Check Out

Check Out: Checking out an item from your inventory/stock means that you're selling the item in question to someone as a part of a Sales Order (or SO).


Starting the "Check Out" process begins with clicking on the "Check Out" button (shown by the blue arrow) after you click on the purple circle button that's in the center of the menu on the bottom of your screen.

This will bring you to the menu where you'll be entering in the Sales Order (or SO) that you're looking to check out (pictured below)

Check Out Menu

After you've entered in the SO number, click the "Scan" button (pictured above) on the inventory that you're looking to sell as a part of a sales order.


From here, you'll either use a barcode scanner to scan the items you're taking out of your inventory and then you'll click save once you've scanned it:

Scan Barcode

Or you can click the RFID reader icon on the top-left of the "Scan Barcode" screen so that you can check out items with an RFID reader.

Scan in Progress

You can click on "Items Scanned" to see the items that your RFID reader picked up to be "Checked Out" for the selected product or you can complete the scan to end your scan there.


Once you've checked out all of the inventory for a product, when you view the product in your inventory it will have a faded pen to the far right of the menu because there's no inventory for it available. If there is inventory and you can edit the details, the pen icon will be purple (please see the example below).


Confirming Check Out on Inventory Main Menu

Still need help? Contact Us Contact Us