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Product Search vs. Contract Buttons at POS

From the Point of Sale, both products and contracts can be sold.

Products vs Contracts is an important distinction to make with your team:

  • Products can be inventory or non-inventory. These can be found in the Product Search OR added as Quickbuttons. Barcodes can be scanned into the product search to bring up an item. A product will never prompt to check in after being sold.
  • Contracts are Plans you have created for Membership, Passes, Bookings, etc. Contracts sold at POS will prompt with a check-in window once completed. Contracts ask for enrollments, which then tie the contract to.

To prevent your team from mistakenly selling a Product instead of a Contract (ie, selling the Day Pass product vs selling the Day Pass contract), add a Staff Alert Note to any products that are associated with a contract. That way

 

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The New Contract button, displayed above the Select Customer search bar, is OPTIONAL.

IMPORTANT: If this button is used to sell a contract associated with documents you want your customers to sign, they will not be prompted to sign.

If you want a contract to be completed by the customer before taking payment at POS, configure the plan on a kiosk storefront. See here for more information.