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.
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.
