---
title: "Sales and checkout | POS"
description: "Prepare the cart, attach a customer, add a coupon, hold a sale or make a quote, then take payment in the Vivlab register."
url: https://docs.vivlab.com/en/pos/sale
---

# Sales and checkout

Use **Sale** to prepare a customer’s cart, then proceed to checkout. Step-by-step instructions with examples are in the [register use cases](https://docs.vivlab.com/en/guides/pos.md#make-a-sale).

## A sale in three steps

<DocsSteps>

1. In **Sale**, add products to the cart by tapping them in the grid, searching for them or scanning their barcodes.
2. Check the quantities and total. If needed, tap **Add member** to attach the customer, then add a coupon.
3. Tap **Charge**, then choose a payment method to pay for the sale.

</DocsSteps>

## Prepare the cart

- Add a product by tapping it in the grid or scanning its barcode.
- Find a product with the **Search by name or SKU** field.
- Change an item’s quantity with the + and − buttons, or remove a line.
- **Clear cart** before starting another sale.

Every item must exist in the catalogue: the register doesn’t offer open-amount sales. The catalogue is managed in [Products](https://docs.vivlab.com/en/pos/products.md) and [Categories](https://docs.vivlab.com/en/pos/categories.md).

## Attach a customer and add a coupon

- Tap **Add member** to attach an existing customer to the cart or create their record (Pro plan).
- Correct the customer with **Change member** or **Remove member**.
- Open **Cart actions**, then **Add a coupon**, and enter the **Coupon code**.
- To take the coupon off, reopen its window from **Cart actions** and tap **Remove**.

The register doesn’t let you enter a custom discount, as an amount or a percentage: a discount always goes through a coupon created in advance. Loyalty points can’t be redeemed at checkout. See [Apply a discount](https://docs.vivlab.com/en/guides/pos.md#apply-a-discount) and [Sell to a known customer](https://docs.vivlab.com/en/guides/pos.md#sell-to-a-known-customer).

See [Customers](https://docs.vivlab.com/en/pos/customers.md) and [Discounts](https://docs.vivlab.com/en/pos/discounts.md) to prepare the records and coupons used at the register.

## Hold a sale and prepare a quote

Held tickets and quotes require the Pro plan.

- Open **Cart actions**, then **Hold ticket** to serve another customer.
- Open **Cart actions**, then **Save as quote**, and enter a **Name or reference**.
- Find a document in **Held tickets & quotes**, then tap **Resume sale**. The current cart must be empty: save or clear it first.
- From the same screen, use **Print document** or **Delete saved ticket**.

The [Quotes](https://docs.vivlab.com/en/pos/quotes.md) section has the details.

## Take payment

- Tap **Charge** to move from the cart to payments.
- Choose from **Card**, **Cash**, **Cheque**, **Bank transfer** and **Credit note**.
- For cash, enter the amount handed over: the register shows the change due.
- For card, have the customer pay on your own terminal, then tap **Accept** in the register. The register doesn’t control a payment terminal.
- To split the payment, tap **Add a payment** and follow the **Remaining balance**.
- To use a credit note, choose **Credit note** and scan or enter its reference.
- Tap **Complete purchase** to record the receipt.

Checkout is blocked without an internet connection, or while the SIRET or the business address is missing, or a product has no VAT rate (and no default rate applies). The message tells you what to complete. The register doesn’t support gift cards or meal vouchers.

See [Pay with two payment methods](https://docs.vivlab.com/en/guides/pos.md#pay-with-two-payment-methods) and [Take a card payment](https://docs.vivlab.com/en/guides/pos.md#take-a-card-payment).

## Find documents after a sale

- [Receipts](https://docs.vivlab.com/en/pos/tickets.md): find a receipt, print it again (marked "DUPLICATE") or send it by email. A completed receipt can’t be cancelled.
- [Returns](https://docs.vivlab.com/en/pos/returns.md): process items a customer brings back, from the sale receipt.
- [Credit notes](https://docs.vivlab.com/en/pos/credit-notes.md) and [Refunds](https://docs.vivlab.com/en/pos/refunds.md): the two possible outcomes of a return.
- [Invoices](https://docs.vivlab.com/en/pos/invoices.md): the register issues receipts, not invoices in the customer’s name.

The register doesn’t offer exchange vouchers: for an exchange, record a return as a credit note, then use the credit note on the new sale.