How to Process a Sale

Purpose

This guide walks a cashier through ringing up a single customer at the ERPat register — building the cart, applying any discount, taking payment, and printing the receipt.

Before you start

• You must have an open shift on your assigned store and terminal. If you do not, open one first (see Getting Started).
• The item must be part of your store's assortment and have available stock.
• To apply a discount you need the apply discounts permission; the SC/PWD option also needs the holder's name and ID.

Procedure

1. Go to Point of Sale > Register. With a shift open, the selling screen shows the product area on one side and the cart on the other.
2. Add items in either way:
   • Scan the barcode, or type the barcode/SKU and press Enter for an exact match.
   • Search by name in the product box and click an item in the grid.
3. Adjust the quantity on any cart line as needed. The register blocks selling more than the available stock.
4. To apply a percentage discount, choose the percent discount option and enter the rate. The totals recalculate on screen.
5. To apply a Senior Citizen / PWD discount, choose the SC/PWD option and enter the holder's name and ID number. The system removes VAT first, then takes 20% off the VAT-exclusive amount and records the sale as VAT-exempt.
6. Check the totals panel — subtotal, discount, VAT, and grand total. These come from the server, so they match exactly what will be charged.
7. Click Checkout and enter the payment:
   • Choose a method — cash, card, e-wallet, bank, gift, or store credit.
   • For card or e-wallet, capture the approval / reference where prompted.
   • You may split across more than one method until the payment covers the total.
8. Confirm the sale. The register shows the receipt number and any change due.
9. Print the receipt for the customer.

To pause a customer and serve someone else, use Held sales: hold the current cart, ring up the next customer, then resume the held cart later from the same store.

Expected result

• A completed sale with its own receipt number, stored against your shift and terminal.
• Store stock reduced for each item sold.
• Change due (for cash) displayed and a printable receipt showing VAT breakdown.

Troubleshooting

• "Cart is empty" — add at least one item before checkout.
• Barcode not found — the code is not in this store's assortment; search by name or ask a supervisor to add it.
• Stock limit reached / out of stock — the store has no more of that item to sell.
• Discount not allowed — you do not have the discount permission; a supervisor must apply it.
• SC/PWD details required — enter both the holder's name and ID number.