There are a variety of different functions and abilities within the POS that suit different transaction types and needs. These include:
Running a basic transaction is one of the first steps in getting started with Ricochet.
To Run A Basic Sale:
Add Products For Sale one of two ways:
1. Scan a printed Ricochet label bar code2. Search by Product Name or SKU
Add A Customer To The Sale (required if you are suspending a sale or creating a Layaway)
1. Click into the Customer/Consignor field on the right side of the POS
2. Search for an existing customer by name, email, or phone number
3. To create a new customer click the yellow plus (+) icon
NOTE: Adding a customer to a sale allows you to:
Conduct Layaway
Use customer *Rewards Credit
Create an accurate history of customer purchases
For instance, if a customer returns an item without a receipt, you can easily search their purchase history through their customer profile
Select A Tender Type:
One method of payment automatically uses the total transaction price for that tender. To split the tenders, you can manually enter the payment amount, and then select the tender type.
*Running Credit Cards - Ricochet offers integrated credit card processing to make things easier. We suggest reading on our credit cards support article for more information.
Finish The Sale:
If all sale items look correct, the customer is attached to the sale, and any discounts or payments are applied, click the FINISH button at the bottom of the POS.Clicking Finish will prompt you with a sales receipt from which you can Print, Email, or select Done to cancel if the customer does not want one.
! IMPORTANT !
The sale is not officially be captured in Ricochet Reporting until a receipt has been generated.
Clicking CLEAR will remove all items, payments and sale data from the POS.