Employee Essentials in Salon & Spa / Checkout

Description: Review the various functions an employee may use in Salon & Spa / Checkout, including Opening a New Cash Drawer, Time Clock, X Reports, and Register. 

• Opening a New Cash Drawer
• Time Clock
• X Reports
• Register

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Opening a New Cash Drawer

1. To open a cash drawer, click the Additional Options button at the bottom of the register screen.
2. Select Open Drawer from the pop-up menu.
3. Enter the drawer amount by adding the quantity of each bill type individually on the left side of the screen OR enter the Drawer Count Total if you do not need to keep track of individual bills. Press Open Drawer when complete.

Time Clock

Clocking In/Out

1. Select the Time Clock module from the left side of the screen.
   
2. Choose your name from the list of employees, then select Clock In to clock in or Clock Out to clock out. Finally, enter your PIN code to complete the action.

X Reports

On an X Report, the system includes the following information:

• # of Transactions - The amount of sales completed by that employee
• Products - Total amount of sales for products (cash and card)
• Services - Total amount of sales for services (cash and card)
• Commissions - Total commissions the employee earned during that shift
• Tips - Total amount of tips received by that employee during the shift
• Total Time - Total hours the employee worked during the shift
• Total Wage - Total amount of wages earned by the employee during their shift

To generate an X Report, click the Additional Options button at the bottom of the register screen and choose X Report.

Enter your Employee PIN and press Done. Afterward, the report should print from the receipt printer.

Register

Completing a Sale

From the register screen, add all appropriate products/services to the ticket.

Item functions & discounts

Once an item is added to the ticket, you can select it to populate details that can then be edited or remove the item from the order entirely. For example, from this screen, you can adjust the price, change the quantity on hand, add a salesperson to the item or entire order for commission purposes, or apply a discount to the item. Press Done once any changes are made or Cancel to return to the main Register screen without saving your changes.

Selecting a Customer

You can add a customer to a ticket by pressing Add Customer and selecting the customer from the list on the right. If this is a new customer, press the Customer PLUS (+) button in the top right.

Enter the new customer’s information. The only required fields are First name, Last Name, and Phone Number. Press Save when you’re done.

You’ll see the Customer’s information to the right and their name added to the ticket on the left. Select CLOSE or press the Menu tab at the top right to continue adding items to the ticket. If you’ve selected/created the wrong customer, you can press the circular X button to the left of CLOSE.

Ticket Discount

To add a discount to the entire ticket, press Discount from the bottom of the ticket.

Select the proper discount from the list or click Manual to add a custom amount. To apply the discount, press SAVE.

Payment

Once all items have been added, press the Charge button at the bottom of the ticket.

Paying with Cash

If the customer is paying with exact change, you can press the Cash button to complete the transaction.

If they do not have exact change, enter the amount in the Tender Amount field and press Cash. Alternatively, you can choose one of the predetermined denominations on the bottom left for a quicker transaction. ($20, $50, $100, etc.)

Tipping

Once all items and services are applied to the transaction, ask the customer what tender type they will use to complete the sale. This determines how the system applies the tip.

Cash Sales

1. From the Menu button on the bottom of the screen, select Tips.
2. A list of all employees opens to the right of the transaction.
3. Tap on the employee who the customer would like to tip and enter a dollar amount.
4. If more than one employee is tipped for one transaction, select the next employee to be tipped and apply the amount.
5. Once everyone is tipped accordingly, select Done. If this is completed correctly, you should see your transaction total change.

Credit Sales **This method is for only ONE employee receiving a TIP**

From the credit card terminal - Once you select Credit/Debit Card as your tender type, the SP30 asks the customer if they would like to add a tip. Select 2. Yes to apply the tip. The following screen asks what amount the customer would like to add, 15%, 18%, 20%, or custom. Select the amount, and the system will add that to the transaction.

If more than one employee is being given a tip, you must apply the tip amount beforehand in the same way as described in the CASH SALES section above. Once the tips are added to the transaction, you may continue to complete the credit card sale.