Processing a Sale
‘Processing a sale’ refers to any transaction where you are taking payment for either product and/or services from your customer.
If you are processing a sale of product only, or a walk-in that is not in the appointment book, you’ll need to access POS via Sales > Sell in the main navigation or the Sell button to the right side of the Appointment Book.
A customer will need to be attached to every sale - if you would like a work around for this then you can create a ‘Cash Customer’ account and add this as your customer.
Completing A Sale From The Appointment Book
Go to the Appointment Book.
Click the customer’s booking.
Review the booking details.
Select Complete Sale.
POS opens with the customer and booked services already loaded.
Add any extra products, services, packages, or gift cards if required.
Check the cart.
Select Pay.
Take payment.
Select Complete Sale.
The final Complete Sale step is important. If payment is taken but the sale is not completed, the sale may remain open and cause follow-up issues.
Adding Extra Items To A Sale
Items can be added to the sale in several ways:
Use the category buttons: Products, Services, Packages, or Gift Card.
Search in the product search box.
Scan a product barcode, if the barcode has been loaded against the product.
Use Bookings to add unpaid bookings.
Use Credit to add an account credit payment item for the selected customer.
If POS was opened from Sales > Sell or the Appointment Book Sell button, the sale starts blank. You will need to add the customer and items manually.
Editing Items And Commission Staff
Click an item in the cart to edit it.
Depending on the item, you may be able to:
Change quantity.
Change price.
Apply a discount.
Add a note.
Assign commission staff.
Remove the item.
If the sale is created from the Appointment Book and only contains booked services, the staff and commission assignment should usually already be correct because it comes from the booking. Consideration may need to be given to the assigned commission-earning staff for items manually added to the sale.
Some items may be locked and cannot be edited or removed.
Taking Payment
Most sales are paid with one payment method.
Select Pay.
Select the payment type, such as Cash or EFTPOS.
Follow the prompt for that payment type.
When payment is complete, select Complete Sale.
For split payments or partial payments, edit the amount before choosing the payment type. After the first payment is accepted, the remaining amount will stay on screen. Repeat with the next payment type until the balance is zero, then select Complete Sale.
Cash Payments
Cash payments show:
Amount to pay.
Amount given by the customer.
Calculated change.
Use the cash buttons or type the amount given, then take payment.
EFTPOS Payments
EFTPOS payments may either communicate with the terminal (‘integrated EFTPOS’) or show a manual accept/decline prompt, depending on the setup. Complete the payment on the terminal, then follow the Pointa prompt.