This mobile app feature will only work for iPad and Android Tablet devices
For instructions on how to use the POS Terminal via desktop, click HERE
Within ServiceWorks, you’ll have access to our Terminal feature, giving you the ability to sell items through a tablet, much like a typical storefront POS system.
Enabling Permissions
Before using the POS system, you will first need to ensure that permission to create orders and use the terminal is enabled for your user roles. To do so, click on the cogwheel in the right-hand corner to open the Configuration tab. Once opened, navigate to Admin -> Permission
In the permission menu, select the role you wish to enable this permission for in the first drop-down box, and set the second box to Order. In the order settings, you can enable both the POS module and the terminal version. Once enabled, press Ctrl + F5 to reload the page settings to view the Order column in the toolbar.
To locate the terminal feature, log into your ServiceWorks Pro app and click on the More icon in the lower right corner
In the following pop-up menu, click Order
And in the next menu, click POS Terminal
Upon reaching the POS Terminal, you’ll be prompted to select an inventory location to sell the items from. This should initially appear as your default location
To begin order creation, click the New Order button
Upon creating a new order, you’ll need to assign a customer name to the order. To do so, use the search bar on the right hand side of the screen or enter new customer information in the Customer Detail section.
You can add customer information in the Customer Details tab
Enter information about their billing address in the Billing Address tab
View and fill out Customer Custom Fields in the Additional Information section
Or use the Notes section to keep any important information about the customer handy
Using the item search field, you can enter either item numbers or descriptions to pull up inventory. You can also use the barcode icon and a scanner to scan your inventory items for sale
Once you’ve begun to pull up items, you can add them to the order by clicking the Add button. Once added, you can edit the quantity of the item in the right panel.
Below the item list, you’ll see a few amounts related to the items being sold: Subtotal, Tax Rate, and Order Discount
In the Discount section, you can click the “+” to add a new discount to the total price
You can use the dropdown to apply any preset discounts you may have created, or use the toggle to select between a percentage discount
Or, when clicking the toggle for percentage, you can instead add a flat-fee discount to the order. Once you are satisfied with your selection, click Continue to complete the transaction
Clicking the Calculator icon lets you use a built-in calculator to double check total amounts.
Payment Methods
Now that you’ve added and confirmed the items to be sold, you’re ready to begin collecting payments. You’ll see an overview of the total cost of items, taxes, and any additional charges accrued. Here’s how each payment view will appear in the terminal:
Cash
With cash payments, you can enter an amount in the Amount Paid field, and it will calculate any change needed below in the Change Back column.
C.O.D. (Cash On Delivery)
With the COD option, you can log any payments made upon delivery. (Note: You can apply payments to this order at a later date if the delivery process happens on a separate date from the purchase.)
Credit Card
With credit card payments, you can enter the card information of the customer to pay for the order. A Sync Payment option is also available for customers with their card already on file.
Store Credit
With the store credit option, you can pay for an order using credits accumulated on the customer’s account
Check
With the check option, you can enter information from a paper check to pay for the order. You’ll also have the option to submit a photo of the check for recordkeeping
Other
Use this field to capture any other accepted methods of payment through your business. You can leave a note referencing the amount or how the order was paid
Once finished, click continue to complete the order.
In the following menu, you’ll be able to select the shipping options for the order.
With the Carry Out All option, you’ll signify that the items on this order, once paid for, will be leaving your store by having the customer carry the items out
With the Pick Up All option, you can select an inventory location, pickup time, and date in which the customer can go and retrieve their items
And with the Ship All option, you can opt to send the purchased items directly to the customer’s address or an address of their choosing.
Once you’ve selected and entered the shipping details, your order will be complete!
At the end of each order, you’ll be presented with a receipt that can either be printed or emailed to the customer.
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
