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Making a sale in person

Making a direct sale in the Kyte app is easy and offers several options to speed up the payment and product collection process.

Updated over 10 months ago

In Kyte PDV or Kyte Catalog

  1. Access the Checkout menu

  2. Choose the products you want, if you want to add more units of an item, follow the steps here

  3. Tap the green button at the bottom of the screen

  4. Use the shortcuts in each product to edit the necessary information

    • Change quantities or remove selected items

    • Increase or decrease the price of each product

    • Enter a specific discount for that item

  5. Link a customer to the sale by clicking on the person's icon and selecting their contact

  6. You can also add a discount to the total sale amount

  7. If your business doesn't offer pickups, choose a delivery fee

  8. Tap the button with ... to add notes, which may or may not be disclosed on the receipt

  9. Select the payment method, if there is more than one, see how to register them

  10. Tap Charge to complete the sale

  11. Use the Receipt button to share or print the proof of purchase

  12. Tap Make a new sale to return to the Checkout menu

On Kyte Web 💻

  1. Access the Checkout menu

  2. Choose the products you want, if you want to add more units of an item, follow the steps here

  3. Click Select Customer to link a customer to the order

  4. Use the shortcuts in each product to edit the necessary information

    • Increase or decrease the price of each product

    • Enter a specific discount for that item

    • Change the quantities or enter the number 0 to remove the selected items, you can also use the X button

  5. Add a discount to the total sale amount

  6. Click on the trash icon to empty your cart

  7. Click Go to payment

  8. In Customer, in addition to contact details, you will find shortcuts to the person's WhatsApp and Google Maps and Waze to plan the delivery route

  9. Use the Note field to add important information, which may or may not be disclosed on the receipt

  10. In Items you will have access to all the details of the selected products

  11. The Order Summary brings the data selected in the cart

  12. If your business doesn't offer pickups, choose a delivery fee

  13. Select the payment method, if there is more than one, see how to register them

  14. Tap Finish sale to complete the sale

  15. Use the Receipt button to share or print the proof of purchase

  16. Tap Make a new sale to return to the Checkout menu

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