Wix Retail POS: Making a Sale

11 min read
Important:
  • This article is about Wix Retail POS tablet for brick & mortar stores. 
  • For info on using POS on a mobile device, click here.
To get started making a sale, go to the Checkout screen in your POS tablet. This article will walk you through the checkout process – adding the products, applying coupons, accepting payment, assigning a customer to a sale and more. 
Tip:
All the sales you make at your point of sale are fully synced with your online store's inventory.

Step 1 | Add products or charges to the cart

You can add products to your cart by scanning them or selecting them from the tablet. 
You can also add a custom charge to the cart that isn't associated with a product. This is useful, for example, when you need to add extra fees or make special orders.
Tip:
To save time, add your most popular products, categories, and discounts to your Favorites screen. Learn more

To add products or custom charges to the cart:

  1. Open the POS tablet. 
  2. Tap Checkout on the bottom bar. 
  3. Add products using one of the following methods:
    • Scan a product's barcode using the barcode scanner. Learn how
    • Add a product from the tablet:
      1. Search for a product's name or SKU or find it in the Products or Favorites tabs.
        Tip: You can filter your search by tapping the relevant category. 
      2. Tap the product to add it to the cart.
        Note: If the product has options (e.g. color options), select them.
      3. (Optional) Edit the quantity:
        1. (If necessary) Tap the product again to select it.
        2. Tap the Plus  or Minus  icons to edit the product quantity.
        3. Tap Add to Cart or Update.
  1. Add a custom charge:
    1. Tap Actions at the top right. 
    2. Select Add Custom Charge.
    3. Enter the charge's amount, including cents.
    4. (Optional) Enter a description to identify the reason for the charge later.  
    5. (Optional) Tap the Plus icon  to charge the same amount more than once.
    6. (Optional) Tap the Add tax toggle to enable tax collection on the charge.
    7. Tap Add to Cart

Step 2 | (Optional) Apply a discount or coupon

You can offer reduced prices by adding a discount at checkout or by letting your customer redeem a coupon. 
  • Discounts: Discounts can be created on the spot. If you want to offer a customer a 25% discount, just add it to the sale. If you often use the same discounts, you can save a discount and then add it by selecting it from your Discounts or Favorites screens.
  • Coupons: Coupon are discounts that come with a coupon code (e.g. Summersale). Enter the code so your customer can redeem the coupon or select it from your coupon list. Coupons can only be created on desktop. Learn more
Notes:
  • Swipe left to remove coupons or discounts added to the cart.
  • You cannot apply both a coupon and a discount to the same sale.
  • You cannot apply a coupon to a sale with a custom charge.
  • You can redeem coupons created with the Wix loyalty program or the Smile.io app.

To apply a discount to the cart:

  1. Tap Discounts.
Screenshot of the Discounts screen available during checkout
  1. Select a discount option:
    • Add a saved discount: Tap to select the relevant discount.
    • Add a saved variable discount: Tap to select, enter the amount and tap Add.
    • Add a custom discount:
      1. Tap One-Time Discount.
      2. Choose a discount type:
        • Price discount: Enter the amount and tap the Dollar icon $
        • Percentage discount: Enter the percentage and tap the Percent icon %.
      3. (Optional) Add a discount description to identify the reason for the discount.
        Note: This info does not appear on your customer's receipt. 
  2. Tap Add.  

To apply a coupon to the cart:

  1. Tap Actions.
  2. Select Redeem a Coupon.
  3. Select an option:
    • Select one of the available coupons.
    • Enter the coupon code.
  4. Tap Add to Cart.
Troubleshooting:
  • You cannot redeem Free Shipping coupons, expired coupons, or archived coupons.
  • To learn more about troubleshooting coupons, click here.

Step 3 | (Optional) Assign a customer to the sale

Keep customer records by adding your customer's details to the sale. When a customer returns, you can quickly assign the saved customer to the next sale.

To assign a customer to the sale:

  1. Tap Select Customer.
  1. Select an option:
    • Create a new customer:
      1. Tap +New Customer.
      2. Enter the customer's details.
      3. (Optional) Tap Add More Info to add details.
      4. Tap Save.
    • Select a saved customer: Search for the customer's name, email or phone number or scroll down and select the customer.
      Note: If necessary, you can tap View next to a customer to see their information before adding them to the sale. 
Tips:
  • If you added the wrong name, tap the name in the cart to edit or change it.
  • You can also assign a customer to an order retroactively from the Sales History, by viewing an order and tapping Add Customer.

Step 4 | (Optional) Save your cart

If you don't want to complete your sale right away, or want to be able to duplicate your cart at a later date, you can save it. To help you find it later, give your cart a name and add a description.  

To save your cart:

  1. Tap Actions at the top right corner of the cart. 
  2. Tap Save Cart.
  3. (Optional) Enter a name for your cart and any additional info.
  4. Tap Save.
When you want to access the saved cart, tap Actions and Retrieve Cart.
Select the relevant cart and tap Open Cart at the bottom right to make changes or complete the sale.

Step 5 | (Optional) Arrange for the order to be shipped

You can arrange for an order to be shipped by mail or delivered using a local delivery service. Shipping must be added to the order before you complete payment. 
Before you begin:
Make sure you've set up shipping or delivery options up in the Wix dashboard. 

To add delivery to the order:

  1. Tap Actions at the top right corner of the cart. 
  2. Select Ship to Customer.
  3. If you haven't done so already, add a customer to the sale:
    • Existing customer: Select a customer from the list and make sure you have a shipping address listed.
    • New customer:
      1. + New Customer.
      2. Enter the customer's details and tap Next. 
        Tip:
        If the customer wants to ship to another address, you can enter that address here.
  4. Select one of the shipping/delivery options you have set up.

Step 6 | Accept payment and complete checkout

Accept cash payments or credit cards using your card reader. You can even accept payment from 2 or more payment methods (e.g. 2 credit cards).  
Notes:
  • The card reader accepts all major credit cards and payments made through the following payment apps: Apple Pay, Android Pay, Samsung Pay, VISA Paywave, MasterCard PayPass, AMEX ExpressPay and Discover D-PAS.
  • Canadian merchants: Interac processing fees are $0.15 CAD.  
  • You can hide payment options you don't use.

To accept payment:

  1. Tap Charge at the bottom right. 
  2. Choose the relevant payment method:

FAQs

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