Register

The Register allows you to ring up sales, process refunds, and adjust completed transactions.

Important:  You must open the Register before you can ring up sales or process refunds.  Click here for instructions.

You can access the Register by clicking on the toolbar or selecting Register > Ring-Up.

The Register features two tabs.

Register Tab

The Register tab allows you to process everyday transactions such as sales and refunds.

• Client Information Section

  The Client Information section displays details for the client entered in the Paying Client field.

  Important:  You must make an entry in the Paying Client field before you can start a new transaction.

  

  Entering Client Details

  Complete the following in the Paying Client field to enter details for different types of clients.

  • Existing clients = 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.

  • New clients = Click , define a profile for the client, and click Save.
  • Walk-in clients = Click the Male or Female button to insert the generic walk-in client.

  Client Notifications

  Once you enter a client's name in the Paying Client field, a number of notifications may display to relay important information about the client.

  • If the Notes window displays, review the notes carefully and click Ok.

  • If a notification displays indicating that information is missing from the client's profile, select to update the client's profile or select to continue without entering the missing information.

  • If the Anniversary Notice window displays, wish the client a happy wedding anniversary and click Close.

  • If the Birthday Notice window displays, wish the client a happy birthday and click Close.

  • If a notification displays indicating the client owes money on account, ask the client if they want to make an account payment and click Ok.  Click here for instructions on how to ring up an account payment.

  • If a notification displays indicating the client has an account credit, ask the client if they want to use the credit as payment for this transaction and click Ok.

  • If the User Defined Fields window displays, review the information entered, make changes if necessary, and click Close.

  • If the Products Previously Purchased window displays, ask the client if they want to purchase any of the products listed.  Select Buy It next to the desired products and click Ok.  Click Cancel if the client does not want to purchase any of the products.

  Status Icons

  Once you have reviewed all of the notifications, the following icons display to relay important information about the client.

  Icon	Description
  	Client has earned the specified number of reward points.  Double-click the gold star to view details on how the client earned the reward points.
  F	Client is female.
  M	Client is male.
  $	Client has a payment plan.  Move the mouse pointer over the icon to view the amount owed and the number of payments left.
  $	Client owes money on account.  Move the mouse pointer over the icon to view the amount owed.
  $	Client has an account credit.  Move the mouse pointer over the icon to view the credit remaining.
  	Client has a membership within the original membership term.  Double-click to view details for the membership.
  	Client has a membership within the first 90 days of the original membership term.
  	Client has a "non-counting" membership that only offers discounts.
  	Client has a membership due to expire within the next 30 days.
  	Client has a membership renewed beyond the initial membership term.
  	Client has an expired membership.
  	Client has a frozen membership.
  	Client has a suspended membership.
  	Client has an active membership but the last dues payment did not process correctly.
  	Client has an active membership with a termination date set in the future.
  	Client has a driver's license on file.  Double-click to view or edit the license details.
  	Client has a credit card on file.  Double-click to view or edit the card details.
  	Client has a credit card on file but the card has expired.  Double-click to view or edit the card details.
  	Client is making their first visit.  This icon displays until the client makes a purchase.
  	Client has a series with at least one service remaining.  Click to view details for the services remaining.
  	Client has a package with at least one item remaining.  Click to view details for the items remaining.
  	Client has a gift certificate with credit remaining.  Click to view the credit remaining.
  	Client has a tanning package with at least one session remaining.  Click to view the number of sessions remaining.
  	Client has reward points available to redeem.  Click to view details on how the client earned the reward points.

  Action Buttons

  The Action buttons allow you to transfer a client's name into the Paying Client field.

  Button	Description
  	Click to display the Quick Search window so you can search for a client's profile by entering a partial name, telephone number, gift certificate number, or email address.
  	Click to display the Client Information window so you can define a profile for a new client.
  	Click to display the Client History window so you can view the transaction history for the client entered in the Paying Client field.
  	Click to display the Central Office Client Information window so you can access the profile for a client registered at another location.  This button only displays if you are using Central Office.

   

• Transaction Options Section

  The Transaction Options section features options you can select to change the tax, receipts, and reward points for a transaction.

  

  Following are descriptions of the options available.

  • No Product Tax = Select to prevent sales tax from being charged on products.
  • No Service Tax = Select to prevent sales tax from being charged on services.
  • Receipt = Select to print a receipt for the transaction.
  • Gift Receipt = Select to print a gift receipt for the transaction.
  • Invoice = Select to print an invoice for the transaction.
  • Points = Select to allow the client to earn reward points on the transaction.
  • Mail Order = Select for mail order transactions.  When you select this option, the following fields display so that you can define the tax to charge based on the state where the client lives.

  

   

• Line Item Table

  The Line Item table allows you to enter details for the services the client received and/or the products the client is purchasing.  When you ring up products and services together, you must enter each item on a separate line.

  Tip:  If you right-click on a client's appointment on the Appointment Book and select Ring-Up/Check-Out, the services they received display automatically in the Line Item table.

  

  Following are descriptions of the fields.

  • # = Millennium assigns each item to a different line on the transaction and the # field displays the line number assigned to the item.
  • Client = Used to enter the name of the client who received the service or the client purchasing the product.  The name of the client entered in the Paying Client field displays in the Client field by default.
  • Employee = Used to enter the name of the service provider or the employee to credit for the product sale.  If you select to ring-up an appointment from the Appointment Book, the name of the service provider displays in the Employee field.  If you are ringing up products and the client has a primary employee defined in their client profile, the name of the primary employee displays in the Employee field.

  • Type = Used to select an appointment type if you are ringing up a service.  If you select to ring-up an appointment from the Appointment Book, the appointment type selected when the appointment was scheduled displays.
  • Service = Used to enter the service the client received.  If you select to ring-up an appointment from the Appointment Book, the scheduled service(s) display in the Service field(s).  To enter a service, double-click in the field, select the service, and then click OK.
  • Product = Used to enter the product the client is purchasing.  To enter a product, double-click in the field, select the product, and click OK.
  • Quantity = Used to specify the quantity of the item that the client is purchasing.
  • Disc = Displays a symbol to indicate the type of discount applied to that line of the transaction.  If you apply multiple discounts, the symbols display in the order you applied each discount.  

  Following are descriptions of the symbols that display in the Disc field.

  • $ = Dollar off discount.

  • % = Percentage off discount.

  • C = Coupon discount.

  • E = Employee price.

  • P = Package price (indicating the item is from a package/series).

  • S = Special price.

  • Unit Price = Displays the price charged for one item after discounts were applied.
  • Line Total = Displays the total price charged for all items on that line (Quantity * Unit Price).

   

• Discount Options Section

  The Discount Options section features a number of buttons that allow you to apply a coupon/discount or redeem items from a package/series.  Select a product or service to activate these buttons.

  

  Button	Description
  Delete Line	Click to remove the selected line from the ticket.
  Undo Disc	Click to remove the last discount applied to the selected line.
  Multi-Line Disc	Click to display the Multi-Line Discount window so you can apply a coupon/discount to multiple lines on the ticket.
  Discount	Click to display the Single Item Discount window so you can apply a coupon/discount to the selected line.
  Emp Price	Click to change the price of the item on the selected line to the employee price.
  Use Pkg/Series	Click to display the Pkg/Series Containing window so you can redeem an item from a package/series.
  Split Line	Click to display the Split Line window so you can define a split commission for the selected item.

  Once you apply a coupon or discount, the discount the client is receiving displays in the Discounts field in the bottom right corner of the Register.

  

   

• Liabilities Section

  The Liabilities section features buttons that allow you to sell a membership, gift certificate, package, or series, or process an account payment.

  

  Button	Description
  Membership	Click to display the Membership Sale window so you can sell the client a membership.
  Accnt Paymt	Click to display the Account Payments window so you can process an account payment.
  Gift Certif	Click to display the Gift Certificates window so you can sell the client a gift certificate.
  Pkg/series	Click to display the Pkg/series Purchase window so you can sell the client a package/series.
  Tanning	Click to display the Tanning Package Sale window so you can sell the client a tanning package. Note:  This button only displays if you selected "YES" for the Show Tanning Button preference on the Business Information window.  Click here for instructions on how to configure this preference.

   

• Transaction Totals Section

  The Transaction Totals section displays grand totals for the items that the client is purchasing.  If you are processing a refund, the refund amount displays in this section.

  

  Following are descriptions of the fields in the Transaction Totals section.

  • Pkg Adjustments = Total value of the items from a package or series that are being redeemed.
  • Subtotal = Pretax total for the transaction.
  • Tax = Sales tax for the transaction.
  • Refunds = Amount you are refunding back to the client.
  • Total Due = Balance due by the client.

   

• Action Buttons

  The action buttons on the Register allow you to finalize or change the status of a transaction.

  Button	Description
  Refund	Click to display the Refunds window so you can process a refund.
  Hold	Click to place the transaction on hold for completion later.
  Return	Click to display the Clients ON HOLD window so you can reopen a transaction on hold.
  Sale	Click to display the Payment Types window so you can collect payment and finalize the transaction.
  No Sale	Click to cancel the current transaction and start a new transaction.
  Void	Click to void the transaction and process a refund for the amount paid by the client.  This button is only active if you have reopened a previous transaction from the Transaction Listing tab.
  Touch	Click to open the Register Touch Screen Entry window so you can use the touch screen interface.
  Notes	Click to open the Notes window so you can enter notes about the transaction.
  Close	Click to close the Register without starting or completing a transaction.

   

• Register Timer

  If you have the Show Timer in Register option selected in your user login record, a timer displays on the Register to show the time taken to complete the current transaction.  

  

  Tip:  You can track the time taken to complete Register transactions using the Front Desk Productivity reports.  Refer to the Reports User Guide for more information on the Front Desk Productivity reports.

   

• Status Bar

  The Status bar displays real-time statistics for transactions completed since you opened the Register.

  

  Statistic	Description
  Transactions	Number of transactions completed since you opened the Register.
  On Hold	Number of transactions placed on hold.  Click this statistic to view details for the transactions on hold.
  Checked In	Number of clients checked in for their appointment.  Click this statistic to view details for the clients checked in.
  Running Late	Number of clients more than 15 minutes late for their appointment.  Click this statistic to view contact details for the clients running late.
  Due to Check In	Number of clients with an appointment due to start within the next 15 minutes.  Click this statistic to view details for the clients due to arrive.
  Not Checked Out	Number of clients checked in for a time longer than their estimated appointment length but not checked out.  Click this statistic to view details for the clients not checked out.
  On Break	Number of employees punched out for a break.

   

Transaction Listing Tab

The Transaction Listing tab allows you to adjust completed transactions and reprint receipts.

• Search Filters Section

  The Search Filters section features search tools to locate transactions meeting specific criteria, such as the transactions during a specific date range.

  

  Locating a Transaction

  Complete the following to locate a specific transaction.

  1. In the Include section, select the type of transactions to include in the search results:

  • Completed = Select to include completed transactions.

  • On Hold = Select to include transactions that were placed on hold.

  • Mail Order = Select to include mail order transactions.

  • Void = Select to include voided transactions.

  • Created By = Select an employee to only include the transactions performed by that employee or leave the field blank to include the transactions performed by all employees.

  2. In the Show Transactions between fields, select dates and times for which to view transactions.
  3. Click Show.

   

• Search Results Section

  The Search Results section displays information for the transactions matching the criteria specified in the Search Filters section.

  

  Following are descriptions of the fields.

  • Ticket # = Identifying number assigned to the transaction.

  Tip:  This number uses the "YYYYMMDDNNNN" format, where "YYYY" is the year, "MM" is the month, "DD" is the day, and "NNNN" is a sequential number.

  • Date Time = Date and time when the transaction was saved.  For completed transactions, this is the date and time when someone finalized the transaction.  For on hold transactions, this is the date and time when someone placed the transaction on hold.
  • Paying Client = Name of the client entered in the Paying Client field when the transaction was created.
  • Payment Method = Displays how the client paid for the balance due.
  • Created By = Name of the employee that created the transaction.
  • Date/Time = Date and time when the transaction was saved.  For completed transactions, this is the date and time when someone finalized the transaction.  For on hold transactions, this is the date and time when someone placed the transaction on hold.
  • Last Chg By = Name of the employee that last updated the transaction.
  • Date/Time = Date and time when the transaction was last updated.

   

• Transaction Detail Section

  The Transaction Detail section displays information for the transaction selected in the Search Filters section.

  

  Following are descriptions of the fields.

  • Line = Millennium assigns each item sold to a different line on the transaction and the Line field displays the line number assigned to the item.
  • Client Name = Name of the client that received the service or the name of the client that purchased the item.
  • Employee = Name of the service provider or the name of the employee credited with the sale.
  • Type = Type of sale/charge

  • P = Product

  • K = Package or series

  • M = Membership

  • S = Service

  • T = Sales Tax

  • Description = Description of the item sold/charged.
  • Quantity = Quantity of the item sold.
  • Price = Price charged for one item after discounts were applied.
  • Total Price = Total price charged for all items on the line (Quantity * Unit Price).

   

related links

Payment Types Window Overview

Daily Tasks - Register

Exploring Millennium