Ringing up a customer at the counter — cart to payment to receipt. Cash, card, on-account, check, gift card, or any mix.

In the POS mode, open the Transactions left tab and stay on the New top tab — that's where every sale starts.

Step 1: Start a cart

The New top tab is the Transaction-builder's starting state. The top-tab strip — New, Drafts, Quotes, Will call, Special orders, Completed, Voided — lets you jump between in-progress carts and already-saved work, and each held-sale tab shows a live count next to its name. Adding an item, attaching a customer, or picking a payment method starts the cart.

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💡 Not ready to take payment? Stash it instead — see Drafts, quotes & will-calls for when to use each.

Step 2: Add items

Three ways to get products into the cart:

• Type to search. Click Search for a product and start typing — Rundoo matches on SKU, name, or barcode. Pick from the dropdown.
• Scan a barcode. Click into the search box to give it focus, then scan. Scanning a product that's already on the cart increments its line quantity instead of adding a duplicate.
• Quantity first. Set the number in the stepper to the right of the search box, then Add. Handy when a customer's buying ten of the same thing.

Each line appears in the table with PRODUCT, PRICE, QUANTITY, and SUBTOTAL columns. The Subtotal, Sales tax, and Sale total on the right update live.

For tinted paint, the Add line item modal opens. This is where you pick the color and formula before the line drops into the cart — a real paint-store step, not an afterthought. On the Tint section, leave the toggle on Search and start typing a color (e.g. Simply White). Pick the Benjamin Moore code (like OC-117) from the dropdown, optionally add a Receipt note that'll print on the customer's receipt or an Internal note that won't, and click Add to drop the tinted line into the cart.

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💡 If you made a typo on the color, click Edit on the line in the cart to reopen the tint modal and fix it — no need to remove and re-add.

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Scanning a barcode Rundoo doesn't have yet? If the scanned SKU isn't in your product catalog, Rundoo pops a quick-add modal so you can create the product without leaving the sale. When the UPC matches one in the Rundoo product database, the name and MSRP prefill automatically — just confirm, and the line drops into the cart. Use this for one-off counter additions; for a whole vendor's catalog, Product imports is faster.

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Step 3: Attach a customer (or skip)

The left panel's Customer section is where a customer gets attached. Click Search accounts and type a name, phone, or customer ID. If the customer is new, Create customer account opens the new-customer form without losing the cart.

You don't have to attach one. Walk-in cash and card sales finalize fine without a customer. You do have to attach one if you plan to: