Making a Sale 

The sales screen provides access to all parts of the system, you may complete a sale, look-up of inventory, look up client information and service records, add new service records, add and view tanning and spa information and manage all aspects of the system.  Sales and Appointments are normally left open at all times the system is in use.  You may minimize the screens and they will remain available on the windows taskbar.

To start a sale select or type in your staff access code.

Staff code selection

Next select the current client from the search dialog or cancel the search for a walk in client.  Note that pressing the ESC key will also cancel the search.

Client Search Dialog

The client's name and address are added to the sales screen. The latest client history information is displayed briefly in a window on the sales screen and the system is set up for the selection of service or retail inventory.

Sales screen ready for inventory selection

Select an inventory service or product from the list. Note at this point the quick keys are active and you may press [F1] to [F12] to select the first 12 services in your inventory list.

Sales inventory selection

After selection the item is placed in the entry row and the cursor moves to the quantity box.  Note that the quantity defaults to one.  You may then discount or up charge the item if needed.

Discount up charge button

Discount up charge dialog

Next you may select a different staff member that provided the particular service if necessary.  Note that individual line items may be credited to different staff in a sales transaction.

Staff code selector

Press the enter key after changing the quantity of items if needed or leave usually as one.  The item is placed into the list and the cursor moves back to the item box for the next service or product selection.  Continue in this fashion until all items are entered.  click on the tender box or press enter with a blank entry in the inventory selector to activate the tender area and move the cursor to the tender box.

If needed you may eliminate the taxes from the sale by selecting Void Taxes for the current sale from the Tools Menu. 

Prior to entering your tender you can add a tip be clicking on the tip button.  Tips may be a percentage of the service value, dollar amounts or to round off the sale at a selected amount. If the client wishes to provide a tip using a credit or debit card to keep the cash drawer in balance if you remove the cash you must enter the tip to the transaction.  Click on the Tip button.

Tip tool

You may also discount the sale by clicking on the coupon button.  Discounts can be dollar or percentage amounts.  Note that the taxes will also be adjusted.

Tender selection

Payment methods (Tender Types) are [1] for cash, [2] for cheque, [3] for MasterCard, [4] for Visa, [5] for Interac (debit card), [6] for American Express, [7] for charge to account, [8] for gift certificate , [9] for donation, [A] for Discover, [P] for Points and [C] for gift cash cards. You may also click on the icon for each of the payment types.

If you need  more than one tender type select the split tender button to open additional tender boxes.

Split tender

You may have up to three tenders.  If the sale requires the return of change to the client one of the tenders must be cash.

After selecting the tenders you may print a receipt for the sale by clicking on the Print invoice button.

For more information on using gift certificates and points as a tender type see the section on loyalty and incentive programs.

If you offer charge accounts press [ 7 ] or click on charge, you will be prompted for the client number or name if the client has not been pre selected. If automatic service records are turned on this will be skipped. Note that clients must  be pre approved to have accounts.  This is done in the client record.

See more things that can be done using the sales screen of Salon & Spa.