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6.8 USING POINT OF SALE (non touch screen)
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 Client By option found on the top of
the screen to find a client for the transaction. To find a client, enter
the Client ID, Phone, First Name or Last
Name or a combination of the first name and last name, then press
enter. This will initiate a find and if there is an exact or unique
match used for the find the client’s name, address and last service will
appear. If there is no exact or unique match,
ADVANTAGE
Salon Software and
Spa Software 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
ADVANTAGE
Salon Software and
Spa Software and the search will find all
matches to the partial listing.
3)
Finding a client is optional, but you will have better client
history if you do. If you do not find a client the transaction will be
recorded under Salon/Spa Guest. Also note that you can have more than
one client on an invoice.
4)
Select an employee who performed the service or who will receive
credit for the sale of the inventory item. Only the services that a
particular employee is setup up to perform will be in the list of
services. You set up the services that a particular employee can do in
the employee setup.
5)
Then select the service or inventory item sold, use the pull down
list of services to select the service or use the find item field to
find the inventory item. If the service you are looking for does not
appear in the pull down list of services then that service may not be
assigned to the particular employee that you selected. You must assign
services to your employees in the employee add/modify screen.
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 are considered Change Due if the
amount tendered is greater that the Invoice Total. You will also notice
a charge to account payment type; you can only use that payment type if
the client you are charging has been setup with charge to account
privileges and a credit limit. Setting up a client to be able to charge
is an option in the add/modify/delete client screen.
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.
**YOU CAN ALSO ACCESS POINT OF SALE FROM THE APPOINTMENT BOOK**
1.
Make sure that you have the Scheduler – Day View or week view open.
Then select the client who is ready to pay for their services and/or
products. You may right-click the appointment then select POS.
2.
ADVANTAGE
Salon Software and
Spa Software will take you into the Point of Sale screen. Enter
your operator password to get in.
3.
Now notice that the client’s name, employee’s name, the service
and the price of the service is already filled in. All you have to do
is scan or select the products he or she is purchasing then go to select
the Make Payment button.
4.
When you have Finished the transaction, you will be taken
directly back into the appointment book
This function will let you easily bring in one appointment into the
point of sale screen. You can also move multiple appointments as well
as find a client appointment via the small client button found in the
appointment book screens near the top of the screens. Just find your
client in that screen and select the ok button and it will show all the
appointments for that certain date range. You can then select all or
some of the appointments to transfer to the point of sale screen by
selecting the POS button.
This is a quicker way to ring up clients!
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