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Assigning a sale to a customer on your humble webTill:

Assigning a customer to a sale will allow you to keep track of sales made to particular customers within a specific time frame, you could then choose to reward your top customers with discounts on their next sale.

When you sign in you will be directed to the main humble Till screen. This allows you to start adding products and make sales straight away. If you’d like the sale to be assigned to a specific customer on the Till follow the steps below:

On the humble Till screen, the default title on a sale basket is Add Customer... Navigate to and click on Add Customer in the top right hand of your screen.

 

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This will bring up your customer list. If the customer is already saved on your humble Till you can simply search for and select the customer. If the customer is a new customer and you need to create the customer, click on Add Customer in the top right hand corner of the screen.

 

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A screen will appear where you can add the details of your new customer. You can add the customer’s name, contact details, tax reference and company (if applicable), once complete Click Save in the bottom right hand corner to save the new customer.

 

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Once you have selected the applicable customer, the name on the customer will now appear on the sale.

 

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You can now add products that the customer is purchasing to the sale. To do this you can tap on Add Product and select the items from the product list, or you can scan the barcode on the product or you can tap on the Favourites tiles to add the products to the sale.

 

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Once you have added all the products into the basket and you would like to conclude the sale, navigate to and click on Pay, found at the bottom, right hand side of the page.

 

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Confirm with the customer how they will be paying for the transaction and click on that particular Tender type. You can select either Cash, Card, Account or SnapScan.

 

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Once you have chosen the tender type the humble till will show the tender type and amount beneath the Sub Total. You can click inside the box to change the tender amount.

e.g if a customer pays for a R150 item with a R200 note, the cash received box should show 200.00 and a change amount of 50.00 will show at the bottom of the screen.

 

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Once the tender amount has been added, you can complete the sale by tapping Complete Sale.

 

Once the sale is complete, the humble Till will offer you the option of ringing up a New Sale, Email Receipt, Print Receipt or Lock Till.

If you had to give a customer change, this will also show on the screen.

 

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If you have any questions or need help with anything, please don't hesitate to contact our support team on support@humbletill.com

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