Making a sale

You can sell products, packages, Purchase Options, Events, or gift cards to clients through your store. Additionally, you can apply adjustments and discounts (such as quantity or cost adjustments, discount codes, and percentage or dollar discounts) to items in the shopping cart.

Shopping carts will automatically save their contents for a specific client. For example, if you add three items to a client’s shopping cart and then select a new client, an empty shopping cart for the new client will be displayed. When you go back to the original client, you will see the three items still in their shopping cart. Up to six client shopping carts can be saved at any given time, as well as one walk-in shopping cart. Saved shopping carts will be cleared when you log out of WellnessLiving.

In multi-location businesses, revenue from completed sales is assigned to a specific location in WellnessLiving. For more information, see FAQ: How is location revenue tracked?

To add a gift card to the shopping cart, you will have to perform additional actions. For more information, see Selling a gift card.

NoteOnly a single gift card can be used at checkout.

NoteWalk-ins can only purchase products and gift cards.

NoteAn Event can only be sold in the store if the appropriate purchase rules have been set up for the Event.

NoteIf you apply one discount to an individual item in the shopping cart, then apply another discount to the entire cart, the discount on the individual item will first be subtracted from the original price of the item to calculate the cart’s subtotal, and then the discount applied to the entire cart will be subtracted from the subtotal to calculate the cart’s total.

For example, if item 1 in the cart has a price of $100 and a discount of 20% is applied to the item and item 2 in the cart has a price of $20, the subtotal for the cart will be $100. Then, if a discount of 5% is also applied to the entire cart, the cart’s total will be $95.

For more information on applying discounts to individual items in the shopping cart, see Managing items in the shopping cart.

To make a sale:

  1. Click the App Drawer button .
  2. In the App Drawer, click Store.
  3. Under Location, select the location to which the sale should be assigned. This option is only available if the Staff members must select a location at checkout store setting is turned on. If this option is not available, the sale will automatically be assigned to the location you are currently signed in to.
  4. Select the client to whom you are making the sale in one of the following ways:
    • To select an existing client, in the SEARCH OR ADD CUSTOMER box, type the client’s name, and then select the client.
    • To create a new client, click Add Client to create a new client profile, and then select the client.
    • To make the sale anonymous and not have it associated to a client profile, click Walk-In.
  5. Under Products and Services, search for and select the item you want to sell, and then click Add to cart. If you are using a barcode scanner, you can also scan the product to add it to the cart.
  6. Add other items to the shopping cart, as required.
  7. Apply any changes to items in the shopping cart. For more information, see Managing items in the shopping cart.
    • To remove all items from your shopping cart, click CLEAR CART. In the confirmation popup, click YES.
    • If you want to redeem the client’s rewards points, click the Eligible Rewards field and select the appropriate option from the list. Click Apply $[dollar value] Off to apply the eligible rewards to your cart.
    • To redeem a coupon or apply a dollar or percentage discount, choose one of the following options:
      • Click the Coupon button and enter the discount code, then click the Approve button .
      • Click the Percent button  and enter a discount percentage, then click the Approve button .
      • Click the Dollar button  and enter a discount value, then click the Approve button .
    • If tips are enabled in your store settings and the client wants to leave a tip, enter the tip amount in the Tip field of the shopping cart.
  8. Click Proceed to Checkout.
    • If the item in the shopping cart is a Purchase Option with a contract, click Sign Contract.
    • Click one of the following options:
      • Customer declines – The customer does not want to sign the contract and the purchase is canceled.
      • Customer Agrees – The customer provided their signature and will continue with the purchase. If you select this option, the customer must provide their signature under SIGNATURE OF PARTICIPANT AND/OR LEGAL GUARDIAN/PARENT OF PARTICIPANT.
        • If the customer will be using a signature pad to provide their signature, click USE SIGNATURE PAD.
      • Skip Contract – The customer will not sign the contract, but they will continue with the purchase.
  9. Select each payment method the client wants to use, such as Virtual Terminal, Card Swiper, or Cash. In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required. If you select Gift Cards, you must enter the required code, and the amount on the gift card will be entered automatically.
    • If surcharges are enabled in your store settings and you want to change the surcharge amount, enter the desired surcharge amount in the Surcharges field. The amount you enter will only apply to this transaction. If the client is purchasing an item with auto-renewal or other auto-payments, future charges will include the original surcharge amount.
      • If you do not want the client to pay a surcharge for this transaction and any future auto-renewal or other auto-payments on items in this transaction, under the payment method, set the Charge client a $[value]% processing fee option to OFF.
  10. Click Complete. The sale is complete.
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