Tutorials

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Video and written guide

Take an order at the counter

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0:56

video

Pro plan

Chapters

Tap to jump

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Welcome

0:00

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This needs the Pro plan

0:10

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Ring up a sale

0:24

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In your Orders with the rest

0:43

Prefer reading? The full guide with screenshots is below.

YOU WILL LEARN

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New sale is on the Pro plan

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Search, tap, name, and how they paid

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Counter sales join your other orders

In this tutorial

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If customers also walk into your shop or phone you, you can ring those sales up in Opmiz too. You pick the products, add the customer's name and how they paid, and complete the sale. At the end, the sale is in your Orders with your website orders. This feature needs the Pro plan.

In the screenshots, Petal Street, a flower studio in Pune, sells a carnation posy to a walk-in customer.

This needs the Pro plan

The + New sale button is at the top of your Orders page. It has a small Pro label beside it.

The Orders page, with the New sale button and its Pro label at the top right

On the Starter plan, it opens a page about Pro instead. It lists what Pro adds for selling in person, with a See Pro plans button.

The Unlock Offline stores and POS with Pro box, listing what Pro adds, with the See Pro plans button

Ring up a sale

On Pro, + New sale opens the New sale page. Your products are all there, ready to sell.

In the video, Kavya has walked in for a carnation posy.

  1. Type in the Search products or scan a barcode box. Meera types "Carnation".
  2. Tap the product. One tap puts it in the sale, and it shows In cart.
  3. Under Customer, add her name, so the sale goes on record against her. Meera also adds her phone number.
  4. Under Paid by, choose how she paid. Kavya pays in Cash.
  5. Press Complete sale. The button shows the total.

The sale for Kavya Menon: her name and phone, Cash chosen under Paid by, and the Complete sale button for ₹999

The page says Order Successful!, with the order number, the date and the amount. You can print her invoice right here with Print Invoice.

The Order Successful box: order #UPJQ, ₹999, with Print Invoice, Print Retail Invoice and New Order buttons

In your Orders with the rest

The sale is in your Orders, in the same list as your website orders.

The Orders list with Kavya Menon's order for the Pink Carnation Posy, ₹999

Whichever way your customers buy, the orders all end up in one place.

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