Run a Product Sale

When to use this

Use this article when you need to run a Product Sale in Topo. The main staff surface is Staff > POS. It is written for Front Desk.

What this covers

• Publish only as a short index or composite walkthrough that links to POS-02 through POS-14

• Do not collapse customer context, item lookup, cart management, promo codes, payment method, and receipt handling into one long article

Before you start

• Use a staff role that can view sales. Refunds, disputes, and account-credit actions may require manager-level permissions.

• Confirm the selected location if the sale is not visible.

• Review sale status before taking action. Pending, failed, disputed, and refunded sales have different options.

• Have the member, receipt, payment method, or sale number available when searching.

• Do not retry payment or submit dispute evidence until you understand the current sale lifecycle state.

Steps

1. Open POS with the correct location selected.

2. Attach a member if member pricing, account credit, card-on-file payment, or receipt history matters; otherwise choose Guest checkout.

3. Search, browse, or scan the product barcode/SKU.

4. Adjust quantities and remove any incorrect lines.

5. Apply promotions, tips, or account credit when appropriate.

6. Charge the selected payment method and send the receipt.

What happens after saving or completing this

• The sale record keeps the member or guest context, staff user, selected location, line items, discounts, taxes, tips, credit, and payment status.

• Receipts, refunds, disputes, inventory changes, and access grants depend on the sale status.

• Review the sale detail if payment is pending, failed, refunded, disputed, or if access did not apply as expected.

Common issues and fixes

• Checkout is disabled: confirm selected location, non-empty cart, member or guest checkout, payment readiness, and required payment method.

• An item is missing: check active status, location availability, variant sellability, bundle contents, and inventory tracking.

• A payment or Terminal sale is pending: review the sale record before retrying so you do not double-charge the customer.

Related articles

• Choose Member Checkout or Guest Checkout in POS

• Add Products, Plans, Bundles, and Access Items to the POS Cart

• Apply and Remove Promo Codes in POS