A visual workflow builder
Arrange checkout steps and conditions around your business, with a preview before a workflow is enabled for staff.
Daily workflows · Taply Retail
A clearer rhythm.
A more considered checkout.
Shape the details around your team. Bring customer prompts, register settings and approval routines into the moments that matter.
YOUR CHECKOUT ROUTINE
The details, considered.
Customer contextReview the customer prompt
Manager approvalSet the right approval policy
Receipt & handoffAgree the next step
At home in the Retail register
Make the routine feel like part of the sale.
The best handoffs are the ones the team understands. Review the built-in register and checkout settings, then choose the prompts and policies that fit your store.
- Decide when a sale needs a linked customer.
- Review manager approval for discounts, refunds and voids.
- Choose how the shared register returns to staff sign-in.
The right details at the right moment
Give every cashier a familiar way forward.
Start with the small choices that shape a shift. Keep repeated items together, agree the customer prompt and set up the receipt handoff for the people sharing the counter.
- Consolidate repeat scans into the same basket line when configured.
- Review fast-cash choices for the way your store accepts cash.
- Choose whether to close the receipt screen after printing.
ONE CONSIDERED HANDOFF
- Find the item01
Product, quantity, basket
- Bring in the customer02
Your configured prompt
- Review the exception03
The appropriate staff approval
- Finish the handoff04
Payment, receipt, next customer
From the first shift to the final review
Find a rhythm for your retail day.
Explore the moments your team moves through every day.
Before the doors open
Give the shift a clear starting point.
A short opening routine helps the team know which store, register and equipment they are using.
Plan your onboarding- 1
Sign in with the appropriate staff access
- 2
Check the register, reader and receipt setup
- 3
Review the day’s stock and customer priorities
At the counter
Keep the next step close to the sale.
Use the customer prompts, basket settings and approval policies that suit your store’s way of serving.
Explore checkout- 1
Find the product and review the quantity
- 2
Add customer context where your policy requires it
- 3
Review the amount, configured tender and receipt
Between the busy moments
Turn a shelf check into a repeatable routine.
Give a count a defined scope, record the quantities on hand and leave differences for a deliberate review.
Explore stock counts- 1
Choose a full, cycle or spot count
- 2
Enter physical quantities and save progress
- 3
Review differences before reconciliation
At the end of the day
Finish with the details in view.
Bring sales and drawer activity together so the next shift has a useful record to work from.
Explore the day’s reports- 1
Review sales, tenders and recorded refunds
- 2
Compare expected and counted cash
- 3
Follow up on differences with the right person
Example routines · explore without changing any store settings
Close with a useful view of the day
Let the day’s details inform tomorrow.
Connect the working routine to a regular review. Explore Retail reports, then use the end-of-day view to follow the sales and drawer activity recorded by your store.
- Review sales, tender activity and recorded refunds.
- Compare expected and counted cash and follow up on differences.
- Bring product and staff summaries into the next team conversation.
Have a process beyond the register?
Start with the connection you need.
Bring the systems, information and handoffs. Review what is supported and what would need a separate integration plan.
Taply Retail features
Checkout built around your store.
Explore tools for the stockroom, the counter and every handoff in between. Bring the features that matter to your business into your Retail walkthrough.
Custom checkout fields
Collect the extra details your business needs, such as a size, reference or service preference, at the relevant step.
Context-aware prompts
Show a relevant step based on the product, customer or sale context, with required checks defined by your store.
Suggested add-ons
Give staff a useful product suggestion during checkout, with the team and customer deciding what belongs in the basket.
Digital acknowledgments & waivers
Present your business’s documents, collect the required acknowledgment and keep a versioned record with the appropriate context.
Workflow-driven printing
Connect specific checkout steps to configured labels, work orders or wristbands using supported print hardware.
Feature configuration, supported devices and plan availability are reviewed with your store setup.
Explore features for your store
Let’s walk through your working day.
Tell us about your team, the counter and the handoffs. We’ll help you review the right Retail setup.
Request a Retail demoA few more details about the day.
Does Retail have a visual workflow builder?
The Retail feature catalog includes a visual workflow builder. Talk through your desired steps, conditions and staff permissions with the Taply team to confirm availability and the setup for your store. Existing register settings cover customer prompts and defined checkout approval policies.
What does Daily Workflows cover?
Daily Workflows covers register settings, checkout policies, stock counts and business-day review, along with the workflow builder, custom fields, contextual prompts, suggested add-ons, digital documents and specialty printing in the feature catalog. Review availability and configuration for your store with the team.
Can the register ask for a customer before payment?
Retail register settings include a Require a customer for every sale option. Review whether it suits your store’s loyalty and receipt routine before enabling it. Staff should follow your privacy and consent practices when collecting customer information.
Can I set up manager approval for discounts?
Retail checkout policies include manager-PIN settings for discounts, refunds and voids, with additional approval requirements available for individual adjustment reasons. Review staff roles and the configured policy during onboarding.
Can a shared register return to staff sign-in after a sale?
Yes. The register has a Sign out after each sale setting that returns to the PIN screen after the sale and its receipt flow are finished. Confirm the setting with the team that shares the register.
Which parts of the receipt routine can be configured?
Register settings include an option to close the receipt screen after printing. Receipt output still depends on your configured printer or delivery setup. Review the exact receipt behavior and equipment in your walkthrough.
How do stock counts fit into the working day?
Start the appropriate full, cycle or spot count, search its item list, enter observed quantities and save progress. Expected quantities remain hidden during the blind count, with differences reviewed in the reconciliation step.
What can I review at the end of the day?
The end-of-day view brings together available sales, tender and refund information with cash-drawer activity, expected and counted cash, differences and product or staff summaries. The information shown depends on your store setup and recorded activity.
Can Taply build a custom connection for my process?
Share the systems involved, the information that needs to move and the person responsible for each step. Taply can review the requirements and available connection options. Custom work, access and timing need separate confirmation.
Have a different setup in mind? Talk it through with Taply