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Creating a Transaction – Software 4 Schools
Software 4 Schools - Engagement and Security

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Creating a Transaction

In this article, you will learn about creating a transaction.

  • By default when you load the page, the curser will be in the Scan Barcode box, so if using a scanner you can scan your barcode right away. Once scanned, click on the Submit button.

  • Click on the product(s) required to add to the transaction.

  • You can scan a student ID or search for Student Name to associate the transaction to that particular student.

To access, click on the Sales button available at the top bar. On this page, you can view all products available in your Store.

Current Transaction

  • Transaction type by default will be set to Sale. However, you can change it to return if necessary.

  • Change the payment type from Cash, Check, Credit Card or Student Account

  • Clicking on the $ will cycle through options to return the product to inventory (+) and return the product with no Inventory (-)

  • Clicking on the Trash icon will remove the item from your cart.

Read below to learn about the current transaction section.

Update Transaction

Returns, Exchanges and No Charge orders requires an Admin password before you can complete the sale

Split Payments

When the complete sales screen comes up you will have the option to add a second payment option. Just click the + sign, select the second payment type and the amount.
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