WEBVTT

1
00:00:01.306 --> 00:00:05.955
A sale gets more useful when you know who it is for. In this episode we attach a

2
00:00:05.955 --> 00:00:10.778
customer to a sale, create a new one, pay with store credit, and charge a sale to a

3
00:00:10.778 --> 00:00:11.591
house account.

4
00:00:13.886 --> 00:00:17.203
We begin with a sale. A medium and a large hoodie.

5
00:00:18.714 --> 00:00:24.077
At the top of the cart is Add customer. You can tap it, or press F4 on a keyboard.

6
00:00:24.077 --> 00:00:27.871
You can also scan a loyalty card with the barcode scanner.

7
00:00:29.128 --> 00:00:34.417
A list of customers opens. Type a name, an email address, a phone number or a card

8
00:00:34.417 --> 00:00:37.771
number in the search box to find one. We type Avery.

9
00:00:39.307 --> 00:00:41.422
Tap the customer to attach them to the sale.

10
00:00:43.335 --> 00:00:48.012
The customer's name now sits at the top of the cart, with their loyalty points and

11
00:00:48.012 --> 00:00:52.460
any store credit they hold. Avery is a VIP, so every line also gets a customer

12
00:00:52.460 --> 00:00:56.167
discount automatically. You can see it in green, under each line.

13
00:00:57.969 --> 00:01:02.116
Tap the name to see more. Here are their points, store credit, what they owe on

14
00:01:02.116 --> 00:01:05.842
account, how much they have spent in total, and their recent purchases.

15
00:01:07.339 --> 00:01:12.362
Store credit is money the customer holds with you, for example from a return. Close

16
00:01:12.362 --> 00:01:13.815
this window and tap Pay.

17
00:01:14.963 --> 00:01:20.135
Because a customer is attached, the Store Credit method is now available. It was

18
00:01:20.135 --> 00:01:23.820
greyed out before, with the words needs customer. Tap it.

19
00:01:24.406 --> 00:01:29.577
The register shows the store credit available. Avery has twenty five dollars. Tap

20
00:01:29.577 --> 00:01:31.875
Apply Store Credit to use all of it.

21
00:01:33.112 --> 00:01:37.755
That covers most of the sale. The remainder is a little over twenty five dollars, so

22
00:01:37.755 --> 00:01:40.353
we take the rest in cash with the exact button.

23
00:01:41.955 --> 00:01:46.951
The sale is complete. Because a customer was attached, the receipt screen tells you

24
00:01:46.951 --> 00:01:51.887
how many loyalty points they earned on this sale. In this store, that is one point

25
00:01:51.887 --> 00:01:54.355
for every dollar of the sale, before tax.

26
00:01:54.877 --> 00:01:59.337
The points are added to the customer for you. There is nothing to type. Tap New

27
00:01:59.337 --> 00:01:59.619
sale.

28
00:02:01.129 --> 00:02:04.024
Now a brand new customer. A medium hoodie first.

29
00:02:05.747 --> 00:02:09.064
Tap Add customer again, and this time, tap New.

30
00:02:10.626 --> 00:02:15.844
Type a first name and a last name. The email address and phone number are optional,

31
00:02:15.844 --> 00:02:20.181
but a receipt can be emailed if you have an address. Then tap Create.

32
00:02:21.301 --> 00:02:26.356
The new customer is saved, and attached to the sale. Their points will show next

33
00:02:26.356 --> 00:02:28.694
time. Take cash, and finish as usual.

34
00:02:30.260 --> 00:02:34.780
Some customers, such as a local business, have a house account. They take the goods

35
00:02:34.780 --> 00:02:39.301
now and pay you later. Hank House has one. We scan a large hoodie, and attach Hank.

36
00:02:41.335 --> 00:02:43.697
Tap Pay, and choose On Account.

37
00:02:45.925 --> 00:02:51.165
The screen shows what Hank already owes, his credit limit, and how much credit is

38
00:02:51.165 --> 00:02:55.887
still available. The sale fits inside the limit, so tap Apply On Account.

39
00:02:56.512 --> 00:03:01.088
No money changes hands. The amount is added to Hank's balance, and the receipt says

40
00:03:01.088 --> 00:03:05.719
On Account. If a sale goes over the limit, the register will not let you charge more

41
00:03:05.719 --> 00:03:06.987
than what is available.

42
00:03:07.137 --> 00:03:08.457
Tap New sale to finish.

43
00:03:10.170 --> 00:03:14.167
In the next episode, we take goods back, with a receipt and without one.