To Add a Retail Product Sale
Optional
Back Orders
To Add a Retail Product Sale
Step 1:
Open a POS Guest Profile
Step 2:
Select Retail Products
Step 3:
“Sold By” refers to a Provider – if a Provider recommended this Product, select their name from the dropdown list.
NOTE: If you have a commission structure set in place for selling Products, you want to make sure to assign the correct “Sold By” Provider
Step 4:
“Assisted By” refers to a User – if a User recommended this Product, select their name from the dropdown list.
NOTE: If you have a commission structure set in place for selling Products, you want to make sure to assign the correct “Assisted By” User
Step 5:
The Date will automatically populate to the current date
Step 6:
Search the Product Name OR click into the field and scan the Product with a barcode scanner.
NOTE: All search functions have the option to search all fields. Leave the search box blank and select “Search” – this will populate all items within that field
Step 7:
Select the Product – all sales data will automatically populate
Step 8:
Enter in the Quantity desired if other than 1
Step 9:
The Price will automatically populate to the configured price, but you may enter a different amount here
Step 10:
Enter a $ amount discount or select the box to select one of your configured Master Discounts
Step 11:
Enter a shipping free if applicable – only for charging purposes, the system does not populate shipping orders
Step 12:
Tax fields will automatically be calculated based on the configured amounts, but you may enter a different amount here
Step 13:
Total will automatically populate
Step 14:
Select “Save” – you added a Retail Product Sale!
Optional
If you wish to continue adding another Product Sale, select “Save and Add New” to repeat the process!
Back Orders
If you add a Product that has a 0 “In Stock” quantity, the system will process it as a “backorder” if you wish to sell it.
Once selected, the system will prompt you to confirm if you would like to process it as a back order or cancel.
Back orders will accumulate on the Product profile within the Configuration module, only fulfilling back orders will reduce/remove this count.