How to use a barcode scanner at the point of sale

1. Before you start

1. 1Make sure your scanner is plugged in and tested — see the scanner setup guide.
2. 2Make sure your products have barcodes saved on them in the Products & Inventory section.

2. Ringing up a sale

1. 1Open Point of Sale. The cursor starts in the Customer box — type or pick the customer, or leave it blank for a walk-in.
2. 2Click once in the search or scan box so the cursor is blinking there.
3. 3Scan the item. It drops into the sale with its price, and the box clears ready for the next one. You can also type part of an item name and press Enter.
4. 4Scan the same item twice for two of them, or type the quantity.
5. 5Choose how they are paying: cash, check, card, bank transfer, direct deposit, Cash App, Zelle, gift card, store credit, or Other with your own wording.
6. 6Choosing Card opens a secure card form right on the sale — key the card and the charge reference saves with the payment.
7. 7Press Record sale, then print or email the receipt. Started the ticket wrong? Press Clear and begin again.
8. 8Give a discount on the whole sale with the Discount box — pick Percent or Flat $ and type the amount, and it shows as its own line on the receipt.

If a scan does nothing, the cursor has usually jumped out of the box. Click the box again and re-scan.

3. What happens behind the scenes

1. 1Stock for each scanned item drops by the quantity sold.
2. 2The money lands in your bank account register and in your income reports — untick "Put this money in the bank account" to keep cash in the till instead.
3. 3Tick "Email the receipt automatically" once and every sale emails the customer their receipt with no extra clicks.
4. 4Sales tax is calculated at your rate and added to what you owe on the Sales Tax page.
5. 5Every ticket is kept under the Previous Point of Sale transactions tab, where you can search, print, save or email the list — or delete a sale and put the items back in stock.