Selling & Point of Sale
The till is where your day happens. These guides make checkout fast and accurate - search to receipt, every payment type, quotes, held sales, refunds and exchanges, offline selling and clean shift cash-ups.
Your First Sale in UpeoRetail - Search, Scan and Print a Receipt in Seconds
Ring up a sale from an empty till to a printed receipt - find an item by typing or scanning its barcode, take the payment and hand the customer their receipt, in seconds.
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Selling Offline - Keep Ringing Up Sales With No Internet
See how sales, receipts and stock keep working offline and sync the moment you reconnect.
Handing Over Cash & Counting the Drawer
Count the drawer note by note, hand the takings to a manager and see where every shilling sits on the Cash Position screen.
Holding a Sale: Unfinished Sales & the Queue
Park a sale while the customer fetches something, serve the next person, and pick it up again from Unfinished Sales or the Queue.
Quotations: Send a Priced Quote, Then Turn It Into a Sale
Prepare a quote with item pictures, send it to the customer, and turn it into a sale or credit invoice when they say yes.
Refunds the Right Way: Approvals, Stock & Books
Refund a sale so the stock goes back and your books stay right - and see how a manager approves it with a PIN at the till or from the approvals queue.
Exchanges: Swap an Item Without Refunding the Sale
Take back the wrong item and hand over the right one in one step, paying or refunding only the difference.
Trade-In: Take the Old One as Part Payment
Accept a customer’s old item, value it, put it into stock and spend the allowance on their new purchase.
Running Several Tills at Once & Watching Live Tills
Run more than one till in the same shop and see every open till, its seller and its takings live from the manager’s screen.
Issuing a Delivery Note With a Sale
Print a delivery note for goods going out with a driver or collected later, straight from the sale.
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