# Your First Sale

This guide walks you through a complete sale from start to finish. By the end, you'll have rung up a customer, taken payment, and printed a receipt.

## Step 1: Open the POS

Click **Point of Sale** in the sidebar. You'll see the POS screen with an empty sale — ready to go.

## Step 2: Select a Customer (Optional)

If your store requires a customer to be attached to each sale:

1. Click the **Customer** field at the top of the screen.
2. Type the customer's name, phone number, or email.
3. Select the correct customer from the results that appear.

> **Tip:** For quick walk-in cash sales, your store may allow you to skip this step. Check with your manager.

If the customer is not in the system, ask your manager or supervisor how new customers should be added — this is usually handled by an administrator.

## Step 3: Add Items

There are several ways to add items to the sale:

### Scan a Barcode

If you have a barcode scanner connected, simply scan the item's barcode. The product will be added to the item list automatically.

### Search by Name or SKU

1. Click the **search bar** (usually at the top of the POS screen).
2. Type the product name, SKU, or part of the name.
3. As you type, matching products will appear.
4. Click the product you want to add it to the sale.

### Adjust Quantity

* If the customer is buying more than one of the same item, click on the **quantity** field for that line and change it.
* Some setups let you type the quantity before scanning (e.g., type "3" then scan to add 3 of that item).

### Remove an Item

If you added something by mistake:

* Click the **delete** or **X** button next to the item.
* Or set the quantity to 0.

## Step 4: Review the Sale

Before taking payment, glance at the sale summary on the right side:

* **Items** — Are all the right products listed?
* **Quantities** — Do the quantities match what the customer is buying?
* **Prices** — Do the prices look correct?
* **Subtotal** — The total before tax.
* **Tax** — Calculated automatically based on your location.
* **Total** — The final amount.

> **Tip:** If something doesn't look right, fix it now. It's much easier to correct a sale before payment than after.

## Step 5: Apply Discounts (If Needed)

If the customer has a coupon or is eligible for a discount:

1. Look for the **Discount** button or option.
2. Select the type of discount (percentage off, dollar amount off, etc.).
3. Apply it to the specific item or the whole sale, depending on the promotion.

The total will update automatically. See [Common Transactions](/end-user-guide/pos-overview/common-transactions.md) for more on discounts.

## Step 6: Take Payment

Now it's time to collect payment:

1. Click the **Pay** button (or **Checkout**).
2. The payment screen will appear, showing the total amount due.
3. Choose the payment method:
   * **Cash** — Enter the amount the customer is paying. The system will calculate the change.
   * **Card** — Follow the prompts. The customer may need to tap, insert, or swipe their card on the terminal.
   * **Gift Card** — Enter or scan the gift card number.
   * **Store Credit** — Select store credit and apply the available balance.
4. Click **Complete Payment** (or the equivalent button).

> **Note:** If the customer wants to pay with multiple methods (e.g., part cash, part card), see [Payment Methods](/end-user-guide/pos-overview/payment-methods.md) for details on split payments.

## Step 7: Complete the Sale

Once payment is confirmed:

1. The **receipt** will be printed automatically (if a printer is connected).
2. If your store uses digital receipts, you may be asked if the customer wants an email receipt.
3. The sale is now complete and recorded in the system.
4. The POS screen resets, ready for your next customer.

## Step 8: Hand Over the Receipt and Change

* Give the customer their receipt and any change due.
* Thank them and you're done!

***

## Quick Recap

| Step | Action                               |
| ---- | ------------------------------------ |
| 1    | Open the POS                         |
| 2    | Select a customer (if needed)        |
| 3    | Add items (scan, search, or browse)  |
| 4    | Review items, quantities, and totals |
| 5    | Apply discounts (if any)             |
| 6    | Take payment                         |
| 7    | Complete the sale and print receipt  |

## What If Something Goes Wrong?

* **Wrong item added?** Remove it before completing the sale.
* **Customer changed their mind?** Remove items or void the entire sale.
* **Payment failed?** See [Troubleshooting](/end-user-guide/pos-overview/troubleshooting.md).
* **Need to return something?** See [Common Transactions](/end-user-guide/pos-overview/common-transactions.md).

You've completed your first sale. It gets faster every time! For more on handling different situations, check out [Common Transactions](/end-user-guide/pos-overview/common-transactions.md).


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