Sales Module Training Guide for Sales Associates

Modified on Fri, 3 Oct at 12:13 PM

Welcome to Flawless POS! The Sales Module is where most day-to-day interactions with customers happen. Whether you’re ringing up a new purchase, processing a return, or adding services like ring sizing, this guide will walk you through everything step by step. Think of it as your learning path, this will guide you through a step-by-step patch with each section linking to detailed instructions so you can dive deeper when needed.



Step 1: Making a Sale


Almost everything begins with creating a sale. This is where you’ll add products to the cart, choose payment options, and complete the transaction. Once you’re confident here, you’ll have the foundation for the rest of the Sales Module.



Once you’re comfortable here, you’ve built the foundation for everything else in the Sales Module.



Step 2: Handling Returns & Repairs


Not every transaction goes smoothly, and sometimes customers bring items back. The POS makes it easy to manage these situations, whether that means issuing a return, logging a repair, or completing the pickup when the repair is finished.



Being comfortable with this step ensures customers feel supported, even when problems arise.



Step 3: Special Orders & Custom Work

Sometimes a customer wants something that isn’t on the shelf, whether it’s an out-of-stock piece or a fully customized item. In these cases, the Sales Module lets you create and manage orders so you can always say “yes” to the customer.

This step bridges the gap between what’s in stock today and what the customer really wants.



Step 4: Gift Cards, Trade-ins, and Other Tasks

Beyond standard purchases, there are plenty of other actions you’ll encounter at checkout. These tools make it simple to handle special requests without leaving the Sales Module.

These smaller actions may not happen every day, but knowing how to handle them makes the checkout process smoother for everyone.



Step 5: Advanced Tasks


From time to time, you’ll face more complex situations, like needing to void a transaction, reapply a payment, or issue credits. You may also need to understand how commissions and credit card processing work.



These aren’t daily tasks, but being prepared for them helps you handle unusual scenarios confidently.



Next Steps


That’s the full overview of what can be done in the Sales Module. Once you’ve worked through these steps, the basics will feel second nature, and you’ll be ready to handle anything from a quick sale to a detailed custom order. Keep this guide saved for easy access to all detailed walkthroughs whenever you need them.

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