Sale & Appointment

Appointment

https://wesshelp.wessconnect.com/2021/06/17/how-to-add-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

https://wesshelp.wessconnect.com/2021/06/17/how-to-set-2-appointment-in-the-same-time-slot/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-change-staff-programme-time-in-the-same-day/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-change-appointment-date-to-another-day/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-void-appointment/

Step 1: Click “APPOINTMENT BOOK”

Step 2: Click the time slot

Step 3: Click “DETAILS”

Step 4: Click “VOID”

Last update: April 2021

https://wesshelp.wessconnect.com/2021/06/17/how-to-change-appointment-status/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-add-appointment-programme/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-add-new-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

https://wesshelp.wessconnect.com/2021/06/17/how-to-edit-item/

Step 1: Select the item

Step 2: You can make the changes if needed

Step 3: Click “OK”

Last update: April 2021

https://wesshelp.wessconnect.com/2021/06/17/how-to-edit-sale-ticket/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-void-sale-ticket/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-deduct-customer-session-package/

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 “Checkout”

Last update: November 2022

https://wesshelp.wessconnect.com/2021/06/17/how-to-deduct-customer-credit-package/

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 “Checkout”

Last update: November 2022

https://wesshelp.wessconnect.com/2021/06/17/how-to-deduct-customer-credit-package/

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 “Checkout”

Last update: November 2022

https://wesshelp.wessconnect.com/2021/06/17/how-to-use-transferable-coupon/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-redeem-item-with-loyalty-point/

Step 1: Click “REDEEM”

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-use-promo-code-to-redeem/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-refund-non-prepaid-item/

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: November 2022

https://wesshelp.wessconnect.com/2021/06/17/how-to-refund-prepaid-item/

Step 1: Setting > Sale setting > Make sure the Exchange button is off > save

Step 2: Click “REFUND PREPAID”

Step 3: Select the prepaid package / prepaid credit want to refund

Step 4: Click “ADD & CLOSE”

Step 5: Click “CHECK OUT”

Last update: November 2022

https://wesshelp.wessconnect.com/2021/06/17/how-to-perform-exchange/

Step 1: Setting > Sale setting > Make sure the Exchange button is on > save

Step 2: Click “EXCHANGE”

Step 3: Select the prepaid package / prepaid credit want to exchange

Step 4: Click “ADD & CLOSE”

Step 5: Search the item by item name / type / section / category and select the item want to exchange

Step 6: Click “ADD & CLOSE”

Step 7: Click “CHECK OUT”

Last update: November 2022

https://wesshelp.wessconnect.com/2021/06/17/how-to-email-receipt-to-customer/

Step 1: Click “EMAIL”

Step 2: You can make the changes if needed

Step 3: Click “SEND” to send

Last update: April 2021

https://wesshelp.wessconnect.com/2021/06/17/how-to-add-payment-method/

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

https://wesshelp.wessconnect.com/2022/11/25/how-to-change-the-tax-rate/

Step 1: Go to “Setting” and click “Tax

Step 2: Click “New

Step 3: Enter the tax name and rate

Step 4: Click “Save

Step 5: Tick the checkbox of the tax and click “Set Default

Step 6: After set Default, you will see a ⭐ at the selected tax rate

Last Update: November 2022

Payment

https://wesshelp.wessconnect.com/2021/06/17/how-to-add-new-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

https://wesshelp.wessconnect.com/2021/06/17/how-to-edit-payment/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-void-payment/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-waive-payment/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-reprint-the-payments-receipt/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-add-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

https://wesshelp.wessconnect.com/2021/06/17/how-to-edit-ownership-transfer/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-void-ownership-transfer/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-add-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

https://wesshelp.wessconnect.com/2021/06/17/how-to-edit-customer-opening-balance/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-delete-the-customer-opening-balance/

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

https://wesshelp.wessconnect.com/2021/06/17/customer-opening-balance-important-note/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-perform-sale-submission/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-resubmit-fail-sale/

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

https://wesshelp.wessconnect.com/2022/11/23/how-to-submit-missing-sales-to-the-landlord/

Step 1 : Click “Sale & Appointment”

Step 2 : Click “Submit Sale”

Step 3 : Click “New”

Step 4 : Choose “Select Date”

Step 5 : Select the date which to submit and click “Generate”

Step 6 : Click “Submit”

Last update: November 2022

Petty Cash

https://wesshelp.wessconnect.com/2022/11/23/how-to-submit-missing-sales-to-the-landlord/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-edit-petty-cash/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-void-petty-cash/

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

https://wesshelp.wessconnect.com/2021/06/17/how-to-add-petty-cash-category/

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

https://wesshelp.wessconnect.com/2021/06/17/service-employee-cannot-be-blank/

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”

https://wesshelp.wessconnect.com/2021/06/17/the-record-is-in-used-by-other-records-you-must-void-other-record-before-proceeding/

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

https://wesshelp.wessconnect.com/2021/06/17/why-the-staff-from-other-outlets-suddenly-appear-on-my-appointment-book/

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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