Articles in this section

Make a sale

Xplor Clubware
  • Updated

Overview

This article guides you through the process of making a sale using the Clubware Shopfront.
The article is divided into the following seven topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Branch level
Make a sale

 

Prerequisites

Role

Your Role must have the Manage sale Permissions.
To apply limited discount to products, your Role must have the Manage POS Allow Limited Discounting Permissions.
To apply unlimited discount to products, your Role must have the Manage POS Allow Unlimited Discounting Permissions.

 

Scope

You must have a Role within the Member's Branch.

 

Tip: More information can be found here:

What are roles
What are permissions

 

Use case

The Shopfront enables Staff members to record point-of-sale (PoS) Transactions when selling Products to Members in-house.

 

Navigation

The Shopfront is accessed at Branch level:

 

Branch level

To open the Shopfront:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Switch_Branch__boxed_.png

Click on the Shopfront icon (left-hand side of the main menu)

Shopfront.png

Note: The Shopfront icon is available on all Branch level screens.
The Shopfront opens in front of your current screen and when closed, returns you to your current screen.

Shopfront.png

All Products that are "Available for sale" in the Branch are listed:

Shopfront.png

 

Make a sale

To record a sale in the Shopfront:

 
 1

Search for the Product

Either scroll to find the Products the Member is purchasing, or use the search box:

Search__products_.png

Note: The Product search allows partial searches.
A partial search displays all Products that contain the letters (in order) that you search for.
i.e. You can search for a Product by entering any part of the Product's name.

e.g. To search for any Products that contain "Protein" in the name, you could enter "pro" or "tein" or any other partial part of the word.
 
  2

Click Add to cart (required)

Water_600ml__select_605_.png

The Product is added to the cart on the right-hand side indicating the quantity and price:

Cart_item__water_.png

Note: Prices include GST.
 
  3

Adjust the quantity (optional)

Use the minus Decrement__small_.png and plus Increment__small_.png buttons to adjust the item quantity:

Cart_item__quantity_.png
 
  4

Adjust the price (optional)

You can manually edit the price 

Cart_item__discount_.png

or you can use the pencil icon Pencil.pngto display the discount box:

Discount_box.png

Either enter a percentage or use a quick discount option:

Unlimited Discounting permission:

Discount_box__Unlimited___.png

Limited Discounting permission:

Discount_box__Limited___.png
The original price will be displayed above the discounted price:

Cart_item__discount_.png

Note: If you adjust the item quantity, the adjusted price is applied to all the items.

Cart_item__discount_x_2_.png

In the above example, a bottle of water was discounted from $5.50 to $5.00. If the quantity was incremented to 2 bottles of water, both bottles of water would be given the discounted price of $5.00 (a total of $10.00).

To apply a discount to only one of the items, click Add to cart twice to add two identical items in the cart, then discount one of them.

Cart_item__water_.png
Cart_item__discount_.png
 
  5

Select a Member (optional)

Each sale can be associated with the Member purchasing the Product(s):

Search__member_.png

Tip: Associating Members with their purchases enables you to view the Member's Transactions in their Transactions section. Also, Member email addresses are auto-populated when sending sales receipts.

More information can be found here:

View transactions

Note: Transactions can only be associated with Members that "Belong to" the Branch.

The Member search allows partial searches.
A partial search displays all Members that contain the letters (in order) that you search for.
i.e. You can search for a Member by entering any part of the Member's name.

e.g. To search for any Member that contains "Baumbach" in their name, you could enter "baum" or "bach" or any other partial part of their name.

The Member search results are presented as you type what you are searching for:

Member_search__border_.png

Click on the Member's name to select them:

Member_search__select_.png

The cart will now display the Member's name at the top:

Member_added__border_.png

To change the Member, associated with the purchase, simply search for another Member:(the newly selected Member will replace the previously selected Member):

Member_change__select_.png

If you no longer want to associate any Member with the purchase, click X to remove the selected Member:

Member_remove__border_.png
 
  6

Alter the purchase (optional)

To remove an item from the cart, click on the Trash icon Trash_icon.png next to the item:

Cart_item__trash_.png

To abandon the sale completely, click the Delete button Delete_icon.png at the bottom of the cart:

Total__delete_.png
 
  7

Click Pay (required)

Pay.png
 
  8

Select payment method (required)

Until a payment method is selected, the Pay button is disabled:

Pay_x__disabled_.png

At this stage, if you need to amend what is being purchased, click the X or Cancel button to go back to the cart:

Cancel.png

To proceed with the sale, select Cash or Card:

Select Cash for cash Transactions only

Cash__selected_.png

Select Card for EFTPOS, debit card or credit card payments

Card__selected_.png

Note: Ensure the payment has been taken before proceeding i.e. cash has been handed over or card Transaction has been completed (was not declined).

Cash Transactions are automatically rounded to the nearest 10c (NZ) or 5c (AUS).
 
  9

Click Pay $x.xx (required)

Pay_x__enabled_.png
 
Was this article helpful?
0 out of 0 found this helpful
Return to top

Related articles