If you haven't already, we suggest you first check out the previous guide called, Setting up products, before moving on with this one.
Now you've got all the basic settings sorted and have added your products and your stock.
The next step in getting started is to make your first sale in the Register and then figure out what other features are available for the Register.
How to make a sale in the register:
Add item: You can add items in lots of different ways in the POS, click here to check out all the different ways you can do this.
Add customers: You can add a new or already existing customer to the sale before checkout, click here for more info.
Discount: You can give a discount on the specific item if you want, click here to see how to do this.
Choosing payment method: Right before completing a sale you can also pick the payment method the customer wants, as long as you've added it in Settings. Click here if you want to know how to edit this.
Gift cards: If the customer wants, you can also issue and sell gift cards, click here to see how.
Returns: Once you’ve completed a sale, you can also return the item the customer bought. For a step-by-step guide on how to do that, you can click here.
Completing sales: After you’ve finished the sale and printed or sent the receipt, the sale will show up in your sales history.
Get control of your sales history:
In Sales history you’ve got all the info you need gathered about your sales. For a more in-depth explanation of the sales history, you can click here.
In the sales history, you can always go back and look at all the info about each sale. Plus, if you want, you can print a receipt for an old sale—click here to see how.
Create Daily Report:
The last important thing you need to know in the POS system is how to make a daily report, click here to see how you do this.
If you use accounting software like Dinero or e-conomic, you can click their respective links to see how to connect them with Customers 1st, so your daily report gets sent straight into your accounting software.
Click here to see how you sync your daily report with e-conomic.
What's the next step?
The next step is figuring out how to create a case/work card, click here to move on to the next step. If you don’t use case management in your shop, you can just skip this and click here to see how you manage your customers and your customers’ details.
Customers 1st main features:
By clicking one of the functions above, you'll be taken to a guide for the function you clicked on.
