To sell a product, plan or pack:
- Under OPERATIONS, go to POS
- In NEW PURCHASE, fill in the following fields;
- Type: Product, plan or pack
- Select Product: Select the product from the list
- Quantity: Enter the quantity the customer wishes to purchase
- Enter Rate/Product: e.g. 15 (no need to add $ sign)
- Click on the ADD ➡️ button to add the items to the BILLING FORM, next to NEW PURCHASE
Repeat the process if you’d like to place additional products, plans or packages to the sale. If you have added an item by accident, you may delete it from the billing form by clicking on the minus - icon next to the product.
Once you are ready to process the payment;
- Select Payment Method: Cash, EFTPOS, Complimentary or Chosen Payment Gateway/s
- Plan Schedule: If you have added a plan to the sale. If not, this option will not be enabled
- Add Members: Enter in the member’s name whom you wish to make the sale to
Click PAY - Once the transaction is confirmed, scroll down to INVOICES under POS DETAILS where the sale will appear at the top of list
Please note that a product can only be sold as zero priced when the payment method is set to Complimentary for all other payment methods the minimum price is $1. When the payment method is set to complimentary, the price is defaulted to zero.
Please note when you select the Chosen Payment Gateway/s you can select the plan schedule. When you select Cash or EFTPOS or Complimentary, the only plan schedule is FULL.
