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Knowledge Base |
Add A Sales Package To The Point Of Sale Shortcut Pad
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This article will guide you through adding a sales package as a Point Of Sale (POS) shortcut.
To access this screen click Setup > Sales > POS Terminals > select the edit pencil next to the POS terminal. This will take you to the settings for this terminal.
Now in the setup of the terminal, select POS Shortcuts. Click on the desired number pad > choose Sales Package > select the desired sales package from the drop down > Do.
When in the POS, select the sales package Quick Pad and continue with the Checkout.
Why can't I sell my month-to-month membership through the POS shortcut?
Requirements - A Master Admin or Staff Admin Type with the following permissions:
- Club Setup: Can access setup
- Club Setup: Can access POS terminals setup
Accessing POS Terminal Setup
To access this screen click Setup > Sales > POS Terminals > select the edit pencil next to the POS terminal. This will take you to the settings for this terminal.
Adding Sales Package Shortcut
Now in the setup of the terminal, select POS Shortcuts. Click on the desired number pad > choose Sales Package > select the desired sales package from the drop down > Do.
Purchasing In The POS With The Sales Package Quick Pad
When in the POS, select the sales package Quick Pad and continue with the Checkout.
Frequently Asked Questions:
Why is my sales package not showing as an option when attempting to add it to the POS shortcut?- Make sure you have the sales package enabled to be added to the POS (Setup > Sales > Sales Packages > search for the sales package > Available to Add to POS Shotcuts).
Why can't I sell my month-to-month membership through the POS shortcut?
- You can only sell Services and Membership Add-Ons through the POS shortcut, not memberships. These require for client's to sign a contract, which cannot be complete at the Point of Sale.
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