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Once you select the Point of Sale link you will be forwarded to this screen. As you can see there is a lot going on so below is a brief description of these item
We will be going over these selections in detail as we go along in the Overview.
Manually Open Cash Drawer:
If you have a physical cash drawer connected to your computer. Select this button to manually open your cash drawer
Post
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Member Payments:
If you are in Point of Sale and a member comes in to make a payment for their dues. Select the Post a PaymentMember Payments button to PROPERLY post their payment onto their account (via Post a Payment).
View Product:
To sort your Products by category select the drop down and select which category you wish to sort your products by
Product Search:
If you are having difficulty finding a product you have listed you can type the product in this field and press enter and it will appear under the product section
Shopping Cart:
This section is where all items selected for purchase will appear
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Barcode Scanner is Active:
If you have a scanner for your Point of Sale. Select this button and you will be able This notification appears to let you know you are able to scan bar codes attached to your products, and they will place them be placed in your Shopping Cart.
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Clear Shopping Cart and Process
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Purchase:
Press Empty Clear Shopping Cart to remove all products in your Shopping Cart and select Process OrderPurchase after all products your customer would like to purchase are in the Shopping Cart to process payment
Now that we have gone over the basics of this screen we are now going to go over How to Process a Purchase
How to Process a Purchase
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We are now going to start to process a purchase in Point of Sale.
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Once all Products are ready to be purchase purchased please select Process OrderPurchase.
How to Process a Purchase -
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Process Purchase Screen
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Once you select the Process OrderPurchase button the Process Purchase screen appears. This screen is where you will assign purchases to members,double . Double check you your product selections and sub totals, apply a payment method, adjust you your receipt message and submit your order. We will be going into detail over sectionsbreak down the page in further detail.
Tracking POS Transactions:
If you need to assign a purchase to a members account. You will member's account, select the Magnifying Glass icon on in the top right left hand corner. A search screen will appear allowing you to find the members member's account you wish to attach the purchase to. Their Member ID and Name will appear. By doing this this will allow you to charge a product to a members member's account and/or use credits on the members member's account for purchase.
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Purchasing:
This section is where you will double check to make sure all Products and Totals are correct.
Payment Method:
This is where you will place how the customer is paying for the product. You can have multiple Payment Methods to process a purchase. Below we will go over all Payment Method Options.
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Instant Pay: If you need to process a Debit or Credit Card through eFit Financial you will select this choice. Type the amount you will need to process under the Instant Pay amount field. Once that happened a blue link will appear under Payment Details. Select that link and enter in the Card information and the select Done Entering in Card to verify the card you are using is valid. Once that occurs it will then forward you back to the Process Purchase screen.
Gift Certificate: If your facility sells Gift Certificates and if a customer decides to use it you will select this choice. Type the amount you are taking in the Gift Certificate field.
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eFit Credits/PrePaids: If a member has a POS Credit on file for them they can use this choice to purchase their products. Type the amount you using in the PrePaid amount field.
Custom Receipt Message:
If you would like place a message on the receipt you will change that under this field.
Back and Submit Order Buttons:
If you notice something is not right with the purchase you can select the Back button to go back to the previous screen. When you are ready to submit your customer's purchase select Submit Order.
Once you have gone through the process of a purchase for a customer and you select Submit Order you will be forwarded to the Choose an option screen.
How to Process a Purchase - Options screen for receipt
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The Choose an Option screen is specifically for Point of Sale Receipts. Here you will be able to Print or Email a Receipt. Once finished you will select done to get back onto the Main Screen.
Back to Main Screen
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Now that you have selected Done we are back on the Main Screen. For our purposes we will now move to Returns and more specifically processing a POS return. Please select the Return Tab on the top left.
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Once that is all complete select Process OrderReturns on the Bottom right hand corner
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We are now on the Process Return screen. It is once again very similar to the Process Purchase screen.
Tracking POS Transactions:
If you need to assign a return to a members account. You will select the Magnifying Glass icon on in the top right left hand corner. A search screen will appear allowing you to find the members account you wish to attach the return to. Their Member ID and Name will appear. By doing this this will allow you to charge a product to a members account and use credits on the members account for purchase.
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Returning:
This section is where you will double check to make sure all Products and Totals are correct. There is also a Check box for Inventory Returns. If you Check this box the Return will then be added back into the Items Inventory under Manage Inventory.
Refund Method:
There are 2 ways your facility can issue a return through POS. Cash or Credit Card (Processed at Facility). Place the amount you would like to return under the amount section. If you have a Credit Card machine you will need to fully process the return through that machine onto the Card that was processed but all tracking can be done through POS.
Address:
If you require a address and reason for a return from your customer you will place all that information here
Once you have filled out all information regarding the Return you will select Submit OrderReturns, to complete the transaction.
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Now that you have selected Done we are back on the Main Screen. For our purposes we will now move onto Manage POS Tab and tab and go into all functions of that tab. Please select the Manage POS Tab on tab on the top left.
Manage POS Tab and Sections
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When the report generates, it will provide you with the following information:.
The box at the top of the report will show you:
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After selecting the Date Link on the transaction you wish to Void a Product screen will appear showing the details of the transaction. Once you have gone over the details select the Next button.
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Once you have selected Next on the Product Screen, this screen should appear stating the transaction has been successfully voided. This transaction has not been officially removed from all POS reports. Now that the transaction has been voided please select Next
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You can adjust any existing Product by selecting the Description Edit from the right hand side.
On the Bottom you will see four links. Add Inventory, Bulk Add Inventory Quantities, Manage Categories and Manage Suppliers. We will be going over these links in more detail.
First of the list will be Add Inventory. Please select the Add Inventory link.Please go back to the Manage POS page, and select Add Inventory from the Inventory section.
Add Inventory Screen
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We now have the Add Inventory screen up. This is where you will add any new Inventory items you would like customers to Purchase. We are going to go over all fields in this screen
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Maximum Inventory Level: The Maximum number of a certain product you can have at one time
Minimum Inventory Level: The Minimum number of a certain product you can have at one time
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This completes the Add Inventory Link. We section. Please navigate back to Manage POS and we will now move onto the Bulk Add Inventory Quantities link.
Bulk Add Inventory Quantities
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This completes the Bulk Add Inventory Quantities link section. Please navigate back to Manage POS and we will now move onto Manage Categories.
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This completes the Manage Categories link. We Going back to Manage POS, we will now move into the final link, Manage Suppliers.
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This completes the Manage Inventory section of the Manage POS Tab. We will now go back to the Tab Manage POS.
Receipts
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The last section we will be going over under the Manage POS tab it the Receipts section. As you can see there is only one link, Search POS Receipts.
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This completes the Point of Sale - Overview. If you have any questions at anytime, please contact our Customer Service line at Client Support lineat 877-772-3348.