In-Store Sales Screen

Create New Sale

• In Admin, navigate to Sales > New Sale or search for "new sale" in the search bar at the top of Admin.

Attach Customer

• Customer information is not required to create a sale.
• Use the search bar under Attach customer to search by first name, last name, email address, or phone number. Search results will appear as you type.
• Select the customer and click "Attach Customer"
• If you don’t find the customer in the search, click “Create Customer”.
  
  
• Enter the customer’s information, then click "Attach customer".
  • An email address is the only required field.
  • First name, last name, and phone number can also be entered at this point.
    
    

Add Catalog Products

• To add products to the sale, use a bar code scanner or the search bar under Add Product.
  • If the bar code scanner finds the product it is automatically added to the sale.
• If you are searching/typing to find the product a screen will open with products and their availability. 
  • The default view is In store but can be changed to At Supplier, or All if you are searching for a product you know you do not have in Stock.
  • At Supplier will show the list of products from all your active Supplier Sync partners.
• (Optional) For a more detailed look at product availability, click the down arrow in "Product availability down arrow to see exactly where the product is.
• Select a product and click "Add product".
  • Products that are not currently available in store will be automatically flagged as Special Order.
  • A list of Special Orders can be found under Inventory > Special orders. 
• Update quantities as desired.

Add Custom Products

• To add a new non-catalog product to a sale, click "Add custom product".
  
  
• In the modal that pops up, add the Brand name, Model name, Price, and Quantity, then click "Add product".
  
  • By default, custom products are marked as taxable.
• The custom item will appear on the sale screen as a line item. 
• Click the down arrow next to the product to adjust quantity and price, add a discount, mark the product as special order, and/or change it's taxability.

 

Discount a Product

• Click the down arrow to the left of the product to enter a discount.

 

• Enter the discount amount for any line item on the sale.
• Choose either dollar or percent.

Convert to Work Order

• You may want to convert a sale to a work order if, for instance, you have already started a sale for some components and the customer then informs you that they need the parts installed.
• To convert a sale to a work order, click the "More actions" drop-down menu on the top right of the screen.
• Select "Convert to work order".
• The header text will change from New sale to New work order, and a "Bike description" and "Service notes" field will appear.
• You can use the same process to convert a work order back to a sale.

Add Comment

• Comments are not visible to the customer, but are logged to the comment record of the sale for internal reference.
  • You can add a comment of up to 200 characters to a sale:

Discard Sale

• To discard a sale that you're drafting before taking payment, click "More actions".
• Select Discard sale from the drop-down.

Take Payment

• Click "Take payment" on the right side of the screen.
• Select the payment type.

Take Credit Card Payment

• If you are using our Stripe integration and the BBPOS WisePOS E terminal, confirm that the terminal is turned on and connected.
  • A message stating "Terminal connected" will display at the bottom right of the sale screen.
• Click "Take payment".
• Select "Credit card" as the payment type.

• The sale total will be displayed on the terminal for your customer.
• Have your customer swipe, insert, or tap their card or compatible device.

• The terminal will display “Processing”, then "Remove card", if card is inserted.
• The terminal will display "Approved".
• Simultaneously the sales screen will display “Payment processing”, then “Payment complete”.
  • If card is not approved terminal and sale screen will show "Declined"
  • See Stripe Card Reader Setup Instructions

Take Cash Payment

• Click "Take payment" on the right side of the screen.
• Select "Cash".
• Select, or enter, the cash amount and click "Take Payment". 
  
  • If your cash register is closed this is noted.
    
    
    • You can click Start a new session, adding a comment if necessary. Learn more about managing the cash register here.
• The amount of change due will appear, along with the options to "Print receipt", "Email receipt" and "Start new sale".

Save and Pay Later

• On the ride side of the sale, click "Save and pay later".

 

 

• Click "Confirm".

 

• A confirmation message will then display with the options to "Print receipt", "Email receipt", and "Start new sale".

 

Print/Email Receipt

• Once the payment is complete you can choose to "Print receipt", "Email receipt", or "Start new sale".
  
• Receipts can be printed on a desktop printer on 8.5" x 11" paper.
  • Thermal printing is coming soon.
  • You can alternatively choose to save the receipt as a PDF.
• The receipt email will come from the email address listed in Settings > Website > Store Information > General Inquiries Email.
  • It's optional to send the receipt to a differenct email address than what's saved in the customer record.
    
• If you choose to print the receipt, you can subsequently choose to email it as well.
  • Likewise, if you email the receipt you can still choose to print it.

View Completed Sales

• Navigate in Admin to Sales > In-store sales to view the sales list. 
  • For more information on the Sales list, click here. 

Additional Info

• For information on how to manage orders for your website, click here.