POS ~ Completing a transaction

POS ~ Completing a transaction

Completing a transaction with the Point of Sale. 

Complete a POS transaction by using a tablet or laptop to access the POS Preview. 



   From the Site Administration Page click the "Online Store", Point of Sale" and then select "Preview POS".







    After Clicking on Preview POS the user will enter their user PIN






  Select the device you are using to process payments.  (The Serial Number can be found on the back of the device)





  Confirm if you have a cash drawer.


(If you plan to accept cash payments adding a cash drawer can help with inventory tracking and reporting. )


If you answered Yes to having a cash drawer you will enter the amount of Cash you are stating with. 




  You will now see the list of available products and categories. This screen may vary depending on how you've categorized your POS products. 

Clicking on a Category will open the list of products within that Category. Clicking on a product will add the product to the checkout cart. 



  Continue to navigate through your subcategories until you find the products being purchased. After selecting desired products they will be added to the 
cart. (The cart will appear on the right of the screen after the 1st product is added.)
  1. Adjust the quantity if more than of the same item is being purchased
  2. Click the Trash can to remove the item from the cart.
  3. Click cancel to start over!
  4. Click Check out when you are ready to process the transaction.





     After clicking transaction a message will appear that says to follow the instructions on the Pin Pad. You will have the customer insert their Credit Card into the link 2500 device to complete this transaction. 
The Link 2500 will show the transaction amount (without the 2.00 fee)  






    • Related Articles

    • POS ~ Product Management

      Point of sale products are managed separately from your online store products. They can be housed into categories or listed without a category. Categories, Sub Categories, and products can all be managed from the Products tab under Point of Sale.     ...
    • POS ~ Device / Link 2500

      The Point of Sale card reader is a Link 2500. This device will be used to accept Credit and Debit card transactions.  The devices are set up in 2 phases. Phase one is connecting or adding the device to the Point of Sale listed on your website. Phase ...
    • POS ~ Users

      Point of sale users are very different from website users. They will only have access to the Point of Sale. The only information they need to log in is the POS URL and their log-in Pin.  The point of sale will be the school's domain /POS  for example ...
    • Cashless Campus - Transaction and Accounting Reports

      Cashless Campus/Online Store You can locate your School Store by clicking the Store icon on your dashboard or clicking Online Store from the navigation panel on the left.  Reports Transaction Report  In this section you can see details for individual ...
    • Cashless Campus - Notification Settings

      Cashless Campus/Online Store You can locate your School Store by clicking the Store icon on your dashboard or clicking Online Store from the navigation panel on the left.    Notification Settings   In this area you can set up notifications to go out ...