Purchase / New transaction

When a customer is ready to check out, follow these steps to process a purchase transaction. 

Note:  Before performing your first purchase, make sure you have configured the sales taxes for your province, if applicable. Refer to Tax settings.  Also make sure your Moneris terminal is set up and placed in integrated mode.

1. On the main menu, click New transaction. 

1. On the New transaction page, find products to add to the cart using one or more of these methods: 

• Find a product using the search bar.  Enter a value to search for. If you have a scanner, place your mouse in the search bar, then scan the UPC or SKU barcode from a product to add the code to the search bar. Press enter on your keyboard to complete the search. 
• Find a product by clicking on a specific category. If there are sub-categories, click on the sub-category to see the products under it. 
• Scan the UPC barcode from the product.  Make sure your mouse is NOT in the search bar.  Scanning a product, when the mouse is not in the search bar, will add it to the cart immediately with a default quantity of 1.  To increase the quantity, scan the item as many times as needed. For example, to set the quantity to 4, scan the item 4 times. (Skip to step 5.) 

1. Once you find the product you want, click on it to view product details.

1. On the Product Details panel:
   1. To select a product variant, choose a color or size or other attribute as required.
   2. Change the quantity if needed. The default quantity is 1.
   3. To add a discount to this product, click Apply Discount, enter a percentage or dollar value, and click Apply.  The discount will appear under the price with an x beside it in case you wish to remove the discount.
   4. Click Add to cart. The product is added to the cart and appears under Order details. Taxes are calculated based on your tax settings.
2. Continue adding products to the cart as requested by the customer. To access the options for the cart, click the options  icon beside Order details and choose an option as required: 

• Apply a discount to the cart (or remove a discount).  To apply a discount to the cart (i.e. the whole order),  click Apply discount, enter a percentage or dollar value, and click Apply.  The discount is applied to each product in the cart.  If you made an error on the discount, click the options icon again, then click Remove discount. 
• Remove all items from the cart and start over.  To remove all items, including any discounts, from the cart, click Clear order.  At the confirmation prompt, click Yes. The cart is now empty. You can begin adding products again.

1. Confirm with the customer that the order is correct.  To make changes to a particular item, click on the item under Order details. The Product Details panel appears. 

• Change the quantity, color, size, or other attribute, as needed, then click Update. 
• To apply a discount to the item, click Apply discount. Enter the percentage or dollar value. Click Update. 
• To remove a discount from an item, click the x on the discount that appears below the price. Click Update.
• To remove the item from the cart, click the trash can icon.  At the confirmation prompt, click Yes. 

1. When you are ready to process payment, click Checkout. 

1. The Checkout page appears showing the total amount due and the payment options.  Select a payment option (debit/credit or cash) based on how the customer wants to pay.  

1. Continue the appropriate steps in the table below based on the payment type: debit/credit or cash.

1. The Payment complete screen appears showing the total paid, the method of payment, and receipt options, as well as an order summary. 

1. If the customer paid by cash, provide any change due to them. 
2. If the customer would like an itemized receipt, choose one of the following:

• To print a receipt on the terminal, make sure the terminal is powered on and connected, then click Print receipt.  
• To send a receipt by email or text, click Email/SMS receipt.  Choose Email or SMS. Enter the customer's email address or cellular phone number. Click Send. 

1. The order is complete.  If needed, you can start a return of one or more items from the order; for example, the customer changed their mind about an item. 
   1. Click on the Order number.
   2. Click Initiate a return.
   3. Follow the steps under the Refund topic.