FAQ - Sale

How to add a new Sale?

Select ADD SALE TICKET at the side menu.

add sale

 Or you can go to Sale & Appointment -> SALE TICKET to access the sale ticket listing.

add sale 2

 At the Sale Ticket listing, select NEW.

add sale 3

 At the New Sale Ticket,

  1. Select the Employee.
  2. Search for the Items that you are selling.
  3. Or select from the Items from the Favourite.
  4. Select Pay when you like to complete the sale.

add sale 4

 At the PAYMENT DETAILS window,

  1. Select the Payment Method.
  2. Enter the Amount to pay.
  3. Select CHECK OUT when done.

add sale 5

 Upon completion of the Sale, the Sale Ticket’s Status will show Checked Out.

add sale 6

 How to edit/update a Sale?

At Sale Ticket Listing page, click on the Pencil access the Sale Ticket information page.

edit sale

 At Sale Ticket,

  1. The Ticket Code, Invoice No, Date of the Ticket can be change.
  2. Change the Employee who issue this ticket.
  3. Change the Item, e.g change pricing, qty, etc.
  4. Add on new item for Sale.
  5. Select Pay when done.

edit sale 2

Related: How to edit Item in a sale?

 How to Void / Delete a Sale?

At Sale Ticket Listing, select the Pencil to edit the Sale Ticket.

delete sale

 At the Sale Ticket, select VOID to void the Sale Ticket.

delete sale 2

 Upon void, the Sale Ticket’s Status will show Voided.

delete sale 3

 To delete a Sale Ticket, select DELETE.

*Only Sale Ticket with Voided status can be delete.

delete sale 4

 Sale Ticket can also be deleted from the Sale Ticket List.

  1. Check the Sale Ticket that need to delete.
  2. Select DELETE to delete the Sale Ticket.

delete sale 5

 How to search for a Sale?

At Sale Ticket Listing,

  1. At the Search, you can lookup for the following that are matching to the Sale Ticket.
    Example: Ticket Code / Invoice No / Customer’s Code, Name, IC, Mobile, Membership
    search sale
  2. At the Date, select the Date Range that Appointment is likely to fall in.
    search sale 2
  3. At Sale Ticket Listing, at each specify column, you can search by entering the string of character related to that column and press Enter.

search sale 3

 What is the difference between Ticket Code & Invoice No?

In each Sale Ticket, there is a Ticket Code and an Invoice No.

  1. Ticket Code : Complete a Sale Ticket with the No Sale Button will only generate Ticket Code. Using No Sale to complete a Sale Ticket is often due to there is 0 amount in the Sale Ticket. This is usually happen when the Sale Ticket is used for Customer redemption of Prepaid Service.
    ticket code invoice no
  2. Invoice No : Complete a Sale Ticket with Check Out Button will generate both Ticket Code and Invoice No. Using Check Out to complete a Sale Ticket is when there is a retail transaction in the Sale Ticket. For example, customer makes a payment in exchange for the items offer by you.
    ticket code invoice no 2

ticket code invoice no 3

 ticket code invoice no 4

 How to edit items in a Sale?

At the Sale Ticket, Edit the Sale Ticket if it is the View Only mode.

edit item sale

 Inside the Sale Ticket, select the Item.

edit item sale 2

Update the item, you can change the Qty, Price, discount, etc.

Select Ok when done.

edit item sale 3

 To Remove an Item from the Item List, select the Dustbin.

edit item sale 4

 Adding a new customer to a Sale

At creating a New Sale Ticket, you can add a New Customer.

Select on the Add New Customer Button.

customer sale

 Enter the New Customer basic Information. Select Ok when done.

customer sale 2

 How to select an existing customer to a Sale?

At creating a New Sale Ticket, you can lookup the Existing Customer for the Sale.

At the Customer, key it Customer Name, Code, IC No, Mobile, Membership to lookup an existing Customer. Upon found, it will list out some information of the Customer, like Mobile No, the Balance Due.

existing custoemr sale

 How to pay and complete the sale?

Upon completing a Sale Ticket, select the Pay Button.

pay complete sale

 The Payment Details will allow you to complete the Sale Ticket.

  1. Select the Payment Method.
  2. Key in the amount Paid. If making a full payment, Select Full.
  3. Select Check Out when done.

pay complete sale 2

 What is No Sale Button for?

Complete a Sale Ticket with the No Sale Button will only generate Ticket Code.

Using No Sale to complete a Sale Ticket is often due to there is 0 amount in the Sale Ticket. This is usually happen when the Sale Ticket is used for Customer redemption of Prepaid Service.

no sale button

 How to change an incorrect date on a sale?

At Sale Ticket, you can Update/Change the Date of the Sale Ticket.

Select the Date and manually update the Date / Time of the Ticket.

change incorrect date

 How to use promo code?

At the Sale Ticket, you could enter the Promo Code to allow further discount.

Before using Promo Code, You need to create a promo code. 

Go to Marketing, select Promo Code

sale use promo1

Select NEW to create a Promo Code

sale use promo2

Enter the information for the Promo Code. 

sale use promo3

Under the Promotion Item, select the Coupon created. Select SAVE when done.

Related: How to create coupon? 

sale use promo4

At Sale Ticket, select the Promo Code. 

At the Promo Code, enter the Promo Code and select Apply Code

 

After Apply Code, It will appear 10% Discount for the Sale Ticket.

 

 How to digitally sign on the sale?

At the Sale Ticket, you can Sign on the Sale Ticket and have it printed out in the invoice.

Select SIGN to digitally sign.

digitally sign

 The Signature Box show up for Signing. Digitally Sign in the box and select OK.

digitally sign 2

 When the Signing is completed. Select Print to view the Signature on the invoice.

The printed invoice will show the Signature of the Customer.

digitally sign 3

 How to use discount coupon?

In the Sale Ticket, you can use Coupon to have further discount for a particular Item or total discount of the Sale Ticket.

Select the USE COUPON button to view the list of Coupon available.

coupon card

 At the USE COUPON listing, it will list the available Coupon to use.

  1. Select the Coupon by checking the Check Box.
  2. Select ADD & CLOSE when done.

coupon card 2

 Upon select the Coupon, it will show in the Sale Ticket Item List.

For Example, Discount $10. This will deduct $10 off for this Sale Ticket.

coupon card 3

Related: How to create discount coupon?

 How to redeem Reward Points during Sale?

At the Sale Ticket, the reward of the Customer will show.

redeem reward point

 Customer can redeem the Reward Point at the Sale Ticket.

Select REDEEM at the bottom of the Sale Ticket.

redeem reward point 2

 At the REDEMPTION, select the item to Redeem.

  1. Check Box the item and enter the QTY to Redeem.
  2. The Redeem Point is the number of points need for the Redemption.
    • The Redeem Price is the value that need to top up after the usage of the Redeem Point.
  3. Select ADD & CLOSE when done.

redeem reward point 3

 How to give discount in a sale?

At the Sale Ticket, you could give 2 types of Discount, Item Discount & Total Discount.

Item Discount

Select the Item to give Discount.

give discount

 At the Edit Item, at the Discount, enter the amount for Discount.

Note:

  • Number end with % is Discount in Percentage.
  • Number end without % is Discount in value.

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 Total Discount

You can give Discount to the Total Amount of the ticket.

At the bottom of the Sale Ticket, at the Discount, enter the amount of Discount.

Note:

  • Number end with % is Discount in Percentage.
  • Number end without % is Discount in value.

give discount 3

 How to apply different pricing for Items?

Customer can enjoy different preset pricing for the items.

At the Sale Ticket, select Pricing : Standard.

apply pricing

 At the Pricing, select the type of Pricing.

apply pricing 2

  1.  The item list will reflect the item with the New Pricing.
  2. The Pricing type will change to the chosen Pricing for this Sale Ticket.

give discount 3

Related: Setup different Price Group.

Related: How to set a promotion for an item.

 Adding more payment types

At the bottom of the Sale Ticket, when the transaction is done, select Pay.

add custom payment

 At the Payment Details, you could choose up to 2 different kind of Payment Methods.

add custom payment 2

Related: Setup custom Payment Method.

 What is FOC in the Sale Item list?

FOC can be use as follow:

  1. To retain the Original Price of the item but Value at 0 due to FOC.
  2. Tracking at FOC report to analysis the how many Items is give as FOC.

At the Sale Ticket, select the Item.

foc sale

 At the Edit Item, select the FOC type.

foc sale 2

 After being set for FOC, the Item will show a Tick under the FOC (F) column.

foc sale 3

 The Ticket printout will show the Item value as 0 and is a FOC item.

foc sale 4

 What is prepaid in the sale items list?

Service can be mark as Prepaid so that customer will be able to redeem in later visit.

Select the Item in the Item List.

prepaid sale

 At the Edit Item, select the Check Box for Prepaid.

prepaid sale 2

 After being set for Prepaid, the Item will show a Tick under the Prepaid (P) column.

prepaid sale 3

 The Ticket printout will show the Item mark as Prepaid.

prepaid sale 4

 Send greeting/follow up message to customer after visit?

After customer visit, you can send them a Greeting / Follow Up Message.

Check the Check Box, the Send Follow Up Msg.

This will send a message to customer via Email or SMS when the Sale Ticket completed with a No Sale or Check Out action.

greeting message

 Related: Setup Follow Up Message.

How to Send E-receipt

At Sale ticket, you can send the invoice by email.

Select PRINT.

how-to-send-e-receipt

Select EMAIL.

how-to-send-e-receipt

Select SEND when done.

how-to-send-e-receipt

Related: Setup Email.

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