Work with Items in a Sales Transaction

After optionally selecting the customer, you must add items to the transaction. You can use a barcode scanner, find and select items from folders or from a search, or use item hotkeys. To remove an item, use the steps in this section to void it.

• Add Items using a Barcode Scanner

• Add Items using Find Item

• Add Items using Item Hotkeys

• Void Items using a Barcode Scanner

• Void Items from the Journal

Tip:

By default, NSPOS enables items marked Inactive in NetSuite ERP to be included in Find Item searches, bar code scans, and item hotkeys. Inactive items can also be sold at the register. To hide inactive items and prevent them from being sold, see Flags and Settings. Look in the Flags section for:

• Find Item: Disallow Expired Items

• Find Item: Hide Expired Items

Add Items using a Barcode Scanner

Scanning an item’s UPC or SKU is the fastest way to add items to a transaction.

To add items by scan:

1. Scan the item with your flat or hand-held barcode scanner.

2. If adding more than one of the same item, tap Item Quantity to enter the number being sold or scan each item individually.

Add Items using Find Item

Use this when an item cannot be scanned or to look through current inventory. You can search or browse through all available items.

To add items from a Find Item list:

1. Tap Find Item.

2. Locate the item using either method:

   • Search — Enter all or part of an item name or ID. Results display after you enter at least three characters. These include exact, likely and near matches.

   • Browse — Drill into the folder hierarchies by opening folders to view the items inside.

     To go back or move up to top level folders, tap Item at the top of the window.

3. Tap the item to add it to the transaction.

4. If adding more than one of the same item, tap Change Quantity to enter the number being sold.

Add Items using Item Hotkeys

Item hotkeys are buttons or groups of buttons that add items to the Journal when tapped. Use hotkeys as a quick method for ringing up store specials, common items or hard-to-scan items. Managers and system administrators can create and configure item hotkeys.

To add items from hotkeys:

1. Tap the Item Hotkey button assigned to the desired item.

   Often this is a single button on the Main bar that opens hotkeys on the Side bar. However, hotkeys can be located anywhere on the Journal, so you may want to ask your manager what keys are available and where.

2. If adding more than one of the same item, tap Change Quantity to enter the number being sold.

Void Items using a Barcode Scanner

Follow these steps to remove an item from a sales transaction using your barcode scanner.

To void an item by scan:

1. Tap Voids / Returns.

2. Tap Void Scan.

3. At the Scan or enter barcode prompt, scan the item or manually enter its barcode.

4. Tap Enter.

5. If prompted, select a Reason from the list and tap Enter.

6. The current line item is flagged as VOID. Voided items appear on the receipt with a translucent red watermark.

Void Items from the Journal

Follow these steps to remove an item by selecting its line item on-screen.

To void by Journal line item:

1. Select the item to void in the Journal.

2. Tap Voids / Returns.

3. Tap Void Line.

4. If prompted, select a Reason from the list.

5. The current line item is flagged as VOID. Voided items appear on the receipt with a translucent red watermark.

Related Topics

Enter a Sales Transaction

Add Customers to a Sales Transaction

Accept Payments for Purchases

General Notices