Point of Sale Solution Back Office Services
Description
What's in this article?
Like a product, services can be added to your inventory. Once a service is added to your inventory, that service can then be associated with an employee who can perform it.
Adding a service or add-on to a service
Services are added like items through the item management process. You can also add an add-on (modifier) to a service.
To add a service
- In the Point of Sale Solution Back Office, select Basic Settings > Items.
- From the Services tab, click Add new.
- In the New service details section, enter a Service name.
- (Optional) Provide a description for the new service, a SKU, and/or UPC/barcode.
- Begin typing the category you wish to assign the service to and then select the Category from the dropdown list. If you wish, create a new category for your service.
- (Optional) In the Price information section, select a Printer type from the dropdown list.
- If the service is taxable, select a Tax option from the dropdown list and enable Taxable item. If the service isn't taxable, keep Taxable item disabled. Enable Accept EBT if you want to enable it as a payment option.
- If you would like to charge for the service, enter a Price. If you would like to be able to set the price at the point of sale, enable Price in store.
- (Optional) enter the Amount of time for the service and select the Duration measurement (minutes, hours, days, etc.) from the dropdown list.
- If a resource should be associated with the service, select it from the Choose resources dropdown list. Learn more about how assigning resources.
- Click Save.
To add an add-on to a service
- In the Point of Sale Solution Back Office, select Basic Settings > Items.
- From the Services tab, click the Service Add-on icon.
- Begin typing in the add on you wish to add to your service and select it. The add on option(s) available are those you have set up as modifiers.
- Click Add.
Assign a service to an employee
Once you've created a service in your inventory, you will need to link it to the employees that are able to perform the service. For example, you might have a salon that provides hair and nail services, but your employees either perform hair services or nail services.
To assign a service to an employee
- In the Point of Sale Solution Back Office, select Basic Settings > Employees.
- Locate the employee you will assign services to.
- Click the Staff Services icon.
- Begin typing in the Services field the name of a service you previously created and then select it.
- Click Save services.
Edit or delete a service
A service that has been created can be edited or deleted.
To edit or delete a service
- In the Point of Sale Solution Back Office, select Basic Settings > Items.
- From the Services tab, search for the service you wish to edit or delete.
- In the Actions column next to the Service name, click the Edit or Delete icon to make the desired change to the service.
