In your TripWorks account, both the Dashboard View and Sales View provide quick links to the most common purchases your customers are likely to make on site or over the phone, including product purchases.

Sales made from either of these views do not have to be associated with a specific trip, meaning that you can sell a product in this way to any walk-up or call-in customer, even if they have never booked a trip with you.

 

How to Sell a Product

• Navigate to the Point of Sale dialog box from either:

1. The Dashboard View 

2. or Sales View of your account

• Once you select Point of Sale or Retail Sale… (depending on which tab you're looking at), select the products you would like to include in the sale 

• If the price of your chosen product is editable (a setting you can enable or disable when adding a product to your catalog), a keypad will appear. Use the keypad to set the unit price for this product then choose Add

• Use the drop-down menu to adjust the product quantity as needed
• Select Checkout & Pay 
• If your POS settings require the customer's contact information, you will be prompted to collect the customer's name, phone number, and email address at this time. Complete the required fields, then select Next Step

• Complete the purchase process using the Add a Payment prompts provided. If you elect to Skip Payment at this time, the trip will be saved as a Draft purchase until payment is collected