Updated: April 7, 2026 3:16pm

Prism App Users Guide - Chapter 4. Navigation
4.2 Transaction Form

When you log in, a new transaction form is displayed, ready for editing. 

new transaction form
 
New transaction form UI elements

Navigation ELement Function
Retail Pro button Retail Pro button. Click to display the main menu for the app.
Cancel transaction Cancel transaction. Enabled when information (e.g., an item or customer) is entered on the transaction.
hold transaction Hold transaction.
unhold transaction Unhold transaction.
Transaction menu button In the upper-right corner of the transaction form, displays the Transaction Menu. On the right-side of the item description, displays the Item Menu.
Item Menu button With the cursor in the Item Lookup field, scan or enter the UPC. The current Item Type is shown (Sale, Return, or Order).
discount menu access For the item, displays the Discount Menu with options to apply a discount percentage, amount, or specific price.
Item Lookup tab Switch to Item Lookup tab to scan items.
customer lookup tab Switch from Item View to Customer View. In Customer View you can add or remove a customer. If the customer has an image assigned, that image will be displayed.
customer details button View customer details.
Add new customer button Add a new customer. 
tender button Tender Transaction. The Amount Due is shown on the button. 
Log out button Log out. This option is available from the Main Menu.
Print record Print record.
Copy button Copy record.
New record New record.
Upload record button Upload record.
   

4