Description: Explore the different ways to process a transaction in Salon & Spa / Checkout.

Begin Transaction

On the Register screen, select the List of Products & Services icon from the Function bar.
Begin a transaction by selecting a product or service or by scanning a barcode. This automatically creates a new ticket, and you can continue adding items.
To add a Customer to the ticket, select Guest Customer at the top of the ticket.
Select the desired customer from the list on the left to add them to the ticket.

Hold Transaction

To hold or pause a transaction for completion at a later time, select the Hold button at the bottom of the ticket.

This places the ticket under the list of Order Tickets.

Item Functions

When you tap on the item added to the ticket, it opens the Item Functions screen on the right, and you can edit the following:

Quantity: Using the “+” or “-” symbols, you can edit the quantity of the item.
- Tap on the number itself to open a number pad to enter the quantity manually.
Price: If allowed, tapping the price allows you to edit the price of the item if it differs from the pre-programmed option.
Provider: Add a particular salesperson or employee to the item for reporting purposes.
- Once a provider is selected, you have the option of applying that salesperson to all items.
Apply automated discounts: Enable or disable this item to apply for discounts you’ve chosen as “automatic” when setting up that discount.
Taxable: Remove the sales tax or add the sales tax % on this item.
Tax amount: Display the amount of tax the item has.
Notes: If applicable, you can add notes regarding this particular item.
Discount: Select an available discount for a particular item.
Remove Item: Remove an item from this screen.

Total Order Discount

On the bottom left side of the screen, select Discount to apply a discount to the whole order.

When the discount screen opens, select the appropriate discount, then press Save.

On the discount screen, you also have an option for Manual discount; this allows you to discount a percentage % or dollar amount $ off the transaction.

Note: The Manual discount option is only available if enabled in the Back Office.

Add Tips to a Transaction

If desired, the Salon & Spa system has the ability to add tips to a transaction on both products and services. You can add these tips either from the Additional Options menu on the Register Screen or on the PIN Pad itself. Both are explained below.

Register

On the POS screen, you can apply tips to the whole transaction. You can add these tips to a particular provider or split them among multiple. To add or edit tips to the entire transaction, navigate to an open transaction on the Order Entry screen:

Select the Additional Options button at the bottom of the screen.
Select Tips to show all available employees listed on the right side of the screen.
Select an employee from the list, and enter the appropriate tip amount using the onscreen number pad.
Select Done when complete.
The amount is added to the ticket total and is reflected in the charge amount displayed at the top of the ticket.
From here, you can complete the transaction and select the appropriate Payment Options.

Note: If multiple service providers require tips, repeat step three until all service provider tips are added.

PIN Pad

The ability to add tips to a transaction on the POS screen. The tip prompts on the PIN Pad display for the customer. To add or edit tips to the entire transaction, navigate to an open transaction on the Order Entry screen:

Select Charge to access the Payment Screen.
Select Credit/Debit from the choices available beneath the balance owed.
On the PAX SP30 PIN Pad, the following tip amount options display:
- 15%
- 18%
- 20%
- None
Select one of the choices per the customer’s preferences.
Swipe the credit or debit card through the PIN Pad to complete the transaction.

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Process a Transaction in Salon & Spa / Checkout