Description

Resolution

In "Reception" click onto “Till Sale"

The following information will be displayed:

1. “Till” – this will give you the till name. 
   
2. “Quantity” – this will tell you how many of the items that the client is being billed for.
   
3. “Description” will give you the description of the items being billed for.
   
4. “Add” – this box will only be ticked if your client has been upsold a treatment, for example, if your client has booked in for a facial and during that treatment time the therapist has conducted another treatment and this needs to be “Added” on before the client departs. If a treatment is added on at this stage this box will automatically be ticked
   
5. “Staff” this shows you the staff member who has conducted the treatment or who has sold a retail item, if you need to amend the staff member click onto the downwards arrow located next to the staff name and select the required staff member. 
   
6. “Unit price” – this tells you how much the item on the client’s bill is for.
   
7. “Service” this box will only be ticked if you charge the client a service charge for this item.
   
8. “Discount” - before you can allocate a discount you are required to enter a reason in the reason box located next to the discount box, once this has been allocated you will be able to enter an amount in the discount box.
   
9. “Reason” using the dropdown box select the reason for the discount, note some reason codes will require the manager’s authorisation before proceeding, if this is the case a box will automatically appear asking for their login details.
   
10. “Total” gives the total amount that is due from the appointment / retail item, accounting for any discounts.
    
11. “Payment Method” – this will only be used if you require the item to be complimentary, accounting for a course item or putting the item On Account. 
    
12. “Tax Total” – this shows the tax amount. 
    
13. “Less Allocated” – this will show any money that has already been paid. 
    
14. “Total to Pay” – this gives a grand total to pay.
    

1. If there is no barcode scanner: 
   
1. Select the “Stock” icon and you will now see the following screen 
   
2. Select the “Manufacturer” that is required, by clicking on the dropdown, you can also select the “Category” to filter the list further.
   
2. Press the “Update” icon and you will then receive a list of all retail items.
   
3. Select the relevant stock item from the list and enter the amount they are purchasing in the “Quantity” field. 
   
4. Click on the “Green Plus” to then add this to the bill.
   
5. Once you have added all required items, click on the “Backwards Arrow” to close the additional screen and proceed with the bill 
   

 

Food and Beverage 

1. If you need to add on any food or beverage items that the client has purchased please click on the “Food and Beverage” icon, you will then see the following screen.
   

1. Select the item that you require from the list provided and enter the amount they are purchasing in the “Quantity Box”.
   
2. Click on the “Green Plus” and once you have added all items required, click on the “Green Backwards Arrow”. 
   

1. Click on “Green Plus” which will add the item required to the bill.
   
2. Click on the “Green Backwards Arrow” when you have added all items.
   

Any items added using the Stock,  Food and Drink, or Miscellaneous icon will default the staff member of "None", if you need to allocate a specific staff member click on the “Downwards Arrow” located next to the staff name box and select the staff name required.