Completing a Sales Transaction

Standard Operating Procedure for Ringing Out a Sale in PawnOS

Objective

This SOP outlines the steps to successfully complete a sale using the PawnOS system, ensuring accurate tracking of customer transactions.

Key Steps

1. Accessing the Sales Section 

• From the dashboard, you can either:

• Use the quick links to navigate directly to sales.
• Click on the 'Create' dropdown menu to access sales options.

2. Selecting a Customer 

• Choose to ring out a sale for a customer instead of a cash customer to keep track of sales.
• Select the customer from the list (e.g., Crystal).

3. Adding Items to the Transaction 

• Scroll down to the regular inventory section.
• Scan the barcode of the item (e.g., a drill).
• Apply any discounts (e.g., a 10% discount).
• Confirm the adjusted price (e.g., $58.50).

4. Calculating Tax 

• Add the applicable tax (e.g., $7.50 at 6% for Idaho).

5. Processing Payment 

• Select the payment method (e.g., card).
• Enter the total amount (e.g., $62.01).

6. Entering Transaction Number 

• If using a card terminal, ring out the sale through the terminal first.
• Enter the transaction number in PON OS (or use '1' if preferred).

7. Completing the Sale 

• Click 'Pay' to finalize the transaction.
• A receipt will print out confirming the sale.

Cautionary Notes

• Ensure all customer details are accurate before processing the sale.
• Double-check the discount and tax calculations to avoid discrepancies.

Tips for Efficiency

• Familiarize yourself with the quick links for faster navigation.
• Keep a list of common items and their barcodes handy to speed up the scanning process.
• Regularly update customer profiles to ensure accurate sales tracking.

Link to Video

https://youtu.be/ck3qgHO8CJA/78f865615e32408bb3185ad4052b4574