Chapter 2 — Recording a sale

In this chapter: adding a product to the basket (by search, barcode or scale), working with basket rows, discounts, and linking a customer to the sale. Payment comes in Chapter 3.

2-1. Finding and adding a product

From the catalogue

• Tap a category to see its products, or choose "All products".
• Tap a product card to add it to the basket. The card shows the price and the in stock / out of stock status.
• To see more detail (specifications, photos, stock), open the product.

By search

• In the search box, type part of the product name or product code (SKU) and choose from the results.

With a barcode scanner

• Simply scan the barcode — the product is added straight to the basket. You don't need to be on a particular part of the screen; the app listens for scans on every page.
• Audio feedback: only a failed scan (or a gift-card error) produces a beep; a successful scan is silent and is confirmed by a visual cue (the product being added / a message). So hearing a beep means something wasn't read correctly. (Sound is enabled after the first touch/keypress in the session.)
• If a barcode isn't recognised, find the product by search and later ask your manager to register the barcode (Chapter 8).
• Gift card with a QR code: scanning a gift card's QR code during checkout applies the card to the basket and, if needed, asks whether the card's owner should be recorded/replaced as the basket's customer.

💡 Because the scanner works based on typing speed, if you type very fast in a field the app may treat it as a "scan"; this is normal.

A variant product (size/colour)

If a product has several variants (for example size or colour), a window opens before it's added in which you must choose the desired options.

A weighed product with a scale (Waage)

For products sold by weight:

1. Choose the product; the weight window opens.
2. Place the item on the scale and tap "Use the scale" (Waage verwenden).
3. Wait for the status to go from "reading…" to "stable" (Stable); the weight is recorded automatically. If needed, tap "Read again".
4. If the scale isn't available, tap "Manual entry" and type the weight.

Container deposit (Pfand)

For deposit-bearing products (such as a drink with a returnable bottle), the app asks "Add the deposit as well?" when it's added. Confirm so the deposit amount sits separately in the basket. Returning a deposit is explained in section 2-5.

Complementary product suggestion

Sometimes, after you add a product, the app suggests complementary products (for example batteries for a toy). You can add them with a single tap or skip them.

A product outside the catalogue (Kundenspezifisches Produkt)

If you're selling something that isn't in the catalogue:

1. Tap the "Custom product" option.
2. Enter the name, price, quantity and tax class.
3. Add it — it sits in the basket like any other item.

💡 Use this feature for exceptional cases; a frequently sold item is better registered in the catalogue by your manager so the reports stay accurate too.

2-2. Working with basket rows

On each basket row you can:

• Increase and decrease the quantity.
• Set a manual price (Individueller Preis) — this changes the price of this row for this sale only.
• Apply a row discount: tap "Add product discount" and enter a percentage (Prozent) or an amount. You can also edit it in the same place later.
• Add or return a deposit.
• Remove the row.

2-3. Basket totals and an overall discount

At the bottom of the basket you see these totals: subtotal (Zwischensumme), tax (Steuer), discount (Rabatt), deposit (Pfand), shipping cost (Versand), tip (Trinkgeld), amount paid, due (Fällig) — and, if negative, refund (Rückzahlung) — and the grand total.

• Discount on the whole basket: from the totals section, apply a percentage or amount discount — it applies to the whole invoice.
• Discount code (Gutschein): enter the code to apply it; remove it whenever you like.
• Gift card (Geschenkkarte): enter the card code to deduct from its balance. If the card belongs to a particular customer and a different customer is on the basket, the app asks whether to change the basket's customer.
• Shop credit (Shop-Guthaben): if the customer on the basket has credit, their balance is shown and you can spend it on this purchase.
• Shipping method: if the order is to be shipped, choose the shipping method and enter the delivery address.

2-4. A customer on the sale (Kunde)

A sale without a customer (a "guest") is perfectly normal, but linking a customer has these benefits: purchase history, shop credit, a personal gift card and an email receipt.

• Linking an existing customer: open the customer section and search by name/email/phone.
• Creating a new customer: fill in the short form (name, email, phone, and a tax number if needed). If the email or phone is a duplicate, the app shows similar existing customers so no duplicate record is created — in that case, instead of creating one, choose the existing customer.
• If needed, add the shipping/billing address there too.

2-5. A few other frequently used actions

• Basket note: write a short message on the basket (for example "no onions" or a delivery note).
• Assigning a salesperson/waiter (Personal): specify which colleague made this sale — useful for reports and tips.
• Returning a deposit (Pfand zurückgeben): when the customer returns an empty container, tap this button and record the quantity; the deposit amount is deducted from the customer's account on this same invoice (or returned in cash).
• Opening the cash drawer (Kassenlade öffnen): opens the drawer without recording a sale (for example to make change). This is logged in the records.
• Emptying the whole basket (Warenkorb löschen): clears the entire basket. The app asks for confirmation because it cannot be undone.

When the basket is ready, move on to payment → Chapter 3.