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Point of sale

Background
  • The Point of Sale (POS) is used to sell online products (event tickets, club memberships, etc) in person.
  • You can sell them via 'Cash' or 'Portable PDQ' payment methods.
  • Any sales will decrease the stock count of those products.
  • The sales will associate as orders against a user's account, as with online orders.
  • Note: in years before 2019, products were exported to the tills and then purchased both on tills (for payment) and online (to decrease stock and associate with an account). Tills are no longer involved in these purchases - all products listed on the online shop should be bought only via the online shop or the online POS.
Using the POS
  1. Visit https://studentsunionucl.org/admin/commerce/pos/transaction
  2. Log in with your cashier code. (See Cashiers below).
  3. Search for a product. Only enabled products will show up.
  4. Check stock count before adding to cart. (It is possible to over-subscribe events if you do not).
  5. Press the + button.
  6. Important: enter the user's e-mail in the customer box to ensure tickets are associated with the right account.
    1. TRY TO USE THEIR UCL E-MAIL IF IT APPEARS.
    2. If the UCL account does not appear, but it's past enrolment so they should be able to log in with it, ask them to log in to the site on their mobile so the tickets can be associated with the right account.
    3. Failing that, they may have set up a guest account so ask them for the e-mail to that. 
    4. Failing that, entering a personal e-mail in that does not 
  7. Click 'Pay' and choose how they are paying, cash or PDQ.
  8. Handle the transaction with the required payment method.
  9. Provide a receipt. 
    1. You can print receipts from the POS to any printer.
    2. Alternatively have hand-written or pre-printed receipts.
Cashiers

All users must be set up as specific cashiers to allow for tracing all sales, and to make reconciliation between location, PDQ, and cash box easier.

  1. Request cashiers be created via SU.Systems. 
  2. SU.Systems will set them up on https://studentsunionucl.org/admin/commerce/config/pos/cashiers and send through a code for that user to use to log in to the POS.
  3. Ensure that each user only ever uses their specific cashier account.