How to take a sale using Catalogue

If you've uploaded products to your Catalogue, you can use it to build a sale instead of entering amounts manually. Products, pricing and variants are pulled straight from your catalogue, making it easier to add items to a transaction.

Open your Catalogue

1. Tap New Sale.
2. Select the Catalogue tab.

If you don't see the Catalogue tab, it may be turned off.

To turn it back on:

1. Open Settings.
2. Select Controls.
3. Turn Include Catalogue on.
4. Return to New Sale.

Browse your products

Your Catalogue can be viewed in either Grid or List view. Use the view selector to switch between them at any time.

If you're looking for a specific product, use the Search bar at the top of the screen. Matching products will appear as you type. If there aren't any matches, you'll see a No results found message.

You can also browse by category using the category tabs at the top of the catalogue. These categories are created when you build your catalogue in iK Dashboard.

Products with images will display them in the catalogue. If no image has been added, you'll see the product initials instead.

Add products to your cart

There are two ways to add products, depending on how the item has been set up in your catalogue.

Products without variants

If a product has a + button, it has a single option.

Simply tap + to add it to your cart.

Products with variants

If a product has an arrow icon, you'll need to choose a variant before adding it to your sale.

For example, you might choose a different size, flavour or option.

When selecting a variant, you'll see:

• The available options.
• Any price differences between variants.

Choose the option you want, then tap Add to Cart.

Some products may have more than one type of variant. Simply make your selections before adding the item to your cart.

As you add products, the total value of your sale and the number of items in your cart are updated automatically.

When you're ready, tap Review Cart.

Review your cart

Before taking payment, take a moment to check your sale.

From the cart, you can:

• Review all the products you've added.
• Increase or decrease quantities.
• Remove items from the sale.
• Add or update Sales Details, such as:
  • Staff name.
  • Sales reference or order number.

Because your catalogue products are managed in iK Dashboard, details like the product name and price can't be edited from the cart. If you need to change either of these, you'll need to update the product in your catalogue.

Once everything looks right, tap Charge.

Take payment

1. Choose the payment method.
2. Add a tip if you'd like.
3. Tap Proceed to Payment.
4. Ask your customer to tap, insert or swipe their card.

If there's a temporary connection issue while processing the payment, you'll be given the option to reconnect and try again without having to start the sale from scratch.

Once the payment has been approved, you can view, print or share the receipt before tapping Done.

View your completed sale

Every successful sale is saved in Sales History.

Open the transaction to view:

• The payment status.
• Receipt options.
• Staff name.
• Sales reference.
• An itemised list of the products sold.
• Product quantities.
• Subtotal.
• VAT (where applicable).
• Tip amount.
• Total amount paid.

If your Catalogue products include VAT, the VAT amount will also appear in the transaction details.