Direct answer
Write the sale up in one pass: find the item, build the invoice, attach the customer, then take payment. Do the customer record before payment rather than after, so the finished ticket is tied to a real person instead of an anonymous sale. Payment can be cash, card, financing, or a split across methods, and the receipt goes out printed or emailed once you confirm. Building the invoice should take under two minutes, whether it is a mattress set, a living room sectional, or a kitchen appliance package.
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.
Use the barcode scanner if your store has one. Just scan the tag and the product is added automatically.
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
- Review the invoice for accuracy
- Attach or create the customer record
- Select payment method (cash, card, financing, split payment)
- Process payment
- 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.
If a customer says 'I need to think about it,' save the invoice as a quote. It stays in the system and you can pull it right back up on their next visit without re-entering products.
Frequently asked questions
What should a salesperson do when the customer says they need to think about it?
Save the invoice as a quote instead of throwing the work away. It stays in the system, so on the next visit you pull it right back up without re-entering the products. You start where the last conversation stopped instead of rebuilding the ticket from scratch.
How do I get my salespeople to sell more accessories on every ticket?
Prompt at the moment the main item goes on the invoice instead of relying on memory. Add a mattress and the suggestions are pillows, protectors, and adjustable bases. Add a sofa and it is fabric protection and accent pillows. A suggestion tied to the item that was just added is the practical way to lift attachment rate, because nobody has to memorize every product and accessory combination.
What is the fastest way to pull up a product while the customer is standing there?
Search on whatever detail you have first: product name, SKU, brand, or category all work, and results appear as you type. If your store has a barcode scanner, scan the tag and the product is added automatically. Keeping floor models tagged with a readable SKU is what makes either method fast in practice.
Next lesson
Discounts, Bundles, and Financing