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Sell In-Store

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Written by EPOS Support

Overview

The Sell screen is your central hub for processing in-store transactions quickly and efficiently. It supports fast checkout, multiple payment methods, order management, and item-level controls to keep your operations smooth and accurate. The Sell screen allows you to:

  • Process quick checkout using amounts, items, or item codes across different services

  • Accept multiple payment methods, including cash, card, and digital wallets

  • Manage orders with holds, returns, discounts, and comps

Who is this guide for?

  • Front-of-House Staff such as Cashiers and Bartenders processing daily transactions.

  • Store & Floor Managers overseeing checkout operations and handling complex order adjustments.

  • Merchants & Owners with brick-and-mortar stores who need to understand the sales workflow.
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Before You Begin

Permissions

Ensure your user role has permissions to sell, apply discounts, process comps, and manage tickets.

System Configuration:

  • Checkout Settings: Configure your "Pay First" (e.g., retail) or "Pay Later" (e.g., table service) workflows in More → Settings → Checkout.

  • Tax & Charges: Set up tax rates and any automatic service charges in More → Settings → Tax & Service Charge.

  • Sell Layout: Organize your Sell screen item grid for optimal speed. Go to More → Customize

Processing In-Store Transactions

EPOS 360 offers three distinct methods for processing in-store transactions, each designed for different sales scenarios. Choose the method that best fits your customer's needs and your operational workflow.

Method 1: Amount Mode

Ideal for: Quick payments, services, custom charges, or when item-level tracking isn't needed.

  1. Enter Amount Mode

    1. From the main Sell screen, tap the "Amount" tab to switch to the keypad.

  2. Enter the Transaction Amount

    1. Use the keypad to enter the total amount (e.g., for $25.00, tap 2 5 0 0).

    2. Use the backspace (←) key to correct entries.

  3. Confirm & Build the Transaction

    1. Tap the "+" (Add) button to lock the amount into the cart.

    2. Optional - Use as a Calculator: Enter additional amounts and tap "+" again to create a running total.

  4. Add a Description (Recommended)

    1. Tap the "Add Note" field to enter a brief description (e.g., "Printing Service"). This aids in reporting.

  5. Review Cart & Select Service Type

    1. Tap the order summary bar at the bottom to expand the cart.

    2. Tap "Dine-in" or "Pickup" to set the service type, which may affect tax and workflow.

  6. Complete the Sale

    1. Follow the "Pay First" or "Pay Later" workflow outlined in the Finalizing the Sale section below.

Method 2: Item Mode

Ideal for: Product sales, restaurant orders, retail transactions—any sale requiring detailed tracking, inventory management, and reporting.

  1. Access Item Mode

    1. From the main Sell screen, tap the "Item" tab to view your categorized product layout.

  2. Add Items to Cart

    1. Browse categories and tap any item to add it.

    2. If the item has modifiers (size, color, add-ons), a screen will pop up for you to make selections. Tap "Add to Cart" to confirm.

  3. Review Cart & Select Service Type

    1. Tap the order summary bar at the bottom to expand the cart.

    2. Tap "Dine-in" or "Pickup" to set the service type.

    3. Tap any item in the cart to:

      1. Update modifiers.

      2. Apply an item-specific discount.

      3. Add preparation remarks.

      4. Adjust the quantity.

  4. Complete the Sale

    1. Follow the "Pay First" or "Pay Later" workflow outlined in the Finalizing the Sale section below.

Method 3: Code Mode

Ideal for: High-volume transactions, quick-service environments, and experienced staff using pre-assigned item codes.

  1. Enter Code Mode

    1. From the main Sell screen, tap the "Code" tab to access the code entry keypad.

  2. Enter Item Code

    1. Type the assigned code for your item (e.g., A1 for Chicken Rice). The item name and price will auto-populate.

  3. Add to Cart

    1. Tap the "+" (Add) button. If the item has modifiers, you will be prompted to select them before adding.

  4. Review Cart & Select Service Type

    1. Tap the order summary bar at the bottom to expand the cart.

    2. Tap "Dine-in" or "Pickup" to set the service type.

    3. Tap any item in the cart to make adjustments.

  5. Complete the Sale

    1. Follow the "Pay First" or "Pay Later" workflow outlined below.

Finalizing the Sale: Pay First vs. Pay Later

Scenario A: Pay First (Standard Checkout)

  1. Tap "Charge"

  2. If prompted, enter a table, paging, or customer number.

  3. Select a Payment Method (Cash, Card, QR, etc.)

    1. For Cash: Enter the tendered amount. The system calculates change automatically, applying any rounding rules.

    2. For Card/QR: Follow the on-screen prompts to guide the customer to tap, insert, or scan.

  4. Await payment confirmation

    1. If fully paid: Tap "View Receipt" to print or send, or "Done" to return to the Sell screen.

    2. If partially paid: Tap "Next Payment" to add another payment method.

      Scenario B: Pay Later (Send to Kitchen/Bar)

  5. Tap "Send to Kitchen" (or "Send to Bar")

    1. The order is sent for preparation, and you are returned to the Sell screen for the next customer.

    2. To retrieve the order for payment later: Go to the Sales screen, find the pending order, and select "Charge".

Item-Level Functions

To use these, expand your cart and tap on a specific item.

  • Modify Item: Change options, size, or add-ons.

  • Apply Item Discount: Tap Edit > Select Discount Type.

  • Add Instructions: Tap Edit > Add Remark for kitchen or customer notes.

  • Remove Item:

    • Method 1: Tap the item > Clear.

    • Method 2: Tap the item > Edit > Set quantity to 0 > Add to Cart.

    • Method 3: In the expanded cart, swipe left on the item > Clear.

  • Void Item: Cancel an item already sent to the kitchen. Tap the item > Void. It will appear with a strikethrough.

  • Comp Item: Provide a complimentary discount on a specific item. Tap the item > Comp.
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Order-Level Functions

To use these, expand your cart and tap "Actions".

  • Save Ticket: Save an incomplete order to finish later. Retrieve it from the Sales screen.

  • Close Ticket: Discard an incomplete order. Note: Cannot be used if items have been sent to the kitchen (they must be voided first).

  • Apply Order Discount: Apply a percentage or fixed discount to the entire bill.

  • Apply Order Comp: Deduct a complimentary amount from the total bill.

  • Reprint: Reprint kitchen tickets, labels, or customer checks.

  • Clear All Items: Remove all items from the current cart. Note: Items sent to the kitchen must be voided first.

Best Practices

• Use Item Mode for detailed tracking and inventory accuracy
• Pre-assign modifiers and groups for faster checkout
• Encourage staff to review cart before payment to reduce errors
• Use Code Mode for experienced staff in high-volume environments
• Apply discounts and comps carefully to maintain accurate reporting
• Regularly check service type (Dine-in/Pickup) to ensure tax and workflow accuracy

Troubleshooting

  1. Cart not updating after adding item

    1. Ensure item is in stock and available

    2. Check modifiers assigned correctly

  2. Payment failed

    1. Confirm network connectivity and payment terminal status

    2. Verify selected payment method is active

  3. Cannot send order to kitchen

    1. Check modifiers are fully configured

    2. Ensure no system errors blocking print or send functions

  4. Item quantity incorrect

    1. Tap item → Edit → Adjust quantity → Add to Cart

Recommendations

• Train staff on all three checkout modes for flexibility
• Use modifiers and groups to simplify item selection
• Apply service types consistently to match tax and operational rules
• Regularly review order-level functions to streamline in-store workflow
• Encourage staff to add notes and remarks for kitchen efficiency

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