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Process a Purchase

On the Sales tab you can process customer purchases by scanning the items they bring to the counter.
  1. Enter Customer Name or Use Default - Every sale needs a customer name attached to it. You have 3 options:
    1. Set up a default customer name like Walk-In Customer.
    2. Select an existing customer:
      1. Click on default customer hyperlink.
      2. Enter a search term like the customer's first name, last name, email address, or phone number.
      3. Then click the Search button. The search results will pull names from the Customer List in SellerCloud.
      4. Select the Customer and press the Close button. The customer's name will be automatically selected for the current purchase.
    3. Add a New Customer:
      1. Click on default customer hyperlink.
      2. Click the New button.
      3. Enter the customer's information.
      4. After saving the customer's information, the customer name will be automatically selected for the current purchase.
  2. Scan Items
    1. Scan the UPC or ProductID bar codes. Exact matches will be automatically selected. If there are multiple matches, you will be able to select from a list of products.
    2. Press Enter on your keyboard or program your scanner to auto "Enter" after a scan
  3. Receive Payment - Payments can be split between multiple payment methods.
    1. Press the Payment button
    2. Press the appropriate payment method button - Check, Coupon, Credit Card, or Cash.
      • Check - enter the check #. The amount charged will default to the purchase total, but it can be edited. Then, press Process. The payment will display in the grid. 
      • Coupon - scan or type in the coupon ID. The amount charged will default to the purchase total, but it can be edited. Then, press Process. The payment will display in the grid. 
      • Credit Card - Swipe card. The amount charged will default to the purchase total, but it can be edited. Then, press Process. The payment will display in the grid.
      • Cash - Selecting cash will display the payment in the grid.
    1. Partial payments can be received as well. Under the  Setting  > General Tab set the Allow Partial Payment setting to YesThe order will be "Held" and put on hold in SellerCloud. The order can be retrieved to complete the payment. 
    2. After the total amount is in the grid, press Save to process the payment.
    3. After processing completes, 2 receipts will be generated for printing - customer and merchant copies. On the Settings tab, you can configure to auto print receipts after processing payments.
The order will be marked as "Fully Shipped" so it will not export into ShipBridge.
If the customer wants the order to be shipped, check the "Ship Later" checkbox. You can select the shipping carrier and shipping method, add shipping charges, mark as a Rush order etc. Once payment is received the order will then export into ShipBridge for shipping. 

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