---
title: How to make a sale
description: "Go to **Point of Sale**. ![](https://roipos.com/wp-content/uploads/2017/04/Point-of-sale-Arrow-to-POS.png) Select customer and click on customer name. ![](https://roipos.com/wp-content/uploads/2017/04/Select-a-Customer.png) Or click on **No Customer Selected** if you do not want to select particular customer. ![](https://roipos.com/wp-content/uploads/2017/04/No-Customer-selected.png) You can type in the inventory search field for anything…"
url: "https://roipos.com/knowledge-base/how-to-make-a-sale/"
updated: "2023-11-06"
category: Point of Sale
---

# How to make a sale

Go to **Point of Sale**.

![](https://roipos.com/wp-content/uploads/2017/04/Point-of-sale-Arrow-to-POS.png)

Select customer and click on customer name.

![](https://roipos.com/wp-content/uploads/2017/04/Select-a-Customer.png)

Or click on **No Customer Selected** if you do not want to select particular customer.

![](https://roipos.com/wp-content/uploads/2017/04/No-Customer-selected.png)

You can type in the inventory search field for anything in your inventory,  Here we started typing book for book of stamps.

![](https://roipos.com/wp-content/uploads/2017/04/Inventory-search-for-bo.png)

Use point click / left click to select an item.  Here we will select book of Forever Stamps.

![](https://roipos.com/wp-content/uploads/2017/04/highlighting-book-of-stamps.png)

Selected item will be shown in the item list. To delete an item, click on **Red X**. The item will be removed.

![](https://roipos.com/wp-content/uploads/2017/04/Book-selected-for-x-1.png)

To change original price, discount %, discount $ and quantity, click on the  value box. A value edit popup will appear. There you can adjust the value by clicking on **Plus** or **Minus** button or by directly typing the value. To close the popup, hit **Enter** or click on any area outside it.

If the customer has a Tax Exemption button there is an option for that at the bottom.

![](https://roipos.com/wp-content/uploads/2017/04/Tax-exempt-button.png)

If the customer were to receive a global discount to the entire receipt that can be applied either as a percentage or a dollar amount in this area.

![](https://roipos.com/wp-content/uploads/2017/04/Global-discount-button.png)

To process a payment click on the Go to Payment button or hit F12.

![](https://roipos.com/wp-content/uploads/2017/04/Go-to-payment.png)

On the payment page exact item price is shown.

![](https://roipos.com/wp-content/uploads/2017/04/Ammount-due.png)

For instance the customer handed us a 20 dollar bill.  We would hit $20.00 on the left and it would let us know the customer would get $9.00 in change.

![](https://roipos.com/wp-content/uploads/2017/04/20-payment-and-change-due.png)

The receipt will appear in Sales History.

![](https://roipos.com/wp-content/uploads/2017/04/Sales-history-button.png)

Here on the sales history you can right click on a line item and bring up options for "Reprint Receipt, Email Receipt, Return Receipt, and Reverse Receipt.

![](https://roipos.com/wp-content/uploads/2017/04/Sales-history-options.png)

Alternative Payment options are available,  select the respective buttons,  "Check" will bring up a box for Check Number, License Number, and Telephone number.

![](https://roipos.com/wp-content/uploads/2017/04/Check-options.png)

Credit cards options may vary depending on your merchant services but typically after hitting Credit Card follow instruction on your PinPad.

![](https://roipos.com/wp-content/uploads/2017/04/Lane3000-image.png)