Sale & Appointment

Appointment

Step 1: Click “APPOINTMENT BOOK” Step 2: Select the date Step 3: Select the time that customer want to booking Step 4: Click “EMPLOYEE OPTION” Step 5: Select the employee Step 6: Click and select the programme Step 7: Enter the customer name Step 8: Click “ADD” Last update: April 2021
Step 1: Click “APPOINTMENT BOOK” Step 2: Select the time slot you want to put Step 3: Fill in the customer appointment details Step 4: Click “ADD” The appointment is added successfully in the same time slot. Last update: April 2021
Step 1: Click “APPOINTMENT BOOK” Step 2: Click the time slot Step 3: Click “EMPLOYEE OPTION” Step 4: Select the employee want to change Step 5: Select the programme want to change Step 6: Click “SAVE” Step 7: Long click the appointment block and hold for 1 ~ 2 second Step 8: Drag and drop the appointment block to the time slot you want Last update: April 2021
Step 1: Click “APPOINTMENT BOOK” Step 2: Click the time slot Step 3: Click “DETAILS” Step 4: Select the date want to change Step 5: Click “LEAVE OPEN” Last update: April 2021
Step 1: Click “APPOINTMENT BOOK” Step 2: Click the time slot Step 3: Click “DETAILS” Step 4: Click “VOID” Last update: April 2021
Step 1: Click “APPOINTMENT BOOK” Step 2: Click the time slot Step 3: Click “STATUS OPTION” Step 4: Select the status want to change Step 5: Click “SAVE” Last update: April 2021
Step 1: Click “SETTING” Step 2: Click “PROGRAMME” Step 3: Click “NEW” Step 4: Fill in programme details Step 5: Click “SAVE” Last update: April 2021

Sale Ticket

Step 1: Click “ADD SALE TICKET” Step 2: Click and select the “EMPLOYEE” Step 3: Click “SET” Step 4: Enter the customer name / code / phone number to search Step 5: Select the product / service / package / coupon Step 6: Click “PAY” Step 7: Select the payment method and enter the amount customer paid Step 8: Click “CHECK OUT” Step 9: Click “CONFIRM” Step 10: Click “PRINT” to print Step 11: Click “NEW” to add new order Last update: April 2021
Step 1: Select the item Step 2: You can make the changes if needed Step 3: Click “OK” Last update: April 2021
Step 1: Click “SALE TICKET LIST” Step 2: Select the sale ticket record Step 3: Click “EDIT” Step 4: You can make the changes if needed Step 5: Payment details can change also Step 6: Click “CHECK OUT” to check out again (*This will not cause the system generate two sale ticket) Last update: April 2021
Step 1: Click “SALE TICKET LIST” Step 2: Select the sale ticket record Step 3: Click “EDIT” Step 4: Click “VOID” Last update: April 2021
Step 1: Click the “EMPLOYEE” Step 2: Choose the employee and click “SET” Step 3: Enter the customer name / code / phone number to search Step 4: Click “USE PREPAID” Step 5: Select the sesion package and enter the quantity Step 6: Click “ADD & CLOSE” Step 7: Click “NO SALE” Last update: April 2021
Step 1: Click the “EMPLOYEE” Step 2: Choose the employee and click “SET” Step 3: Enter the customer name / code / phone number to search Step 4: Click “USE PREPAID” Step 5: Select the credit package and enter the use quantity Step 6: Click “ADD & CLOSE” Step 7: Search the item by item name / type / section / category and select the item Step 8: Click “ADD & CLOSE” Step 9: Click “NO SALE” Last update: April 2021
Step 1: Click “💲” Step 2: Select the credit package and enter the amount that want to use (*Credit Payable: Amount of the credit need to pay) Step 3: Click “SET” Step 4: Click “NO SALE” Last update: April 2021
Step 1: Click “USE COUPON” Step 2: Search the item by item name / shortname / section / category and select the coupon Step 3: Click “ADD & CLOSE” Step 4: The coupon is applied already Last update: April 2021
Step 1: Click “REEDEM” Step 2: Search the redeem item by item name / type / section / category and select the redeem item Step 3: Click “ADD & CLOSE” Step 4: The redeem item is added already Last update: April 2021
Step 1: Click “PROMO CODE” Step 2: Enter the promo code Step 3: Click “APPLY CODE” Step 4: The promo code is applied already Last update: April 2021
Step 1: Select the item want to refund Step 2: Enter the “-N” at Qty (N mean the number of amount) (*For example: “-2” refund 2 quantity, “-3” refund 3 quantity and so on…) Step 3: Click “OK” Step 4: Click “CHECK OUT” Last update: April 2021
Step 1: Click “REFUND PREPAID” Step 2: Select the prepaid package / prepaid credit want to refund Step 3: Click “ADD & CLOSE” Step 4: Click “CHECK OUT” Last update: April 2021
Step 1: Click “EXCHANGE” Step 2: Select the prepaid package / prepaid credit want to exchange Step 3: Click “ADD & CLOSE” Step 4: Search the item by item name / type / section / category and select the item want to exchange Step 5: Click “ADD & CLOSE” Step 6: Click “CHECK OUT” Last update: April 2021
Step 1: Click “EMAIL” Step 2: You can make the changes if needed Step 3: Click “SEND” to send Last update: April 2021
Step 1: Click “SETTING” Step 2: Click “PAYMENT METHOD” Step 3: Click “NEW” Step 4: Fill in payment method details Step 5: Click “SAVE” Last update: April 2021

Payment

Step 1: Click “ADD PAYMENT” Step 2: Enter the customer name Step 3: Select the item customer want to pay for, click “PAYMENT(SGD)” to enter the payment amount Step 4: Click and select the payment method and enter the pay amount Step 5: Click “PAY + RECEIPT” Last update: April 2021
Top right corner (Sale Ticket Page) Last update: April 2021
Step 1: Click “SALE & APPOINTMENT” Step 2: Click “PAYMENT” Step 3: Select the payment record Step 4: Click “EDIT” Step 5: You can make the changes if needed Step 6: Click “PAY + RECEIPT” Last update: April 2021
Step 1: Click “SALE & APPOINTMENT” Step 2: Click “PAYMENT” Step 3: Select the payment record Step 4: Click “EDIT” Step 5: Click “VOID” Last update: April 2021
Step 1: Click “ADD PAYMENT” Step 2: Enter the customer name Step 3: Click “💲” Step 4: Tick and enter the credit amount Step 5: Click “ADD & CLOSE” Step 6: Click “PAY + RECEIPT” Last update: April 2021
Step 1: Click “ADD PAYMENT” Step 2: Enter the customer name Step 3: Click and enter the waive amount Step 4: Click “PAY” Last update: April 2021
Step 1: Click “SALE & APPOINTMENT” Step 2: Click “PAYMENT” Step 3: Select the payment record Step 4: Click “PRINT” to reprint Last update: April 2021

Ownership transfer

Step 1: Click “SALE & APPOINTMENT” Step 2: Click “OWNERSHIP TRANSFER” Step 3: Click “NEW” Step 4: Enter the customer name Step 5: Click “TRANSFER PREPAID” Step 6: Tick and enter the quantity that want to transfer Step 7: Click “ADD & CLOSE” Step 8: Click “SAVE” Last update: April 2021
Step 1: Click “SALE APPOINTMENT” Step 2: Click “OWNERSHIP TRANSFER” Step 3: Select the record Step 4: Click “EDIT” Step 5: You can make the changes if needed Step 6: Click “SAVE” Last update: April 2021

Step 1: Click “SALE & APPOINTMENT”

Step 2: Click “OWNERSHIP TRANSFER”

Step 3: Select the ownership transfer record

Step 4: Click “EDIT”

Step 5: Click “VOID”

Last update: April 2021

Customer Opening Balance

Step 1: Click “SALE & APPOINTMENT” Step 2: Click “CUSTOMER OPENING BALANCE” Step 3: Click “NEW” Step 4: Enter the customer name Step 5: Fill in the amount that customer owe the salon Step 6: Fill in the remaining package session from customer Step 7: Click “SAVE” Last update: April 2021
Step 1: Click “SALE & APPOINTMENT” Step 2: Click “CUSTOMER OPENING BALANCE” Step 3: Select the user Step 4: Click “EDIT” Step 5: You can make the changes if needed Step 6: Click “SAVE” Last update: April 2021
Step 1: Click “SALE & APPOINTMENT” Step 2: Click “CUSTOMER OPENING BALANCE” Step 3: Select the customer opening balance record want to delete Step 4: Click “DELETE” Last update: April 2021
If you want to insert the customer’s credit, do take note that the “QTY” column should enter the correct figure (* Example: $1000 free $200 credit. The “QTY” you should key in $1200 instead of $1000 (or $1)) Last update: April 2021

Submit Sale

Step 1: Click “SALE & APPOINTMENT” Step 2: Click “SUBMIT SALE” Step 3: Click “NEW” Step 4: Click and select the date Step 5: Click “GENERATE” Step 6: Click “SUBMIT” Last update: April 2021
Step 1: Click “SALE & APPOINTMENT” Step 2: Click “SUBMIT SALE” Step 3: Select the fail sale want to resubmit Step 4: Click “SUBMIT” Last update: April 2021

Petty Cash

Step 1: Click “SALE & APPOINTMENT”

Step 2: Click “PETTY CASH”

Step 3: Click “NEW”

Step 4: Fill in petty cash details

Step 4: Click “SAVE”

Last update: April 2021

Step 1: Click “SALE & APPOINTMENT” Step 2: Click “PETTY CASH” Step 3: Select the petty cash record Step 4: Click “EDIT” Step 5: You can make the changes if needed Step 6: Click “SAVE” Last update: April 2021
Step 1: Click “SALE & APPOINTMENT” Step 2: Click “PETTY CASH” Step 3: Select the petty cash record want to void Step 4: Click “EDIT” Step 5: Click “VOID” Last update: April 2021

Step 1: Click “SETTING”

Step 2: Click “PETTY CASH CATEGORY”

Step 3: Click “NEW”

Step 4: Fill in petty cash details

Step 5: Click “SAVE”

Last update: April 2021

Error Handling in Sale & Appointment

This issue is because sometimes when you change a prepaid service to a non-prepaid service, so the system will no auto-assign service employees to the item. Solution: Step 1: Click on the employee of the service Step 2: Tick at the service column, tick an employee Step 3: Click “SET”

This is because the prepaid item in this ticket already used or the outstanding balance for this ticket already paid. So if you want to void this ticket, you may check which case can apply to this ticket.

CASE 1:
“If the prepaid item already used in other tickets.”

Step 1: So you may need to find out which ticket the customer consumes the prepaid item
Step 2: Edit the ticket and delete the item / void the ticket
Step 3: After that go back to the ticket and void it

CASE 2:
“If the outstanding balance already paid.”

Step 1: You may go to Payment and check which day and which record the customer paid the balance
Step 2: Click Edit and void the record
Step 3: After that, you may go back to the ticket and void it

This is because the staff from other outlet is misclick the outlet. This happened is because the user using multiple browser tabs to login to the different outlet. Solution: Step 1: Go to “STAFF” > “STAFF” > “APPT ORDERING” > remove the staff from the below list Step 2: You may ignore it. Because the staff name will disappear next day Last update: April 2021

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