F103: A First Pass Through Point of Sale

April Fisk -

Covers the Point of Sale process which is automatically opened immediately after a new membership is entered.

  1. Overview
  2. Shopping Cart
  3. Payment Receipt
  4. Check Out

Overview

  1. This is a quick course covering a first pass through the Point of Sale process.
  2. This course demonstrates one specific example: the Point of Sale process as it is automatically opened immediately after a new membership is entered.
  3. Plenty of additional training is available on Point of Sale - don't worry about trying to understand every option/setting your first time through.

Shopping Cart
After entering a new membership, the Shopping Cart will appear similar to the following:

  • The sign-up fee and initial dues (if any) are displayed in the Shopping Cart.
  • Click Check Out at the lower-right corner.

Check Out

    1. The Check Out screen will look like this:

    2.  Click Add Payment Method in the upper-right corner.  You will see the following screen:


   3. Select the payment method at the left, and enter the amount paid.  In the example below, we have chosen cash:


  4.  Click Save and Process.

Payment Receipt
  1.  You will receive a message that the payment was completed successfully. Click OK.
  2.  You will receive the Payment Receipt, which looks like this:


  3.  Click the print icon in the menu bar at the top if you wish to print the receipt.
  4.  Click Finish in the lower-right corner when done.





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