User Guide. Check Out

Transcription

1 User Guide Check Out

2 Table of Contents 3 Check Out NavigaAon 4 Check In / Check Out Appointments 5 Check Out > Ticket Favorites 6 Check Out > Ticket Services 9 Check Out > Ticket Products 12 Check Out > Ticket Other 14 Check Out > Ticket Payments 17 Check Out > Ticket Misc. Sale 18 Check Out > Include Unpaid Tickets 21 Check Out > Ticket RaAng 22 Check Out > Ticket PromoAon 22 Check Out > Ticket Tips 23 Check Out > Ticket > Ticket Charge BuWon 25 Reports > Ticket Details > Ticket List 26 Edit Completed Tickets 27 Completed Ticket Detail 28 Check Out List > Refunds 30 Refunds > Service Refund 33 Refunds > Product Refund 36 Refunds > Electronic Payment 39 Refunds > Client Card 40 Cash In / Cash Out STX Beacon Check Out 2

3 Check Out Navigation Home > Check Out Clicking the Check Out buwon on the Home screen will take you to a new open Acket. Assign the Acket to a new or exisang client, if desired. The Check Out List breadcrumb, when clicked, will display a list of all open Ackets for today and yesterday. A NO CLIENT open Acket will remain in Checked In status, and will display on the Check Out List page indefinitely unal the Acket is completed. When viewing or altering a Acket, use the tabs at the bowom to quickly move to other related Ticket items, including Services and Products, which will give access to the full list of items related to each corresponding area. Use the Check Out List breadcrumb to create a new Ticket, a new Membership, issue a Refund, or perform a Cash Paid In / Out transacaon. Click a Ticket # to view or complete the Acket. STX Beacon Check Out 3

4 Detailed informaaon including Visit Type and Payment Type are available on the Ticket Details report. Go to Reports > Ticket Details to find both completed and open Ackets. Click a Ticket # hyperlink in the Ticket Details list to view a Acket, a receipt, or edit a completed Acket. Check In / Check Out Appointments The Appointment List includes a new Check In / Check Out buwon, depending on appointment and Acket Status. The Check In buwon will display in blue when an appointment has not yet been checked in. When clicked, the system will 'check in' the appointment, create a Acket, and change the acaon buwon to Check Out. The Check Out buwon will display in green when the appointment status is set to checked in. When the Check Out buwon is clicked, the system will go directly to the Ticket Edit page. When the Acket is completed, no buwon will display to indicate the appointment is in Completed status. STX Beacon Check Out 4

5 Check Out > Ticket Favorites The Ticket will open with the Favorites tab open, which shows the items as determined in the Setup Ticket Preferences page. If the Acket was created from checking in an appointment, the services are already added to the Acket. Click a Service, Product, or PromoAon buwon from the Favorites tab to quickly add the item to the Acket. An interacave side Receipt shows purchased items and values, Ap amounts, tax totals, and the payment types with amount. In most cases, the Clear Sale buwon at the top of the side Receipt will clear the listed items and set the Acket total back to If the client owes an amount on their account charge balance, the side Receipt will auto- display the Received on Account item and value, but only if the Acket was created from checking in an appointment. STX Beacon Check Out 5

6 Check Out > Ticket Services The Services tab will display addiaonal services which are not part of the designated Favorites. If there are more than 20 addiaonal services, a Service Group drop- down menu will display to allow searching for a specific service. Click any Service buwon, or search for a service to quickly add to the Acket. STX Beacon Check Out 6

7 A3er selecang a Service from either the Favorites or Services tab, the Add Service popup screen will appear if more than one worker performs the selected service. Select a Worker for the service. The Price will auto- populate. Select either a PromoAon or Reward redempaon for the service. Enter service formulas in the Note field. Click Add To Ticket to add the service. Once the Service has been added, the side Receipt will display the service and appropriate value. STX Beacon Check Out 7

8 To edit or remove a service from the Acket, click the item in the side Receipt. The Update Service pop- up screen will appear. Make the desired changes. Click the Update Ticket buwon to save your changes. Click the Remove buwon to remove the service from the Acket. Click the Cancel buwon to cancel the updates. Once the Service has been updated or removed, the side Receipt will display the appropriate informaaon. STX Beacon Check Out 8

9 Check Out > Ticket Products The Products tab will display addiaonal products which are not part of the designated Favorites. If there are more than 20 addiaonal products, the SKU# field will display to allow searching for a specific product. Click any Product buwon, or search for a product to quickly add to the Acket. STX Beacon Check Out 9

10 A3er selecang a Product from either the Favorites or Products tab, the Add Product popup screen will appear. Select a Worker for the product. The Price will auto- populate. Select either a PromoAon or Reward redempaon for the product. Click Add To Ticket to add the product. Once the Product has been added, the side Receipt will display the product and appropriate value. STX Beacon Check Out 10

11 To edit or remove a product from the Acket, click the item in the side Receipt. The Update Product pop- up screen will appear. Make the desired changes. Click the Update Ticket buwon to save your changes. Click the Remove buwon to remove the product from the Acket. Click the Cancel buwon to cancel the updates. Once the Product has been added, the side Receipt will display the product and appropriate value. STX Beacon Check Out 11

12 Check Out > Ticket Other The Other tab is used for accepang Deposits, Prepayments, Received on Account, and selling Packages or Gi3s. Deposit - Enter the value of the deposit. Prepayment - Enter the value of the prepayment. Received on Account - If the client would like to add an amount to their account, or pay more than the current account charge balance, enter the value the client wishes to pay. Package - Select the appropriate Package. The Amount will auto- populate once the Package is selected. GiG - Enter the GiG Amount and the GiG Number. Both fields are required. Use the Date Selector to select the Issue Date. OpAonal fields are as follows: Recipient Worker Expires Click the Add To Ticket buwon for each item you wish to add to the Acket. The side Receipt will display the added items and values. STX Beacon Check Out 12

13 To edit or remove an item from the Acket, click the item in the side Receipt. The Update pop- up screen will appear. Make the desired changes. Click the Update Ticket buwon to save your changes. Click the Remove buwon to remove the item from the Acket. Click the Cancel buwon to cancel the updates. STX Beacon Check Out 13

14 Check Out > Ticket Payments The Payments tab will be used if the client wishes to pay with mulaple forms of payment, or a single payment other than a charge / debit card which processes electronically through the Beacon system. Click the buwon for the appropriate form of payment. STX Beacon Check Out 14

15 Edit the Amount Paid if necessary. Enter an opaonal note about the payment in the Notes field. If the payment type is an electronic payment, either swipe the card or click Manual Entry to enter the credit card informaaon without swiping. Click the Add To Ticket buwon to add the payment. As you type the Amount Paid, the Change Back value will respond and auto- calculate if the amount paid is greater than the balance due. You will always know how much change to give back before clicking the Add To Ticket buwon. STX Beacon Check Out 15

16 The payment will display in the side Receipt as a negaave value. The Prepaid Package payment type is auto- added by the system if a service is being redeemed from a package. The system will immediately recognize a service being redeemed to be part of the Package when a Package is added to the Acket. The client will only be charged for the Package value, and not the service being redeemed. Click a different payment buwon to add another payment type to the Acket. STX Beacon Check Out 16

17 Check Out > Ticket Misc Sale The tab displaying the Calculator icon will allow for any miscellaneous amount to be added onto the Acket as a Misc Sale. Use the number pad to enter any amount. Click the Add To Ticket buwon to add the Misc Sale value to the Acket. The side Receipt will display the appropriate informaaon. STX Beacon Check Out 17

18 Check Out > Include Unpaid Tickets The Ticket page has a List icon at the bowom with the other tabs that displays a modified Check Out List page when clicked. The modified Check Out List page shows all unpaid Ackets for yesterday and today. The modified Check Out List page shows all unpaid Ackets for yesterday and today STX Beacon Check Out 18

19 Check the Include checkbox next to any unpaid Acket to have it included into the Acket currently being worked on. Click the Include Unpaid Tickets buwon to conanue. Click the Cancel buwon to cancel the process. The Acket currently being worked on will re- appear with the included Acket(s) added to the receipt area. Complete the Acket by applying a full payment. STX Beacon Check Out 19

20 Go to Reports > Ticket Details to view both the included Acket and the paying Acket. STX Beacon Check Out 20

21 Check Out > Ticket Rating Emoji buwons on the bowom of the Acket page represent the Ticket RaAng. Good: smiling emoji :- ) Fair: indifferent emoji :- \ Poor: frowning emoji :- ( The Ticket RaAng may be used to describe the client s saasfacaon with their visit. The Ticket RaAng may also be used to determine if your team has met the expectaaons you ve set when checking out a client. You have the flexibility of deciding how the Ticket RaAng is to be used. When an emoji is clicked, the system will flag the Acket record with the appropriate raang. Clicking an emoji is not required to save a Acket. Each emoji can be clicked, changed and re- clicked before the Acket has been completed. The AcAvity Comparison report includes informaaon for each Ticket RaAng. STX Beacon Check Out 21

22 Check Out > Ticket Promotion The PromoLon buwon allows adding a promoaon applicable to services and/or products, for the enare Acket. SelecAng a PromoLon which is applicable to only Services will apply the promoaon to ALL services on the Acket. SelecAng a PromoLon which is only applicable to Products will apply the promoaon to ALL products on the Acket. SelecAng a PromoLon which is applicable to both Services and Products will apply the promoaon to ALL services and products on the Acket. Click the Add To Ticket buwon to apply the selected PromoAon to the Acket items. The side Receipt will display the discounted values. Check Out > Ticket Tips The Tips buwon will display Ap informaaon similar to the Ap overlay used with mobile electronic payment processing, which allows you to more easily enter a gratuity amount. Enter the Ap Amount and select the appropriate opaon from the Tip OpLons drop- down menu. Rather than typing an Amount, use one of the auto- calculate buwons: 10%, 15%, or 20%. The Ap amount will auto- calculate based on the worker s service value. Click the Add To Ticket buwon to add the Ap amount to the Acket. The side Receipt will display the Worker name and Tip amount. To add a Ap for another worker, click the Tips buwon again and select the appropriate worker. Click the Add To Ticket buwon when you re finished. STX Beacon Check Out 22

23 Check Out > Ticket Charge Button The Charge buwon will go directly to processing an electronic payment for the balance of the Acket. NOTE: You must be processing credit cards through the Beacon system. For informaaon on the First NaAonwide Payments (FNP) credit card merchant gateway or on obtaining a new First NaAonwide Payments merchant account, please contact STX So3ware. The Charge buwon will always display the balance of the Acket. Click the Charge buwon to immediately process an electronic payment for the full Acket balance, rather than using the Payments tab. STX Beacon Check Out 23

24 Edit the Amount Paid if necessary. Enter an opaonal note about the payment in the Notes field. If the payment type is an electronic payment, either swipe the card or click Manual Entry to enter the credit card informaaon without swiping. Click the Add To Ticket buwon to add the payment. Once the Acket balance is completely paid for, the Acket will immediately close and the status will be set to the Completed status. The Check Out list page will appear. STX Beacon Check Out 24

25 Reports > Ticket Details > Ticket List The Ticket Details report is an interacave list and contains informaaon on all Ackets within the date range selected. InformaAon includes cash paid in / cash paid out transacaons, the Acket #, client name, service, product, and other amounts, the Acket total, and payment type if fully paid. Navigate to Reports > Ticket Details. The OWNER login has the ability to Edit Completed Tickets for yesterday and today. Click a Ticket # hyperlink in the Ticket Details list to view a Acket, a receipt, or edit a completed Acket. STX Beacon Check Out 25

26 Edit Completed Tickets Click the Edit buwon. NOTE: Only the OWNER login will have access to the Edit buwon. When the Ticket Edit page appears, add any necessary items which were not part of the original Acket. The following areas can be edited: Services All areas on the Services tab can be edited. Products All areas on the Products tab can be edited. Other Items that were not part of the original Acket must be added using a new Acket. Only specific areas on the Other tab can be edited. Deposit Deposits exisang on the original Acket cannot be edited or removed. Gi3 Edits to the Worker, Gi3 Number, Gi3 Issued, and Gi3 Expires are allowed. Gi3s exisang on the original Acket cannot be removed. Package Packages exisang on the original Acket cannot be edited or removed. Prepayment Prepayments exisang on the original Acket cannot be edited or removed. Received on Account Received on Accounts exisang on the original Acket cannot be edited or removed. Tips All areas on the Tips tab can be edited. Payments All areas on the Payments tab can be edited, unless the payment type has to do with either an Electronic Payment or the Account Charge. STX Beacon Check Out 26

27 Completed Ticket Detail The Completed Ticket Detail page is only displayed when a Completed (fully paid) Acket hyperlink is clicked from the Acket list page. The Completed Ticket Detail page is read- only and displays only the informaaon from each tab on the Acket where informaaon has been added, as well as Rewards informaaon. 1. If the Acket meets the criteria for Rebook, then the buwon will say Rebook. If the Acket does not meet the criteria for Rebook, then the buwon will say Book Appt. 2. Click Print Receipt to print a receipt. Print Receipt will display only when a receipt printer is connected to the computer using the Beacon Mac App. 3. Click Receipt to a copy of the Completed Ticket Detail page to the client. The Client Name is displayed with the Client , if the client has a primary address on file. If the client does not have a primary address on file, the Client field will be blank. Feel free to enter or edit the address. The client card will NOT be updated with what is entered. Consider the Client field as a one- Ame use address. STX Beacon Check Out 27

28 Check Out List > Refunds Refunds can only be issued to exisang clients. To begin the refund process, go to Check Out > Check Out List. The Ticket List will appear. Click the Refunds buwon. The following page will appear - type part or all of the client s First name, Last name, Primary Phone, Mobile Phone, or Primary address to search for a client. Click the Search buwon. A list of possible matches will appear. Click the appropriate name. STX Beacon Check Out 28

29 Click the client Full Name hyperlink to view the client card. Select the appropriate Refund Type from the drop- down menu. The opaons are Service, Product or Electronic Payment. In the Refunded By field, enter either your iniaals or informaaon relaang to the worker who is issuing the refund. Select from History displays the last 30 days for Service and Product refunds, but allows changes. Select the dates for when the item being refunded was originally sold. Select from History displays the last 90 days for Electronic Payment refunds and does not allow changes. Click Search to see the items originally sold during the selected date range. STX Beacon Check Out 29

30 Refunds > Service Refund Select Service as the Refund Type. All services completed during the specified date range will appear in a list. Check the Select checkbox next to the service being refunded. STX Beacon Check Out 30

31 If the service was originally taxed, the Taxable checkbox will be checked and the Tax value will display. Change the Amount to reflect the refund value of the service. Uncheck the Deduct From Worker checkbox if you do NOT wish to have the refund value amount deducted from the worker s service sales total. Once a service is selected, the Refund To secaon will appear. The original Payment Type used to pay for the service being refunded will be listed, along with the Original Payment Amount. The opaon to refund to the client s Account Charge allows for adding the refund value to the account charge balance as a way of giving the client a store credit. ImplementaAon for the reversal (refunding) of electronic payments based on the Merchant Gateway seungs for Company occurs upon save. If the Company's current payment gateway seung does not match the one used by the original transacaon, an automated electronic reversal is not possible. *Note: The Payment gateway prevents a reversal on stored credit card token. Adjust the Amount to Refund for Payment Type to reflect the refund value. If a Cash Drawer is configured for the computer/device being used to issue the refund, the Cash Drawer informaaon will display to indicate which drawer is being affected by the refund. Click Save to complete the Refund transacaon. Click Cancel to discard the Refund transacaon. The Refund transacaon will appear in the Tickets List a3er checking the Show Completed Tickets checkbox. The Service Refund will display a negaave value. Click the Ticket # hyperlink to view the Completed Ticket Detail. STX Beacon Check Out 31

32 The Service Refund completed Acket detail will display all refund amounts as negaave values. If the client has an acave Rewards seung, and the client had originally earned points for the completed service and/or Acket, the system will remove the previously earned points from the client s balances. The Rewards > Earned informaaon displays the removed points as negaave values. Click Rebook, OK, or Receipt. If the Acket meets the criteria for Rebook, then the buwon will say Rebook. If the Acket does not meet the criteria for Rebook, then the buwon will say Book Appt. STX Beacon Check Out 32

33 Refunds > Product Refund Select Product as the Refund Type. All products purchased during the specified date range will appear in a list. Check the Select checkbox next to the product being refunded. NOTE: If you are refunding more than one type of product, a new Refund transacaon will need to be created for each product being refunded. STX Beacon Check Out 33

34 If the product was originally taxed, the Taxable checkbox will be checked and the Tax value will display. If the client purchased mulaples of the same product, change the QuanLty to reflect the number being refunded. Change the Amount to reflect the refund value of the product. Uncheck the Deduct From Worker checkbox if you do not wish to have the refund value amount deducted from the worker s product sales total. Uncheck the Return to Inventory checkbox if you do not wish to have the product added back into the inventory stock. Once a product is selected, the Refund To secaon will appear. The original Payment Type used to pay for the product being refunded will be listed, along with the Original Payment Amount. The opaon to refund to the client s Account Charge allows for adding the refund value to the account charge balance as a way of giving the client a store credit. ImplementaAon for the reversal (refunding) of electronic payments based on the Merchant Gateway seungs for Company or Worker occurs upon save. If the Company or Worker's current payment gateway seung does not match the one used by the original transacaon, an automated electronic reversal is not possible. *Note: The AnywhereCommerce gateway for First Na?onwide Payments prevents a reversal on stored credit card token. Adjust the Amount to Refund for Payment Type to reflect the refund value. If a Cash Drawer is configured for the computer/device being used to issue the refund, the Cash Drawer informaaon will display to indicate which drawer is being affected by the refund. Click Save to complete the Refund transacaon. Click Cancel to discard the Refund transacaon. The Refund transacaon will appear in the Tickets List a3er checking the Show Completed Tickets checkbox. The Product Refund will display a negaave value. Click the Ticket # hyperlink to view the Completed Ticket Detail. STX Beacon Check Out 34

35 The Product Refund completed Acket detail will display all refund amounts as negaave values. If the client has an acave Rewards seung, and the client had originally earned points for the completed service and/or Acket, the system will remove the previously earned points from the client s balances. If the client had redeemed points on the original purchase, the system will add the previously used points to the client s balances. The Rewards > Earned and Used informaaon displays the removed or added points as negaave values. Click Book Appt, OK, or Receipt. If the Acket meets the criteria for Rebook, then the buwon will say Rebook. If the Acket does not meet the criteria for Rebook, then the buwon will say Book Appt. STX Beacon Check Out 35

36 Refunds > Electronic Payment Select Electronic Payment as the Refund Type. All electronic payments processed for the client during the date range will appear in a list. Check the Select checkbox next to the electronic payment being refunded. NOTE: If you are refunding more than one electronic payment, a new Refund transacaon will need to be created for each electronic payment being refunded. STX Beacon Check Out 36

37 Once a electronic payment is selected, the Refund To secaon will appear. The original Payment Type used for the electronic payment being refunded will be listed, along with the Original Payment Amount. The opaon to refund to the client s Account Charge allows for adding the refund value to the account charge balance as a way of giving the client a store credit. ImplementaAon for the reversal (refunding) of electronic payments based on the Merchant Gateway seungs for Company or Worker occurs upon save. If the Company or Worker's current payment gateway seung does not match the one used by the original transacaon, an automated electronic reversal is not possible. *Note: The AnywhereCommerce gateway for First Na?onwide Payments prevents a reversal on stored credit card token Adjust the Amount to Refund for Payment Type to reflect the refund value. If a Cash Drawer is configured for the computer/device being used to issue the refund, the Cash Drawer informaaon will display to indicate which drawer is being affected by the refund. Click Save to complete the Refund transacaon. Click Cancel to discard the Refund transacaon. The Refund transacaon will appear in the Tickets List a3er checking the Show Completed Tickets checkbox. The Electronic Payment Refund will not display any values as the Tickets List doesn t display any payment totals. Click the Ticket # hyperlink to view the Completed Ticket Detail. STX Beacon Check Out 37

38 The Electronic Payment Refund completed Acket detail will display the refund amount as a negaave value. The Electronic Payment Refunds secaon contains the Ticket # for the Acket where the original electronic payment occurred. Click Book Appt, OK, Print Receipt (if a receipt printer is being used) or Receipt. If the Acket meets the criteria for Rebook, then the buwon will say Rebook. If the Acket does not meet the criteria for Rebook, then the buwon will say Book Appt. STX Beacon Check Out 38

39 Refunds > Client Card Service refunds display on the client card > Service Log as negaave values. The Notes icon, when clicked, will display the word Refund. Click the Ticket # hyperlink to view the Refund Completed Ticket Detail. Product refunds display on the client card > Product Log as negaave values. Click the Ticket # hyperlink to view the Refund Completed Ticket Detail. Electronic Payment refunds do not display on the client card. STX Beacon Check Out 39

40 Cash In / Cash Out Keep track of your Cash more easily with the Cash In / Out opaon. Go to Check Out > Check Out List and click the Cash In / Out buwon. The following page will appear: Type - Select whether the transacaon is Cash Paid In or Cash Paid Out. Cash Drawer - The drawer assigned to the computer / mobile device will display. TransacLon By - Enter the iniaals or PIN for the worker performing the transacaon. This is a required field. Amount - Enter the Amount of the cash either being Paid In or Paid Out of the drawer. From - Enter where the cash is either coming From or going To. Reason - Enter the reason for the addiaon or removal of the cash. STX Beacon Check Out 40

41 View all Cash In / Out transacaons by going to Reports > Daily Cash Drawer. The details for each transacaon will be listed. The Daily Total Sheet and Daily Cash Drawer reports will include the Cash In / Out transacaons per each date selected for the reports. STX Beacon Check Out 41