The POS uses a checkout to add, remove and process payments and to set the fulfilled status of the order.
How do I find the checkout?
Items are added to the cart on the Sell page and once the cart contains one or more items, the CHECKOUT button will be displayed, clicking the Checkout button will open the Checkout page.
How can I view the cart at the checkout?
The cart is represented by a column on the left side of the Checkout page which is very similar to the cart on the Sell page.
What information is displayed at the checkout?
The Checkout page displays a variety of real time information, such as:
The cart (pricing tier, currency, notes, customer, items, subtotal, discount and tax)
The Total (the total value of the items in the cart)
Rounding if cash rounding is set.
Any payments that have been made.
The AMOUNT DUE (the total minus any payments).
How do I add a cash payment?
Click on the CASH payment option, this will open a cash payment dialog box.
If cash rounding has been applied the Rounding and Rounded amount due will be displayed.
Enter the cash amount into the Amount tended field, if this amount is greater than the Amount due then the Change will be displayed.
Click ADD PAYMENT, this will close the cash payment dialog box and add the payment.
How do I add an external card payment?
Click on the EXTERNAL CARD payment option, this will open a card payment dialog box.
By default the Amount tended field will be the Amount due, if the payment is for an amount that is less than the Amount due (i.e. a split payment), click in the Amount tended field and add the desired amount.
Click ADD PAYMENT, this will close the card payment dialog box and add the payment.
How do I add a gift voucher payment?
Click on the GIFT VOUCHER payment option, this will display a voucher payment dialog box.
If a customer has been added to the cart and that customer has been assigned gift vouchers then a drop down with the Customer vouchers will be displayed in addition to the Voucher code field.
If using a customers voucher
Click Select in the Customer vouchers dropdown, this will display a list of the customers vouchers with their remaining balance.
Select a voucher and click USE, this will display the Voucher code and Voucher balance in addition to the Amount due and the Amount tendered.
By default the Amount tended field will be the Amount due unless the Voucher balance is less than the amount due, otherwise the Amount tendered will be the Voucher balance. If the payment is for an amount that is less than the Amount due (i.e. a split payment), click in the Amount tended field and add the desired amount.
Click ADD PAYMENT, this will close the voucher payment dialog box and add the payment.
If using a voucher isn't assigned to a customer
Enter the code of the voucher you wish to use into the Voucher code field.
Click the FIND VOUCHER button to check that the voucher exists, if the voucher is found then this will display the Voucher code and Voucher balance in addition to the Amount due and the Amount tendered, if the voucher does not exist, an error message will be displayed instead.
By default the Amount tended field will be the Amount due unless the Voucher balance is less than the amount due, otherwise the Amount tendered will be the Voucher balance. If the payment is for an amount that is less than the Amount due (i.e. a split payment), click in the Amount tended field and add the desired amount.
Click ADD PAYMENT, this will close the voucher payment dialog box and the payment will be added.
Gift voucher payments can not be added if the POS is currently offline, this is due to the need to validate a gift vouchers existence and balance before accepting it as payment.
How do I place payment onto a customers account?
If the cart has a customer assigned then the ON ACCOUNT payment option will be displayed alongside the other payment options.
Click on the ON ACCOUNT payment option, this will open an on account payment dialog box.
You can optionally enter a Purchase Order Number, if one is required.
Click PLACE ORDER, this will close the on account payment dialog box, complete the order and open the Confirmation page.
The order will be stored against the customer with a status of Awaiting Payment.
How do I add multiple payments?
You can add as many payments as needed using the same payment option or different payment options until the Amount due has been meet with the exception of cash payments.
Once the Amount due has been meet, the payment options will no longer be displayed.
Once added, payments are displayed between the Total and the amount due.
How do I remove payments?
To remove a payment, click the delete icon (trash can) on the left side of the payment, this will remove the payment and recalculate the Amount due.
How do I set an order to fulfilled or unfulfilled?
There a some situations where completing payments in the checkout may not fulfill the order (i.e. the order needs to be shipped or the order is awaiting stock).
If shipping has been added to the cart, then the orders status is locked to unfulfilled otherwise the checkout allows you to mark an orders status as fulfilled or unfulfilled.
Add payments to order until the Amount due is 0, this will display the Order fulfilled toggle below Amount due.
The toggle is set to fulfilled by default, to change it to unfulfilled, click the toggle.
Once an order is fulfilled, the status can then be set to fulfilled using the Airsquare admin area.
How do I complete an order?
Once the Amount due has been meet, click the PLACE ORDER button that will be displayed, this will complete the order and open the Confirmation page.
How do I make changes to the cart at checkout?
The cart cannot be changed or edited on the Checkout page. If any changes need to be made to the cart, go back to the Sell page and make your changes before clicking the Checkout button again to return to the Checkout page.
How do I go back to the sell page?
To go back to the Sell page, click the back icon (arrow) in the top left of the page, any payments that have already been added will be saved and will be displayed when you return to the Checkout page.