Processing a sales from the mobile app

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Summary

The Zoho POS app provides a comprehensive guide to help users process sales efficiently. The app allows users to search for items using various methods, including the search icon, barcode/serial number search, and voice search. Once an item is selected, users can create a bill by adding items to the cart, selecting a customer, and processing payment. The app also enables users to create a delivery bill by selecting a delivery method and applying it to the bill. Additionally, users can hold a bill temporarily and recall it later. The Zoho POS app offers feature such as and barcode scanning, making it easier for users to process sales. The guide covers various topics, including searching for items, creating bills, handling delivery bills, and holding bills temporarily. The Zoho POS app is designed to simplify the checkout process and provide faster checkout at the point of sale. Users can search for items, create bills, and process payments using the app's various features. The guide is intended for users of the Zoho POS app, which offers features such as Express Checkout and barcode scanning. The app allows users to search for items, create bills, and process payments, making it easier to manage sales. The guide provides a step-by-step guide on processing a sale from the app, creating a bill, and handling delivery bills and holds. The Zoho POS app is designed to provide a seamless checkout experience for users.

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Search for an item

You can search for an item in following methods:

Name/Code Search: Tap the search icon from the home screen to search for an item using name or SKU code.
Barcode/Serial No. Search: Tap the Barcode Reader icon to search for an item using the Barcode or Serial Number.
Barcode Scanner: Printed barcodes in the item can be scanned using the camera from your mobile devices. Tap the barcode scanner icon and allow permission for camera to scan barcodes.
Voice Search: You can search for an item using voice by enabling Google Voice. To enable Google Voice, select the Enable Google Voice toggle switch under General Settings.

Create a Bill

A bill can be created by selecting the items from the Grid/List view. You can also search and select the Item. Once the items are added to the cart, you can add the customer information, change quantity, price, item discount, and add notes if needed.

You can either accept payment and close the transaction or create a due bill. Due bill can be generated when the amount is yet to be paid by the customer for buying the product.

To create a bill

Search and select the item purchased from the grid or list view.

Tap the Go to Cart option.

Tap the Add Customer icon and select a customer from the list.

You can also click the Add New option, to add a new customer by entering the name, mobile number, email, address, and state.

Tap an item from the cart to change the quantity, price and apply discount.

Tap Checkout.The total amount to be paid will be displayed.

Select a payment type.

If you choose Cash, enter the Amount.

If you choose Card, enter the Amount, Bank Name, and Reference Number.

If you choose Credit Sale, enter the Amount.For a due bill, it's mandatory to add the customer.

Tap Tender.

Create a delivery bill

In a retail store, customers might want to get the items delivered to their houses. The delivery type can be classified as in-store pickup or home delivery. In the case of in-store pickup, the customer might place the order over call and choose to pick the items from the store. Whereas for home delivery, the cashier can carry out the payment transaction, get the address and send it out for delivery.

To create a delivery bill

Search and select the item purchased from the grid or list view.

Tap the Cart icon.

Tap the Add Customer icon and select a customer from the list.You can also click the add icon, to add a new customer by entering the name, mobile number, email, address, and state.

Tap More and select Delivery Options.

Select the Delivery Method and tap Apply.

Tap Checkout.

Select a payment type.

If you choose Cash, enter the Amount.

If you choose Card, enter the Amount, Bank Name, and Reference Number.

If you choose Credit Sale, enter the Amount.For a due bill, it's mandatory to add the customer.

Tap Tender.

Hold and Recall a sale

At times the cashier at the point of sale might have to stop processing the bill due to various reasons, temporarily. For example, the customer wants to grab a few more items just before billing, or there might be some issues in processing the payment. In that case, the bill can be put on hold and can be recalled.

To hold a bill

Search and select the item purchased from the grid or list view.

Tap the Cart icon.

Tap More and select Hold Cart.