Using the Sales Terminal

The sales terminal is where you'll spend most of your time. It's designed to be fast — you should be able to build an invoice in under two minutes, whether you're selling a mattress set, a living room sectional, or a kitchen appliance package.

Finding Products

Use the search bar at the top of the terminal. You can search by product name, SKU, brand, or category. Results appear instantly as you type. Click a product to add it to the current invoice.

Building an Invoice

As you add products, the invoice builds on the right side of the screen. You'll see each line item with its price, any applicable taxes, and the running total. You can adjust quantities, remove items, or add notes to specific line items.

Attaching a Customer

Before closing the sale, attach a customer record. Search by name, phone number, or email. If they're new, you can create a customer record right from the invoice screen — it takes about 15 seconds.

Closing the Sale

1. Review the invoice for accuracy
2. Attach or create the customer record
3. Select payment method (cash, card, financing, split payment)
4. Process payment
5. Confirm and print/email the receipt

Accessory Suggestions

Watch for the accessory suggestions that appear when you add items. When you add a mattress, the system suggests pillows, protectors, and adjustable bases. When you add a sofa, it suggests fabric protection and accent pillows. These contextual prompts are the easiest way to boost your attachment rate without memorizing every combination.