| You can access Point of
Sale from the menu bar or from the master menu switchboard.
1)
Enter your unique Operator
Password.
2)
Use the Find a
Customer By option found on the top of the screen to find a Customer for the
transaction. To find a Customer enter the Customer
ID, First
Name or Last Name
or a combination of the three, then press enter. This
will initiate a find and if there is an exact or unique match used for the find the
Customer’s name, address and last service will appear.
If there is no exact or unique match, the system will generate a list of
possible matches or an empty screen if there are no matches. You do not have to enter a full name for the search,
you can put initials or partial names in the system and the search will find all matches
to the partial listing.
3)
Finding a Customer is optional,
but you will have better Customer history if you do. If
you do not find a Customer the transaction will be recorded under Retail/Spa Guest.
4)
Select an employee who performed
the service or who will receive credit for the sale of the inventory item.
5)
Then select the inventory item
sold, use the find item field to find the inventory item.
6)
You can also browse inventory by
Category, Manufacturer or Vendor by selecting the Item
Search button indicated by the binoculars.
7)
You can change the item quantity
on any line item by selecting the quantity field.
8)
To delete or refund an item,
select the line first then Delete or Refund.
9)
Select the Pay to make a payment and to finish the
transaction. You can split tender any payment,
which means that you can have multiple payments per point of sale transaction. All Check and Credit Card transactions that are
paid over the Invoice Total will be considered tip amounts.
Cash payments will be considered Change Due if the amount tendered is
greater that the Invoice Total.
10)
Select the Print
Receipt button to print the receipt or select
the Finish button to finish transaction without
printing a receipt.
11)
The function keys, F-2 through F-12,
allow you to operate the Point of Sale screen with your keyboard. For example, instead of clicking the button Disc. Or Coupon with your mouse, you can simply
hit the F-2 key on your keyboard. They correspond with the buttons directly above
them.
12)
To put an invoice on hold and help the next customer,
click the Put Invoice on Hold button, and to retrieve it, click on the Get Invoice from
Hold button.
13)
Should a customer request a receipt after the
transaction is complete, you can print one by clicking on the Print Last Receipt button. |
