Using the Point of Sale - Revision history

Justin: Corrected picture displayed for Trackside > Point of Sale

2022-08-01T05:29:34Z

Corrected picture displayed for Trackside > Point of Sale

← Older revision		Revision as of 05:29, 1 August 2022
Line 19:		Line 19:
	===Step 2===		===Step 2===
	Click on Point of Sale (POS).		Click on Point of Sale (POS).
	[[File:~~TracksidePOS~~.jpg\|frameless\|center\|675px\|Click Point of Sale (POS)]]		[[File:TracksidePointOfSale.jpg\|frameless\|center\|675px\|Click Point of Sale (POS)]]

	===Step 3===		===Step 3===

Justin at 05:22, 1 August 2022

2022-08-01T05:22:14Z

@@ Line 22: / Line 22: @@
 ===Step 3===
-The next step is to start the till to open your register. If you don't have the following screens appear for you when you begin your Point of Sale session, it's possible the previous user had not closed the till. You may continue to operate from their till and jump to Step 6 or if you would like to verify your cash drawer amounts, you may jump to step _ to close your till, then return here to start your till and begin a new session. We will start by selecting the [[Register Group]] and register you intend to sell products from in the drop down list. See [[Create Register Groups]] and [[Add Registers & Assign Them to Register Groups]] if this has not yet been completed.
+The next step is to start the till to open your register. If you don't have the following screens appear for you when you begin your Point of Sale session, it's possible the previous user had not closed the till. You may continue to operate from their till and jump to Step 6 or if you would like to verify your cash drawer amounts, you may jump to Step 28 to close your till, then return here to start your till and begin a new session. We will start by selecting the [[Register Group]] and register you intend to sell products from in the drop down list. See [[Create Register Groups]] and [[Add Registers & Assign Them to Register Groups]] if this has not yet been completed.
 [[File:StartTillRegisterGroup.jpg|frameless|center|675px|Select a Register Group]]
@@ Line 116: / Line 116: @@
 ===Step 18===
-If you need them, the Add More Items and Cancel Sale buttons are available. Add More Items will return you to the previous screen so you can continue adding products to the ticket. Cancel Sale will entirely cancel the sale and empty the cart for you to begin a new ticket.
+If you need them, the Add More Items and Cancel Sale buttons are available. Add More Items will return you to the previous screen so you can continue adding products to the ticket. Cancel Sale will entirely cancel the sale and empty the cart for you to begin a new ticket. You will have to click through a confirmation to complete cancellation.
 [[File:CheckoutCancelAdd.jpg|frameless|center|675px|Add More Items or Cancel Sale]]
@@ Line 126: / Line 126: @@
 To complete checkout, you will be clicking on either Pay by Cash or Pay by Credit depending on how the sale is being tendered.
 [[File:CheckoutCashCredit.jpg|frameless|center|675px|Click Cash or Credit]]
 </br>

Justin at 04:14, 1 August 2022

2022-08-01T04:14:43Z

@@ Line 104: / Line 104: @@
 ===Step 17===
-This brings us to the Checkout screen. From here, you may use the plus or minus signs to adjust quantities of certain items on the ticket. If you need to add additional event registrations or miscellaneous charges, you will have to return to the Point of Sale screen to add those.
+This brings us to the Checkout screen. At this point, you may:
 [[File:CheckoutAdjustQty.jpg|frameless|center|675px|Adjust quantities]]
 </br>

Justin at 03:42, 1 August 2022

2022-08-01T03:42:42Z

← Older revision		Revision as of 03:42, 1 August 2022
Line 100:		Line 100:

	===Note===		===Note===
	Take note of the Auto Scan warning at the top of the Checkout screen. When displayed, this warning informs you that the register you are using will immediately consume any Participant Registration or General Admission tickets. This is good for Front Gate Points of Sale, as you will skip any further check-in when selling tickets for your event at the gate. However, if you're selling for a future event from the track's office or pro shop, If this is enabled when you sell the tickets, when your customer returns on the day of the event, their ticket will be scanned as valid, but already consumed. If you need help turning this off, see		Take note of the Auto Scan warning at the top of the Checkout screen. When displayed, this warning informs you that the register you are using will immediately consume any Participant Registration or General Admission tickets. This is good for Front Gate Points of Sale, as you will skip any further check-in when selling tickets for your event at the gate. However, if you're selling for a future event from the track's office or pro shop, If this is enabled when you sell the tickets, when your customer returns on the day of the event, their ticket will be scanned as valid, but already consumed. If you need help turning this off, see [[Add Registers & Assign Them to Register Groups]] .
	[[File:CheckoutAutoScan.jpg\|frameless\|center\|675px\|Auto Scan Warning]]		[[File:CheckoutAutoScan.jpg\|frameless\|center\|675px\|Auto Scan Warning]]

			===Step 17===
			This brings us to the Checkout screen. From here, you may use the plus or minus signs to adjust quantities of certain items on the ticket. If you need to add additional event registrations or miscellaneous charges, you will have to return to the Point of Sale screen to add those.
			[[File:CheckoutAdjustQty.jpg\|frameless\|center\|675px\|Adjust quantities]]

	</br>		</br>

Justin at 03:32, 1 August 2022

2022-08-01T03:32:37Z

@@ Line 37: / Line 37: @@
 * Scan a barcode - below
 * Click a button - Step 7
-* Product lookup - Step _
+* Product lookup - Step 13
 * Misc charge - This will be covered in [[Miscellaneous Charges and Discounts]]
@@ Line 47: / Line 47: @@
 ===Step 7===
-'''Option 2:''' Click on buttons to add items to Cart.
+'''Option 2: Click a button'''
 [[File:POSButton.jpg|frameless|center|675px|Click a Button]]
@@ Line 62: / Line 64: @@
 ===Step 10===
-Enter or verify the Participant's first and last name, then we will either enter their vehicle information or select one from their garage using the drop down menu if they don't always drive the same car.
+Enter or verify the Participant's first and last name, then either enter their vehicle information or select one from their garage using the drop down menu if they don't always drive the same car.
 [[File:POSParticipantSelectVehicle.jpg|frameless|center|675px|Select Vehicle]]
 </br>

Justin at 02:57, 1 August 2022

2022-08-01T02:57:05Z

← Older revision		Revision as of 02:57, 1 August 2022
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	Enter the Participant's phone number, then hit Tab on your keyboard, or click in the First Name text box. If they have an account, the rest of their saved information will populate in the form and you may simply confirm the information is correct. If they do not have an account, you will need to input the rest of their information into the form.		Enter the Participant's phone number, then hit Tab on your keyboard, or click in the First Name text box. If they have an account, the rest of their saved information will populate in the form and you may simply confirm the information is correct. If they do not have an account, you will need to input the rest of their information into the form.
	[[File:POSParticipantPhone.jpg\|frameless\|center\|675px\|Enter Participant phone number]]		[[File:POSParticipantPhone.jpg\|frameless\|center\|675px\|Enter Participant phone number]]

			===Step 9===
			If the phone number is associated with an existing account, choose the correct name from the list by clicking Select.
			[[File:POSParticipantSelectUser.jpg\|frameless\|center\|675px\|Click Select]]

			===Step 10===
			Enter or verify the Participant's first and last name, then we will either enter their vehicle information or select one from their garage using the drop down menu if they don't always drive the same car.
			[[File:POSParticipantSelectVehicle.jpg\|frameless\|center\|675px\|Select Vehicle]]

	</br>		</br>

Justin at 02:26, 1 August 2022

2022-08-01T02:26:00Z

← Older revision		Revision as of 02:26, 1 August 2022
Line 47:		Line 47:

	===Step 7===		===Step 7===
			'''Option 2:''' Click on buttons to add items to Cart.
			[[File:POSButton.jpg\|frameless\|center\|675px\|Click a Button]]

			===Step 8===
			'''If you are selling a Participant Registration from the Point of Sale, you will have to fill out their Participant Registration form that they would otherwise fill out online for pre-registrations.'''
			</br>
			</br>
			Enter the Participant's phone number, then hit Tab on your keyboard, or click in the First Name text box. If they have an account, the rest of their saved information will populate in the form and you may simply confirm the information is correct. If they do not have an account, you will need to input the rest of their information into the form.
			[[File:POSParticipantPhone.jpg\|frameless\|center\|675px\|Enter Participant phone number]]

	</br>		</br>

Justin: Created page with "This article is intended to get you through basic operation of the Trackside Point of Sale. This can be done from the Trackside Point of Sale terminal or from a web browser. If you're here, you're ready to start generating income on site with Trackside! Congratulations! Prerequisite steps: * You must have products to sell which are created with Event Setup Assistant and/or Product Setup Assistant. If you have events listed on your Default Trackside Home Page..."

2022-08-01T02:09:02Z

Created page with "This article is intended to get you through basic operation of the Trackside Point of Sale. This can be done from the Trackside Point of Sale terminal or from a web browser. If you're here, you're ready to start generating income on site with Trackside! Congratulations! Prerequisite steps: * You must have products to sell which are created with Event Setup Assistant and/or Product Setup Assistant. If you have events listed on your Default Trackside Home Page..."

New page

This article is intended to get you through basic operation of the Trackside Point of Sale. This can be done from the Trackside Point of Sale terminal or from a web browser. If you're here, you're ready to start generating income on site with Trackside! Congratulations!

Prerequisite steps:
* You must have products to sell which are created with [[Event Setup Assistant]] and/or [[Product Setup Assistant]]. If you have events listed on your [[Default Trackside Home Page]] and haven't deleted any of your products, you will have at least a [[Participant Registration Product]] to sell.
* [[Create Register Groups]]
* [[Add Registers & Assign Them to Register Groups]]

Optional steps:
* [[Mapping Events & Products to a POS Register]]

You must be logged in as a user with Point of Sale User permissions to perform these actions. See [[User Permissions]] if you need assistance granting access to additional users.

</br>
__NOTOC__
===Step 1===
After signing in, Hover over Trackside. Alternatively you can click on this and it will take you to a separate page with the link for the next step on it. Click that link and you will get to Step 3 all the same.
[[File:LogInTrackside.jpg|frameless|center|675px|Hover over Trackside]]

===Step 2===
Click on Point of Sale (POS).
[[File:TracksidePOS.jpg|frameless|center|675px|Click Point of Sale (POS)]]

===Step 3===
The next step is to start the till to open your register. If you don't have the following screens appear for you when you begin your Point of Sale session, it's possible the previous user had not closed the till. You may continue to operate from their till and jump to Step 6 or if you would like to verify your cash drawer amounts, you may jump to step _ to close your till, then return here to start your till and begin a new session. We will start by selecting the [[Register Group]] and register you intend to sell products from in the drop down list. See [[Create Register Groups]] and [[Add Registers & Assign Them to Register Groups]] if this has not yet been completed.
[[File:StartTillRegisterGroup.jpg|frameless|center|675px|Select a Register Group]]

===Step 4===
Enter your Till Start amount.
[[File:StartTillStartAmt.jpg|frameless|center|675px|Enter Till Start amount]]

===Step 5===
Click on Open.
[[File:StartTillOpenPOS.jpg|frameless|center|675px|Click Open]]

===Step 6===
You are now ready to begin selling products from your Point of Sale. There are 4 ways to accomplish adding items to a ticket:
* Scan a barcode - below
* Click a button - Step 7
* Product lookup - Step _
* Misc charge - This will be covered in [[Miscellaneous Charges and Discounts]]

</br>
'''Option 1:''' Scan a barcode
</br>
You must have a scanner such as the Trackside QR Scanner connected. (See [[Connect a Scanner Via Bluetooth]] , [[Connect a Scanner Via USB Dongle]] , or [[Connect a Scanner Via Wired USB]] . Click in the Product Lookup text box, '''ensure it is clear''', then you may scan.
[[File:ProductLookupTitle.jpg|frameless|center|675px|Click in the Product Lookup text box]]

===Step 7===

</br>
[[Table of Contents|Return to Table of Contents]]

[[Category:Getting Started]]

[[Category:The Day of Your Event]]