New Sales

When creating new sales, it is important to make sure that the sale is linked to the correct Event and Customer. The top right hand corner of the ticket displays the event and customer the ticket is assigned to. The ticket's customer or event may be re-assigned by simply changing the customer or event fields on the ticket.

Tickets may be created from the Main Menu-> Customer form; this form auto assigns the ticket to the customer, but not to any event. A new ticket may be created from the Main Menu-> Event-> Members tab or from the Rental tab. Tickets created from these two locations are auto assigned to the event and customer. Tickets are indirectly created from the rental Order form, Main Menu- Orders (with optional WinTPOS software option). New rental orders will create a ticket to contain the rental transactions and are auto assigned to the event (if any) and customer. Finally new tickets are created from the Main Menu-> SALE function. Quick Sale tickets are assigned to a generic customer called 'Walk-In'.

Tickets linked to events will have all sales on the ticket accumulated to that event. This event link makes any of the ticket sale transactions of items on order or in pick-up inventory appear on the event's Special Order/Pickup tab and grouped properly on any Event report. ​ The Sale button (located at Main Menu ->Sale) provides the capability to generate 1) a fast Quick Sale Ticket, whereby no customer demographic information is captured 2) Lookup an existing Customer via the customer primary phone number to create a new ticket assigned to that customer or 3) Create a brand new Customer and Ticket. ​ The Quick Sale option is typically used when the shop needs little, if any, information about a customer for a Ticket and does not have any requirement to maintain history about the specific customer, i.e. address, phone number, etc. This option does not allow for items to be Special Ordered or for Partial Payments (deposits). All tickets created via Quick Sale will be assigned to a system owned customer called WALK -IN. This is an actual customer that may be looked up via the View/Change Customer option. This customer should never be deleted from the system. Also tickets may be recalled if necessary to review purchases. ​ Use the Quick Sale button when you are selling an item directly from inventory. For example, items sold using the Sale button might include garters, shoes or other items that are not special ordered. These are items the customer takes with her when she leaves the shop, and that are paid for in full. Also, use the Sale button for Gift Certificates.

To ring up a sale for an event

Go to the Event form at Main->View/Change Event and locate the correct event.

Click on the Members tab and select the correct customer in the Members list.

If the customer already has a ticket for this event, under Select Customer/Member task section, the Go to Ticket will be available. Click the option to go to the ticket for this event.

If the customer does not have a ticket, under Select Customer/Member task section, click the Create New Ticket option to create a new ticket for this event.

When a ticket is displayed the customer and event the ticket is assigned to will be displayed in the top right corner. The ticket may be re - assigned if ever needed.

To ring up a quick sale

Click on Main Menu-> Sale.

Enter a phone number, the system will display a list of existing customers with that phone number

The options of select an existing customer, create a new customer or choose Quick Sale will be available.

A selection of Quick Sale will create a new ticket with the customer name of WALK-IN. Each sale transaction will be marked TAKEN and the ticket balance must be $0 before the ticket may be completed.

To ring up a sale from the customer card.

Bring up a Customer card or create a new card for a new customer, Main -> View/Change Customer

On the Customer Tab double click an existing ticket to add a transaction or click the New Ticket button to create a new sales ticket to add sales transactions to. The New Ticket function checks to see if this customer is in an event, and if so, Prof itSystem will ask you if this sale is for one of those events. This is done as a safety precaution so that you have the option to ring this sale up as part of an event even though you didn't ring it up via the Event form.