Sales Processing
Processing a sale in Clarity is designed to be fast and intuitive.
The Sales Flow
1. Customer Lookup
Click New Sale and start typing the customer’s name. If they’ve shopped with you before, their name appears and you can select them. New customers can be created on the spot with Create Customer and Start Sale. Click Select to verify, then Continue.
2. Add Items
Enter the SKU and click Find. The photo, price, and item details populate instantly.
3. Adjust Pricing
Click the price once to open the pricing modal. Clarity offers four discount options:
- Percent off the listed price
- Amount off the listed price
- Price before tax (set exact pre-tax price)
- Price with tax (set an “out the door” price, tax calculated automatically)
When you enter an out-the-door price, Clarity calculates the tax automatically. The customer pays exactly what you quoted.
4. Salesperson
Select your salesperson from the dropdown. Commissions are tracked automatically.
5. Payment
Click Payment, select the method (cash, card, or other options like Zelle or Cash App), enter the amount, and click Apply.
Note: If a card payment is declined, the transaction won’t process.
6. Save & Print
Press Print to save and print the receipt in one step.
When you click a price to open the pricing modal, you get four ways to adjust:
- Percent off: A percentage discount off the listed price.
- Amount off: A flat dollar amount subtracted from the listed price.
- Price before tax: Set the exact pre-tax price you want to charge.
- Price with tax (out-the-door): Enter the total the customer will pay. Clarity handles the tax calculation automatically.
These four options cover every negotiation scenario. When a customer asks “What can you do at $5,000 out the door?”, your sales staff can enter that number directly and the system figures out the rest.
Clarity supports cash, card, and other. The “other” category covers digital payment methods like Zelle, Cash App, Venmo, or any non-traditional payment your store accepts. If a card payment is declined, the transaction won’t process.
Adding Job Tasks from a Sale
If the customer needs a repair on the item they just bought (like a ring resize), you don’t need to navigate away. Click Add Job Tasks right from the sale, enter the instructions and due date, and it’s attached to the transaction.
It’s common in jewelry retail. A customer buys a ring and needs it resized, or purchases a pendant and wants a custom chain length. Instead of completing the sale and then creating a separate job, you handle both in one flow. The job task links to the original transaction, so your records stay connected and your customer only has one interaction at the counter.