How to Add Products to a Sale?

Follow the steps below to add products to an active sale:

Step 1. Navigate to the Sales screen and ensure that a new or existing sales transaction is open and ready for processing (as shown in "1").



Step 2. On the Sales screen, find the Product Search Bar at the top of the page. Use this search field to quickly find products by name, SKU, or barcode and add them to the sales transaction (as shown in "2").


 

Step 3. Add products to the sale by searching for the product using its name, SKU, or barcode in the Product Search Bar. Alternatively, scan the product barcode using a connected barcode scanner to quickly locate and add the item to the sales transaction (as shown in "3"). 



Step 4. From the search results, select the required product to add it to the sales cart. The product will be automatically added to the current transaction and displayed in the cart section (as shown in "4").

Step 5. Continue searching for products using the Product Search Bar and select them from the search results to add multiple items to the sales transaction. Repeat this process until all required products have been added to the cart (as shown in "5").



Step 6. Verify that all selected products have been added to the sales cart and review the quantities, prices, and product details to ensure they are accurate before proceeding.

Step 7. Review the automatically calculated subtotal and total amount displayed in the sales cart. Confirm that the amounts are correct before moving to the next step of the checkout process.