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Product Search vs. Contract Buttons at POS

Overview

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 Quick Buttons. Barcodes can be scanned into the product search to bring up an item. 
  • 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 the customer.

To prevent your team from mistakenly selling a Product instead of a Contract such as 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.

 

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New Contract Button

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

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 them. 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.