Ringing Up a Product

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.

Tip:  If the Products Previously Purchased window displays, ask the client if they want to purchase any of the products listed.  Select the desired product(s) and click Ok, or click Cancel if the client does not want to purchase any of the products listed.

The client's details display.

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

1. In the Employee field, select the employee to credit with the sale or select "*EMPSALE" if an employee is purchasing the product.

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 if the client is purchasing multiple items.

5. Complete the following as necessary:

• Prevent sales tax from being charged

  1. Select No Product Tax.

   

• 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 and click Add to discount list.

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

  5. 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.

   

• Charge the employee price for a product

  1. Select the product.

  2. Click Emp Price.

  3. Click Yes.

   

• Pay commission to two employees for selling the product

  1. Select the product.

  2. Click Split Line.

  The Split Line window displays.

  3. Select the type of split commission to use or change the commission percentages.

  4. Select the second employee to pay commission.

  5. Click Ok.

   

6. Click Sale.

The Payment Types window displays.

7. Collect payment for the balance due.

• Cash

  1. Complete one of the following:

  • If the client tenders the exact amount due, double-click the Cash icon.

  • If the client tenders more than the amount due, type the amount tendered and press Enter.

  

  The cash drawer opens and the Change Due window displays.

  2. Place the cash in the drawer and remove change if necessary.

  3. Close the drawer.

  4. Click Ok.

   

• Credit/Debit Card

  Important:  You must configure the Credit Card Processing interface before you can process a credit/debit 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/debit card payment.

  Pre-Authorization Tipping

  1. Click Process Credit Card.

  The Credit Card Authorization window displays.

  2. Complete the following to enter the client's card details:

  • Credit card = Click Use Card on File, swipe the client's card, or type the card details.

  • Debit card = Swipe the client's card.  If you allow cash back, ask the client if they want to get cash back and type the desired amount in the Cash Back field.

  Important:  If you type a debit card number, Element will decline the payment.

  3. Click Authorize.

  • If the client is paying with a debit card, ask the client to type their PIN on the PIN pad.

  • 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.  Present this receipt to the client so that they can authorize the payment.

  • If the client wants a copy of the payment authorization receipt, click Client Copy and click Print.

  6. Click Close.

  The Change Due window displays.  If the client opted to get cash back on the transaction, the cash drawer opens so that you can give the client their cash back.

  7. Click Ok.

  Restaurant Style Tipping

  1. Click Process Credit Card.

  The Credit Card Authorization window displays.

  2. Complete the following to enter the client's card details:

  • Credit card = Click Use Card on File, swipe the client's card, or type the card details.

  • Debit card = Swipe the client's card.  If you allow cash back, ask the client if they want to get cash back and type the desired amount in the Cash Back field.

  Important:  If you type a debit card number, Element will decline the payment.

  3. Click Authorize.

  • If the client is paying with a debit card, ask the client to type their PIN on the PIN pad.

  • 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 that needs to be signed by the client.  Present this receipt to the client so that they can authorize the payment.

  • If the client wants a copy of the payment authorization receipt for their records, click Client Copy and click Print.

  6. Click Close.

  The Tip Amount window displays.

  7. Click Ok.

  The Change Due window displays.  If the client opted to get cash back on the transaction, the cash drawer opens so that you can give the client their cash back.

  8. Click Ok.

   

• Check

  1. Click the  button next to Check.

  

  2. In the Enter Check Notes Here field, type the check number.

  3. Double-click the Check icon.

  The cash drawer opens and the Change Due window displays.

  4. Place the check in the drawer.

  5. Close the drawer.

  6. Click Ok.

   

• Gift Certificate Redemption

  Redeeming One Gift Certificate

  1. Click Use next to Gift Certificate.

  

  The Gift Certificate Redemption window displays.  If the gift certificate does not have sufficient credit remaining to cover the balance due, the amended balance due displays in the New Balance field.

  2. Click Ok.

  • If the Change Due window displays, click Ok to finalize the transaction.

  • If the Payment Types window displays, collect payment for the remaining balance due using another payment type.

  Redeeming Multiple Gift Certificates

  1. Click Use next to Gift Certificate.

  

  The Gift Certificate Redemption window displays.

  2. Complete the following for each gift certificate the client wants to redeem:

  • If you use bar-coded gift cards, click in the Gift Certificate Number field and swipe the card through the card reader.

  • If you do not use bar-coded gift cards, select the gift certificate to redeem in the Gift Certificate Selection field and click  + .

  The amended balance due displays in the New Balance field.

  3. Click Ok.

  • If the Change Due window displays, click Ok to finalize the transaction.

  • If the Payment Types window displays, collect payment for the remaining balance due using another payment type.

   

• Reward Points Redemption

  1. Click Use next to Points/Rewards.

  

  The Points/Rewards Redemption window displays.

  2. Complete one of the following:

  • Redeem a specific amount of reward points = Type the value of reward points to redeem in the Value to Use field.

  • Redeem all of the reward points or redeem sufficient points to cover the balance due = Click Auto-Total.

  The amended balance due displays in the New Balance field.

  3. Click Ok.

  • If the Change Due window displays, click Ok to finalize the transaction.

  • If the Payment Types window displays, collect payment for the remaining balance due using another payment type.

   

• 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.

   

related links

Defining a Product

Product Setup

Inventory Management