In addition to selling products, your business may also provide services like repairs, cleaning, or maintenance. You can attach services to sales on the Sell screen and manage sales with services using the Services page in Retail POS.

Creating a service from the Services page

Services can be created directly in the Services tab without the need to process a sale.

1. Navigate to Services > Services.

   

2. If prompted, select a register.
3. Click Create service.

   

4. In the Customer and service item section, click into the Add a customer field, enter a name, and select the customer from the dropdown list.

   

5. Click the Service item dropdown to Select service item or + Add new service item > fill out the information > Add new service item.

   

6. In the Details section, assign a user to the service by clicking into the Search for users field and selecting an employee from the dropdown list.

   

   You can also assign a user to a service from the Services page by clicking to expand the row > Assign user.
   

7. In the Notes section, enter service information in the Enter a note field.

   

8. Enter where the service item is located within the store in the Location of items field.

   

9. Click Save.

Emailing and printing a service

1. Click the toggle to email the service to the customer. You can adjust the receipt template by clicking the down arrow icon.

   

2. Click Print service to print a copy.

   

Creating a sale with a service

Services can be attached to all sales types, including regular, unfulfilled, and On account sales.

1. Navigate to Sell > Sell.
2. Attach a customer to your sale and add the desired products, including any non-inventoried products for servicing. Ensure the customer profile has an email address entered to notify the customer when the service is complete.

   If the sale includes products that are out of stock, select Fulfil later from the prompt. Choose whether the fulfilment will be Delivery or Pickup then continue creating the service.

3. Click More actions and select Create service.

   

4. To log a customer's item for servicing, select Add an item and enter the item name, serial number, description, and condition. Edits to existing items will update historical records for consistency. Note that this is not available on iOS. If there is no physical item, click There is no item.

   

5. Click Next.
6. Enter a description of the work to be completed and where in the store the customer's items are located. If there are no notes or items recorded, leave these fields blank.

   

7. Enter the number of hours and minutes the service requires.
8. Choose a date for the service to be completed from the date picker or select from the list. The Scheduled services column shows what is currently scheduled to inform your selection. Once you enter how long the new service will take, the time will be added to the New schedule column.

   

9. Click Create service. If an email or phone number is not attached to the customer profile, you will be prompted to enter the customer’s contact information before the service can be created.

Taking payments for service sales

After you create and schedule the service on the sale, you can take full, partial, or no payment depending on your store policy. Products attached to a sale will be immediately removed from your inventory once the sale is completed, including full, partial, and no payment.

The payment method you use may affect what information can be edited on the sale. A sale with a service paid in full cannot be edited once processed. Service sales with partial payment or no payment may be edited depending on how the sale was processed.

Taking payment in full

1. Create a sale with a service.
2. Click Pay.

   

3. Select the payment method to complete the sale.
4. Click Complete Sale.

Taking a partial payment (deposit)

For services that require a deposit, you can process a partial payment and then place the remaining on layaway or On account for the remaining balance to be paid later.

1. Create a sale with a service.
2. Click Pay.
3. Enter the partial payment amount and select a payment method to process the payment. This includes store credit and loyalty. On account and layaway can't be used to pay for the deposit. Once processed, the sale will recalculate to display the remaining balance owed.

   

   For services attached to an unfulfilled sale, once a deposit is taken, click Save Sale. This will set the service status to Awaiting part on the Services page.

4. Click Layaway or On account to save the remaining balance to be paid later.

   

5. Click Complete Sale.

The sale will show then be displayed in the sales history as partially paid and service pending. The remaining balance can be paid when your customer picks up their item once the service is completed.

Taking no payment

For services that do not require a deposit, you can process the sale as a layaway or On account sale as you would a partial payment.

1. Create a sale with a service.
2. Click Pay.

   For services attached to an unfulfilled sale, click Save Sale. This will set the service status to Awaiting part on the Services page.

3. Click Layaway or On account to process the total to be paid later.

   

4. Click Complete Sale.

What's next?