Point of Sale

The Point-of-Sale page contains functionality to collect in-person payments for sales and/or outstanding receivables. Additionally, you can manage all orders, tickets, and memberships on this page.

Page Privileges

Organization Managers, Assistants, Financial Coordinators, and Cashiers have access to this page and can perform all page functions.

Page Filters

This page has one filter: Organization.

Customizations

Most customizations can be made on the Preference page on the Store tab.

• General Preferences provides some basic preferences.

• Convenience Fees for Online Sales allow organizations to charge customers for the fees associated with online orders.

• Fulfillment Categories allow organizations to create "dining" options which lays the groundwork for allowing sales tax exemptions.

• Online Order Admin Emails allows emails to be sent to admins when an online order is placed.

• Online Order Confirmations allows organizations to include specific details in the confirmation emails when a customer makes an online purchase.

• Product Categories are customizable on the Preferences page under the Resource Rates section. Note: The categories of Membership and Ticket are required and cannot be modified.

• Sales Tax Categories are custom categories for sales tax that can be assigned to store locations and products.

• Sales Tax Exemptions allows organizations to not charge sales tax on specific fulfillment categories.

Loading the Point-of-Sale

When you first load the Point-of-Sale page, you will be prompted to select the store location, station, and view. All orders are tracked with the location and station parameters. Once you make your selection, you will be able to process transactions. These parameters can be changed at any time by clicking on the Quick Links drop-down and selecting the Store Settings.

Note: The view setting has two options: (1) All Products and (2) Ticket Event. The Ticket Event setting works for simple tickets to allow gate sales for an event to run much quicker. The All Products setting should be used for all other situations.

Quick Links

The Quick Links drop-down menu near the upper-right corner of the page provides the ability to manage the items below. Click on them for more detailed instructions.

• Authorized Payments

• Cash Drawer

• Devices

• Memberships

• Orders

• Tickets

• Store Settings - refer to the Loading the Point-of-Sale section above.

Processing a Cart

The cart is located in the bottom right-hand corner of the screen. Click on the Carts heading to open the cart.

Selecting a Fulfillment Method

Near the top of the cart, you will see the fulfillment methods you set up on the Preferences page. Click the one you want to use for this cart. Many times fulfillment methods are used when differentiating between dine-in and pickup orders, but can be used for any purpose.

Note: The fulfillment method will not display if there are no fulfillment methods setup.

Adding a Product to the Cart

On the Point-of-Sale page, you will see the Product Categories listed like tabs and the products within the selected category below it. Click on a Product and a popup window will open where you can select the variation, quantity, and modifiers. Click the Save to Cart button to add the product to the cart.

Note: Memberships also require some additional information such as the names of the members. You can add more participants on the Participants page.

Using a Barcode Scanner

In addition to being able to click items to add them to the cart, you can also add them using a barcode scanner. Memberships can also be scanned using a barcode scanner. Any standard barcode scanner will work. This one has been tested and is known to work.

Adding a Custom Amount to the Cart

To add a custom amount, click the three dots near the upper right-hand corner of the cart window and click Add Custom Amount. You can enter either a positive or negative number, allowing you to use it for both adding a product that's not normally in your store or to offer a discount.

Adding a Coupon

To add a coupon, click the three dots near the upper right-hand corner of the cart window and click Add Coupon button. In the popup window, type in the coupon code and click the Save button.

Adding a Membership

Members may want to scan their membership to receive discounts on an order. To add a membership, click the three dots near the upper right-hand corner of the cart window and click Add Membership button. You will be prompted to enter the barcode or select the Participant and their membership. Alternatively, you can scan the barcode on their membership card with a barcode scanner.

Adding a Receivable

To add a receivable, click the three dots near the upper right-hand corner of the cart window and click Add Receivable button. In the popup window, select the participant or payee, check the boxes next to the receivables to be paid, and then click Save.

Adding a Tip

To add a tip, click the three dots near the upper right-hand corner of the cart window and click Add Tip button. In the popup window, type in the percentage or add a custom amount, and then click the Save button.

Note: The number entered in the amount field is what will be recorded as the tip.

Finalizing an Order

To finalize an order, click the Charge button at the bottom of the cart window. A popup will appear and prompt you to select the payment method. After selecting the payment method, follow the prompts to complete the order.

• Cash: Enter the amount received and you will be provided with the amount that should be returned to the customer.

• Card: First select whether you want to authorize or capture this transaction. Authorizing a transaction is useful for applications similar to restaurants where you do not want to actually process the transaction until after the customer has provided the tip amount. Capturing a transaction will immediately process the transaction. Next you'll be presented with the option to type in the card number manually or use a Square terminal to tap, insert, or swipe the card. The processing fees are less when processing cards with the Square terminal.

Click the Complete Sale button to finalize the order. You will see a confirmation screen letting you know whether the transaction was processed successfully. This screen will also have a full page receipt that can be printed and a link to the tickets/memberships that were purchased with this order.

Note: To not require customer contact information for ticket sales, turn off the Collect Contact Info for POS Tickets preference on the Preferences page, Store Tab in the General Preferences section.

Note: To not show the sale confirmation screen for cash purchases, turn on the Hide Confirmation on POS Cash Sale preference on the Preferences page, Store Tab in the General Preferences section.

Note: To collect a customer signature on the terminal, you will need to turn on the Collect Signature on Terminal preference on the Preferences page, Store Tab in the General Preferences section.

Note: To automatically print a standard receipt, you will need to turn on the Show Receipt Screen on Terminal preference on the Preferences page, Store Tab in the General Preferences section.

Clearing the Cart

To clear the cart, click the three dots near the upper right-hand corner of the cart window and click the Clear Cart button.

Saving the Cart

To save a cart, click the Save button near the bottom of the cart window. In the popup window, type in the name of the cart and click the Save button.

Note: If the Save button is not displayed, you will need to turn on the preference to Allow Saved Carts on POS on the Preferences page, Store tab, General Preferences section.

Opening a Saved Cart

To open a saved cart, select the cart from the Carts drop-down menu.

Note: Opening a saved cart will clear the current cart. If you want to come back to that cart, you will need to first save the existing cart before selecting another cart.

Deleting the Cart

To delete a cart, select the cart from the cart drop-down menu in the cart window and then click the Delete button near the bottom of the cart window.