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Make a Sale
To make a sale go to the Checkout screen. You can get to this screen by clicking 'Checkout' on the main navigation, or by going directly to https://app.consignhq.com/sale. Many pages in ConsignHQ also have a 'Sale' button on the top bar to easily access this screen.


Add a product to the transaction

By searching
Place the cursor in the 'Scan or Search Products' input, you can now type in a product name or SKU to search for it; products that match your search with an 'Active' status will show up in a list, click on the matching item to add it to the transaction.

If the customer is purchasing more than 1 product repeat this process for each item.

By scanning
If you have a USB scanner place the cursor in the 'Scan or Search Products' input, and scan the product barcode. If the SKU matches an active product in the system it will be added to the transaction. 

If you are want to use your devices camera to scan (e.g if you're on a tablet) a barcode click the small camera icon (to the left of the 'Sell Gift Card' button. You can now see your camera and scan the barcode. If the SKU matches an active product in the system the camera will close, and the item will be added to the transaction, if there is no match the camera will close and you will see a message saying that no matching product was found.

Note - If you scan a barcode multiple times the Qty recorded as being purchased will increase by 1, each time you scan it.

If the customer is purchasing more than 1 product repeat this process for each item.

Modify default sale price and Qty
The sale price will automatically be populated based on the 'tag price' that is set on the product. You can adjust the sale price if you wish. If the customer is purchasing more than 1 item with the same SKU you can also adjust the Qty rather than scanning again.

Modify default taxes
The taxes & surcharges will automatically be calculated based on how you setup the product when you added it. If you wish to change the defaults and add/remove a tax at checkout expand the 'Taxes & Discounts' section underneath the product by clicking on it and check or uncheck the tick box next to the relevant tax.

Available Taxes & Surcharges can be configured before you add a product by going to the Settings > Taxes & Surcharges screen.

Apply discounts
If you wish to apply a discount (such as half price) expand the 'Taxes & Discounts' section underneath the product by clicking on it and check or uncheck the tick box next to the relevant discount.

Available Discounts can be configured by going to the Settings > Discounts screen.


Record payment & finalize transaction

The total for the customer to pay will be automatically tallied up based on the prices, qty, taxes and discounts applied. This amount will display on the green button in the bottom right of the screen, it will say something like 'PAY $15.00 >'. 

Once you've added all the items the customer is purchasing click the PAY button. The screen will change to the Payment Method view, the amount the customer is paying will default to the transaction total, and the payment method will default to Cash. If the customer is paying an amount greater than the transaction total change the value in the amount field (or if paying cash click on the 'Quick Select' buttons), the amount paid and change will be automatically tallied up. 

If you choose Store Credit as a payment type then the amount recorded will be subtracted from the customers ConsignHQ account balance.

If you choose Gift Card you'll have to enter a card code that you have previously added to ConsignHQ in the Gift Cards section. The amount recorded will be subtracted from the gift card balance.

If you wish you can add a transaction note, and record the customer account. 

Note the customer account drop down is referring to who is making the purchase not to the consignor. 

An advantage of tracking the customer is you can later on pull back purchase history by customer, which is useful for refunds if the customer loses their receipt. It also means you can email a customer receipt without typing in their email.

If you choose Store Credit as a payment method you must select the Customer account.  

Once you are happy with the payment details and proccesed anything you need to do on your card terminal/cash register click 'Finalize Payment' to record the sale in ConsignHQ.


Print or email receipt

You will now see a 'Print Receipt' and 'Email Receipt' option. 

Clicking Print Receipt will launch your web browsers print window and you can print to any printer on your network that is compatible with your browser.

Clicking 'Email Receipt' will display a dialog and you can enter the email address of the customer, then press 'Send Receipt' to send them an environmentally friendly invoice! If you selected a customer account during the payment process their email should already be populated.

To return to the Checkout screen, ready to make a new sale, click 'Finish'.
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