Ringing Up a Mail Order

1. Click on the toolbar.

The Register displays.

2. In the Paying Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

3. Review any notifications that display and take action where necessary.

The client's details display.

4. Complete the following for each product that the client is purchasing:

1. In the Employee field, select the employee to credit with the sale.

2. Double-click in the Product field, select the product, and click OK.  Alternatively, type the product code or scan the bar code on the product.

3. In the Quantity field, adjust the quantity as necessary.

5. Select Mail Order.

The mail order fields display.

6. In the Tax Rate field, type the sales tax rate for the state where the client lives.
7. Complete the following as necessary:

• Change the recipient of the order

  1. Type the recipient's name in the Ship To field.

   

• Type notes to print on the transaction receipt/invoice

  1. Click Special Instructions.

  The Mail Order Instructions window displays.

  2. Type the notes.

  3. Click Ok.

   

• Print a gift receipt that does not show prices

  1. Select Gift Receipt.

   

• Print an 8" x 11" invoice for the transaction

  1. Select Invoice.

   

• Prevent reward points from being earned on the transaction

  1. Deselect Points.

   

• Apply a coupon/discount to one product

  1. Select the product.

  2. Click Line Discount.

  The Single Item Discount window displays.

  3. Select the coupon/discount to use.

  4. Click Add to discount list.

  5. (Optional) Select Full Commission to pay commission on the full price of the product.

  6. Click Ok.

   

• Apply a coupon/discount to multiple products

  1. Click Multi-line Disc.

  The Multi-Line Discount window displays.

  2. Select the products on which to use the coupon/discount.

  3. Select the coupon/discount to use.

  4. (Optional) Select Full Commission to pay commission on the full price of the products.

  5. Click Ok.

   

8. Click Sale.

The Payment Types window displays.

9. Collect payment for the balance due.

• Credit Card

  Important:  You must configure the Credit Card Processing interface before you can process a credit card payment.  Click here for instructions.

  Depending on how you configured the Credit Card Processing interface to process tips, different actions are required to process a credit card payment.

  Pre-Authorization Tipping

  1. Click Process Credit Card.

  The Credit Card Authorization window displays.

  2. Click Use Card on File or type the card details.

  3. Click Authorize.

  • If the "Charge was approved" message displays, proceed to Step d.

  • If the "Connection Failed" message displays, click here for instructions.

  • If the "Declined" message displays, ask the client for an alternative form of payment.

  4. Click OK.

  The Charge/Credit Receipt window displays.

  5. Complete the following:

  • Click Merchant Copy and click Print to print the payment authorization receipt you need to retain at your business.

  • Click Client Copy and click Print to print the payment authorization receipt you need to place in the shipping box.

  6. Click Close.

  The Change Due window displays.

  7. Click Ok.

  Restaurant Style Tipping

  1. Click Process Credit Card.

  The Credit Card Authorization window displays.

  2. Click Use Card on File or type the card details.

  3. Click Authorize.

  • If the "Charge was approved" message displays, proceed to Step d.

  • If the "Connection Failed" message displays, click here for instructions.

  • If the "Declined" message displays, ask the client for an alternative form of payment.

  4. Click OK.

  The Charge/Credit Receipt window displays.

  5. Complete the following:

  • Click Merchant Copy and click Print to print the payment authorization receipt you need to retain at your business.

  • Click Client Copy and click Print to print the payment authorization receipt you need to place in the shipping box.

  6. Click Close.

  The Tip Amount window displays.

  7. Click Ok.

  The Change Due window displays.

  8. Click Ok.

   

• Account Charge

  Important:  You must define account terms before a client can pay using an account charge.  Click here for instructions.

  1. Click Use next to Client Account.

  

  The Account Charge window displays.

  2. (Optional) In the Notes field, type notes about the account charge.

  3. Click Ok.

  The Change Due window displays.

  4. Click Ok.

   

10. Select Register > Mail Order Control.

The Mail Order Control window displays.

11. Select Shipped next to the mail order.

Tip:  If you want to print a mailing label for the order, select the mail order and click Print Single Label.  Insert a sheet of 1" x 2 5/8" size labels (Avery # 8160) into the printer and select the position of the first unused label on the Mailing Label Selection window, then click Ok.  Click the Print button on the toolbar and print the label as normal.

12. Click Close.

13. Pack the products into a shipping box with a copy of the transaction receipt and send to the client.

related links

Ringing Up a Product