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.
- If product commission settings are not configured in a staff member’s profile, they will not receive commissions for product sales.
- 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:
- Navigate to POS > New Ticket
- Add a client
- Select a location from the location dropdown menu
- Select the Products tab
- 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
- To assign a commission, choose the commissionable staff member from the drop-down list in the Commission field
- The name will be updated to reflect the assigned staff member to receive the commission
- You can apply a discount if you wish to do so. Learn more here
- Take payment
- Select a payment method
- Close the ticket
For more information contact us at support@mytime.com.
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