In this article we will cover the main features and layout of the new Point of Sale.
Once you have profiles, screens, and buttons configured, your Point of Sale should look something like this before you initiate an order.
You will notice a change to the navigation bar when you open the new Point of Sale.
This new navigation bar contains an order search.
Clicking on the search will reveal a list of all Point of Sale orders recently opened by the user account to which you are currently logged in at your facility.
You may search by order number, customer name (if one was assigned), or by the last four digits of a credit card if a card was used to process a payment on the order you are looking for.
The color coding indicates the order status.
- Green: Open.
- Grey: Closed.
- Red: Cancelled
There is a specific Point of Sale navigation menu on the right side of the screen.
This may be expanded by clicking this button at the bottom of the menu.
Click a link to switch between each section of the Point of Sale.
- Point of Sale: Click this to ring up or modify a Point of Sale order.
- Prepaid Balance: This can be used to check the balance of any PC Pay prepaid card. This cannot be used while in edit mode.
- Select Profiles: You may switch between Point of Sale profiles while ringing up an order. It will not be affected. You cannot switch between profiles using this method while in edit mode.
- Edit Profiles: You may also edit a Point of Sale profile at any time. You can also do this while ringing up an order. Click the profile dropdown to select a different profile for editing. The profile you are editing will be the one that is selected when you return to the Point of Sale.
Creating an Order
A new Point of Sale order will be created when you either add a customer or a ring up a product.
Adding a Customer
Add a customer by clicking the Add Customer button.
This will open a list of all customers at your facility.
Click Select to add that customer and create a Point of Sale order.
You may also click on the customer's name to make changes to the account before adding it to the Point of Sale.
The customer account will display on the order after it is added.
Click the trash can icon to remove the customer account from the order.
Adding a Product
To add a product to a Point of Sale order, simply click on the button associated with that product.
Different screens may contain different buttons. The screens may be selected at the top of the Point of Sale.
Once a product has been rung up, it will display here.
Click the number next to the product name to adjust quantity.
Click the trash can icon next to the product to remove it.
Once an order has been created, you can click on the order number to open the Order Details modal.
Changes can be made to the order status from here. You may also set the order to be tax exempt.
NOTE: Setting an order to tax exempt is a permanent change and cannot be undone.