Making a sale

Note

Only staff with the takepayment permission (or the superlibrarian permission) will have access to this module.

When you first go in the point of sale module, the left side will show all the items for sale. These are debit types that were marked as ‘Can be sold’.

Note

You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: invoices).

On the right side is the current sale.

Point of sale page, on the left is a list of items for purchase, on the right is a list of items in this transaction, followed by a payment form

Click on the ‘Add’ button next to the items to add to the current sale.

If you need to change the cost or the quantity, click on the amount on the right side and it will become an input box where you can enter the correct amount.

"This sale" section of the point of sale page, the mouse cursor is over the "Cost" field, which is editable.

Once all the items have been added, quantities and prices adjusted if needed, fill out the ‘Collect payment’ form.

Amount being paid: this is the total, it cannot be edited since it’s not attached to a patron file, it cannot be partially paid.

Amount tendered: enter the actual amount handed to you by the patron. The amount tendered must be equal or greater than ‘Amount being paid’.

Change to give: if the amount tendered is greater than the amount being paid, Koha will calculate how much change should be returned to the patron.

Payment type: choose the type of payment.

Note

The values are managed in the PAYMENT_TYPE authorized value.

Cash register: choose the cash register in which to enter the transaction.

Click ‘Confirm’ to finalize the sale.

If change was to be given back to the patron, a pop-up window will appear to remind you, click ‘Yes’ to confirm that you gave back the correct amount and confirm the payment.

Pop-up window saying 'The amount collected is more than the outstanding charge The amount collected from the patron is higher than the amount to be paid. The change to give is 2.25. Confirm this payment?' with Yes and No buttons

You will have the choice to print or email the receipt for the sale.

Payment received alert with two buttons Print receipt or Email receipt

Note

The receipts can be customized in the Notices and slips tool. The letter code is RECEIPT.

Built with Sphinx using a theme provided by Read the Docs.

FAQ Category
Koha
Summary
Making a sale Note Only staff with the takepayment permission (or the superlibrarian permission) will have access to this module. When you first go in the point of sale module, the left side will show all the items for sale. These are debit types that were marked as ‘Can be sold’. Note You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: invoices). On the right side is the current sale. Click on the ‘Add’ button next to the items to add to the current sale. If you need to change the cost or the quantity, click on the amount on the right side and it will become an input box where you can enter the correct ...
Keyword
Point; Permission; Module; Table; Settings; Administration; Collect; Payment; Tendered; Change; Authorized; Register; Confirm; Receipt; Notices; Slips
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