Every transaction in TORO follows the same rhythm: find items, adjust if needed, take payment. Once you’ve done it a couple of times, it’ll be second nature. Here’s the full walkthrough.
Step 1: Add Items #
You’ve got three ways to get products onto the screen:
Scan a barcode. This is the fastest. Scan it and the item lands in your transaction instantly. Scan the same barcode again and the quantity goes up by one.
Type in the search bar. Click the search bar at the top of the right panel (or just start typing — it auto-focuses). Hit Enter and TORO pulls up matching results. Tap any result to add it. Behind the scenes, TORO checks Item ID first, then barcode, then does a text search — so if you know an item’s ID, that’s the fastest way to pull it up by typing.
Browse by category. Tap one of the product category buttons on the right side. You’ll see all items in that category. Tap one to add it. This is great for items you sell often but don’t have barcoded, like lounge passes or house blends.
Step 2: Adjust Quantities #
Tap an item in the transaction list to select it. You’ll see + and – buttons to bump the quantity up or down one at a time. If a customer wants ten of something, tap Set Quantity and type the number directly — no need to tap the plus button ten times.
To remove an item entirely, select it and tap Remove.
The Modern Transaction List #
If your store uses the modern TORO layout, the transaction list is a bit smarter about what it shows you.
Box quantities display properly. When you ring up a box, the line shows “1” with the box price — not “20” at the stick price. The packaging type (e.g., “Box of 20”) is displayed right next to the price, so you can see at a glance that you sold a box and not twenty singles.
Discounts are always visible. If a discount has been applied to a line, the percentage and dollar amount show in red next to the price. The original total is crossed out and the discounted total appears below. No more wondering whether a discount actually stuck.
Right-click for more options. Right-click any line item for a popup menu: Remove Item, Change Quantity, Change SKU, Discount Item, Change Sales Person, View Tax On Item, View Item Details, View SKU Details. These are the same options the legacy screen offers — just in a faster, more familiar place.
Select multiple lines at once. Hold Ctrl (or Cmd on Mac) and click to add individual lines to your selection, or hold Shift and click to select a range. Once you have multiple lines selected, you can discount or remove them all in one action instead of doing each one individually.
Step 3: Attach a Customer (Optional) #
This step isn’t required, but it’s worth doing. Tap the Customer button, then search by name, phone number (last four digits work), or account ID. When you attach a customer, their loyalty points accrue, their purchase history builds, and any special pricing or discounts kick in automatically.
If the customer isn’t in your system yet, you can create a new account right from the search screen.
Step 4: Take Payment #
Tap Add Payment and pick the method.
For cash: Enter the amount the customer handed you. TORO calculates the change instantly and the cash drawer pops open. Hand back the change and you’re done.
For credit or debit: Tap Credit/Debit Card and the terminal activates. The customer inserts, taps, or swipes their card. Wait for the approval to come through — it usually takes just a few seconds.
You can also split payments across methods. Ring up part on a gift card, the rest on credit. TORO tracks the remaining balance and lets you add another payment until the amount due hits zero.
Step 5: Done #
The transaction completes automatically the moment the full amount is covered. The receipt prints (or emails, depending on the customer’s preference), the screen clears, and you’re ready for the next person in line.
What Happens Behind the Scenes #
You don’t have to think about any of this, but it’s good to know: the moment a sale completes, TORO updates inventory counts, records the employee who made the sale for commission tracking, logs loyalty points if a customer was attached, and feeds the data into every report in the system. One transaction, and dozens of things update at once.
Related Articles #
- [Welcome to TORO](https://legacy.torocigarpos.com/docs/welcome-to-toro/)
- [Taking Payment](https://legacy.torocigarpos.com/docs/taking-payment/)
- [Finding a Customer’s Account](https://legacy.torocigarpos.com/docs/finding-a-customers-account/)
