• Adding Items to a Sale

  How to add items to an active sale

• Adding a Discount to a Sale

  Add a discount to the active sale

• Associating a Customer

  Add a customer to the active sale

• Labor Charges

  How to add charges for labor or service to a sale

• Simple Cash Sale Walk-through

• Taking Payment

  Take and record payment on the active sale

• Workaround: Consignments

  If your shop is planning on taking in used items for consignment, trade, or both, here’s the simple setup for the best workaround.

• Workaround: Coupon Items

  Dollar discounts can’t be applied to a final sales total, only individual line items. Coupon items allow you to work around this by subtracting an amount from an entire sale.

• Workaround: Rentals

  While MerchantOS doesn't support rentals natively here are a few ways methods you can get close

Beyond Basics

• Editing A Sale

  How to make changes to a Completed Sale

• Invoices (aka Quotes)

  Put a sale on hold for a later date, send an estimate before a sale, and keep a record for both you and the customer.

• Miscellaneous Charges

  Selling items not in inventory or not considered inventory, such as shipping.

• Refunds and Exchanges

  How to run a refund or exchange for a previous sale

Tips

• Remove Sales Tax

• Shipping Addresses on a Sale

  Add a shipping address to the customer in a sale and add it to the shipping queue.

• Voiding a Sale

Registers

• Closing the Register

  Procedure for closing a register or till at the end of a day.

• Opening the Register

  Procedure for opening a register or till at the start of a day.

• Register Payout / Pay In

Gift Cards

• Gift Cards

  How to sell gift cards and accept gift cards as a form of payment.

• Ordering Gift Cards

Layaways & Special Orders

• Layaway Basics

• Special Order Basics

Troubleshooting

• Canadian Postal Codes when Manually Processing Credit Cards