The Tracksales Point of Sale (POS) register lets you process sales, returns, and exchanges quickly. This guide covers the complete flow from adding items to completing payments and handling returns or exchanges.

1. Opening the Register

Before you can make sales, you must open a register:

  1. Go to Point of Sale (or Sales) from the main menu.
  2. If no register is open, you will see the Open Register panel.
  3. Select the opening cash amount (float) and confirm to open.
  4. Once open, the register screen shows the product grid (or categories), cart, and payment controls.

2. Making a Sale

Adding Items

Add products to the cart in several ways:

  • Product grid — Click items from the grid (items or categories view depending on your Register Settings).
  • Search — Use the search bar to type a product name or item number. Select from the results to add.
  • Barcode — Focus the search field and scan a barcode. If the product matches, it is added automatically.

Adding a Customer (Optional)

Use the Add a customer field to link the sale to a customer for history and reporting. Search by name, email, or phone. You can also add a new customer on the spot.

Completing Payment

When the cart is ready:

  1. Click Pay (or the payment button).
  2. Choose one or more payment methods (Cash, Card, M-Pesa, etc.). Split payments are supported.
  3. Enter the amount for each method. Use Exact to auto-fill the remaining balance.
  4. Complete the sale. A receipt is generated and inventory is updated.

You can print the receipt, email it, or both after the sale.

3. Processing Returns

To process a return for a paid sale:

  1. Go to Sales History from the sales sidebar.
  2. Find the original sale (search by receipt number, customer, or date).
  3. Open the sale and click Return or Process Return.
  4. Select the items to return and the quantity for each. For serialized items, select the specific serial numbers.
  5. Review the return total and complete the refund using the original payment method(s) or adjust as needed.

Stock is automatically returned to inventory. A return sale (credit) is created and linked to the original sale.

4. Processing Exchanges

An exchange is a return plus a new sale in one flow:

  1. Start a return as above (Sales History → select sale → Return).
  2. Select items to return.
  3. Add the replacement items to the cart (same as a normal sale).
  4. Complete the transaction. Any difference in value is handled as a refund or additional payment.

The exchange links the return and the new sale for reporting.

5. Sales History

From Sales History, you can:

  • View and search all completed sales.
  • Filter by date, customer, or payment method.
  • View sale details, reprint receipts, or email receipts.
  • Process returns or void a sale (if allowed by your role).

💡 Pro Tip

Use a USB barcode scanner for faster checkout. Most scanners work as keyboard input—focus the search field and scan. Tracksales will add the product automatically when it finds a match.

🇰🇪 KRA / TIMS (Kenya)

If your organization uses Tremol TIMS for KRA tax compliance, sales, returns, and exchanges are automatically transmitted to your Control Unit. See Tremol TIMS & KRA Integration for setup and details.