the balance at a later stage.

Retailers use ‘On-Account’ sales in scenarios where they sell office supplies to a local business, or run a staff cafeteria, where purchases can be made, goods taken, and then settled later.

With Hike, you can set up individual customers to be able to purchase items ‘on-account’, then repay that account at a later stage.

Here we’ll go through How to Place a Sale on Hike ‘On-Account’.

This will assume that you have already created credit limits for your customers to purchase on account.

Find out how to Create a Credit Limit for a Customer.

You will first need to activate ‘On-Account’ sales using the Hike Settings.

To begin, select Store Setup on the Hike Menu and navigate to the General screen.

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Scroll to the General Rules section of the page, and to find the option ‘On-Account’ sales option.

Tick the option to enable ‘on-account’ sales. As mentioned, this is when a sale occurs, but the payment is not collected at the time of the transaction, rather the customer will be able to take goods and arrange a payment/s at a later time.

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Click SAVE at the bottom of the right of the screen to complete the changes.

Once you have activated the ‘On-Account’ sales, it’s time to place your first sale using the function.

To begin, select Point of Sale from the Hike menu and navigate to the Enter New Sale screen.

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Next, add the product/s that the customer is purchasing into the receipt basket.

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Before you can click PAY, you will need to add the customer into the sale as well. More than that however, you will need to ensure that the customer has sufficient credit limit to make the transaction.

Find out more about Creating a Credit Limit for a Customer.

To add the customers, click on Add Customer at the top of the receipt.

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Once that is done, select PAY to continue with the transaction.

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Before you begin the On-Account process, you will need to check whether your customer will be paying anything upfront.

If your customer is paying upfront, enter the value in the in the Amount Tendered box. Select which payment method the customer will be paying for the deposit – Cash, Credit, Gift Card or via a Card Payment Processer if activated.

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Once you have selected the payment method, and completed the payment, the Amount Tendered total will repopulate to the remaining balance of the sale.

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From there you will click on ‘On Account’ from the receipt column on the left.

Note: At the top of the receipt, underneath the customer’s name, you will be available to see the Credit Limit the customer currently has and any outstanding payments.

A pop-up box will then appear, asking you to confirm whether you will be finalizing the sale with the remaining amount allocated to the customer’s account.

Select YES to continue.

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You will then be able to print or email the invoice/receipt, with the Outstanding amount – the total amount the Customer still must pay.

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Now that you’ve created an On-Account order, you will need to know how to reconcile the ‘On-Account’ order in Hike.

Find out how to reconcile an On-Account order in Hike

How to Place a Hike Sale using Credit Balance



Credit Balances in Hike refers to the monetary amount, a customer receives upon a refund of a purchased item/s. Able to be active only once a refund has taken place, a customer can use their credit balance to pay for a new transaction.

Find out how to refund a sale in Hike here 

Note: When performing a refund, the customer needs to be added to the credit balance transaction.

To give you a brief overview of the process however, select Sales History from your Hike menu (Point of Sale -> Sales History). Once done, find the sales transaction you wish to refund, and click on the Refund button under Payment Status.  

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This will take you back the Enter Sale Screen, where you will need to click on REFUND.

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From here you will be given the option on how to refund the customer’s money, which is where you’ll select Credit Balance.

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This means, that your customer’s credit balance is the total of the refund amount, which he/she can now use to purchase on another item.

Now, to use the customer’s credit balance you will need assign a new sale to the customer.

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Click Pay which will take you to the Payment Transaction screen. Here, you will be able to select Credit Balance which will also tell you on-screen, how much balance the customer has.

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If you the credit balance is less than the total amount of the sale, then simply enter the value of the credit balance in the Amount Tendered (or however much the customer wishes to use of the balance), and Hike will automatically populate with the remaining amount, which can be paid using one of the other methods.

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Once done, you will be able to proceed with the sale as normal and print out a receipt for the customer.

To view a customer’s credit balance at any time, you can search for the Customer using the Customer screen, and select their name.

The Credit Balance will be displayed beneath their contact details.

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How to Place a Hike Sale as a Parked Order

In instances where a customer may bring items to a counter, only to go back and pick something else, or if a café diner had a customer that had ordered entrees, but were yet to order mains, you may want to use a Parked Order function.

Put simply, a Parked Order allows you to return to a sales order that is in progress, at any time.

Performing this in Hike, is quite simple where you begin by clicking on the Enter New Sale screen (Point of Sale > Enter New Sale) and adding the customer’s products into the sales cart.

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Just above the PAY button, you will see PARK as an option to select. Click on PARK.

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A new pop-up box will appear asking whether you wish to Park the Sale.

Although you will not have to add a customer to the Parked Sale – unless you want to – Hike will also prompt you with a text box, where you can add a note to describe the Parked Order. This is an optional textbox.

Once you have created the note, or simply don’t want to, click on the YES button to continue.

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The sale will then automatically go the Sales History, and you can continue serving the next customer.

When the customer is ready to pay, you can retrieve the sale from the Sales History section in Hike. Find out more on how to complete your Parked Order in Hike

Make Purchases with Gift Cards in Hike


Here, we’ll go through running gift card payments in Hike.

Note: To perform gift card transactions, you must have already created and activated Gift Card Number in a previous transaction.

Find out more on how to Activate and Purchase Gift Cards.

Once that is done, to conduct payment transactions with Gift Cards, you must first go to the Enter New Sale screen in Hike.

To begin, select Point of Sale from the Hike menu and navigate to the Enter New Sale screen.

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Select the product/s that will be sold in the transaction, as per normal. Whilst not essential, we recommend adding the customer to the sale as well.

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Once you are ready to proceed with the sale, select PAY to enter in the customer’s Gift Card.

This will take you to the payment method screen, where you will click on Gift Card.

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From here, you will be prompted to enter the Gift Card Number.

If the number is correct, the remaining balance will display underneath. Click on the CHARGE button to proceed, with the gift card covering the full amount of the transaction.

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Once completed you will have the option to print or email the receipt of the purchase for your customer.

This receipt will display the payment method as Gift Card.

Note: Any purchases made with Gift Cards will still count towards normal sales, and display in the reports accordingly. The shift report will separate by payment method to display sales by Gift Card, just as it displays sales by cash or card.

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How to Add Notes to a Sale in Hike


Adding notes can be useful when your marking certain details in your store. These methods could include adding note about a:

  • Sale
  • Product
  • Customer

Indeed, Hike makes it easy for retailers to add a note about each of those items, giving retailers complete customization of how they write their notes.

Here, we’ll take a look at each of those methods.

Notes to Sale – Linked to Main Receipt

When putting through a sale, you are able to add notes using the Notes Field. This is useful when you wish to make a note regarding the total transaction for perhaps a Lay-By order.

An example might be: ‘Customer will collect order on Friday’.

This note will be recorded against the receipt, and can always be viewed when accessing transaction details from the Sales History.

To do this, head to the Enter New Sale screen, and add products to the cart.

On your receipt you will see a field titled Notes, where selecting it will open a text box.

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Type in the relevant note, and click the TICK box when done.

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Continue to proceed with the sale as normal, by clicking PAY. Once completed, you will be able to print or email your receipt, where you will see the Notes text appear at the bottom of the invoice.

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Notes to Sale – Linked to Individual Product

You are also able to add notes against an individual product. This is useful when you wish to make a note regarding an individual item, that isn’t already clearly specified.

An example might be: ‘Blue Handbag to be sent with card for Ben, Green Handbag to be sent with card for Tony’.

This note will be recorded against the receipt, and can always be viewed when accessing transaction details from the Sales History.

To do this, head to the Enter New Sale screen, and add products to the cart.

Select each individual item, for which you want to add a note to, on the Receipt.

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This will open a new box, where you will be able to add Notes to the Individual Product to. Enter your note in the textbox and select the TICK button to continue.

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Once you have completed adding in notes for each individual item, it’s time to continue. Click on PAY to continue.

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Once completed, you will be able to print or email your receipt, where you will see the Notes text appear underneath each of your Product lines.

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Notes to Sale – Linked to Customer

Finally, you can add notes against an individual customer during a sale. This can be useful when you wish a make a permanent note, regarding a customer.

An example might be: ‘David Citizen is authorized to purchase on behalf of Julie Citizen’.

This note will be recorded against the customer records, and can always be viewed when accessing customer details from the Enter Sale screen or Customers screen.

To do this, head to the Enter New Sale screen, and add products to the cart.

Using the Add Customer field, assign (or add) the customer in the Sales Cart.

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From here, you will need to select the small pencil icon, next to the Customer Name.

The Edit Customer Details screen will then slide out.

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Make the relevant notes in the NOTES field and click the SAVE button once done.

From there, process the sale as usual by click on the PAY.


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