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Troubleshoot Serial Number and Delivery Problems
Serial number is unavailable Confirm the unit belongs to the correct store, is available, and is not committed elsewhere. Wrong serial is attached If serials are editable and the layaway remains open, correct it before delivery. If serial locking prevents the ...
Layaway Closing Checklist
Use this checklist before completing or cancelling any layaway. For delivery Correct customer and layaway confirmed. Balance fully paid. Products and quantities available. Every serial or IMEI matches the physical item. Final receipt or statement provided. For...
Register & Sales
Learn the RepairNest POS register layout, ring up sales, find customers and products, add miscellaneous items, manage discounts and taxes, process refunds, and place or recall invoices on hold.
Register Fundamentals
Understand the register layout, Sale and Refund modes, cart, totals, notes, customer area, and checkout flow.
Customers at the Register
Find customers reliably by phone number, use Walk-In Customer, and recognize notes, favorites, and blacklist warnings.
Products, Identifiers & Cart
Add products by name, IMEI or serial number, UPC or barcode, and SKU; create miscellaneous sale lines; and adjust the cart.
Discounts, Taxes & Notes
Apply discounts, control tax on individual items or the full receipt, and record receipt and customer notes.
Refunds & Receipt Returns
Process a direct refund or return items from an original receipt while protecting the financial audit trail.
Held Invoices
Pause a cart, optionally print a hold ticket, monitor held-cart counts, and safely recall or delete held invoices.
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,...
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, discount...
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, pri...
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. Confir...
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 aft...
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 usuall...
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 be...
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, loyal...
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 an...