{"id":189562,"date":"2019-12-13T13:08:20","date_gmt":"2019-12-13T12:08:20","guid":{"rendered":"https:\/\/guide.jtl-software.com\/general-checkout-procedure\/"},"modified":"2023-08-03T15:53:22","modified_gmt":"2023-08-03T13:53:22","slug":"general-checkout-procedure","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/cash-register-operation\/general-checkout-procedure\/","title":{"rendered":"General checkout procedure"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<div id=\"toc\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-pos\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div><div class=\"d-print-none d-none d-xs-none d-sm-none d-md-none d-lg-block d-xl-block card\">\n\t\t\t<div class=\"card-body p-4\">\n\t\t<h5 class=\"d-flex align-items-center hl-wawi\" id=\"video-the-checkout-process-in-jtl-pos\">Video: The checkout process in JTL-POS <span id='anchor-video-the-checkout-process-in-jtl-pos' data-href='#video-the-checkout-process-in-jtl-pos' class='far fa-link' data-anchor><\/span><\/h5><div class=\"mb-3 embed-responsive embed-responsive-16by9\">\n\t\t\t<div class=\"embed-responsive-item\" data-youtubeCover=\"{&quot;player&quot;:{&quot;videoID&quot;:&quot;bFaBBm6E0G0&quot;}}\">\n\t\t\t\t\t\t\t<div class=\"cover max poster\">\n\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/youtube-thumbs\/bFaBBm6E0G0-maxresdefault.jpg\" width=\"560\" height=\"315\">\n\t\t\t\t\t<span class=\"fab fa-youtube video-icon\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<p>This video provides an overview of the checkout process in JTL-POS.<\/p>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-pos\" id=\"general-checkout-procedure\">General checkout procedure <span id='anchor-general-checkout-procedure' data-href='#general-checkout-procedure' class='far fa-link' data-anchor><\/span><\/h1><div class=\"custom-box\">\n\t<div class=\"d-flex align-items-center mb-4\">\n\t\t\t\t\t\t\t<span class=\"mr-3 fa-stack flex-shrink-0 fa-1x\">\n\t\t\t<span class=\"fas fa-circle fa-stack-2x text-shaftblue\"><\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 fas fa-clipboard-list text-white fa-stack-1x\"><\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\n\t\t\n\t\t<h3 class=\"mb-0 \" id=\"your-task-initial-situation\">Your task\/initial situation <span id='anchor-your-task-initial-situation' data-href='#your-task-initial-situation' class='far fa-link' data-anchor><\/span><\/h3>\t<\/div>\n\t<div class=\"box-content\">\n\t\tYou have fully set up JTL-POS. Now, you would like to get an overview of how the checkout process works in JTL-POS.\t<\/div>\n<\/div>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"checkout-process-steps\">Checkout process steps <span id='anchor-checkout-process-steps' data-href='#checkout-process-steps' class='far fa-link' data-anchor><\/span><\/h2>\t<p>You can start a new receipt both manually or automatically. If you would like to start a new receipt automatically, enable the <span class=\"highlight\">Start receipt automatically<\/span> option under <span class=\"highlight\">Settings<\/span> &gt; <span class=\"highlight\">Cash register<\/span>. Once this option is enabled, a receipt will always start automatically as soon as you enter an item. To be able to create a receipt, you need the <span class=\"highlight\">Create and edit receipts<\/span> user right. For more information on this topic, see:\u00a0<span style=\"color: #336699;\"><a style=\"color: #336699;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/setup\/dialogue-box-manage-user-rights\/#bons\">Managing user rights<\/a><\/span>.<\/p>\n<ol start=\"1\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li class=\"media-single-line\">\n\tTap the <span class=\"highlight\">New receipt<\/span> button in the cashier view. A new receipt will be created.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/start-new-receipt-jtl-pos-2.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/start-new-receipt-jtl-pos-2-1024x577.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/start-new-receipt-jtl-pos-2.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/start-new-receipt-jtl-pos-2-1024x577.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/start-new-receipt-jtl-pos-2-768x433.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"577\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/start-new-receipt-jtl-pos-2.png&quot;,&quot;w&quot;:1733,&quot;h&quot;:976}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<p><span style=\"color: #336699;\"><strong>Optional:<\/strong><\/span> Assign the receipt to a customer. For more information on this topic, click here: <span style=\"color: #336699;\"><a style=\"color: #336699;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/customers-2\/assigning-a-customer-to-a-receipt\/\">Assigning a customer to a receipt<\/a><\/span>.<\/p>\n<ol start=\"2\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tEnter all the items that you would like to check out. You have the option to enter items via the list of categories or the quick entry function. For more information on this topic, click here: <span style=\"color: #336699;\"><a style=\"color: #336699;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/cash-register-operation\/adding-items-to-receipts\/\">Adding items to receipts<\/a><\/span>.<\/li><\/ol><div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\n\t\t<span class=\"mt-1 mr-3 flex-shrink-0 far fa-info-circle fa-2x columnsize-fa-2x text-pos\"><\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\t<span style=\"color: #336699;\"><strong>Please note: <\/strong><\/span>If you would like to add deposit items to the receipt or refund the deposit, please also read: <span style=\"color: #336699;\"><a style=\"color: #336699;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/other-processes\/selling-deposit-items-and-refunding-deposits\/\">Selling deposit items and refunding deposits<\/a><\/span>. If you would like to enter an unmaintained item that is not yet in the JTL-POS database, read: <span style=\"color: #336699;\"><a style=\"color: #336699;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/cash-register-operation\/adding-unmaintained-items-to-receipts\/\">Adding unmaintained items to receipts<\/a><\/span>.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n\t<p><span style=\"color: #336699;\"><strong>Optional:<\/strong><\/span> Grant a discount on individual items or the entire receipt. For more information on this topic, click here: <span style=\"color: #336699;\"><a style=\"color: #336699;\" title=\"Granting discounts on line items and receipts\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/other-processes\/granting-discounts-on-items-and-receipts\/\">Granting discounts on line items and receipts<\/a><\/span><\/p>\n<ol start=\"3\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tTap <span class=\"highlight\">Go to checkout<\/span> and complete the payment process. For more information on this topic, click here: <span style=\"color: #336699;\"><a style=\"color: #336699;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/payments\/\">Payments<\/a><\/span>.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/receipt-go-to-checkout-jtl-pos-1.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/receipt-go-to-checkout-jtl-pos-1-1024x579.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/receipt-go-to-checkout-jtl-pos-1.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/receipt-go-to-checkout-jtl-pos-1-1024x579.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/receipt-go-to-checkout-jtl-pos-1-768x434.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"579\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/receipt-go-to-checkout-jtl-pos-1.png&quot;,&quot;w&quot;:1724,&quot;h&quot;:975}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\n\t\t<span class=\"mt-1 mr-3 flex-shrink-0 far fa-info-circle fa-2x columnsize-fa-2x text-pos\"><\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\t<span style=\"color: #336699;\"><strong>Please note:<\/strong><\/span> If you want to start a second receipt before the checkout, for example because a customer has forgotten something and you already want to deal with the next customer, read the description <span style=\"color: #336699;\"><a style=\"color: #336699;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/cash-register-operation\/putting-receipts-on-hold\/\">Putting receipts on hold<\/a><\/span>.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<div class=\"mt-5 d-print-none card\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-pos\">\n\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t<span data-fa-transform=\"shrink-8\" class=\"fas fa-link fa-inverse\"><\/span>\n\t\t<\/span>\n\t\t\t<div class=\"card-body p-4\">\n\t\t<p class=\"d-flex align-items-center hl-wawi h4\">Related topics<\/p>\n<ul class=\"list-reset list-icons list-custom-square list-pos\">\n\t\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/customers-2\/assigning-a-customer-to-a-receipt\/\" title=\"Assigning a customer to a receipt\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tAssigning a customer to a receipt\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/cash-register-operation\/adding-items-to-receipts\/\" title=\"Adding items to receipts\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tAdding items to receipts\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/cash-register-operation\/adding-unmaintained-items-to-receipts\/\" title=\"Adding unmaintained items to receipts\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tAdding unmaintained items to receipts\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/cash-register-operation\/carrying-out-returns-exchanges\/\" title=\"Carrying out returns\/exchanges\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCarrying out returns\/exchanges\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t<\/ul>\t<\/div>\n<\/div><div class=\"d-print-none d-block d-xs-block d-sm-block d-md-block d-lg-none d-xl-none card\">\n\t\t\t<div class=\"card-body p-4\">\n\t\t<h5 class=\"d-flex align-items-center hl-wawi\" id=\"video-the-checkout-process-in-jtl-pos-2\">Video: The checkout process in JTL-POS <span id='anchor-video-the-checkout-process-in-jtl-pos-2' data-href='#video-the-checkout-process-in-jtl-pos-2' class='far fa-link' data-anchor><\/span><\/h5><div class=\"mb-3 embed-responsive embed-responsive-16by9\">\n\t\t\t<div class=\"embed-responsive-item\" data-youtubeCover=\"{&quot;player&quot;:{&quot;videoID&quot;:&quot;bFaBBm6E0G0&quot;}}\">\n\t\t\t\t\t\t\t<div class=\"cover max poster\">\n\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/youtube-thumbs\/bFaBBm6E0G0-maxresdefault.jpg\" width=\"560\" height=\"315\">\n\t\t\t\t\t<span class=\"fab fa-youtube video-icon\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<p>This video provides an overview of the checkout process in JTL-POS.<\/p>\n\t<\/div>\n<\/div>[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;][\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, <a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/cash-register-operation\/carrying-out-returns-exchanges\/\">[&#8230;]<\/a>","protected":false},"author":2,"featured_media":0,"parent":191131,"menu_order":210,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"tags":[],"class_list":["post-189562","page","type-page","status-publish","hentry","search_categorie-jtl-pos","pages_category-jtl-pos-en","pages_category-kassiervorgang-pos-en","pages_category-print-2-sortiment-kassiervorgang-zahlungen-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>General checkout procedure &#8211; 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