Our POS uses a Sell page with multiple tabs (Products, Tickets, Search and Scan) to organize and display products and events that can be added to a cart before you proceed to the Checkout page where the cart is processed into an order upon successful payment.

The items that can be added to a cart are products, tickets and gift vouchers as well as information such as customers (people that may belong to an organisation), notes and shipping.

How do I view Products?

The Products tab is used to display all of your sites published products organized by the products categories.

Click the Products tab at the top of the page, this will display titles for product categories and any uncategorized products.

How do I view Tickets?

The Tickets tab displays all of your sites published events, organized by the events categories.

Click the Tickets tab at the top of the page, this will display titles for event categories and any uncategorized events.

How do I use the Search tab?

The POS supports searching through products and events by title, SKU or barcode.

  1. Click the Search tab at the top of the page, this will display the Search field.

  2. Enter the title, SKU or barcode of the product or event you are searching for.

  3. If a match is found the product or event will be displayed below the Search field.

  4. If no match is found a Not found message will be displayed.

How do I use the Scan tab?

The POS supports using barcodes to quickly find and add products and sub-products to the cart, either by scanning a barcode with a barcode scanner or by entering the barcode manually.

  1. Click the Scan tab at the top of the page, this will display the Barcode field.

  2. If a scanner is available, scan the relevant barcode to add the barcode to the Barcode field, otherwise enter the barcode into the Barcode field manually .

  3. If a matching product or sub-product is found, the product or sub-product will be added to the cart.

  4. If no match is found, nothing will be added to the cart.

To connect a barcode scanner to the POS, simply plug the barcode scanner into your device and it should connect automatically.

How can I view the cart?

The cart is represented by a column on the right side of the Sell page, If the cart does not contain any items then a prompt to add items is displayed

Once items have been added to the cart, they are represented by buttons that display the item's name, price and quantity.

Information added to the cart is represented by buttons located at the top of the column.

Totals and additional information is displayed at the bottom of the cart along with the CHECKOUT button.

How do I add a product to the cart?

There are two ways that a products can be added to the cart.

Using the Product tab

  1. Click the Product tab at the top of the sell page, this will display product tiles.

  2. Click a product tile, this will add the product to the cart.

Using the Scan tab

  1. Click the Scan tab at the top of the sell page, this will display the Barcode field.

  2. Either connect a barcode scanner and scan the products barcode or enter the barcode manually into the Barcode field.

  3. If the barcode matches a product barcode, then a success animation is displayed and the product is added to the cart.

How do I add a sub-product to the cart?

There are two ways to add a sub-product to the cart.

Using the Product tab

  1. Click the Product tab at the top of the sell page, this will display product tiles.

  2. If a product has sub-products, the product tile will display a small icon (three dots).

  3. Click the product tile, this will open a sub-product dialog box displaying a list of sub-products.

  4. Click a sub-product, this will add the sub product to the cart.

Using the Scan tab

  1. Click the Scan tab at the top of the sell page, this will display the Barcode field.

  2. Either scan the sub-products barcode or enter the barcode manually into the Barcode field.

  3. If the barcode matches a sub-product barcode, then a success animation is displayed and the sub-product is added to the cart

How do I add an event ticket to the cart?

  1. Click the Tickets tab at the top of the Sell page, this will display event tiles.

  2. Click an event tile, this will open a ticket types dialog box displaying a list of ticket types.

  3. Click a ticket type, this will add a ticket of that type to the cart.

  4. Click the close icon (cross) in the top left to close the dialog box.

How do I add an event session ticket to the cart?

  1. Click the Tickets tab at the top of the Sell page, this will display event tiles.

  2. Click an event tile, if the event has sessions, this will open an event sessions dialog box displaying a list of event sessions.

  3. Click an event session from the list, this will open a ticket types dialog box displaying a list of session ticket types.

  4. Click a ticket type, this will add a ticket of that type to the cart.

  5. Click the close icon (cross) in the top left to close the dialog box.

How do I add a gift voucher to the cart?

If gift vouchers have been activated, they can then be added to the cart.

  1. Click the Gift Voucher tab at the top of the page, this will open a gift voucher dialog box.

  2. A unique 16 digit voucher code is automatically generated in the Code field but this can be edited by entering a custom into the Code field.

  3. Enter the price of the voucher into the Total price field.

  4. Click the confirmation icon (tick) in the top right corner, this will verify the voucher code before adding it to the cart.

Gift vouchers can be activated via the Airsquare admin area.

How do I sell a product that don't exist on my site?

The POS automatically displays the published products and events from your Airsquare site. However, some scenarios may require a way to add a product to the cart that is not on your site.

A simple solution is create a blank product that that can have a custom price set in the POS as needed.

  1. Create and publish a new product via the Airsquare admin area with a price of zero, this will display the product in the POS.

  2. Click the Product tab at the top of the sell page, this will display product tiles.

  3. Click the product's tile, this will add the product to the cart.

  4. Click product item in the cart, this will open an editing dialog box.

  5. Click the Price field and enter a price.

  6. Click the confirmation icon (tick) in the top right corner, this will update the product's price.

The blank product can be used in the future for any other products that have not been added to your site, using the same steps as above.

How can I remove a product, ticket or voucher from the cart?

There are two different ways of removing an item from the cart.

The first is by directly removing the item from the cart.

  1. Click and hold the item in the cart and drag the button to the left, this will reveal a REMOVE button to the right.

  2. Click the REMOVE button, this will remove the item from the cart.

The second is by editing the item and setting its quantity to zero.

  1. Click the item in the cart, this will open an editing dialog box.

  2. Click the Quantity field and enter zero or click the minus icon to decrease the quantity to zero.

  3. Click the confirmation icon (tick) in the top right corner, this will remove the item from the cart.

How do I adjust the price of a product, ticket or voucher in the cart?

  1. Click the item in the cart, this will open an editing dialog box.

  2. Click the Retail price field and enter a price.

  3. Click the confirmation icon (tick) in the top right corner, this will update the item price.

How do I adjust the quantity of a product, ticket or voucher in the cart?

  1. Click the item in the cart, this will open an editing dialog box.

  2. Click the Quantity field and enter a quantity.

  3. Click the confirmation icon (tick) in the top right corner, this will update the item quantity.

If the item quantity entered is zero, then the item will be removed from the cart.

How do I apply a discount to a product, ticket or voucher in the cart?

Discounts to cart items can either be by a price or by a percentage.

  1. Click the item in the cart, this will open an editing dialog box.

  2. To apply a discount by price, click the Price icon (dollar sign) then enter a price into the Discount field.

  3. To apply a discount by a percentage, click the Percentage icon (percentage icon) then enter a percentage into the Discount field.

  4. Click the confirmation icon (tick) in the top right corner, this will apply the discount to the item.

If the item discount entered is zero, then the discount will be removed from the item in the cart.

How do I add a customer to the cart?

Customers are people that can be added to the cart, who could also belong to an organisation.

  1. Click the cart options icon (ellipsis) above the cart.

  2. Click Customer, this will open a customer dialog box.

  3. Enter keywords (name, number, email, phone number) into the search bar at the top of the page, this will start a customer search.

  4. A list of the people that match the search keywords is displayed.

  5. Click a customer from the list, this will add the customer to the cart and if the customer belongs to an organisation, then the organisation is also added to the cart by default.

The cart will use a customers pricing tier unless the customer belongs to an organisation, in which case the organisations pricing tier is used instead.

Once the cart is processed into an order via the Checkout page, the carts pricing tier will revert back to the default pricing tier.

How do I add a new customer to the cart?

  1. Click the cart options icon (ellipsis) above the cart.

  2. Click Customer, this opens a customers dialog box.

  3. Click the add icon (plus) in the top right, this will open an add customer dialog box with an empty form for the customers details.

  4. The customers first name, last name and personal email address are required, after entering the customer details, click the confirmation icon (tick) in the top right, this will add the customer to the cart.

Once a customer has been added, they will be available to add to the cart in future using the steps shown above.

How do I edit a customer?

There are two ways to edit a customers in the POS.

The first is by accessing the customer from the cart options

  1. Click the cart options icon (ellipsis) above the cart.

  2. Click Customer, this will open a customer dialog box with a list of customers.

  3. Click the edit icon (pencil) on the right side of the customer, this will open a editing dialog box with a form displaying the customers details.

  4. After editing the customers details, click the confirmation icon (tick) in the top right, this will update the customer.

The second way is by accessing the customer from the cart

  1. Click the customer in the cart, this will open an editing dialog box with a form displaying the customers details.

  2. After editing the customers details, click the confirmation icon (tick) in the top right, this will update the customer.

People can also be edited via the Airsquare admin area, see 'How do I edit a person?'.

How do I remove a customer from the cart?

  1. Click and hold the customer in the cart and drag the button to the left, this will reveal a REMOVE button to the right.

  2. Click the REMOVE button, this will remove the customer from the cart.

Removing a customer from the cart does not delete the customer from the POS, they will still be available to add to the cart in the future.

How do I add a note to the cart?

Notes can be added to the cart to record additional information (shipping instructions, reminders, customer preferences, etc).

  1. Click the cart options icon (ellipsis) above the cart.

  2. Click Note, this will open a note dialog box.

  3. Enter the note into the Note field

  4. Click the confirmation icon (tick) in the top right corner, this will add the note to the cart.

Notes are not visible to customers and once the cart has been processed into an order via the Checkout page the note will be added to the order.

How do I edit a note in the cart?

There are two ways to edit a cart note in the POS.

The first is by accessing the note from the cart options

  1. Click the cart options icon (ellipsis) above the cart.

  2. Click Note, this will open a note dialog box displaying the existing note.

  3. After editing the note, click the confirmation icon (tick) in the top right, this will update the note.

The second way is by accessing the note from the cart

  1. Click the note in the cart, this will open a note dialog box displaying the existing note

  2. After editing the note, click the confirmation icon (tick) in the top right, this will update the note.

How do I remove a note from the cart?

There are two different ways of removing a note from the cart.

The first is by directly removing the note from the cart

  1. Click and hold the note and drag the button to the left, this will reveal a REMOVE button to the right.

  2. Click the REMOVE button, this will remove the note from the cart.

The second is by editing the note

  1. Click the note in the cart, this will open an editing dialog box.

  2. Click the Note field delete the note.

  3. Click the confirmation icon (tick) in the top right corner, this will remove the note from the cart.

How do I add shipping to the cart?

  1. Click the cart options icon (ellipsis) above the cart.

  2. Click Shipping, this will open an add shipping dialog box with an empty form for the shipping details.

  3. The shipping first name, last name, line 1, town/city, country and shipping price are required.

  4. After entering the shipping details, click the confirmation icon (tick) in the top right, this will add shipping to the cart.

If the cart has a customer who has any addresses or if the customer has an organisation that has addresses, then these address can be used to pre-fill the form.

  1. Click the cart options icon (ellipsis) above the cart.

  2. Click Shipping, this will open an add shipping dialog box with an empty form for the shipping details.

  3. Click the Pre-fill from existing address selector and click an address option, this will pre-fill the form with the customers address details

How do I edit the shipping for a cart?

There are two ways to edit shipping in the POS.

The first is by accessing the shipping from the cart options

  1. Click the cart options icon (ellipsis) above the cart.

  2. Click Shipping, this will open a editing dialog box with a form displaying the shipping details.

  3. After editing the shipping details, click the confirmation icon (tick) in the top right, this will update the shipping.

The second way is by accessing the shipping from the cart

  1. Click the shipping in the cart, this will open a editing dialog box with a form displaying the shipping details.

  2. After editing the shipping details, click the confirmation icon (tick) in the top right, this will update the shipping.

How do I remove shipping from the cart?

  1. Click and hold the shipping in the cart and drag the button to the left, this will reveal a REMOVE button to the right.

  2. Click the REMOVE button, this will remove the shipping from the cart.

How do I change the pricing tier used by the cart?

The cart initially uses the registers default pricing tier, this can be changed other pricing tiers as needed.

  1. Click the cart options icon (ellipsis) above the cart.

  2. Click Pricing tier, this will open a pricing tier dialog box with a list of pricing tiers.

  3. Select a pricing tier.

  4. Click the confirmation icon (tick) in the top right corner, this will set the cart to use the selected pricing tier.

If any of the items added to the cart do not have a price for the carts pricing tier, an error message will be displayed and the items will be removed from the cart.

Once the cart has been processed into an order via the Checkout page, the pricing tier will return to the registers default pricing tier.

How do I change the currency used by the cart?

The cart will initially use your base currency, this can be changed to other supported currencies as needed.

  1. Click on the cart options icon (ellipsis) above the cart.

  2. Click Currency, this will open a currency dialog box with a list of supported currencies.

  3. Select a currency.

  4. Click the confirmation icon (tick) in the top right corner, this will set the cart to use the selected currency.

If any of the items added to the cart do not have a price for that currency, an error message will be displayed and the items will be removed from the cart.

Once the cart has been processed into an order via the Checkout page, the currency will return to the default currency.

How do I clear the cart?

Clearing a cart removes everything from the cart and resets the cart back to its default pricing tier and currency.

  1. Click the cart options icon (ellipsis) above the cart.

  2. Click Clear, this will open a confirmation request.

  3. To clear the cart, click OK, this will remove all the items and information from the cart and close the confirmation request.

  4. To close the confirmation request without clearing the cart, click Cancel.

How do I store a cart?

A cart can be stored be parking it, a parked cart can then be retrieved from the Parked cart page when needed.

  1. Add at least one item to the cart.

  2. Click the cart options icon (ellipsis) above the cart.

  3. Click Park, this will park the cart.

Parked carts do not retain any information about payments and are not intended to be used for ongoing payments.

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