How do I checkout customers?
- by Brian Anderson
- March 20, 2017
The key to getting all the benefits out of TallySheet is to use the checkout process each time you or any cashier collects money from a customer. This process will provide us the data so we can do all of the math for you.
You simply start by touching the “Checkout” button.
The main idea of the checkout is to record the amount sold for each seller. The screen below allows you to pick the seller. If your seller isn’t listed then you can touch “Add a New Seller” at the bottom left and add them to the list.
After selecting the seller, you simply enter the amount of the item or items being purchased from the chosen seller. Then touch “Add to Cart” at the bottom left of the screen.
You will then be taken to the cart page and you will see a list of all the sellers and amounts that you have entered. Repeat the process of adding more sales by touching the “Add More” link at the bottom center. When you have recorded all of the sale amounts for each seller you are ready to collect the money from your customer. Simply touch the “Collect” link at the bottom left.
On the Collect screen, enter the amount that you collected from the customer. Touch “Make Change” at the bottom left and we will do the math for making change. If you don’t need help with the math just touch “Complete”. We will save your transaction.
If you touched “Make Change” you will see the Sale Completed screen that shows you how much change is due to the customer. Finally, touch “Complete” to finish the process. We will save the transaction and update the reports.
That’s it. Just repeat the checkout process for each customer during your event.