- The sales entry screen can take several forms, depending on the configuration of your EPOS application.
- If your Booking Live account uses product groups and this mode is enabled in your EPOS application, it will present the following screen when you launch sales entry:
- The defined product groups are listed in the left column and, when you select one of them, its products are presented in the centre panel. In fact, this product view is known as Grid View, and it presents each product as a rectangular tile with an image and a title:
- You will only see product images presented in Grid View if you have configured your Booking Live account to include images. Otherwise, you’ll still see rectangular tiles, but each will comprise only of a caption, with a blank space where the image would usually be displayed.
- If your products don’t have images, it’s likely that your EPOS application will have been configured to use List View, which does the same job as Grid View, but looks like this:
- If your Booking Live account doesn’t use product groups (or if this mode is disabled in your EPOS application), the presentation of products is still the same, but you’ll all your products listed together, as one large group:
- When you select an event product (by touching its grid tile or its list entry), a hidden slide-up panel will come into view, presenting a table of availability for that product on the current day:
- If your EPOS application has been configured to support forward selling, this panel will also include a date selector that allows you to make bookings against future dates. Simply open the date selector and choose the forthcoming date that you wish to book and the availability table will be updated to reflect that date.
- The format of the availability table will vary, depending on the band duration of your selected product. For example, event products with a 15-minute band duration use a 4-column layout, and there are various other layouts, each optimised for one of the supported band durations. The optimised table layouts make it easy to navigate within the available bands for a day, even when there are dozens or hundreds of them.
- If your selected product has a large number of availability bands, they may be too many to fit in the available screen space. If so, simply touch the screen and drag the table upwards or downwards to see the availability bands that are currently off-screen.
- Bands in the past are automatically disabled, while bands in the future are disabled when all of their availability is booked, but otherwise they are highlighted in green, with a numeric badge that indicates the number of remaining available places.
- If your EPOS application has been configured to allow making bookings in the current band (i.e. the partially expired band that is in progress when you make a booking) it will be highlighted in blue and you may (depending on you application configuration) receive a pop-up warning reminder when you attempt to make a booking against it.
- To make a booking for a given availability band, simply touch its highlighted entry within the availability table and a new slide-up panel will become visible, this time presenting the price list for your selected product:
- When you make a booking for a product in a given availability band, it is always performed against a specific price in the product’s price list. This is true even if the product only has one price.
- The price panel presents all the prices for the product and you can add or remove bookings at a given price level, simply by touching the + and - buttons for that price. When you add a booking at a given price, a new line entry appears in the This Sale panel, which represents your customer’s shopping basket.
- You can add multiple bookings at a given price by repeatedly touching the + button. When you reach the availability limit for your selected product, in the selected availability band, all the + buttons become disabled, to prevent you from overbooking the band.
- When selling physical products, the sales process is identical, except that the EPOS application skips the availability panel and immediately shows the pricing panel for the selected product.
- When you finish adding bookings or physical products to your customer’s basket, touch the Pay button to accept payment. This opens yet another slide-up panel where you are invited to enter details of the payment:
- Entering payment for a sale always starts with selection of the payment type, by touching one of the payment type buttons.
- For, some payment types (typically all except cash), the payment amount is then pre-filled to match the balance payable. If your customer is paying the exact balance using the selected payment type, all you need to do is touch the check mark (tick) button to confirm the payment, which will reduce the remaining balance to zero.
- However, if your customer is paying just a proportion of the total balance using the selected payment type, you need to clear the pre-filled amount, by touching the cross mark button, and then proceed to enter the actual amount using the numeric keypad (or the computer keyboard). Remember that monetary amounts are entered in pennies, so there’s no need to enter a decimal point.
- You can apply multiple payments to a single transaction, but their sum must equal the total balance payable before the EPOS application will allow you to complete the transaction. If your payments include a cash payment, their sum can exceed the balance payable and the EPOS application will calculate the change payable to the customer.
- Having entered payments that are sufficient to meet the balance payable, the Confirm button is activated, allowing you to confirm the sale and close the transaction:
- When you confirm a sale, the sales receipt will be printed and the cash drawer may open, depending upon the configuration of your EPOS application and the type of payments that you received. After the receipt is printed, you may touch the Reprint button to generate a duplicate receipt or the Next button to clear the basket and proceed to the next transaction.
Modified on: Mon, 13 Aug, 2018 at 4:58 PM
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