What's New

POS Checkout Update to Streamline Sales

Introducing the Next Generation of POS Checkout

We are delighted to roll out an innovative new POS checkout update. This addition transforms the checkout experience, offering a reliable touchpoint for every transaction. It allows for direct linkage of contacts to their purchases and displays a comprehensive view of their cart, including the ability to modify item quantities and prices right before initiating the customer’s payment with the convenient Tap to Pay option.

Latest Innovations Include:

  • Sleek Interface Update: Post-Product Catalog, engage with a newly designed checkout interface.
  • Seamless Contact Connection: Effortlessly link a transaction to a new or existing contact, thus creating a perpetual ledger of customer interactions.
  • Meticulous Item Review: Assess and adjust the full breakdown of products in the cart prior to sale finalization.

Your Guide to the Updated Process:

  • Launch the mobile app and pick your specific subaccount.
  • Tap your way to the POS section via the central icon in the bottom menu.
  • Populate your cart by selecting products through Keypad entry or the Product Catalog.
  • Proceed by hitting the “Review” call-to-action located at the screen’s lower edge.
  • Associate a contact with the transaction for precise tracking. If the contact is not in the system, quickly add them there and then, and they’ll be synced with the transaction instantly.
  • Scrutinize your cart content, excising any unneeded items.
  • After all verification steps and linking the contact, tap “Charge” to enter the payment stage and trigger the Tap to Pay function.

Why This Upgrade Matters: This feature heralds a substantial shift in the sales process, integrating two critical functionalities—Contact Linking and Item Management—onto a single, fluid interface, thus crafting a flawless payment journey. It simplifies the transaction process, significantly enhancing the user experience.

Looking Forward:

  • Post-Sale Contact Association: Now, after a sale, link the transaction to a contact right from the “Payment successful” screen.
  • Flexible Discount Offers: Apply a chosen discount during the checkout process, which will be reflected in the total payment due.
  • Comprehensive Total Calculation: The final cost presented to the customer will now consider all taxes and applied discounts, guaranteeing precision and transparency.
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