To place a new sales order:
On the New Order tab, first select the customer’s name: In the Customer lookup list, enter a few letters of the first or last name and tap Search. Choose a name from the list. Λctiv8 POS displays the name and the clubs that the customer belongs to.
If you leave the name blank, Λctiv8 POS assigns the name “POS Customer” to the order.
You can add items to an order by any of these methods:
Each item displays the number On hand and Available for sale (= On Hand − Allocated).
To assign an inventory item to a heading, open the item in the Add/Update Inventory dialog and select a Heading. (A heading with no items available will not appear in the list.)
For details on displaying and manipulating the inventory list, see the tutorial video at https://player.vimeo.com/video/278428753.
The selected inventory item appears in the Items list. To increase the quantity on order, tap the item in the Inventory list again, or select the item in the Items list and tap . To remove an item from the order, tap . When the order’s correct, tap Check Out to go to the Check Out screen.
To send the list of items to a printer, tap Send Items.
To view inventory details for an item, click its entry in the list to display the Item Details screen.
Λctiv8 POS reads the Details text from the Inventory record in Λctiv8 Manager (on the Notes tab).
If you enter text in the Note field (Modifiers), Λctiv8 POS will treat the entry as a unique item: adding another similar item will create a new entry in the list, instead of simply increasing the quantity on order. This enables a server to split and modify an order — for example when two customers order the same salad, but one wishes to hold the dressing. The added notes appear when you send the order to a printer.
For a tutorial video on adding notes to orders, see https://player.vimeo.com/video/277727981.
You can create a product package that contains a selected group of items to be sold together as a unit. You can modify the selling price or discount applied to the individual items in the package. The package appears just as any other item in the Inventory list, where you can select it and add it to the list of items for checkout.
Product packages are created in the Package list in Λctiv8 Manager.
For a tutorial video on placing orders and checking out, see https://player.vimeo.com/video/277403191.