New Sales Transaction

Follow these instructions to make a new Sales Transaction:

NOTE:  Cashier’s Security Role must have Open Shift privileges, and be logged on at the site level only.

  1. At WashConnect logon, select your local car wash, and then click the Log On button.

  2. On the Touch POS menu, click to select Open Shift.

The Open Shift tab appears with the Touch POS sales screen.

NOTE: In the License box, you can search for a customer by license plate.  See Customer Search.

  1. Click to select the customer’s chosen Sales Items.  

 
The selected items appear in the on-screen receipt.

  1. After selecting all the Sales Items, click the Finalize button.

The Payment(s) screen appears and the amount owed appears in the Amount box.

  1. If the customer is paying the exact amount that is in the Amount box, then select the Form of Payment shortcut button:       
  • Fleet – You will need to enter the Fleet’s account ID number, and then tap the Fleet button.
  • Cash – After selecting the Cash button, the transaction completes immediately.
  • Check – You will need to type in the Check Number, and the tap the Check button.
  • Credit – You will need to swipe the customer’s credit card.
  • Gift – You can either swipe the gift card or type in the gift card’s number.
  1. You can select the short-cut cash amount buttons for $1.00, $5.00 $10.00, $20.00, $50.00 or $100.00.
  2. If the customer does not have the exact cash amount, select the Tendered button.
  3. In the Amount Tendered box, type in the amount customer has given you.

  1. Click the Enter button.
  2. On the Payment(s) screen, if there is a remaining balance, it will appear in the Amount box. 

  1. Select another form of payment until the transaction is paid in full. 

    The transaction is complete.

    The following screen shows the user paid $3.000 with cash, and the remaining $7.00 displays in the Amount field where the Check payment button was selected to complete the split payment sale.

     

     

     

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