Sell and refund

Sign in and start a shift

1. On the lock screen, under Who is selling?, tap your name and enter your PIN.
2. Open Shift. Count the cash in the drawer and enter the Opening float.
3. Choose Open. If the float differs from the last closing count, give a reason.

Selling needs an open shift. If the previous day is still open, close it first (Close the day).

Staff also clock in and out from the lock screen, with Clock in and Clock out.

Sell

1. Add products: tap them, scan their barcode, or search by name.
2. Choose the Order type if your shop offers several: Eat in, Takeaway or Delivery. The tax can depend on it.
3. Tap a line to change it: Quantity, Discount, Price, Note or Remove. Some actions ask for a reason, or for a manager's approval: the manager picks their name and types their PIN.
4. Choose Pay.

Some products ask for more:

• A product with options or a menu opens its choices before it joins the ticket.
• A product sold by weight: type the weight in kg on the keypad, then tap the product.
• A product with a price to type: type the price on the keypad, then tap the product.
• A product with a minimum age asks you to confirm the customer's age.

Offers apply by themselves. The ticket shows the offer on the line, and says when one more item would earn it.

To keep an order aside, choose Hold and give it a name or a number. Bring it back with Recall.

A barcode the till does not know can be sold as an open-price item, if that feature is on. The owner sees the list of unknown barcodes on Owner › Catalogue › Products and can add the products later.

Take the payment

The payment screen shows the amount Left to pay in large figures.

• Cash: type the amount received, or tap a quick amount. The till shows the Change and opens the drawer once the sale is saved.
• Card: type the amount on your card terminal first, then record the card payment on the till. A card payment can never be more than what is left to pay.
• Several methods: pay part of the sale with one method, then the rest with another.
• Split the bill: choose Split, then Equal parts, Amounts or By item. Each part is paid and gets its own receipt.

The receipt prints by itself, or the till offers Print receipt, depending on your settings. If the printer fails, the sale is still saved and you can keep selling.

Under More on the selling screen:

• Bill prints the bill before payment. It is not a receipt, and the order stays open.
• No sale opens the drawer without a sale. It asks for a reason and is recorded.

The till keeps selling without internet. A connected till syncs its sales when the connection comes back.

Customers

A sale is anonymous (Walk-in customer) unless you add a customer.

1. Open the Customer panel on the selling screen.
2. Search by name or phone, or choose New customer.
3. Choose Add to the sale. The receipt shows the customer.

A customer note (for example an allergy) is kept on this till only. On a connected till, the panel also lists your Tadbir customers, marked From CRM. The till's own customers are always found, even offline.

Sell on credit

A manager sets a customer's Credit limit in the Customer panel. A CRM customer's limit comes from Tadbir. The payment screen offers credit only for a named customer with a limit, and refuses a sale that would pass it. It shows what the customer owes now and after the sale.

To record a Repayment, open the customer and enter the amount repaid. Who owes lists the customers with a balance.

Loyalty points

When the Loyalty points feature is on, a sale with a named customer earns points on what it paid, in whole points. The owner sets the amount for one point and the rewards in Owner › Settings › Business and features.

A reward is a discount on the sale, paid in points. A refund takes back the points of what it refunds. On a connected till, spending a reward needs the connection to Tadbir.

Refund a sale

1. Open Sales history from More.
2. Find the sale by receipt number or amount, or pick it under Recent or This shift.
3. Open it and choose Refund.
4. Under What comes back, choose Everything, or lines and quantities. Discounts and tax are refunded in proportion.
5. Choose the method under Give back with, and whether the items go back in stock.
6. Confirm. A refund receipt prints.

A refund can never be more than what is left to refund. The till warns when the drawer holds less cash than the refund. Past the number of days set in Refund without a manager, a manager approves the refund.

On a connected till, a sale made on another till of the shop is found from the same screen and refunded here.

To print a receipt again, open the sale and choose Reprint. The copy is recorded in the till's journal.

Training mode

An owner switches it on with More › Start training, for a new cashier to practise. While it is on, the till shows a TRAINING banner and tickets print as training tickets, not receipts. Training sales are recorded apart, with the cashier who made them, and count in no total, report or closing. Finish or cancel the open order before switching it on or off.