Make a Sale – Wizard

With Payzli POS, experience the seamless sales process including “offline mode,” “payments via Pax machines,” and the convenience of “tap to phone.”

In Payzli POS, you have the following options to make a new sale
1. Sales Wizard from the main menu (this article).
2. Checkout checkout from the main menu.
3. New Sale from the customer details page .

To make a sale using Sales Wizard:

1. From the main menu of your Payzli POS account, select Wizard option from the New Sales dropdown.
2. To make a sale, you can either add a new customer using the + Add New option or search for can existing customer using the search box. 
3. Select a customer; you can view their Frequently Used Services. 
   • If they are not a frequent visitor, you will see this message – “The customer has not visited frequently enough. Stay tuned.”
4. Select Services: Select one or more services and their quantities.
   • Alternatively, use the Search box to find a service. 
   • Services are displayed in categories, which are configured via Administration > Services > Service Categories. 
   • Upon adding the first service, an Order Summary appears on the right side of the page.
5. After adding the services, click Next.
6. Select Products. Select one or more products and their quantities.
   • Use the Search box to find the correct product. 
   • Products are displayed in categories, which are configured via Administration > Inventory > Product Categories.
7. Once products are added, click Next.
8. Select a Technician for the selected services and products.
   • The technician selected first be automatically assigned for all products and services. If you prefer a different technician for the product or service, you can make your selection from the dropdown.
9. On this page, you can see an option Merge Sales, which lets you pay for multiple sales as one.
   • The most popular use case is to pay for a friend or family member.
   • Clicking Merge Sales shows other unpaid sales. 
   • Select one or more sales and click Merge Sales.
   • If there no unpaid sales, you will get the message – “There is not data to show.”
     • You can click Cancel to return to the previous page.
10. Once the required services and products are added, you will see the following details towards the end of the page:
    • Sub Total: Total cost of the selected products and services, excluding the Tax amount.
    • Coupon: A toggle option, which is disabled (No) by default. When enabled (Yes), you can specify a coupon code. 
    • Rewards Points: A toggle button, which is disabled (No) by default. When enabled (Yes), you can use your reward points towards this order. 
    • Taxes and Fees: Total taxes and fees applied.
    • Total: Subtotal plus Taxes and Fees. 
    • Payment method: You can choose from Credit/Debit Card, Full Cash, or Split Payment.
11. The Order Summary Description shows the selected services and products. 
12. Click Process Payment, after reviewing the details.
13. Clicking Process Payment will show you a window to Add a Tip. 
    • The tipping percentage is shown in the order it s configured in Administration > Business Settings > Sales Settings.
14. Once completed, click Confirm and Pay to finalize the payment.
15. You can proceed to make payment through Pax or Tap to phone.

Offline Mode

If your internet connection becomes unstable or gets interrupted during the sale process, the system will seamlessly transition into Offline Mode. This mode is activated by default, enabling you to view all data and proceed with sales without requiring an active internet connection. The information from these transactions will automatically synchronize with the app once it comes back online. This helps you provide seamless services, even your connection isn’t!

Currently, offline mode is only supported for iOS and android app, not for web version of the app.

Payment through Pax

Payzli POS supports payment using Pax devices to ensure secure transactions, user-friendly interface, mobility, and real-time reporting. Pax devices are point-of-sale (POS) terminals designed to process various forms of electronic payments.

Currently, payment through Pax is supported only for Android devices.

Payment through Tap to Phone

“Tap to Phone” transactions represent a contemporary approach to receiving payments from customers via your smartphones or tablets. This empowers you to convert your personal devices into reliable and user-friendly point-of-sale (POS) terminals, eliminating the necessity for extra hardware.

Currently, Tap to Phone is supported only for Android devices.