How to Change Item Quantity, Price, and Details During a Sale

How to Change Item Quantity, Price, and Details During a Sale

After adding items to the POS grid, you may need to adjust quantities, change prices, or capture additional information. Here's how to do each.

Changing the Quantity

1. Find the item in the grid
2. Click on the Qty (Quantity) cell for that item
3. A dialog appears asking for the new quantity
4. Enter the desired quantity and click OK
5. The item's subtotal, tax, and total recalculate automatically

Important Notes:

• If the item has stock tracking enabled, the system checks whether the requested quantity is available. You will receive a warning if the quantity exceeds available stock.
• Quantities can be decimal values (e.g., 2.5 pounds of produce) if the item supports it.
• You cannot change the quantity of items that are part of a package — change the parent package quantity instead.

Changing the Price

1. Click on the Pr. (Price) cell for the item
2. If the item allows price changes, a dialog appears
3. Enter the new price and click OK
4. The item's subtotal, tax, and total recalculate automatically

When price changes are not allowed:

• Some items are configured to lock their price (e.g., promotional items, bundled items)
• If the item does not allow price changes, the system will notify you
• If you have the Price Override permission, you may be able to override the lock
• If you do not have permission, a Manager Authorization dialog appears — a manager can enter their credentials to approve the change

Removing an Item from the Sale

1. Click the X (Delete) button on the item's row
2. The item is removed from the grid
3. Totals update immediately

Important:

• If the item has already been saved to the database (the invoice was previously saved), you cannot delete it with the X button. Instead, use the Return Items button to process a return.
• If the item is part of a package/kit, you must remove the parent item (all components are removed together).
• You cannot delete individual components of a package — the system will tell you to remove the parent instead.

Viewing Item Images

1. Click the Pics button on the item's row
2. A dialog opens showing all product images for that item
3. Close the dialog to return to the sale

Viewing Item Details

1. Click the (i) (Information) button on the item's row
2. A dialog shows the item's:
   • Barcode
   • SKU
   • Category
   • Tax type
   • Other attributes
3. This is view-only — close the dialog to return

Capturing Serial Numbers

For items that require serial number tracking:

1. The Serials column appears in the grid (if the machine has the serial column enabled)
2. Click the Serials button on the item's row
3. The Serial Capture dialog opens
4. Scan or type each serial number
5. The number of serials must match the item quantity
6. Click Save when done

Serial numbers are recorded with the sale and associated with the customer (if a customer is attached). This is important for warranty tracking and returns.

Using the Price Check Feature

To check a price without adding the item to the sale:

1. Click the Price Check button (Standard POS) or go to More → Price Check & Info (Compact POS)
2. Scan or type the item identifier
3. The system displays the item's price and details
4. Close the dialog — the item is NOT added to the sale