Using the Point of Sale

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.

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.

Step 2

Click on 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.

Step 4

Enter your Till Start amount.

Step 5

Click on 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 13
• Misc charge - This will be covered in Miscellaneous Charges and Discounts

Option 1: Scan a barcode
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.

Step 7

Option 2: Click a button
Click on buttons to add items to Cart.

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.

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.

Step 9

If the phone number is associated with an existing account, choose the correct name from the list by clicking Select.

Step 10

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.

Step 11

Select the Participant's class they will be running for the event from the drop down menu.

Step 12

Select whether the Participant will be under the age of 18 the day of the event to determine minor status, then click Save to complete the Participant Registration.

We can then verify that the Participant Registration was added to the ticket by viewing it in the Cart.

Step 13

Option 3: Product lookup
Type part of the item's title into the Product Lookup text box. This will also work for Participant Registration Products

Step 14

Click Search.

Step 15

This will bring up a list of products containing your search term. Find your product in the list, and click Select for that product.

This will add your product to the Cart.

Step 16

Once your order is complete and the customer is ready to check out, click the Checkout button below the Cart.

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 Add Registers & Assign Them to Register Groups .

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.

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