Steps to complete a Sale Transaction when a guest wants to purchase an item
To begin the selling process, follow these steps:
1. Accessing the Selling Feature:
Locate and click on the "Sell" icon situated on the left side of your screen.
2. Adding Products to the Shopping Cart:
Add the desired store product to your shopping cart by using one of these methods.
- Scan the product's UPC using the handheld scanner available at your front desk.
- Use the search text field located in the top right of the screen.
- Utilize the Quick Click or No UPC tabs for added convenience.
3. Calculating the Sale Amount:
Once the product is added to the shopping cart, the total sale amount will be displayed in the green "PAY $XX.XX" icon at the bottom of your screen.
4. Proceeding with Payment:
To proceed with the payment, simply click on the "PAY $XX.XX" icon. A pop-up window will appear, presenting you with various payment options.
For Cash Transactions:
5. Tender Amount Entry:
If the guest is paying with cash, enter the tender amount in the provided text field. The screen will automatically calculate the necessary change you need to provide.
6. Receipt Preferences:
If the guest does not require a receipt, you can toggle off the "Print Receipt" icon, which is green by default.
For Credit Card Transactions:
7. Selecting Credit Card Type:
For credit card transactions, select the appropriate credit card type icon that the guest is using. Similar to cash transactions, you can toggle off the "Print Receipt" icon if it is not needed.
For Room Charge Transactions:
8. Entering Room Number:
When processing a Room Charge transaction, make sure to enter the room number in the designated text field.
9. Retrieving Guest Information:
After entering the room number, click on "GET GUEST" to retrieve the guest's information. Confirm that the guest's name displayed is correct and select their name.
10. Receipt Preferences:
If the guest does not need a receipt, you can toggle off the "Print Receipt" icon.
Finalizing the Sale:
11. Completing the Transaction:
To finalize the sale, click on the red "COMPLETE PAYMENT" button.
Important Notes:
Cash and credit card transactions will be communicated to the posting account in your property management system (PMS), where you will need to post the cash or credit card payment to offset the charge amount in the posting account.
Room Charge transactions will be communicated to the primary folio of the guest and will not require settlement until the guest's departure.
If you would like to learn how to apply a Discount click here, OR
Conduct a Giveaway Transaction click here