Sell at the counter

A day of selling in person, from opening the till to counting it at close. Each sale takes its stock at once and shows in Sales with your other orders.

This uses Point of sale (POS in the menu). To open and close the till you need Sell and till or Manage for POS in your role; to sell, Sell is enough.

1. Open the till

Cash sales go into an open till. Count what is in it before you start, so the count at close can be checked against it.

1. Open POS › Till. If this device uses a different till, pick it at the top.
2. Count the cash in the drawer and type it under Count what's in it to start.
3. Press Open with ….

Card and phone-app sales work even when no till is open.

2. Ring up a sale

1. Open POS › Sell.
2. Tap each item, or scan its barcode. Tap again, or use +, for more than one.
3. For something that isn't an item, press Custom amount.
4. To give a discount or change the tax, press Add a discount.
5. Check the total and press Charge.

3. Take the payment

Choose how the customer is paying.

Card:

1. Press Card. The card reader shows the total.
2. The customer taps, inserts or swipes. If tips are on, the reader asks for a tip first.
3. The screen moves on by itself once it is paid.

Cash:

1. Press Cash.
2. Tap what they handed you, or type another amount.
3. Give back the change the screen shows, then press Cash taken · give back ….

A phone app (Venmo, Cash App, PayPal, Zelle):

1. Press the app. The customer scans the QR code, or sends to the handle shown.
2. Check the money in your app.
3. Press It came through.

4. Give a receipt

When the screen says Paid:

1. Type their email and press Send, or press Print.
2. Press New sale for the next customer, or No receipt.

Emailing a receipt needs the shop's email set up in Settings › Email. You can send or print one later from POS › Today.

5. Count the till at close

1. Open POS › Till and press Count the till.
2. Count by Each bill & coin or Just the total.
3. Choose how much to leave in it for tomorrow.
4. Press Close the till.

Ordryx then shows what you counted, what should be in it, the difference, and how much to Take to the bank.

To see the day, open POS › Today: what was taken, by how they paid, with card fees and tips. Download it as Excel or CSV if you need it.

If the internet drops

Keep the Sell page open and keep selling with cash, phone apps or your own ways to pay. Cards need Ordryx. Each sale waits on the device and goes in by itself once Ordryx is back. See Point of sale for more.