Getting started on the Smeetz Point of Sale (POS)

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

FIn today's fast-paced business world, efficient transactions are crucial for success. That's where a point of sale (POS) system comes in. A POS system is a powerful tool that helps businesses manage sales, inventory, and customer interactions seamlessly. Whether you own an amusement park, a theatre, or a museum, implementing a reliable POS system can greatly enhance your operations.

Table of content

1. Access the POS
2. Choose your POS configuration
3. Choose your POS Settings
4. The POS core functionalities
   1. 2.1 POS homepage
   2. 2.2 Customers tab
   3. 2.3 Products tab
   4. 2.4 Orders tab
   5. 2.5 Analytics and Cashier Report tabs

1. Access the POS

1. You have 3 ways to access our POS.
   1. Log into your Smeetz account: app.smeetz.com > Go to the 9 dots on the right navigation bar > click on Point-of-sale (New) 
      
   2. Go to a browser on any of your Android devices and type pos.smeetz.com
   3. From an App provided by Smeetz
2. Enter your Smeetz credentials (email address and password) 
3. Before starting sales, you must enter the cash amount in the cash drawer. This amount will be used to track cash flows at the end of the sales day for this point of sale.
   

2. Choose your POS configuration

Once logged into the POS, you need to choose the sales configuration that will give you access to the products that are suitable for your point of sale. This configuration must be created beforehand using Sales Collections in your main Smeetz account.

After choosing your preferred configuration, you are directed to your POS to start selling!

3. Choose your POS settings

3.1 POS Settings

By clicking on your "initials" in the top right, you can access the Point of Sale Settings.

On the setting page, you can choose the following:

1. Scan bookings
   1. Select if the sales on the POS are scanned automatically or manually

2. Tickets and emails

   1. Select if tickets and labels (stickers) are printed automatically or manually

   2. Select the ticket type

   3. Select the ticket printer

   4. Select if label printing is enable or disabled (if yes, select the printer)
3. Device
   1. Select the device you are working on

4. Cash drawer

   1. Select when the cash drawer opens
5. Payment
   1. Allow deposits or reservations with a balance
      1. If you enable "Complete order with balance" you will be able to complete a payment with a balance ie; deposit, or reservation without paying the tickets.
6. Select payment methods

1. 1. Enable or disable the payment methods you wish to use (you can order them)
   2. Assign a payment terminal for card transactions (when using Adyen)
      
      

3.2 Reload or change your configuration

When changes have been made in the back office, you can reload the current configuration with one click on the "reload icon".

You can also reload or change the configuration from the menu > Point of sales configuration.

4. The POS core functionalities

Once on the POS homepage, you can access 5 main tabs:

• Customers
• Products
• Orders
• Analytics
• Cashier report

We will discuss all those tabs in the section below.

 

4.1 POS homepage

The homepage is the page that your sellers will use to sell your products onsite. It is split into 3 sections:

• The order summary on the left
• The sales collections in the middle (these menus contain tickets or retail products that have been configured beforehand)
• The tickets/prices on the right

4.1.1 Process a sale

Once a sale has started, you select the products by clicking on them on the right and they will appear in the order summary (which functions like a basket). 

Depending on your setup, the tickets can show one price only per box or open a pop-up so that you can select the price and quantity after clicking on the ticket. Just click on the Confirm button to add the ticket/item to the basket and continue the sales.

Then, you proceed to the "Payment" step to complete the sale. 

Read this article to

1. Process a simple sale on the POS
2. Cancel a sale
3. Process a sale with multiple payment methods
4. Process a sale with discounts
5. Process a sale with promo codes
6. Process a sale with a balance

4.1.2 Manage multiple orders

You have the option to create multiple orders simultaneously. This allows you to return to orders that are pending before payment and order closure. You can access them from the navigation bar. The hour is the time at which the sale has started.

4.1.3 Calendar views

Depending on your ticket type, you have multiple view options. If your ticket has timeslots, by clicking on the calendar button, you can get the tickets only for a selected day.

 

4.2 Customers tab

Click on the "Customers" tab to easily manage your customers.

1. You can create new customers
   
2. You can edit existing customers by clicking on the pencil next to the customer
3. You can select a customer to assign it to the current sale you are doing by clicking on "select"

Read this article to manage an order on the Smeetz Point of Sale

1. Assign an order to a customer
2. Cancel and refund an order
3. Manage orders with a balance

 

4.3 Products tab

Explore your entire product range with just a click on the "Products" tab.

Coming soon: you will be able to select products here to add them to the basket.

 

4.4 Orders tab

Click on “Orders” and you will get a full overview of all orders made.

1. If you click on the Booking reference, you will be directed to the order overview of that specific booking (as in the back-office).
2. If you click on "select order", you will be redirected to the homepage with the booking selected open to make modifications.

Read this article to manage an order on the Smeetz Point of Sale

1. Assign an order to a customer
2. Cancel and refund an order
3. Manage orders with a balance

 

4.5 Analytics and Cashier report tabs

From the “Analytics” and “Cashier report” tabs you will be able to access the reports from Smeetz

1. The analytics show you your stats for the day:
   1. from the sales volume
   2. to the average basket size
   3. including best sellers
   4. and attendance of the day
   5. with your attendance rate
2. The cashier report shows the sales that happened on the POS during a certain period.