Adding Products
From the open ticket, there are several ways to add a product.
Scanning the product
Scan the product barcode in the item code field. The product will display on the ticket.
Typing the name of the product
Type the name of the product in the Item name field. The smart search will filter products as you type.
Click on the correct product. The product will display on the ticket.
Clicking Product
Click the Product icon.
Click in the Product Name field and type the name of the product or click on the Category and Subcategory of the product.
Choose the product from the list displayed by double clicking or single clicked and selecting Select Product.
From Recent Purchases
Ensure Products is selected
Select the + next to the item you want to add to the ticket. If you do not see an item that the client has recently purchased click Show All then add the item.
From Recommendations
Select the + next to the item you want to add to the ticket. If you do not see an item that the client has recently purchased click Show All then add the item.
Click in the Staff1 column to add the staff member responsible for the sale. Type in the staff code or double click in this field for a list of all staff members.
Click in the Qty field if you wish to change the quantity of products being purchased.
Adding Service
From the open ticket, there are several ways to add a service.
Typing the name of the service
Type the name of the service in the Item name field. The smart search will filter the services as you type.
Click on the service. The service will display on the ticket.
Typing service code
Type the service code in the item code field. The service will display on the ticket.
Clicking Service
Click the Service icon.
Click in the Service Name field and type the name of the service or click on the Category of the service.
Choose the service from the list displayed by double clicking or single click and selecting Select Service.
Choose the client’s Request Reason from the Select Request Reason screen.
Click in the Staff1 field and enter the service member’s code or double click in this field for a list of all service members.
The service will be added to the ticket.
Adding Misc Data
From the open ticket
Click on the Miscellaneous icon.
Select the Miscellaneous Type from the menu.
Enter a staff in the Staff1 field on the ticket.
Select a payment type and Process the ticket.
Tips
Adding Tip to a Ticket
From the open ticket, once all services and staff have been added to the ticket, click the + next to Tip.
Clients are able to include a tip for each provider as a percent of the service total or a customized dollar amount.
Type the desired amount in the Tip Amount field or select a an amount from the suggested % amounts.
If you’d like to calculate the tip amount based on a percentage, type the desired percentage into the box to the right of the Get Percentage button, and click the button.
This amount will be automatically applied to the Amount field.
Once there is an amount in the Amount field, type in the staff’s code, or click the Staff button to bring up the Search, and select your staff.
You can skip this step if you’d prefer to use the Split feature, which will split the tip amount among all service providers on the ticket.
If you’d like to evenly split the tip amount among all service providers, simply click the Split button. The tip will be added to the ticket for each service provider on the ticket.
If you’d like to add a different tip amount per service provider, select your staff, set your amount, and click the Add button.
Click the Delete button to remove any unwanted tips from the form.
The Add Gratuity can be reopened and edited as needed until the ticket is processed.