How do I process a transaction using the Point of Sale tool?

How do I process a transaction using the Point of Sale tool?


Processing a transaction in the point of sale tool is very similar to the experience of the customer purchasing a ticket. First, log in to your administrator portal, and access your department by clicking GO TO DEPARTMENT and navigating into the department for which you'd like to sell.



1. Click the $ from the left side functions bar to enter the Point of Sale tool.



2. Find the event and date you would like to sell from either the View By Date or View By Event tab, or the items, packages, and campaigns by scrolling down. Click "Select Qty"/"Select Seats"/"View" next to said option.
    

3A. For event sales where you are using reserved seating, select the seat(s) and on the right review section, adjust prices as needed.







3B. For event sales where you are using general admission, select the ticket number(s), and on the right review section, adjust prices as needed.

 





3C. For items, packages, or donation campaigns, use the "+ ADD" button to select the option.



4. Once you have your option chosen, you can either click ADD TO CART to be brought into the review page, or click CASH or CARD under Express Checkout to skip the shopping cart review page. If you click CASH or CARD under Express Checkout, you'll be brought directly to step 6. 

 






 

5. If you clicked ADD TO CART and chose to review the order first, you'll now be in the order view page- the shopping cart. Make any edits you need here. Then based on the customer's payment method, select either CASH or CARD above order summary, then CHECK OUT when you are ready to process the payment.

(Note that you must select Cash or Card before moving in to the checkout screen, as your tickets paid via cash or card may incur different fees). 




6. Now you are in the checkout window. Enter the necessary information on the left, choose your delivery method under the Order Summary, and then click PROCESS TRANSACTION to complete the transaction.






The transaction is complete! You can now go into the order or return to the home page of the Point of Sale tool. If you have sold only one event and date in the order, you can click Quick Sale and will be brought directly into step 3.



 

 



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