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:
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)
Click on the Shopfront icon (left-hand side of the main menu)
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.
All Products that are "Available for sale" in the Branch are listed:
Make a sale
To record a sale in the Shopfront:
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Search for the Product Either scroll to find the Products the Member is purchasing, or use the search box: Note: The Product search allows partial searches. 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. |
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Click Add to cart (required) The Product is added to the cart on the right-hand side indicating the quantity and price: Note: Prices include GST. |
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Adjust the quantity (optional) Use the minus |
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Adjust the price (optional) You can manually edit the price or you can use the pencil icon Either enter a percentage or use a quick discount option: Unlimited Discounting permission: Limited Discounting permission:
Note: If you adjust the item quantity, the adjusted price is applied to all the items. 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. |
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Select a Member (optional) Each sale can be associated with the Member purchasing the Product(s): 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: Note: Transactions can only be associated with Members that "Belong to" the Branch. The Member search allows partial searches. 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: Click on the Member's name to select them: The cart will now display the Member's name at the top: To change the Member, associated with the purchase, simply search for another Member:(the newly selected Member will replace the previously selected Member): If you no longer want to associate any Member with the purchase, click X to remove the selected Member: |
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Alter the purchase (optional) To remove an item from the cart, click on the Trash icon To abandon the sale completely, click the Delete button |
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Click Pay (required) |
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Select payment method (required) Until a payment method is selected, the Pay button is disabled: At this stage, if you need to amend what is being purchased, click the X or Cancel button to go back to the cart: To proceed with the sale, select Cash or Card: Select Cash for cash Transactions only Select Card for EFTPOS, debit card or credit card payments 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). |
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Click Pay $x.xx (required) |