Register & Sales
Create sales, find products, take payments, issue receipts, and manage register activity.

Register Fundamentals
Understand the register layout, Sale and Refund modes, cart, totals, notes, customer area, and checkout flow.

What Is the Register?
Navigation: Open Register from the main navigation.
The register is where employees build a cart and complete a sale or refund. The screen brings together customer selection, Sale/Refund mode, product search, cart items, receipt notes, customer notes, discounts, tax, totals, Hold, Cancel, and checkout.
The register supports fast scanner-based selling as well as manual entry. You can find stocked products by identifiers, search by name, or enter a miscellaneous item when no inventory product should be used.

Understand the Register Layout
Customer area: Search, select, or keep the Walk-In Customer.
Sale/Refund switch: Determines whether newly added lines are sales or returns.
Product entry: Search by name or scan an IMEI, serial number, UPC/barcode, or SKU.
Cart: Review item name, quantity, price, discount, and tax.
Notes: Add receipt notes, customer notes, or a reference number.
Totals: Review subtotal, discount, tax, surcharge when applicable, and amount due.
Actions: Hold the cart, cancel it, or continue to checkout.

How to Ring Up a Basic Sale
Open the Register and confirm Sale is selected.
Ask for the customer’s phone number and select the matching record, or keep Walk-In Customer.
Scan an identifier or type the product name.
Select the correct product and verify any required serial or IMEI.
Confirm quantity and price, then select Add.
Review every cart line, discount, tax, notes, and the amount due.
Continue to checkout, select the payment method, and complete payment.
Give the customer the receipt.
Pause before checkout: the customer, merchandise, serial numbers, prices, and payment method should all be correct.

Sale Mode vs Refund Mode
The mode switch near the top of the register controls how the next item is added.
Sale: Adds positive quantities and charges the customer.
Refund: Adds negative quantities and prepares money to be returned.
Use Sale for normal transactions. Use Refund only after confirming the return and your store policy. After a refund item is added, the register can return to Sale mode automatically. If several items must be refunded directly, confirm Refund mode again before adding each additional item.
For the safest return tied to purchase history, start from the original receipt whenever possible.

Customers at the Register
Find customers reliably by phone number, use Walk-In Customer, and recognize notes, favorites, and blacklist warnings.

Best Practice: Find the Customer by Phone Number
Ask, “What is the best phone number for your account?” and search that number before trying the customer’s name.
Why phone-first works
Names are easily misspelled or may have several variations.
Several customers may share a similar name.
A phone number usually identifies the intended record faster.
Using the existing profile keeps purchase history, loyalty, notes, and contact details together.
Click the customer search area.
Enter the phone number.
Compare the returned name and phone number with the customer.
Select the correct record.
Do not create a duplicate profile until you have searched the full phone number.

How to Search and Select a Customer
Open the customer selector on the register.
Search by phone number whenever possible. Name search is also available.
Review the matching customer details.
Select the correct customer.
Check the customer area for favorite status, notes, or blacklist warnings before adding products.
If the customer’s information is incomplete, update the correct existing profile instead of creating a near-duplicate.

When to Use Walk-In Customer
Leave the default Walk-In Customer selected when the shopper does not want to provide information and your store does not require a customer for that transaction.
A walk-in sale is fast, but it is not connected to an individual customer’s history, notes, loyalty activity, or future lookup. Select a real customer for transactions that may need warranty lookup, account history, targeted service, or easier receipt retrieval.

Understand Customer Notes, Favorites and Blacklist Warnings
Customer note: A saved note appears with a red pulsing indicator so staff know to read it. The note may contain an important preference or warning.
Favorite customer: A heart icon identifies favorite status.
Blacklisted customer: The customer area turns red and displays the blacklist reason.
A blacklist warning does not automatically prevent a sale. Stop, read the reason, and follow your store’s authorization policy before continuing. Never ignore a warning merely because checkout remains available.

Products, Identifiers & Cart
Add products by name, IMEI or serial number, UPC or barcode, and SKU; create miscellaneous sale lines; and adjust the cart.

How to Search for a Product by Name
Confirm the register is in Sale mode.
Click the product search field.
Type a useful part of the product name.
Review the matching products, price, and availability.
Select the correct product.
Enter quantity when needed and select Add.
Name search is helpful when no barcode is available. Confirm the exact variation, condition, and price before adding it.

How to Scan an IMEI or Serial Number
Place the cursor in the product search field.
Scan or enter the complete IMEI or serial number.
Let RepairNest POS find the exact available serialized unit at the current location.
Confirm the product description, serial, condition, and sale price.
Add it to the cart.
If the serial is unavailable, sold, reserved, or belongs elsewhere, follow the displayed inventory message. Do not substitute a different serial without confirming the physical device.

How to Scan a UPC or Barcode
Place the cursor in the product search field.
Scan the UPC or supported barcode.
Confirm the exact matching product.
Review quantity and price.
Select Add.
If scanning produces no result, type the number to rule out scanner focus or readability problems, then verify that the UPC is saved on the product.

How to Find a Product by SKU
Enter or scan the SKU in the product search field.
Use the exact SKU when available.
Confirm the returned product and current-location availability.
Add the correct item to the cart.
Partial SKU text may appear among broader results, so check the complete SKU before selecting. An exact identifier is safer than choosing by a similar product name.

How to Sell a Miscellaneous Item
Use a miscellaneous line when the item should not be selected from inventory.
Leave product search unused or clear it.
Type a clear description in the Item Name field.
Enter the quantity.
Enter the selling price.
Review the tax treatment.
Select Add.
Use a meaningful description so the receipt and reports explain what was sold. Do not use miscellaneous entry to bypass serialized inventory, stock tracking, or an established product record.

How to Review and Adjust the Cart
Before checkout, compare each cart line with the merchandise in front of you.
Confirm item name, quantity, price, serial or IMEI, discount, and tax.
Remove an incorrect line and add the correct one.
Use the intended editing controls for quantity or price when your permissions allow.
Confirm the subtotal, discounts, tax, surcharge when applicable, and amount due.
For serialized items, a quantity and serial mismatch must be corrected before payment.

Discounts, Taxes & Notes
Apply discounts, control tax on individual items or the full receipt, and record receipt and customer notes.

How to Apply a Discount
Add the products to the cart.
Select the Discount total or the relevant item discount control.
Choose or enter the authorized discount.
Review the updated discount total, tax, and amount due.
Confirm the reason or approval required by your store.
Apply discounts before checkout and confirm that the customer received the intended amount—not a duplicate discount at both item and receipt levels.

How to Add or Remove Tax from One Item
Find the item in the cart.
Open its edit or tax control.
Turn tax off or on for that line.
Confirm the item and receipt tax totals changed as expected.
Only change tax when the sale qualifies under your store’s tax rules. A line-level change affects that item, while the Tax Amount control at the bottom affects the whole receipt.

How to Toggle Tax for the Entire Receipt
At the bottom of the register, select the Tax Amount row to toggle tax for the complete cart. Select it again to restore tax.
Review the current tax amount.
Select Tax Amount once.
Confirm the receipt tax and amount due changed.
Select it again if tax should be restored.
This is a receipt-wide control. Review every cart line afterward and use it only for an authorized tax-exempt or taxable transaction.

Receipt Notes vs Customer Notes
Receipt Note: Information about this transaction. It stays with the receipt, such as a special sale explanation.
Customer Note: Information connected to the customer for future visits. Save it from the Customer Note tab.
Reference: An optional external or internal reference number for the transaction.
When a selected customer already has a note, a red pulsing indicator draws attention to it. Read the note before continuing. Avoid sensitive or unnecessary information; write only useful business context.

Refunds & Receipt Returns
Process a direct refund or return items from an original receipt while protecting the financial audit trail.

Choose the Right Refund Workflow
Use an original-receipt refund whenever the original sale can be found. RepairNest POS can load eligible items and track how much of each line has already been returned.
Use a direct register refund only when your policy permits a return without the original receipt. Direct refunds require extra care because they begin from manually selected products rather than the original sale record.
Before either workflow, verify the customer, product, quantity, condition, serial or IMEI when applicable, refund amount, payment method, and employee authorization.

How to Refund an Item from the Original Receipt
Navigation: Review → Receipts.
Find and open the original receipt.
Open its three-dot actions menu and select Refund.
The eligible receipt items load into the register refund workflow.
Delete any cart lines the customer is not returning.
Adjust quantities only within the refundable quantity.
Confirm serialized items against the physical serial or IMEI.
Complete refund checkout and provide the refund receipt.
Items already fully refunded cannot be refunded again.

How to Process a Direct Refund Without a Receipt
Open the Register.
Select Refund mode.
Search or scan the returned product.
Confirm quantity, price, tax, and serial or IMEI when applicable.
Select Add.
If returning another item, confirm Refund mode again before adding it because the mode may return to Sale after each refund line.
Review the negative total and complete refund checkout.
Use this workflow only when permitted. It is easier to choose the wrong item or amount without the original receipt.

How to Process a Partial Receipt Refund
After loading the original receipt into the refund workflow:
Review all eligible receipt lines.
Delete every item that is not being returned.
For a multi-quantity line, keep only the quantity actually returned.
Confirm the refund total, tax, discounts, and tender.
Complete checkout and provide the refund receipt.
RepairNest POS tracks refunded quantity. A product line can be refunded only up to the quantity originally sold; a fully refunded item cannot be refunded again.

Refund Safety Rules and Common Problems
Confirm you are in Refund mode before adding every direct-return line.
Use the original receipt whenever possible.
Never refund more than the eligible sold quantity.
Match serialized returns to the physical serial or IMEI.
Confirm the customer, amount, tax, discount, and refund payment method.
Layaway and repair payment receipts must be refunded from their own module, not the general receipt list.
A completed refund becomes part of the financial record and its refunded quantity cannot simply be returned to an unrefunded state. Refund receipts are not ordinary sales receipts that staff should delete or reverse. If a mistake is completed, stop and follow an authorized manager or accounting correction process.

Held Invoices
Pause a cart, optionally print a hold ticket, monitor held-cart counts, and safely recall or delete held invoices.

What Is a Held Invoice?
Hold temporarily saves the current cart so an employee can serve another customer without cancelling or completing the first transaction.
For example, if a customer needs more time to choose an accessory or retrieve payment, place the cart on hold and begin the next sale. The held cart keeps its items, customer when selected, totals, description, and hold time until it is recalled or deleted.
A hold is not a completed sale and does not collect payment.

How to Put an Invoice on Hold
Add at least one item to the cart.
Select Hold beside the Cancel action.
Select or confirm the customer, if helpful.
Enter a useful description so staff can identify the cart.
Choose whether to print a hold ticket.
Choose whether prices should be hidden on the ticket.
Select Hold to save the cart.
The register is now ready for the next customer. Use a name, order detail, or other non-sensitive description that makes the held cart easy to recognize.

How to Print and Use a Hold Ticket
When placing a cart on hold, leave Print Hold Ticket selected to print a ticket automatically. You can also choose to hide prices.
Place the ticket with the merchandise so staff can identify the order later. The ticket can be viewed again from the Held Invoices page. Use it as a working document only: it is not proof of payment or a completed sales receipt.

How to Find and Recall a Held Invoice
When one or more carts are held, a Held Invoice navigation item appears with a badge showing the number of held carts.
Select the held-invoice navigation item.
Identify the cart by date, customer, item count, total, or description.
Select the item count if you need to view its hold ticket.
Select Sell to recall the cart to the register.
Review the entire cart, then continue the sale.
If your current register cart is not empty, the system asks whether to preserve it while recalling the held cart or overwrite it. Read the choices carefully to avoid losing work.

How to Delete a Held Invoice Safely
Delete a held cart only when the customer has abandoned it or the hold was created by mistake.
Open the Held Invoices page.
Confirm the date, customer, items, totals, and description.
Select Delete.
Read the warning and confirm only if the cart is no longer needed.
Deleting a hold cannot be treated like completing or cancelling a financial receipt—the sale was never completed. The held work is removed, so verify the correct cart before confirming.

Register & Sales: Complete Guide
The register is the center of everyday selling in RepairNest POS. It keeps the customer, products, prices, tax, discounts, notes, totals, and checkout together on one screen.
Use this book to learn the layout, ring up a sale, identify products by name or code, protect staff from customer warnings, issue controlled refunds, and pause a slow transaction without losing the cart.
A simple sale
Confirm the register is in Sale mode.
Find the customer by phone number, or keep Walk-In Customer.
Search or scan the product, then add it to the cart.
Review quantity, price, discount, tax, and notes.
Confirm the total and complete checkout.
Provide the receipt.

Managing Instant Rebates from a Master Dealer in POS
This process explains how to correctly record instant rebates offered by a master dealer in your POS system so that your sales, cost, and sales tax are accurate, and your receipt clearly shows the full phone price and the split between customer payment and instant rebate.

Step 1: Understand the Incorrect Way of Recording the Sale
When you receive an instant rebate from a master dealer, they might say: you purchase the phone for $1,200, but you must sell it for $1,100 and let the customer pay only $100.
If you sell the phone directly by scanning it in the normal way and processing it as a $100 sale, your POS will record your cost as $1,200 and your sale as $100, showing a loss of $1,100 and incorrect sales tax.
Scan the phone in the regular sales screen.
Select New Activation.
Enter the customer’s phone number in the appropriate field.
Continue the sale as usual.
If you then set the selling price here to $100:
Your cost will still be $1,200, and your sale will be $100.
This will show an $1,100 loss and will not calculate sales tax correctly. Do not use this method for instant rebate transactions.

Step 2: Open Payment Method Settings
To handle instant rebates correctly, you must create and use a dedicated payment method called Instant Rebate.
Go to your POS Settings menu.
In Settings, search for Payment Method.
Open the Payment Method configuration section.
Create a new payment method.
Name this payment method Instant Rebate (or a clear equivalent).
You should now see the newly created Instant Rebate payment method listed.
Confirm that the Instant Rebate payment method is active and available for use.

Step 3: Ring Up the Phone at Full Price
Now process the sale using the full price of the phone, not the discounted amount.
Go back to the sales screen and select the phone item again.
Instead of changing the item price to $100, keep the price at the full $1,200.
Ensure the line item shows $1,200 as the selling price.
Proceed to Checkout with the full price.
At checkout, you will now apply the instant rebate using the payment method you created.

Step 4: Apply the Instant Rebate as a Payment Method
When you are on the checkout/payment screen, decide how much of the total will be covered by the instant rebate and how much will be paid by the customer.
Click to proceed with payment.
Enter the Instant Rebate amount you will receive from the master dealer.
For example, if you receive $1,100 as an instant rebate, enter $1,100 as payment under the Instant Rebate method.
Click Save to apply this payment.
The remaining balance will be paid by the customer (e.g., $100 by cash/card).
Alternatively, if you prefer to take the tax impact on yourself, you can set it so that the customer pays only $100 total, and the rest of the amount (including the tax portion you choose) is covered by the Instant Rebate payment method.
In that case, you can specify that $100 will be paid by the customer, and the rest of the balance will be assigned to Instant Rebate.
Enter the remaining amount as Instant Rebate.
For example, if the remaining amount comes to $1,207, that full amount is assigned to the Instant Rebate payment method.
Confirm the total Instant Rebate amount (e.g., $1,207) and complete the payment.
Save the transaction to finalize the sale.

Step 5: Review the Receipt and Recordkeeping
Once you save the transaction, your receipt will display the correct full price, tax, and payment breakdown.
The receipt will show the phone’s total price as $1,200.
The customer will see a $1,200 item price, the correct sales tax amount, and a clear split of who paid what:
Customer payment (e.g., $100 via cash/card)
Instant Rebate (e.g., $1,100 or $1,207) as a separate payment method
This ensures your sales, cost, and tax records are accurate, and the master dealer’s instant rebate is properly documented in your POS.