Common Tasks

Click the View button on the main window toolbar, and select Salespeople to open the Salesperson List. Then click the Add button on the Salesperson List toolbar.

Enter the appropriate information for the new Salesperson. You must provide a First Name and Last Name, but all other information is optional.

Click the View button on the main window toolbar, and select Items to open the Items List. Then click the Add button on the Items List toolbar.

Enter the code, description, unit value and tax rate for the new item. If applicable, enter a discount as a percentage reduction of the original price.

Transactions are created from the main window. Starting a Transaction is a two step process: adding items, and recording the payment.

Adding Items to a Transaction

If necessary, use the New Transaction button located in the lower right corner to clear all items and information from the previous transaction. There are several ways to add a new item to a transaction:

Scan the item's code using a barcode scanner.
Enter the item's code into the Enter Item Code text box, then press Enter or the Add Item button.
Use the Select Item button to select an item from the Items List.
Use the Manual Item Entry button to add an item that does not have a barcode, or cannot be found in the Items List (requires a keyboard).

If you add an Item which is already listed in the current transaction's items list, the quantity of that item will increase by one, rather than adding a new item line entry. To change an item's quantity more quickly, select an item then click or press the Adjust Quantity button and enter a new quantity for the selected item.

Recording Payment for a Transaction

When at least one item has been added to a new transaction, and you are ready to receive payment, click or press the Pay button.

Select the payment method to be used, and enter the amount tendered by the customer. Copper will calculate the amount of change due as you enter the tendered amount, and will display this in the field below.

When you have entered the correct payment details, and returned the correct change to the customer, click the 'Record' button to save the transaction.