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:
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 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.
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. At this point, you may:
- Return to the previous screen to add more items - Step 18
- Adjust Item Quantities - below
- Enter Coupon Codes - Step 19 (Redirect)
- Enter Gift Cards - Step 19 (Redirect)
- Proceed to Checkout - Step 20
- or Cancel Sale - Step 18
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 previous screen by clicking Add More Items to add those.
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. You will have to click through a confirmation to complete cancellation.
Step 19
You may also apply gift cards or coupons toward your transaction at this point. These options will be covered in more detail in Applying Gift Cards at Checkout and Applying Coupons at Checkout .
Step 20
To complete checkout, you will be clicking on either Pay by Cash or Pay by Credit depending on how the sale is being tendered.
Step 21
If paying by cash, enter the amount of cash tendered.
Step 22
Click submit.
Step 23
Trackside will calculate & display the change due to the customer. Click the X to continue to the receipt.
Step 24
If paying by card, you may use a card reader if available or manually enter the credit card information.
Step 25
Click Charge to submit the entered information for processing the charge.
Step 26
Once payment is complete, the customer's receipt should print, or you will receive a prompt to print the receipt. If you need an additional copy or a reprint, click print.
Step 27
Once you're ready for the next transaction, click Close.
Step 28
Once you are ready to end your Point of Sale session, you will begin by clicking Close Till.
Step 29
This should either print your Session Summary, or prompt you to print it. On the Session Summary, you will find information regarding the tickets sold, drawer start amount, cash & credit sales, expected cash, and a spot to write actual cash in the drawer.
Step 30
If you need a reprint or an additional copy of the summary, click Print.
Step 31
Click Close till, and your session is complete. This will return you to the screen to start till again.
