Sales

Two ways to sell

Kasyro gives you two ways to start a sale:

Quick sale — the Sell screen: you ring items straight into the cart without choosing a table. From the Bills screen it is the first button of the side panel (Sell); in retail mode the register starts on it. The resulting bill is marked "No Table".

Table bill — tapping Create Bill opens the New Bill window, where you pick the section and table in the Table row and set the number of guests. Then tap Order to go to the sales screen (details in Bills).

Both use the same sales screen, but the buttons below the cart differ (see Buttons below the cart). In retail mode the Sell and Bills screens share the same side panel (see Main screen); in gastro mode the sales screen has no side panel.

An unfinished quick-sale cart does not disappear when you leave: going to Bills and back, another screen, switching users, logging out (even the last logged-in user — after the next PIN the cart is back) or closing the session keeps it. A discount or coupon added by someone with the permission stays too. The cart is cleared only by Pay, Save, Cancel, moving it to a new bill, switching company, disconnecting the register or quitting the app. The cart of an existing bill belongs only to that bill's screen.

Selling does not need the internet: offline, the register sells, calculates, prints and closes the session just as it does online.

Sales screen layout

The layout is chosen automatically from the screen width (the threshold is 680 px), or you can force it in Settings → Register → Appearance → Screen Layout (see Display mode).

Full mode

The screen is split into columns:

1. Cart on the left (fixed width of 280 px)
2. Toolbar and product grid in the middle
3. Side panel on the right — retail mode only, also when adding items to an existing bill. The default is the small panel; the arrow at the right end of the toolbar expands or narrows it. In gastro mode there is no panel or arrow and the grid reaches the right edge.

Compact mode

The toolbar is at the top, with the product grid below it at full width. At the bottom:

1. Cart row — in smaller type the last item rung up ("Last: 2× Cappuccino"), below it "Cart (count) amount" and an arrow on the right. Tapping it opens the Summary before payment. With an empty cart it shows "Cart is empty" and does nothing.
2. Button row — on a quick sale Cancel | Save | Pay | More, on an existing bill Cancel | Order | More. They do the same as the buttons below the cart on a tablet.

More opens the same menu as on the Bills screen, with Bills and the first two buttons of the side panel order (e.g. Create Bill) added at the top.

The Summary before payment slides up above the button row without covering it, so Pay, Save, Order and Cancel keep working while it is open. It lists every cart line (tap to edit an item, long-press to lower the quantity), the discount, the coupon and the Total; on a bill the header shows the table and bill number. Close it with the arrow left of the title ("Close the summary"), by tapping outside, by swiping down or with the system Back button.

Cart

The cart is titled "Item Summary"; an empty cart says "Cart is empty". Each item is a card with a coloured stripe on the left and shows:

• the quantity and unit (quantities other than 1 are bold),
• the item name,
• the price for that quantity (base price including add-ons, before discount).

Add-ons are listed under the item as indented "+ name" lines with what they cost on that line (for 2 coffees with a 20 CZK extra shot: "+ Extra shot +40 CZK") — the same as in the bill detail, on the customer display and on the receipt. An item note is shown in italics. If the item was sold at a price level other than regular prices, a grey line with a tag and the level name (e.g. "Staff") appears under it; items at regular prices or at the register's default price level don't have it. An item discount adds a "Discount" line (with the rate for a percentage, e.g. "Discount 10 %") and a negative amount; a product or category coupon adds a line such as "Coupon 1234-5678 · 50 %". See Discounts for details.

At the bottom of the cart is the Total row. As soon as the cart has any discount, an extended summary appears: Subtotal (before discounts), Line discounts (count), Line coupons (count), Bill discount or Coupon, and a bold Total — the column adds up exactly to the Total. A discount never takes an item below zero. With more than one discount, "(discounts total …)" appears in grey below the Total. The cart, bill detail, customer display and receipt always show the same numbers.

Adding to an open bill (sales screen opened from a bill): the cart shows only the new order — without the whole bill's discount and coupon. Below the Total a grey Bill after this order row shows the bill's total once the order is sent. The full bill with all items is in the pre-bill or the bill detail. The customer display shows the same as the cart.

Buttons below the cart

The buttons depend on how you started the sale.

Quick sale (no existing bill):

• Cancel (red outline) — removes the last item (or separator). With an empty cart, retail mode gets the screen ready for the next sale and gastro mode returns to the previous screen. Long-press to clear the whole cart at once.
• Save (blue) — creates the bill and saves the order without opening payment.
• Pay (green, full width) — creates the bill, saves the order and opens payment straight away (see Payments). If you close payment before the guest pays anything, the new bill is cancelled and the cart stays. If the guest pays only part, the bill stays open and the register tells you so.

Table bill (existing bill):

• Cancel (red outline) — removes the last item (or separator). With an empty cart it leaves the screen and frees the bill for other registers. Long-press to clear the whole cart. Changes to the customer, discount or coupon are saved to the bill immediately.
• Order (green) — sends the order to the kitchen display, prints the order ticket (if printing is on) and takes you back.

Save, Pay and Order are disabled while the cart is empty.

Toolbar

Below the header is a row of tools. Search and Scan are icons only (magnifying glass and scanner); the other options are text chips that stretch across the toolbar. When not everything fits (phone, narrow window, large text), the toolbar shows what fits and ends with a … button (More options) that opens a window with the remaining options. An option that is on (such as Takeaway) has a tick; one that can't be used right now (such as Separate with an empty cart) is greyed out.

An active chip (e.g. a customer assigned or a discount applied) is highlighted.

• Search — the whole toolbar turns into a "Search…" field (see Adding by search). Close it with the Close search cross.
• Scan — opens a camera scanner at the top of the screen (the grid stays visible below) and keeps scanning until you turn it off. When a code matches the SKU, EAN or PLU of a product on sale, the same steps run as when you tap its tile (variant, add-ons…), you hear a beep and the preview shows "✓ name". An unknown code plays a lower error tone and shows "? code". The same code read again within a second isn't added twice. Supported formats: EAN-13/8, UPC-A/E, Code 128/39, QR. The icon appears on devices with a camera (Android, iOS, macOS) and needs no scanner peripheral set up. The rear camera is used, or the front one if the device has no rear camera; you can change the camera and the sound in Settings → Register → Peripherals → Scanner ("Camera", "Scan sound"). If the camera won't start (for example, camera permission is missing), the scanner says why and what to do.
• Customer — opens the Customer window: type a free-form name into "Guest name", or use the magnifying glass to pick a customer from the database. The name then shows on the chip. Tap again to change the customer or remove them with Remove from the bill; for a database customer the window shows Credit, Points, Edit contact and Choose another customer. If the customer has a membership with a discount and the bill has no bill discount or whole-bill coupon, the register applies the bill discount automatically. Requires the Assign customer permission and the Customers module. See Customers.
• Discount — a discount on the whole bill. When a discount is active, the chip reads "Remove Discount" and tapping it offers to remove it. Only users with Bill discount (unlimited) or Bill discount (limited) see the chip; the limited permission is capped at the maximum percentage from the company settings.
• Coupon — redeems a discount coupon (see Discount coupon). When a coupon is active, the chip reads "Remove Coupon". Only with the Discount Coupons module and the Redeem voucher/coupon permission.
• Dine in / Takeaway — switches the order mode. A takeaway order turns on the "Takeaway" price level (if one exists), and with it the price and VAT rate the product has on that level. The default is "Dine in"; the mode stays with the bill. The chip is in gastro mode only. A takeaway order has a bold "Takeaway" line on the kitchen ticket, and a takeaway bill is marked so in the bill list, the detail and the receipt.
• Price level — picks a manual price level (e.g. Staff, VIP, Wholesale). The window offers "No price level · Regular prices" and the list of active manual levels; the current one is bold with ✓. The choice stays with the bill. If the register has a default price level, it is preselected. The chip shows with the Price Levels module on, the Select price level permission and at least one manual level. It lights up only when the chosen level actually sets the price: if another level in force takes precedence (Takeaway, a scheduled level), the chip says so, e.g. "Staff (Takeaway takes precedence)"; if the level isn't in force at all, it shows "Staff (not in force)". Precedence is set by the Sort order in Settings → Finance → Price Levels.
• Note — a note for the course you're ringing up (see Note).
• Separate — inserts a separator into the cart that splits the items into separate orders. Gastro mode only, with the Orders module on.
• Print (green tick / red cross) — order tickets for this sale; only with the Orders module on. Green tick = after saving, tickets print for both kitchen and bar; red cross = printing follows Settings → Register → Printing only. Every new sale starts with the chip off. If auto-printing is on for both kitchen and bar, the chip stays lit and can't be turned off.

An option the register can't offer at all (module off, missing permission, Separate and Dine in / Takeaway outside gastro, Scan without a camera) isn't on the toolbar — not greyed out and not in … either.

Editing the toolbar

The order of options and what sits in … are set per device. Whoever has the Manage registers permission sees an Edit the toolbar row in the More options window; a long-press anywhere on the toolbar or Settings → Register → Sell → Sale toolbar opens the same editor. It has an On the toolbar section with the options in order and an In the „…“ menu section for the ones you don't want on the toolbar. Drag the ⠿ handle to reorder, use the bin icon to move an option into … and + to put it back at the end of the toolbar. An option the register isn't showing right now has a short reason under its name ("Module off", "No permission", "Gastro only"…). Every change is saved at once; Restore the defaults brings back the default order. What doesn't fit goes into … from the end, so put the options you use most at the front.

Default order — gastro: Search, Note, Separate, Dine in / Takeaway, Discount, Coupon, Customer, Price level, Scan, Print; retail: Search, Scan, Customer, Discount, Coupon, Price level, Note, Print.

Scheduled price level

If a scheduled price level is set up, the sales screen watches when it applies. When it starts or ends, a window with the level's name says "Scheduled price level is now active." or "Scheduled price level has ended."; confirm it with OK. Setting up scheduled levels is covered in Settings.

Product grid

Products are shown as tiles in a grid. The grid size is set per register. The grid has several pages — category and link tiles lead to sub-pages, and each sub-page has a Back tile in the top-left corner.

Tile types:

• Product — a badge row at the top (e.g. stock level), the name in the middle and the price at the bottom (with or without the currency, depending on Price with currency; products with variants show no price). A long name first shrinks, then gets cut with an ellipsis after the last whole word. You can see what's already in the cart right on the grid: a label in the top-left corner shows the quantity in the cart (for weighed products the quantity with its unit, e.g. "0.45 kg"). All lines of the same product are added up; a product with variants shows the total of its variants. The numbers disappear once the order is sent or paid. The tile colour is the product's colour, otherwise the colour its category gives its products, otherwise the button colour. The Filled style shows the colour in a muted tone with a thin border; the Outline style is light with a coloured border and name. Colours are set in the Catalogue. Tap to add the product to the cart.
• Product with an image — the photo fills the whole tile; the name and price are white with a dark outline, so they're readable on any photo. What tiles show is set per register in Settings → Register → Sell, Grid Display card, Tile content: Text and image (default), Image only (photo and price without the name; products without a photo still show their name) or Text only. A variant without its own image shows its product's image. The image is purely decorative: the register sells the same without it and never waits for it.
• Category — a folder icon, the name and the category colour; tap to open the page of its products. Categories can have an image too.
• Page link — "More..." with an arrow, leading to another grid page.
• Empty cell — nothing is drawn; the other tiles stay in place.

A product that is not on sale ("On Sale" turned off in the catalogue) is not shown on the grid — its place looks like an empty cell and the grid doesn't shift; once you turn it back on, it returns to its place. The same applies to a variant of a product that isn't on sale, a product with no variant on sale, and an inactive category. The same rule applies in search and to the scanner.

A new register with no buttons arranged

A new register starts with an empty grid — even in a company whose catalogue has long been ready. Instead of empty tiles, the sales screen shows "Buttons are not arranged yet" with the number of products in the catalogue and a reminder that you can sell through search without a single button.

Below are three ways to fix it right away: Auto Arrange, Take from another register (only if another register of the company has a layout) and Manual Grid Editor. Here anyone may use them, including staff without the Edit sell grid permission; in Settings the permission still applies. The message disappears as soon as the grid has its first button.

Editing the grid while selling

You can rearrange the tiles right on the sales screen: tap … on the toolbar and choose Edit grid in the More options window. Only users with the Edit sell grid permission see it.

A bar reading Editing the grid with a Done button appears at the top, and the cart area shows instructions and an Auto Arrange button. The grid stays the same size as when selling. Editing works like the grid editor in Settings:

• Move — hold a tile and drag it elsewhere; on an occupied spot the two tiles swap.
• Edit a tile — tap it; in the Grid button window you pick the product or category and the colour. The colour is saved to the product or category itself.
• New tile — tap an empty spot.
• Category page — the arrow in the corner of a category tile opens its page; go back with the Back tile.

Every change is saved immediately, even offline. You can't sell while editing: tapping a tile adds nothing, search and scanning are unavailable and the payment buttons are hidden. Done takes you back to selling.

Stock badges on tiles

With the Inventory module on and Show stock badges enabled for the register (Settings → Register → Sell, Inventory section), the tile of a tracked product shows a badge with the stock quantity in the top-right corner:

• Green — enough in stock,
• Orange — partly available (a product with variants where some are in stock and some aren't),
• Red — 0 or less in stock.

A product with variants shows the letter "V" instead of a number. For a portion (a variant deducted from its parent product's stock, e.g. rum by 4 cl) the badge shows how many whole portions are left: with 0.10 l of rum, the "Dark rum 4 cl" tile shows 2 pcs.

Adding items

Adding from the grid

Tap a product tile. The register goes through these steps (each only when needed):

1. Variant selection — if the product has variants (sizes, flavours, portions), a window opens with variant tiles (name and price) in catalogue order. Only variants on sale are offered — to stop selling a size that's run out, just turn it off in the catalogue. Close the window with the cross without choosing.
2. Price from a price level — if a price level applies (manual, "Takeaway" or scheduled), the product's price on that level is used.
3. Price entry — a product without a price (open price) opens a window with a quantity (− / + buttons) and a price-per-unit field that you fill in with the numpad. The card shows the breakdown, e.g. "2 pcs × 45 CZK … 90 CZK". Confirm with Add.
4. Quantity entry — for units other than pieces (kg, l) a window opens with a "Quantity" field and a numpad (up to 3 decimal places); the card shows the price, e.g. "0.455 kg × 289 CZK/kg … 131.50 CZK". Confirm with Add.
5. Add-on selection — if the product has add-on groups (a variant inherits its product's groups), a window opens with add-on tiles. Each group shows its rule: "Required", "Required (min 1, max 1)", "Optional (max 2)" or "Optional". A selected add-on has a border and a green tick; default add-ons are preselected. At the bottom a card shows the product price, the selected add-ons with their surcharge ("+ Bacon … +39 CZK") and the Total — including any quantity entered earlier. Add stays disabled until all required groups are filled.
   • A group with at most one add-on works as a toggle. In a required group a selected add-on can't be deselected by tapping; in an optional group it can.
   • Once a group's maximum is reached, the other tiles are dimmed.
   • A group offers only add-ons that are on sale.
   • The surcharge is the add-on's price in that group if the group sets one (ketchup on its own 25 CZK, among the sauces for a main course 15 CZK), otherwise the product price.
6. Added to the cart — the item is added and briefly highlighted. If the last line of the cart is the same item (same product, add-ons, price and VAT, no note or discount), its quantity goes up; otherwise a new line is added. When the bill is saved, identical items within one order are merged into one line.

Long-press on a tile

Long-pressing a tile opens the quantity window with a numpad regardless of the unit — handy when you want to add an exact number. For an open-price product the price entry window, which has a quantity stepper, takes precedence.

Adding by search

If you can't find a product on the grid, tap the Search magnifying glass. Type the name or part of it — the short name, code, SKU, EAN and PLU are searched too, ignoring diacritics. Results replace the grid as tiles sorted alphabetically, including individual variants; only products on sale are offered. Tapping a result runs the same steps as from the grid (a variant from the results is added directly).

On a device with a camera the field has a scanner icon that opens the "Scan Barcode" window. A scanned code works like the Scan tool: if it matches a product on sale, the product is added and the field clears for the next code; otherwise the code stays in the field. A barcode reader connected as a keyboard (USB/Bluetooth) works the same way: with search open, scan the code and the product is added. Enter after typing text by hand works too (e.g. PLU 12 + Enter). Close search with the Close search cross.

Editing items in the cart

Item window

Tapping an item in the cart opens the item window — the same as the window for an ordered item in the bill detail:

• Title — the product name; the cross closes the window without saving (after changes it asks "Discard changes?").
• Card — − and + around the quantity; tap the quantity to enter an exact (even decimal) amount on the numpad. Below the line is the price breakdown, e.g. "2 pcs × 65 CZK … 130 CZK", each add-on on its own line and the discount in red. A Total row appears only when the amount differs from the first line.
• Discount — the discount value on the right (e.g. "10 %"); tap it to open the discount window (see Discount). Requires Item discount (unlimited) or Item discount (limited).
• Note — tap to add or edit it.
• Delete (red outline) — after confirming "Delete the line?" removes the item from the cart.
• Save — saves the changes and closes the window.

Quick removal

• Long-press an item in the cart to lower its quantity by 1; at zero the item is removed.
• Tap Cancel to remove the last item (or separator).
• Long-press Cancel to clear the whole cart at once (on a quick sale and on a bill).

Discount

Add a discount on the whole bill with the Discount chip on the toolbar. When a discount is active, the chip reads "Remove Discount".

Add a discount on a single item in the item window (the Discount row). In the discount window, the CZK / % switch picks the type, you enter the value on the numpad and confirm with Apply; the card keeps showing the price, the discount and the price after discount. The field never shows more than will be booked: at most 100 % (or your permission's limit) for a percentage, at most the item price for an amount. If the item already has a discount, the window also has a "Remove Discount" button.

A manual item discount can't be entered when:

• the product has Block Discounts turned on in the catalogue (product editor → More tab; a variant takes over its product's setting),
• the item was priced by a price level with Block Discounts turned on,
• a redeemed discount coupon applies to the item.

The item window then shows the reason under the "Discount" row ("Discounts are blocked for this item." or "Item has a coupon discount, manual discount is not allowed."). The restriction applies to manual item discounts only — a bill discount and a discount coupon still apply to blocked items.

Discount types, limits and loyalty points are covered in Discounts.

Discount coupon

Tap the Coupon chip. A window opens for entering the 8-digit code (format XXXX-XXXX) on a numeric keypad; the C key in the bottom-left corner clears the whole code. There is no confirm button: the code is checked as soon as you type the eighth digit. You can also scan the code with a reader. A valid coupon is applied and the window closes; otherwise the window shows the reason in red under the code (e.g. "Expired", "Code already redeemed") and you can correct the code.

A whole-bill coupon can't be combined with a manual bill discount — the window says "The bill has a manual discount. Remove it first." The rules for combining discounts are the same as in the bill detail (see Discounts).

On a quick sale the coupon is checked once more when the cart turns into a bill (Pay, Save, Move to the bill). If someone has used it up or cancelled it in the meantime, the register says "The coupon cannot be applied" with the reason, removes the coupon from the cart and creates the bill without it.

This chip redeems discount coupons only. Gift and deposit vouchers are a payment, not a discount — if you enter their code here, the window says "A gift voucher is redeemed in the payment." (for a deposit "Redeem the deposit in the payment."). Redeem them with the Vouchers tile in the Payment window. See Vouchers and coupons.

Note

The Note chip adds a note to the order. A note belongs to the course in which you write it: without a separator it applies to the whole order; with separators each part of the cart has its own note and the chip edits the one you're currently ringing up (after the last separator). The note appears on the kitchen display with its order and is printed on the ticket ("» no onion"). There is no note for the whole bill — write an allergy on each course. When the current course has a note, the chip is active.

Separator (gastro mode)

The Separate chip inserts a "--- Next Order ---" line into the cart. Items above and below it are sent as separate orders (e.g. for different courses). If the course after a separator has a note, the separator shows it after a dot. Tap a separator to remove it — its course merges with the previous one and the notes are joined. The chip is disabled with an empty cart and won't add a second separator in a row.

Saving and sending the order

Quick sale:

• Save creates the bill, saves the order and in gastro mode returns you to the bill list; in retail mode it gets the screen ready for the next sale.
• Pay creates the bill, saves the order and opens payment straight away.

Table bill:

• Order sends the order to the kitchen display, prints the order ticket (if printing is on) and returns you to the bill overview (to the sales screen in retail mode).

All three buttons need a started session. If no session is running — in gastro mode you can fill the cart without one — the register asks "Start a session?". Start Session runs the session start (opening cash) and the register then carries on with what you tapped, with the same cart; Cancel takes you back to the cart. Users without the Open/close register permission see a "No session started" window and need to ask a manager; the cart stays. Starting a session doesn't need the internet.

In retail mode the screen clears itself after paying or saving and is ready for the next sale. After a bill is paid in full, a Paid window shows for a few seconds; the cart under it is already empty and the next scanned item goes straight into a new purchase (see Payments).

A company that is not a VAT payer

If VAT payer is turned off in the company settings, selling looks the same and prices don't change — every newly sold item and add-on is simply saved at 0 % and the receipt prints "Not a VAT payer" instead of the VAT summary. Items ordered on an open bill before the switch keep their VAT.

Stock check

With the Inventory module on and a product (or its ingredients) tracking stock, the register checks stock when saving the order, following the product's Sell without stock setting, or — when it says "By company" — the Sell when out of stock setting:

• Warn — a "Sell without enough stock?" window lists each short product with Order, In stock and After sale. Continue sends the order anyway, Cancel doesn't send it.
• Block — an "Insufficient stock" window shows the same overview with an OK button; the order can't be sent until you change the cart.

Stock, documents and movements are covered in Inventory.

Side panel

In retail mode the sales screen has the same side panel as the Bills screen — also when adding items to an existing bill. In gastro mode it has none: you ring up the items, and Save, Pay, Order or Cancel with an empty cart takes the register back to Bills, where the panel is. On a phone the bottom button row is the same in both modes. The panel's first button is Bills; the other buttons and panel settings are described in Main screen. The default here is the small panel; the arrow at the right end of the toolbar expands it.

Quick actions on the panel (e.g. Gift voucher, Goods receipt) open their dialog right over the sales screen and the cart stays as it was.

Create Bill with a full cart

When the quick-sale cart has at least one item and you tap Create Bill (on the side panel in retail mode, in the More menu on a phone), the register asks "The cart holds items":

• the cross (or tapping outside) — nothing happens, you carry on selling,
• Clear the cart (red) — the cart is emptied and the new bill window opens,
• Move to the bill — the new bill window opens (with the cart's customer prefilled). Items, discount, coupon and customer are written to the bill only once it is actually created; if you close the window, the cart stays intact.

In gastro mode on a computer or tablet, you put the cart on a bill with Save. The register never keeps two unfinished carts.

Customer display

If the register has a customer display — a connected display or its own second screen —, the sales screen sends the current cart to it on every change. After the full amount is paid, a thank-you message (default "Thank You!") appears and by default disappears after 10 seconds; you can change the text and the time in the display settings. See Customer display.

"Assign to Grid?" window

After you create a new product in the catalogue (if it is on sale and not a variant), the register asks "Assign to Grid?":

• No — the product won't be on the grid (available through search),
• Pick position — you choose the grid position yourself,
• Auto by category — the register places it for you: first on its category's page (if the category has one on the grid and it isn't full), otherwise on the first free spot of the main page and then the following pages. If the whole grid is full, the position picker opens.

After automatic placement the register briefly tells you where the product landed, e.g. "Espresso was added to the Coffee category, row 3, column 1." See Catalogue.

For managers and administrators

The settings mentioned below are described in detail in Settings.

Sales permissions

Stock policy

Sell when out of stock is set in Settings → Register → Sell (Inventory section) and applies to the whole company, unless the product has its own Sell without stock setting in the catalogue (default "By company"):

• Allow — the order is sent without a check,
• Warn — the order can be sent despite the shortage, but staff are warned,
• Block — the order can't be sent until the cart matches the stock.

Product grid

Set the grid size and layout in Settings → Register → Sell (Grid Display and Grid Layout Management sections). Each register can have its own layout. Stock badges are turned on in the same place with Show stock badges (only with the Inventory module on).

Automatic order-ticket printing

Auto-printing is turned on separately for the kitchen and the bar in Settings → Register → Printing. If it's on for both, the Print chip stays lit; otherwise staff can use the chip to force printing for a single sale.

Display mode

The sales screen layout is chosen automatically from the screen width (threshold 680 px). In Settings → Register → Appearance → Screen Layout you can force "Full (desktop)" (cart and grid side by side) or "Compact (mobile)" (grid at full width, the cart as a row at the bottom and the Summary before payment); "Automatic" is the default.