TAKU Retail
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  • What is TAKU Retail?
  • What is TAKU Pay?
  • Watch how TAKU Retail Works
  • How to Sell on Every Channel with TAKU
  • Pricing Plans
  • How to Get Started
    • βœ…Onboarding Checklist
    • βš™οΈGeneral Settings
      • Business Details
        • SKU & Account ID Formats
        • Financial Settings
        • Inventory Options Settings
      • Inventory Settings
        • Inventory Doc Formats
        • Units of Measure
        • Inventory Categories
        • Inventory Brands
      • Account Settings
        • Account Groups
        • Privacy Consent Capture
      • Money Settings
        • Currency Denominations
        • Cash Rounding
        • Tender Types
          • Creating / Editing Tender Types
          • Store Credits
      • Taxes
        • How Taxes Work in TAKU
        • Creating Sales Taxes
        • Creating Tax Rules
        • Creating Tax Categories
        • Tax Exceptions
      • Privacy Consent Capture
    • πŸ—ΊοΈZones Settings (Multi-Store)
      • Adding / Managing Zones
      • Stock Allocations
      • Shippers
      • Inventory Doc Formats
      • Recurring Order Setup
    • πŸ“Store Settings
      • Salesscreen Settings
        • Sales Doc Formats
        • Sales Doc Settings
        • Store Policies
      • Setting up Picture Gallery
      • Return Settings
      • Store Payment Settings
      • Cashout Settings
      • Receipts
        • Receipt Builders
        • Email Receipts
      • Adding / Managing Stores
    • πŸ–₯️Stations
      • Adding / Managing Stations
    • πŸ–¨οΈHardware Setup
    • πŸ”–Discount Controls
      • Restricting Discounts by Product
    • πŸ‘₯Users & Access Rights
      • User Roles
      • Access Rights by Role
    • πŸ“€Importing Data
      • 🏷️Importing Inventory
        • Matrix Product Import
      • πŸ™‚Personal Accounts Import
      • 🏒Commercial Accounts Import
      • πŸ“‡Commercial Contacts Import
    • πŸ”Transaction Recovery
  • Selling In Store (POS)
    • πŸ›’Sales & Returns
      • How to Make a Sale
        • Selling with Picture Gallery
        • Viewing & Selecting Line Items
        • Deleting a Line Item during a Sale
        • Clearing the Salesscreen
        • How to Park or Suspend a Transaction
        • Re-opening a Suspended or Parked Transaction
        • Creating Accounts during a Sale
        • Creating Products during a Sale
        • Price Editing during a Sale
        • Setting a Future Pickup Date
      • How to Return in the Return Screen
        • How to Return or Exchange in the Salesscreen
        • Offering Store Credit for Returns
      • Creating Pre-Orders (Prepaid)
      • Creating Pre-Orders (Unpaid)
      • Commitments (Recurring Orders)
        • Selling Repeat Products during POS Checkout
        • Managing Commitments
          • Generating Recurring Orders from Commitments
          • Skipping, Pausing or Voiding Commitments
        • Processing Recurring Orders
    • 🎯Discounts & Promotions
      • Manual Discounts
        • Applying Line Discounts
        • How to Apply Bulk Line Discounts
        • Applying Sub-Total Discounts
      • Automated Promotions
        • Price Levels
        • Category Promotions
    • πŸ“¦Inventory
      • Adding Inventory Items
      • Editing Inventory Items
      • Editing Inventory Prices
      • Receiving Reordered Inventory
      • Creating Matrix Products (Variants)
      • Editing Matrix Items
      • Creating Usage Detail
      • Printing Barcode Labels
    • πŸ‘€Accounts & CRM
      • Adding Personal Accounts (Customers)
      • Editing Personal Accounts (Customers)
      • Adding Commercial Accounts (B2B)
    • πŸ’΅Cash Management
      • How to Handle Cash
      • Opening the Till
      • Closing the Till
  • Selling Online
    • 🌐Start Selling Online
      • Online Products
        • Publishing Products Online
        • Re-Sorting Online Products
        • Creating Categories for your TAKU eCommerce store
      • Taxes & Payments
        • Online Taxes
        • Setting up Payments
          • Setting Up Online Payment Options
          • Setting Up Manual (Offline) Payments
          • Sorting Payment Options
          • Setting Your Payment Currency
          • Disabling A Payment Option
          • Mapping All Payments for Reporting
      • Pickup, Delivery & Shipping
        • Store Pickup
        • Scheduled Store Pickup
        • Local Delivery
        • Offering Free Shipping
        • Setting Up Shipper Options
      • Designing your Storefront
        • Designing your Online Store
        • Designing your New-gen Instant Site
        • Adding the "About Us"
        • Adding your Business Number
        • Adding a Logo to your Invoices
        • Adding "Shipping & Payment" Policies
        • Adding a "Return Policy"
        • Adding "Terms & Conditions"'
        • Getting Consent at Checkout
        • Adding a "Privacy Policy"
        • Enable/Disable Your Instant Site
    • 🧾Handling Online Orders
      • Fulfilling Online Orders
      • Buy Online Pickup In Store
      • Buy Online Return or Exchange In Store
      • Buy Online Pay In Store
      • Online Storefront Only
        • Signing into TAKU eCommerce (External)
        • Resetting your Password for TAKU eCommerce (External)
    • πŸ“±Facebook / Instagram Shop
      • Facebook Shop
      • Instagram Shop
  • Marketing
    • πŸ”ŽBe Found Online Locally
      • Google My Business
      • Google Product Listings
    • πŸ’¬Live Chat
      • Facebook Messenger Live Chat
    • πŸ“ˆTracking Online Traffic
      • Facebook Pixel
      • Google Analytics
  • Apps
    • πŸ’³Payments
      • In-Person Payments
        • πŸ‘‘TAKU Pay
          • Business Verification
          • TAKU Pay Accounts
          • TAKU Pay Locations
          • Pairing TAKU Terminals
          • Unpairing TAKU Terminals
          • Terminal Payments
          • Card-Not-Present
        • Ⓜ️Moneris
      • Online Payments
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  1. Selling In Store (POS)

Sales & Returns

This section covers the functionality and operations of the Sales Register and processing returns.

PreviousTransaction RecoveryNextHow to Make a Sale

Last updated 1 year ago

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The following guides give you step-by-step instructions on how to use the features in TAKU Retail to process and edit transactions, park a transaction, apply a line discount, and process returns. The Sales Register has many features to allow you to customize your sales transactions to best fit your business needs.

For more information on creating a seamless checkout process, you can refer to our TAKU Retail blogs.

πŸ›’
How to Improve the Retail Checkout Process
How to Make a Sale
Viewing & Selecting Line Items
Price Editing during a Sale
How to Return in the Return Screen
Applying Line Discounts
Clearing the Salesscreen
Deleting a Line Item during a Sale
How to Park or Suspend a Transaction
Re-opening a Suspended or Parked Transaction
Creating Products during a Sale
Creating Accounts during a Sale