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Making Sales

Let’s see how to create Sales and receive payments with the Fortis POS App. Rest assured, we'll guide you through each step, ensuring you feel supported and confident using the Fortis app. We're here to help you every step of the way.

  1. Log in to the Fortis POS App.
  2. On the main screen, hit New Sale. This will create a new sale from scratch. You can also go to Sales and choose a previously created Sale from the list .
  3. Once clicked, you will see the empty cart window. Click Add at the top right corner.
  4. A new window will slide from the bottom. It is split into two sections, as shown in the screenshot below.
  • The Add (1) section enables to add items to the cart from the Catalog, by scanning a barcode, adding a non-catalog item (e.g., creating it using the POS device), and applying a manual Discount.

How to manage your Catalog How to set up the default method of adding items

  • The Additional Information (2) section is dedicated to customer information. For example, you can add a Comment about why they applied a discount or add a new customer to the database to leverage Fortis app customer management, loyalty, and upselling capabilities. Once the Customer is added, if you’ve set up a Loyalty Program in your Fortis POS Platform and the Customer is eligible for a personal discount due to its conditions, the app will notify you.

How to set up and run your loyalty program

  1. Let’s add an item to the cart using the Catalog option.

How to add items to the Cart

  1. After adding all the items you want, you will be presented with the selection added to the cart. You can tap the Add to add other goods. You can also tap any item in the list to remove it, modify its quantity or add a Discount.
  2. Once you're done with the selection, hit the Pay button at the lower left corner to proceed with the purchase.
  3. Select a payment method: Card, Cash, or Split payment.
  4. After the payment is accepted, the POS device will print a receipt. Tap Finish.
  5. You will be returned to the Sales list. The status of the Sale will change to Closed, and the status of the payment will change to Paid.

Done! You have successfully sold your item and received the payment.