You can identify product(s) the customer wants to purchase several ways:
Identify products by entering the SKU, UPC or Equipment ID
SKU,
A unique identifying number for a product. If you are looking for a specific product, package, discount, service, or pricing plan, enter that item's SKU.
UPC
Universal Product Code (bar code). This criteria may be convenient to use if you have the actual product and a scanner with which to read the UPC.
Equipment ID
The ESN or MEID associated with the service's handset.
Note
If you select "ANY" the system will find the products automatically.
Scan the products using a bar code reader
Find the product using the Search window
The best price for each product is automatically used, based on promotions, volume discounts, package discounts, and other criteria.
Note
You can override the price that the system enters, depending on the configured security privileges of the Employee Group of the user.
As you enter each product, the item is added to the list.
(Show Picture)
If you choose Make Sale or enter a billable item during the Quick Sale process you will be guided through the Make Sale Wizard.
The wizard is designed to prevent you from entering customers who already exist in the system. The wizard also aids in the Credit Checking and Deposit assignment process.
Flow Chart for Make Sale
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Flow Chart for New Customer Make Sale
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Flow Chart for Selling Billable Items
Searching for a Customer
The first step in the Make Sale Wizard is the Customer Search.
On this page the user will need to collect a minimum amount of information from the customer.
At the very least the user will need to know one of the following:
First and Last Name
Last four digits of Social Security Number
Last four digits of Driver License Number and State
Account Number
If the system is unable to find any matches...
Continue on and create a new customer from the information previously collected.
If the system finds any possible matches...
You will be prompted to either select one of the possible matches as the correct customer or they can continue on and create a new customer from the information collected.
After selecting an existing customer or creating a new customer, the Credit Check and Deposit Evaluation window is displayed. (More)
Sales Transaction Types
New Customer/New Activation Sale
If a Service Agreement is issued to a customer as part of the make sale process the Sign Agreement options displays.
Note
Sign Agreement must be done prior to tendering the sale or an error message displays.
This option is primarily used by registers that do not have a Signature Capture device and/or will have the customer sign the printed service agreement at the end of the transaction.
Once Sign Agreement is checked the Wizard displays and the first required signature display on the page.
At this point in the customer is displayed the same text through the signature capture device. Once the customer has entered and accepted their signature it appears on the Service Agreement. Upon completion of the wizard the signed service agreement opens in Adobe Acrobat.
If the location has is setup to print service agreements automatically through the Printing Options then the file will automatically print, otherwise, click the print button manually.
See also
New Customer/New Sale
This sales transaction involves the capturing of new customer Information, the exchange of Physical inventory or POS Service in exchange for tender and an active account. This business scenario is most common for carriers/retailers that sell inventory to other retail entities.
Existing Customer/New Activation Sale
This sales transaction involves the retrieval of existing customer Information, the exchange of Physical inventory or POS Service and a Billed Service in exchange for tender and a new billed subscription added to the account.
Existing Customer/New Sale
This transaction involves the retrieval of existing customer information, exchange of Physical inventory or POS Service in exchange for tender, and a POS History of the account.
This scenario is most common when an existing Customer needs to record the POS transaction (Orders, repairs, use of BTA/A/R, customer loyalty programs)
No Customer, Return and/or Exchange
This business scenario is the Return and/or exchange made against a previously performed Quick Sale.
Existing Customer, Sales Return and/or Exchange
This business scenario is the Return and/or exchange made against a previously performed Sale to an existing customer. The sales return can include physical and billing products.
New Customer/Sales Return and/or Exchange (Blind Return)
This business scenario is the Return and/or exchange made against a previously performed Sale from another POS system. This typically occurs within 1 – 3months after converting to the new POS system. This process is also used for Sales returns that can not be accommodated through the traditional process.
Voiding a Sale or Return
This sales transaction involves the retrieval of existing customer Information, the exchange of Physical inventory or POS Service and a Billed Service in exchange for tender and a new billed subscription added to the account.
See also:
Make Sales Request for the customer
At the bottom of the window the current subtotal, tax, and total for this sale are displayed.
The total is the sum of the subtotal and tax and includes all discounts applied to products in the sale.
See also: