You can access Point of
Sale from the menu bar or from the master menu switchboard.
your unique Operator Password.
the Find a
Client By option found on the top of the screen to find a client for the transaction.
To find a client, enter the Client ID, Phone, First Name
or Last Name or a combination of the first name and last
name, then press enter. This will initiate a
find and if there is an exact or unique match used for the find the clients name,
address and last service will appear. If
there is no exact or unique match, ADVANTAGE Salon Software
and Spa Software will generate a list of possible matches or
an empty screen if there are no matches. You do not
have to enter a full name for the search, you can put initials or partial names in
ADVANTAGE Salon Software
and Spa Software and the search will find all matches to the partial listing.
a client is optional, but you will have better client history if you do. If you do not find a client the transaction will
be recorded under Salon/Spa Guest.
an employee who performed the service or who will receive credit for the sale of the
inventory item. Only the services that a
particular employee is setup up to perform will be in the list of services. You set up the services that a particular employee
can do in the employee setup.
select the service or inventory item sold, use the pull down list of services to select
the service or use the find item field to find the inventory item.
can also browse inventory by Category, Manufacturer or Vendor by selecting the Item Search button indicated by the binoculars.
can change the item quantity on any line item by selecting the quantity field.
delete or refund an item, select the line first then Delete or Refund.
the Pay to make a payment and to finish the
transaction. You can split tender any
payment, which means that you can have multiple payments per point of sale transaction. All Check and Credit Card transactions that are
paid over the Invoice Total will be considered tip amounts.
Cash payments are considered Change Due if the amount tendered is greater that the
Invoice Total. You will also notice a charge
to account payment type; you can only use that payment type if the client you are charging
has been setup with charge to account privileges and a credit limit. Setting up a client to be able to charge is an
option in the add/modify/delete client screen.
Select the Print Receipt
button to print the receipt or select the Finish
button to finish transaction without printing a receipt.
The function keys, F-2 through F-12,
allow you to operate the Point of Sale screen with your keyboard. For example, instead of clicking the button Disc. Or Coupon with your mouse, you can simply
hit the F-2 key on your keyboard. They correspond with the buttons directly above
To put an invoice on
hold and help the next customer, click the Put Invoice on Hold button, and to retrieve it,
click on the Get Invoice from Hold button.
Should a customer
request a receipt after the transaction is complete, you can print one by clicking on the
Print Last Receipt button.
ALSO ACCESS POINT OF SALE FROM THE APPOINTMENT BOOK**
sure that you have the Scheduler Day View or week view open. Then select the client who is ready to pay for
their services and/or products. You may
right-click the appointment then select POS.
ADVANTAGE Salon Software
and Spa Software will take you into the Point of Sale screen. Enter
your operator password to get in.
notice that the clients name, employees name, the service and the price of the
service is already filled in. All you have to
do is scan or select the products he or she is purchasing then go to select the Make
you have Finished the transaction, you will be taken directly back into the Scheduler (or
function will let you easily bring in one appointment into the point of sale screen. You can also move multiple appointments as well as
find a client appointment via the small client button found in the appointment book
screens near the top of the screens. Just
find your client in that screen and select the ok button and it will show all the
appointments for that certain date range. You can then select all or some of the
appointments to transfer to the point of sale screen by selecting the POS button.
is a quicker way to ring up clients!