Version: current

Instant Sales Panel

The instant sales panel shows a list of your products from the main dashboard.

Making a Sale from Instant Sales

  1. Make sure you have selected the student to whom you want to credit the sale.
  2. Click on the product image to select it. Result: With each click the quantity (#) is increased by one and total price is adjusted.
  3. To give or apply a line item discount, click in the box to the right of the item price enter the discount amount or percentage. Discounts can be entered as an integer: This will result in a discount equal in currency amount to the value you entered. For example, a $10 dollar discount is entered simply as 10. Discounts can be entered as a percent: This will result in a discount equal to the percentage of the value you entered. For example, a 10% percent discount is entered simply as 10%.
  4. Click the appropriate payment method.

The Item I Need is Not Listed?

All your inventory items are available, however, only selected items of your choice are listed. To sell an item that's not listed see the steps below.

Search by Product Name

Add Products to POS

  1. Type the product description, and use the drop-down menu to select the product you want.
  2. Click on the desired product to select it.
  3. The product will get added to the Point-Of-Sale (POS) Panel.
  4. Click on product image to increase the quantity if desired.
  5. Click on the appropriate payment method.

OR Use the Add Product Button

  1. Click the green Add Product button.
  2. Karmasoft will display a form with all your inventory items.
  3. Click on the image of the desired product.
  4. The product will get added to the POS Panel.
  5. Click on the product image to increase the quantity if desired.
  6. Click on the appropriate payment method.

Search by Barcode

  1. Click inside the Scan Barcode field.
  2. Scan your item barcode. (Result: The product is added at the top of the instant sale list with a quantity of one). See Products on how to assign a barcode/UPC code to your products.
  3. Click on product description to increase the quantity if desired.
  4. Click on the appropriate payment method.

Sales Discount

Apply Discount at Point of Sales

A sales discount is applied to the entire sale. Unlike line item discount, sales discount can only be applied as a percentage. To change the field, click the Sales Discount to change to Coupon.

Email and Print Receipts

To send the student an email receipt of their purchase. Make sure email button is depressed before selecting a payment method. Depress the print button if you want a printed version of the receipt.

Payment Methods

Cash - Client paying with cash. Click the Cash button to register the payment.

Credit - Client paying with credit card. Click Credit. Result:The credit card details screen will pop up, where you can scan the card or enter the values manually.

The credit card details screen will only pop up if you have the integrated credit card module active.

Credit Card Processing page

Scan or type in your credit card info.

Click Process Payment.

Other - Payment types other than cash and credit.

Other Payment Type

Student's Tab - Use the money from the student's pre-paid fund to make the payment.

Gift Card

Redeem a gift or apply the value toward the purchase.

  • You will be prompted to enter or scan the Gift Card Number.
  • Enter or scan the gift card number in the appropriate field.
  • Click Process Payment

Check

Record payment done by Check.

  • You will be prompted to enter a check number.
  • Enter check number in the appropriate field.
  • Click Process Payment.

Shared Tab

Use a student's tab to pay for another student's purchase.

  • You will be prompted to enter the student's name whose tab you want to use.
  • Type the name into the search field.
  • Select the intended student.
  • Click Process Payment.

Split Pay

Split a payment between a credit card and another payment method.

  • The credit card details screen will pop up.
  • On the left of the side of the screen, you have the option to select multiple payment types.
  • Enter the amount of the second payment, and the credit amount will adjust accordingly.
  • Click Process Payment.
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