Overview

A Cash Sale in The Edge refers to transactions made by a non-registered customer, rather than the payment method used. While processing Cash Sales is quick and simple, it is always recommended to register customer details in the database whenever possible. This enables you to track purchase history, manage promotions, and maintain stronger customer relationships.

Benefits of Registering Customers

• Promotions and Notifications: Registering customers allows you to reach out for promotional offers and special occasions.
• Purchase Tracking: Keeps a record of customer purchase history, enabling better customer service and follow-ups.
• Stronger Customer Relationships: Helps maintain ongoing engagement and loyalty.

Steps to Process a Cash Sale

1. Identify the Salesperson

1. Enter the salesperson ID or use the dropdown to select the salesperson’s name.
2. If multiple salespeople are involved, click the Multi button to split the commission. Assign percentages to up to four salespeople and use Split Even to divide equally.

Note: If using multiple salespeople, “Multi...” will display in the Salesperson field on the main screen.

2. Choose Cash Sale

1. Instead of clicking Find Cust, click the Cash Sale button. This is used for one-off or anonymous transactions where no customer is linked.

3. Select Transaction Type

1. After selecting Cash Sale, choose the transaction type:

• Sell Item: Scan using a barcode scanner, or click Sell Item and manually enter the item’s SKU number.
• Misc Sale: Used for items not catalogued in the system.
• Sell Gift Voucher: Create a gift voucher for sale.
• Tender Card: Activate a tender card for payment.
• Quick Repair: Process a repair sale while the customer waits.
• Return: Process the return of a previously sold item.

Note: Some transaction types require customer details and may not be available with Cash Sale.

2. Each sale will appear as a line in the Transaction section, showing item quantities, descriptions, prices, and totals.

4. Select Payment Tender

1. Choose the payment type from the Tender section:

• Cash: For payments made in cash.
• Credit Card: For payments via an external EFTPOS machine.
• EFTPOS: For payments using an integrated EFTPOS machine.

2. Ensure the Tendered Amount matches the Amount Due.

5. Review and Finalise the Sale

1. Review the Total section to confirm totals are correct, including any discounts or taxes.
2. Verify the correct payment method was selected and that the Due amount is $0.
3. Click Finished in the Tender section to finalise the transaction and generate a receipt.

Best Practices

• Use the Cash Sale option only for truly one-off or anonymous transactions.
• Consider registering customers whenever possible to maximise engagement and retention.
• Review all items in the Item Grid before moving to payment to ensure accuracy.