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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.
ProductPurchasing:
This section is where you will double check to make sure all Products and Totals are correct.
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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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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.