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First steps on the point of sale

Discover the basics of our point of sale (POS) system in this article, covering its features and implementation considerations.

Updated over a week ago

1. Homepage

Upon logging into your POS, you will arrive at the home page. Here's what you can see/do from this page:

  1. On the left, you have the order summary.

  2. In the middle, you have sales categories (this menu contains groupings of tickets or boutique products that have been configured previously - more information on how to create sales groups).

  3. On the right, you have tickets/products for sale.

  4. At the bottom, you have different pages accessible from the POS.

  5. At the top right, you have settings and various actions.

1. Order Summary

  • The order summary functions like a cart. Each newly selected product will appear in this cart, which remains visible at all stages of the purchase.

  • When selecting products, you can remove them from the cart by clicking on the red trash icon.

  • You can assign a sale to a customer by clicking on "assign a customer" at the top.

  • The calculator at the bottom of the cart allows you to open a keyboard to select the number of products to sell. It can remain open.

2. Sales Groups

  • Sales groups are groupings of products, e.g., single entries, subscriptions, birthdays, snacks, etc.

  • To make a sale, first click on a group, then select a ticket/product.

  • You create your sales groups directly in your back office during POS configuration.

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3. Products

Depending on your sales group settings and configuration your products may appear differently.

Displaying Products:

  1. You can view your tickets chronologically (sorted by day and grouped by hour).

    1. This setting is perfect for products with dates and time slots. Only future time slots will appear during the sale.

    2. To access another date, you can click on the calendar and select a date.

  2. You can also view your products alphabetically. This setting is suitable for boutique products such as snacks.

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Price Display

  1. All your prices can appear on the main view.

  2. Or a pop-up can appear to offer the purchase of adult/child tickets, etc. (this view helps limit the number of products on the main view).

  • Note that your gift vouchers must be alphabetically displayed to appear, as they are not linked to specific time slots.

  • All these settings are done at the sales group level in your back office. Different groups may have different settings.

4. Settings

1. Creating Multiple Orders

  • By Clicking on "+", you can create multiple orders simultaneously. You can create a maximum of 4 orders.

  • The time on each tab is the time when each sales session started.

2. Refreshing POS Version

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  • If you make changes in the back office or encounter a connection issue, you can refresh the current configuration by clicking on the arrow icon to view the latest POS version. If this doesn't work, reload the configuration under your initials.

3. Opening an Order on POS

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  • When customers arrive with their tickets (email or PDF), you can open their reservation on the POS by scanning a QR code.

  • Click on the icon below and scan the QR code with the scanner connected to your POS.

4. Checking Internet Connection

  • You can see if your POS is connected to the internet or operating offline based on the "WiFi" icon displayed.

5. POS Settings

Modify your POS settings by reading this article.

2. Tabs on the POS

1. "Customers" tab

Click on the "Customers" tab to access the list of all your customers.

From this page, you can:

  1. Create New Customers

  2. Select a client to assign them to the current sale by clicking on "select".

  3. To modify existing customer data, click on the pencil icon located on the right.

2. “Products” Tab

Explore your entire range of products with a simple click on the "Products" tab. You can select products to add them to the cart by clicking on "Select" on the right.

3. “Orders” Tab

Click on "Orders" to get a comprehensive overview of all orders made online and on-site.

  • You can find an order using the order reference or other customer data like reservation name.

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  • Each order made online or on-site has a unique ID consisting of 8-10 alphanumeric characters.

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  • You can also filter visible orders and modify columns from settings (under the gear symbol).

From this page, you can:

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  1. Open the reservation on the POS by clicking on the booking ID (on the left) or "select order" (on the right). You will be redirected to the POS homepage with the selected reservation open for modifications.

4. “Analytics” Tab

In the "Analytics" tab, access a simple report containing the day's statistics:

  1. Sales volume (ticketing and retail sales)

  2. Average basket size

  3. Top-selling items

  4. Daily attendance

5. “Cashier Report” Tab

The "Cashier Report" tab allows access to sales made on the POS during a given period.

Read this article to understand the cashier report.

6. “Occupancy Calendar” Tab

The "Occupancy Calendar" tab is visible to some organizers depending on your product types. It allows access to visually represented reservations.

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