Klu Docs

Sales overview

The Home screen โ€” products, cart, tabs, and the full ring-up flow

Overview

The Home screen is where every sale happens on the iPad. It's split into three areas: the product grid on the left, the cart panel on the right, and the tab and customer selectors in the top-right header. A sale is always attached to a tab โ€” even a one-off walk-in is implicitly its own tab while it's being rung up.

When to use it

  • Every time you ring up a customer
  • Looking up a product to check price or stock during a conversation
  • Parking an order mid-flow and picking it back up later

How to use it

Video tutorial coming soon

The minimum flow for a sale:

  1. Open or create a tab from the header (or skip and work on an implicit tab).
  2. Optionally pick a customer from the header โ€” required for prescription products and loyalty points.
  3. Find a product: tap a category chip, type in Search by Name or SKU, or tap the scan icon to use the camera.
  4. Tap the product tile, enter a quantity, and tap Add โ€” the item lands in the cart.
  5. Tap the big green total button at the bottom of the cart to advance to the order review.
  6. On the review screen, apply any Discount, Additional Service, Loyalty Points, or Note, then tap Confirm Order to proceed to payment.

Tips & gotchas

  • The Klu app is landscape-only on iPad โ€” keep the device rotated.
  • Search by Name or SKU at the top matches both product names and SKUs โ€” the input debounces as you type.
  • Tap the scan icon in the search bar to scan a product barcode with the front camera.
  • Products badged with a category tag that requires a prescription will block checkout until a customer with a valid prescription is assigned.
  • Each product tile shows stock status โ€” Out of Stock tiles are greyed out, Low Stock tiles get a warning badge.

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