Do you offer products as well as services and events? Nothing is more important than being able to record the sale in the system. Thanks to this process, invoices are automatically generated, products can be sold at the same time as services, and you will have a detailed overview of all products sold.
Activate the POS system and add the product to the inventory
Before the sale, you need to activate your POS system. This process involves filling in your company details and setting up the taxes and payment methods you want to use. If you haven't set up the system yet, follow this detailed guide.
In addition, you will also need to add products to your inventory. If you need to learn how to add your products to an inventory, follow this guide.
The sale
There are two ways you can sell a product, depending on whether you are only selling the product separately or if the customer will pay for both the service and the product simultaneously.
How to sell the product separately
If a customer wants to buy their favorite product from you, you can sell it to them separately, even if they have not used any service. Do the following:
In the Calendar tab, click the New Sale button located in the upper left corner.
Then click on Products and find the product you want to sell.
If you offer more products, you can use the magnifying glass box to find it faster by typing the product name.
As you add products to your order, they will appear below each other on the right side of the screen. Here you can also adjust their quantity.
Once you are satisfied with the list of products you want to sell, click on the Add Client button and select the customer you are selling the products to.
If it is a first-time customer, click on the New Client button and create a new client profile. Alternatively, you can make a sale without assigning a client.
If you accidentally select a different client, click on the three dots to the right of the client's name, select Change Client, and select the correct one.
In the order summary, ensure you have selected the correct products and the right client. If everything is correct, click on the blue Checkout button.
Then choose a payment method, write down the cash you received, or follow the instructions if the client wants to use any other payment method.
After successful payment, you can download the invoice.
How to sell a product and a service or event space at the same time
If the customer wants to buy a product after the service or event, there are two ways you can proceed:
Via the booking detail in the calendar
In the Calendar tab, click on the client’s booking, the booking detail opens, and click on the Go to checkout button. For a group event, click the blue shopping cart button in the row for the selected client.
Then click on Products and search for the product the client wants to purchase.
If you offer more products, you can use the magnifying glass box to find it faster by typing the name of the product.
As you add services or events and products to the order, they will appear below each other on the right side of the screen (you can add several different services to your cart). You can also adjust the quantity of products here. In addition, you can adjust the number of spots the customer wants to pay for (for example, if a couple comes to an event and then both men pay).
If you want to change the client, click on the three dots to the right of the client's name and select Change client. Then select the right one from the list.
In the order summary, ensure you have selected the correct service or event and products and chosen the right client. If everything is correct, click on the blue Checkout button.
Then choose a payment method, write down the cash you received, or follow the instructions if the client wants to use any other payment method.
After successful payment, you can download the invoice.
Via the New Sale button
In the Calendar tab, click the New Sale button located in the upper left corner.
First, select the service or event the client has completed (you can also add several different services to the shopping cart).
Then click on Products and find the product you want to sell.
If you offer more products, you can use the magnifying glass box to find it faster by typing the product name.
As you add products to your order, they will appear below each other on the right side of the screen. Here you can also adjust their quantity. In this way, you can also adjust the number of spots the customer wants to pay for (for example, if a couple comes to the event and the man pays for both of them).
Once you are satisfied with the service or event and products you want to sell, click on the Add Client button and select the customer you are selling the products to.
If it is a first-time customer, click on the New Client button and create a new client profile. Alternatively, you can make a sale without assigning a client.
If you accidentally select a different client, click on the three dots to the right of the client's name, select Change Client, and select the correct one.
In the order summary, ensure you have selected the correct service or event, products, and client selected. If everything is correct, click on the blue Checkout button.
Then choose a payment method, write down the cash you received, or follow the instructions if the client wants to use any other payment method.
After successful payment, you can download the invoice.
TIP: You didn't download the invoice right after payment? No problem - you can download it afterward.