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Wiki source code of How To Process A Purchase

Last modified by Isaac Mejia on 2026/06/08 20:03
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3 == Accessing the Point of Sale ==
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5 [[image:1602748480.png]]
6 To access the **Point of Sale** you will first log into **Club Advantage**.
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8 Once logged into **Club Advantage** you will land on the **Operations**page, where you will see 3 links for the **Point of Sale**: **Purchases**,**Returns**, and**Settings (Manage POS)**.
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10 Please select the **Purchases**link.
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12 == How to Process a Purchase - Purchase Tab ==
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14 [[image:1602682960.png]]
15 We are now going to start to process a purchase in **Point of Sale**.
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17 First thing we need to do is select a **Product to Purchase**. Run your mouse to a **Product**under the **Product** sections and **Click** on it.
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19 It will then move to the **Shopping Cart** section.
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21 Once a **Product** in in the **Shopping Cart**you can adjust the **Quantity** by placing changing the number under the **Quantity** field.
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23 You can also **Discount** the item as well by placing either a dollar amount or percentage under the **Discount** fields.
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25 Once all **Products** are ready to be purchase please select **Process** **Order**.
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27 == How to Process a Purchase - Purchasing Order Screen ==
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29 [[image:1602486390.png]]
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31 [[image:1602682969.png]]
32 Once you select the**Process Order** button the **Process Purchase** screen appears. This screen is where you will assign purchases to members, double check you product and sub totals, apply a payment method, adjust you receipt message and submit your order. We will be going into detail over sections.
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34 * Tracking POS Transactions:
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36 If you need to assign a purchase to a members account. You will select the **Magnifying Glass** icon in the top left hand corner. A search screen will appear allowing you to find the members account you wish to attach the purchase to. Their **Member ID** and **Name** will appear. By doing this this will allow you to charge a product to a members account and use credits on the members account for purchase.
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38 * Product:
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40 This section is where you will double check to make sure all **Products** and **Totals** are correct.
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42 * Payment Method:
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44 This is where you will place how the customer is paying for the product. You can have multiple **Payment Methods** to process a purchase. Below we will go over all **Payment Method** Options.
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46 **Cash:** Any **Cash** taken for a purchase. Please type the amount you have taken in the**Cash** amount field
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48 **Check:**If a customer is paying by **Check**. Type the amount you have taken in the **Check** amount field. Also a number field will appear under the **Payment Details** section. Please place the **Check** number in this field
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50 **Credit Card (Processed at Club):** If your facility has a **Credit Card**machine processed by merchant services this is where you will track that payment. Type the amount you have taken in the **Credit Card**field. After that select the drop down under **Payment Details** and select type of card you are processing.
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52 **Instant Pay:** If you need to process a **Debit or Credit Card** through eFit Financial you will select this choice. Type the amount you will need to process under the**Instant Pay** amount field. Once that happened a blue link will appear under **Payment Details**. Select that link and enter in the **Card information** and the select **Done Entering in Card** to verify the card you are using is valid. Once that occurs it will then forward you back to the **Process Purchase** screen
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54 **Gift Certificate:** If your facility sells **Gift Certificates** and if a customer decides to use it you will select this choice. Type the amount you are taking in the **Gift Certificate** field.
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56 **Charge to Members Account:** If you would like to charge a members account for any **POS** product, select this choice. Type the amount you would like to be charged under the **Charge to Member** amount field. If a member has a **Debit/Credit Card or EFT** account that is on file for dues it will then charge that payment method as soon as the purchase is submitted. If your member is on a **Statement** it will then add onto the amount they pay for dues. If your member is on a **Coupon** payment method or a **Paid in Full** member you will not be able to use this selection.
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58 **eFit Credits/PrePaids:** If a member has a **POS Credit** on file for them they can use this choice to purchase their products. Type the amount you using in the **PrePaid** amount field.
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60 * Custom Receipt Message:
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62 If you would like place a message on the receipt you will change that under this field.
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64 * Back and Submit Order Buttons:
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66 If you notice something is not right with the purchase you can select the **Back** button to go back to the previous screen. When you are ready to submit your customer's purchase select **Submit Order**.
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68 Once you have gone through the process of a purchase for a customer and you select **Submit Order** you will be forwarded to the **Choose an option** screen.
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70 == How to Process a Purchase - Options screen for receipt ==
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72 [[image:1602486398.png]]
73 The **Choose an Option** screen is specifically for **Point of Sale Receipts**. Here you will be able to **Print or Email a Receipt.** Once finished you will select done to get back onto the Main Screen. This completed **How to Process a Purchase in Point of Sale**.
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75 //**If you have any questions please create a ticket or call into the Client Line at 877-772-3348.**//