Point of Sale (POS)

On this page

• Add items to the POS cart
• Checkout
  • Existing customer
  • New customer
• Scribe (step by step with images)

Add items to the POS cart

1. In the top navigation bar, click "POS".
2. Choose the store you would like to use. This will determine the products that are available and the price of each product. 
3. You will now see the store. You can filter items by catalog sections. The top portion of filters are determined by the catalog sections you have set up. The bottom portion of filters are determined by the product types in your store.
4. Add items to your cart by updating the quantity (if more than 1), and clicking "Add to Cart".
5. Once all desired products have been added to the cart, go to the "Checkout" tab.

Checkout

Existing customer

1. Choose if the customer is paying with card, cash, or check.
2. If applicable, choose a salesperson and/or referrer.
3. If the customer would like to join a club, choose the applicable club from the dropdown.
4. Look up the customer by name or email. Start typing either one into their respective box and click the magnifying glass.
5. Choose the correct customer from the pop up. Choose if you would like to use their billing, shipping, and payment information. Click "copy".
6. If they are a club member, you have the option to make this order their club order.
7. If you have not already, verify their age. Once you have checked their ID, click the ID icon next to their birthdate.
8. Select the desired shipping method.
9. Under the order summary, choose a promo code. If the existing customer is a club member, their promo code will be automatically applied.
10. Once everything looks good, click "Place Order".
11. Review the order and click "OK - Place my order".

New customer

1. Choose if the customer is paying with card, cash, or check.
2. If applicable, choose a salesperson and/or referrer.
3. If the customer would like to join a club, choose the applicable club from the dropdown.
4. Enter all the customer's information.
5. Verify their age. Once you have checked their ID, click the ID icon next to their birthdate.
6. Select the desired shipping method.
7. Under the order summary, choose a promo code.
8. Once everything looks good, click "Place Order".
9. Review the order and click "OK - Place my order".