Sales transactions can be simple or they can be complex. Let us
consider several scenarios, and then explain how you should use
the sales transaction in each case.
Scenario 1. New customer purchases several items.
An anonymous customer brings you several items from your
store that they would like to purchase. Each item is marked
with a UPC code or a barcode label that you have printed previously.
The customer wants to pay with cash or check.
- In the LinkEdge Browser App, switch to the Sell tab.
- For each of the items: use your bar code scanner to read
the code. (Each item will be automatically added to the sales
transaction as they are read.)
- If the customer gives you cash, press the Cash button and
enter the amount that they pay.
- The LinkEdge Browser App will report the amount of change
due, and ask if you want to finish the transaction. Choose "Yes."
You are done. At this point, the program automatically:
- opens the cash drawer,
- prints a receipt,
- adjusts your inventory,
- and keeps a record of that sale transaction for future reference.
Notice that this sales transaction has been Finished.
It can not be modified any further. If you later wish to refund
one or more items, you can create a new
Refund Transaction that references this sale.
Variation 1: The customer would like to pay by credit card.
Follow the same steps above, except #3 where you accept payment.
Instead, simply swipe the credit card through the reader. (Assuming
that you are charging the full amount, it is not necessary to press
the Credit Card button on the screen.) The LinkEdge Retail
Browser will submit the customer's card information to your
credit card service provider. As the service provider returns a
response, you will be notified automatically. Typically, this is "Card
was approved" or "Authorization Declined."
Variation 2: You would like to keep a record of this particular
At any time before the sales transaction is finished, you may specify
information about the customer. To do this:
Sell window (continued)
- Press the "Customer: (none)" button.
- A list of all of the existing customers pops up. Select
an existing customer, or
- Press "Add" to create a new customer entry.