Sales Checkout Basics
Ring up in-store sales with barcodes, search, discounts, and printed receipts. Checkout records the person already signed in. Card fee and debit fee stay at 0 until you set each percent. Optional nearest 10¢ rounding is off until you turn on Round the amount due to the nearest 10¢. The shop login does not need a PIN for a price change or a void unless someone has signed in as Staff.
Open Sales Checkout → Opens your members area in a new tab
Step-by-step instructions
1 Open Sales Checkout
In the left sidebar, click Counter → Sales Checkout. The checkout screen opens in a new tab — keep this tab open on your counter monitor all day.Counter → Sales Checkout in the sidebar. 2 See who is signed in
Checkout records the person already signed in. It does not ask for a PIN unless you turn a switch on. Require staff PIN to open shows a lock screen before the register. Require a staff PIN on each sale asks for a 4-digit PIN on every sale so you can say who rang it up. Both switches are under Point of Sale Config → Security and staff access, and both stay off until you turn them on. The shop login is the owner: price changes and voids do not ask for a PIN unless someone has signed in as Staff. A Staff sign-in still needs a manager or owner PIN. A manager or owner already signed in does not type it again. Opening the register, voids, and NumisNexus buys are not changed by the per-sale switch. Buys still ask for a PIN at the end when you have staff and nobody is signed in on NumisNexus. The receipt line Served by, and the staff reports, use a staff row when the signed-in name matches exactly one active person on Staff and Access, or when that person enters their PIN. If the name does not match one row, the screen can still show the name while Served by stays Unassigned.
A lock screen appears only when Require staff PIN to open is on. 3 Load a Staff Quick Cart (if sent from the floor)
When staff sent a list from Staff Quick Cart, a blue Quick Cart waiting banner appears above the cart. Click Load Quick Cart — all lines load priced and ready. If they already tapped Take payment on the phone, the sale is done and there is no banner. See Staff Quick Cart.4 Set the sale venue (shop vs show)
Click the venue badge in the header (e.g. In-Store) to pick the correct location, or double-click to cycle venues. See Switch Sale Venue on Checkout.5 Scan a barcode
Point your USB barcode scanner at an item label and pull the trigger. The item appears in the cart automatically with its inventory price. You will hear a beep and see the line added on the right side.6 Or search by keyword
Click the search box at the top. Type a keyword — year, denomination, certification number, or partial title. A dropdown of matching inventory items appears. Click the correct result to add it to the cart.7 Review line items in the cart
Each line shows the item title, quantity, and price. Click the quantity field to change count for multi-quantity items. Click the trash icon on any line to remove a mistake. As soon as the coin is on the ticket — even before Complete Sale — it is not for sale on ExtraCoins, eBay, wholesale, auction, or connected shops. See Last piece on the register.8 Apply a line discount
Click the price on any line item to override it for this sale only. Type the new price in the box that appears. The original inventory price stays unchanged for future sales.9 Apply a cart-level discount
Look for the discount button below the cart total. Click it and choose percent off or fixed amount off. Staff PIN may be required depending on your POS Config settings.10 Wholesale price
The lock at the top of Sales Checkout says Retail until you turn Wholesale on. Shop setup → Point of Sale Config → Wholesale price picks what that lock does. Off the shelf price takes a percent off the price already on the coin. 12% off a $100 shelf price is $88. Over what you paid uses the purchase cost. 10% over a $100 cost is $110. Only the rule you pick runs. The other percent is saved and is not used. A coin with no cost stays at the shelf price, and the ticket says the cost is missing. Shops stay on Off the shelf price until someone changes it. Staff do not figure the price at the register. Staff Quick Cart on that same sign-in uses the same lock. When Wholesale is on, the phone total and Take payment use that price. A different sign-in stays at the shelf price until Wholesale is turned on there. This is not Coin Dealer X, and it is not the Greysheet buy discount.11 Click Finalize Sale
When the cart is correct, click the Finalize Sale button at the bottom. The payment panel opens on the right showing subtotal, tax, and total due. If Round the amount due to the nearest 10¢ is on, the amount due rounds to the nearest 10 cents (under 5 cents down, 5 cents and up). Item prices stay the same. The tax line stays the calculated tax. The few cents print as Nearest 10¢. Buy offers are not changed. The switch is off until you turn it on under Point of Sale Config → Checkout & receipts.12 Customer name, phone, and email
Point of Sale Config → Checkout and receipts has three switches: Show customer name, Show customer phone, and Show customer email. Off hides that box so the counter stays small. On shows the box. Blank is allowed. A bad email is refused. A name, phone, or email you type is saved on the Customer List and printed on the receipt. The next visit can look that person up. They asked to hear from the shop is off unless you check it. Checked, a phone is added to shop notifications, and an email is added to shop notifications and email marketing. The sale does not send a text or an email unless you check Email this receipt. That box shows only when the email field is on, and it stays unchecked. Checked, the receipt for this sale is emailed to that address. If the message does not send, the sale still stands. Typing an email by itself does not add them to either list and does not send the receipt.13 Select payment method and complete
Click Cash, Card, Debit, Check, or Zelle. Card uses only Card fee (%). Debit uses only Debit fee (%). Both stay at 0 until you type a percent under Point of Sale Config → Checkout and receipts, so nothing extra is added until you set a number. Cash, check, and Zelle are not charged a fee. SpotPro does not charge the card. You still run Card or Debit on your own terminal for the total on the screen. For cash, type the amount received. Change calculates automatically. Click Complete Sale. See Card fee, debit fee, and who rang up the sale.14 Print the customer receipt
Your browser opens a print dialog for the customer receipt. Select your thermal printer and click Print. Inventory quantity deducts immediately when you complete the sale. The cart clears for the next customer.
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