New POS Sale

The POS screen has been designed to quickly add products to a sale.  On the left-hand side is a live receipt of the sale and on the right-hand side is a list of your products.  

new-pos-sale

Step 1: Click on the product you want to add to the sale.  You will see it appear in the left-hand column.  If you want to increase the quantity being sold (say for example you want to ring up two Gaterades), click on the item on the left and you will be presented with the screen below that gives you the option to either remove the product from the sale or increase the quantity.  In the case, we’re selling two Gaterades.  

adding-more-items

Step 2: If the person purchasing the goods is a member, add their name to the sale.  This is really useful for a number of reasons.  Firstly, the receipt will be emailed to them.  When it comes time for them to pay, you will be able to utilize the “Add to Direct Debit” option.  If your member has a credit card or bank account linked to their membership, the payment will simply be taken from that card.  You will still have the option to either take cash or have them pay through your POS machine.  

Step 3: Click the Pay Now button.  Below is a description of each of your options: 

(a) Cash – Use this option if the customer is handing over cash.  Enter the amount tendered.  For example, if they owe you $25 and they have given you $30, enter $30 into the amount tendered.  If the amount given to you is more than the sale amount, Clubworx will calculate the change for you.   

(b) POS – If they are paying through a POS terminal, select the POS option.  Enter the amount into your machine and if the payment is successful, click the mark as paid option.  

(c) Direct Debit – This option will only appear if the member selected has a payment method attached to their membership.  By click this option, we will charge the funds on the billing day you select.  If the payment fails, you will be notified.