Selling Products in POS

In this article, we will guide you through the process of selling products via POS.

Things to know:

• To facilitate product sales via POS, products must be added to the inventory. This can be accomplished either manually or by using an inventory spreadsheet.
• A product is eligible for sale to clients only if the "Sell to Clients (And Apply Taxes)" checkbox is selected in the edit product details interface in the inventory
• A staff member is eligible for commission on a product sale if the "Commission Eligible" checkbox is selected in the edit product details interface in the inventory
• Commission is determined by the staff member selected in the Commission dropdown on the ticket. This dropdown includes all available staff members.
• By default, the system assigns a staff member based on the "Default product commission to" setting, which can be configured to either "In-House" or "the logged-in staff member". Learn more here.
• A commission does not need to be configured on a staff member’s profile for them to appear in the commission dropdown on the POS ticket. Service providers, location managers, support staff, and any custom roles can be selected to receive commissions for product, membership, package, or gift card sales in the POS. However:
• If the Track Compensation checkbox is not selected on their profile, they will not appear in compensation reports.
• If no commission rate is set on their profile, no commission amount will be calculated or displayed in the reports for that sale.
• The locations shown in the location dropdown when creating a new ticket (to add a product) in POS are dependent on the following:
• Create Tickets for Their Location(s) and Block for All Locations access control enabled
• If the staff member is assigned to only one location, only that location will appear
• If the staff member is assigned to multiple locations:
• All associated locations will be displayed in the location filter
• The default location will be the one they last filtered to
• They can choose a different location if needed
• Block/Create Ticket for Their Location(s) and Create Ticket for All Locations in POS access control enabled
• All locations will be displayed in the location filter
• The default location will be the one the staff member last filtered to

To sell products via POS:

1. Navigate to POS > New Ticket
2. Add a client
3. Select a location from the location dropdown menu
4. Select the Products tab
5. To find the product you're looking for, you can either type its name in the search bar or scroll through the product list until you locate it
6. To assign a commission, choose the commissionable staff member from the drop-down list in the Commission field
7. The name will be updated to reflect the assigned staff member to receive the commission 
8. You can apply a discount if you wish to do so. Learn more here
9. Take payment
10. Select a payment method
11. Close the ticket

For more information contact us at support@mytime.com.