This article will guide you through purchasing a product through a POS terminal.
1. Access POS Terminal
Navigate to Main > POS.
If you are not already logged into a POS you will need to access one. On a simple terminal click the GO button or on a Full POS click the Open button to start the Open POS process.
2. Item Selection & Options
Use the quick pad on the left to add items into the register, or use the Product Search button to type in an item name.
Use the drop down menu to assign the sale to a staff member other than the current user (selected by default).
3. Item Adjustments
Click on an item's name to access adjustment options. The sale of this item can be assigned to a different staff member, a discount can be applied, the quantity and price can be adjusted also. Add in any desired notes and click Update to save your changes.
Use Click To Lookup A Person to search for a prospect, member or customer and save a record of this purchase in their billing history.
4. Payment Screen
Clicking the CHECKOUT button at the bottom of the POS terminal will advance you to the payment screen. You can again select which staff member should get credit for the sale. Select the payment method for the purchase.
Cash Payment
Use the cash pad located on the left side of the checkout screen. Enter the amount of cash tendered, or use the EXACT button if the exact amount is provided. The system will calculate any change due to the customer.
Card Payment
Select CARD to proceed with card payment options:
- Enter: Manually enter credit card details or swipe the card (if not using Contactless devices).
- Contactless Payments: Activated devices for contactless payments will be displayed for selection.
Bank ACH Payment
Choose BANK ACH to input the customer's bank account information for electronic funds transfer.
External Payment
Use EXTERNAL payments to record transactions conducted outside of ClubReady. This option is recommended for third-party credit card processors or terminals, or if the client has already paid using methods like Groupon.
Check Payment
Select CHECK when accepting a written check as payment for the transaction.
5. Complete The Sale
After selecting your payment method the option to COMPLETE THIS SALE will appear at the top of the screen. The transaction summary will be in the middle for all items in this purchase. Payment method can be changed by clicking on the red x. Depending on terminal settings, you may have the option to print a receipt, email a receipt, or both. Click on COMPLETE THIS SALE when ready to checkout.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Point Of Sale (POS) - Can access POS terminals
- If you have a Full POS Terminal (receipt printer and cash drawer) you will need to grant your staff access to this terminal