Point of Sale

HOW TO: Create New Sale

In the Poppy Point of Sale, you can create a new sale, edit an existing sale in progress or previously completed and view a summary of your transactions. The below instructions will walk you through how to create a new sale.

Creating a New Sale

Navigate to the ‘Point of Sale’ from the Main Menu icon in the top left corner.

On the right side of the page, click on the green ‘+ Create New Sale‘ button
- From here, you have the option to create a new sale under an existing customer, create a new customer for the sale to be attributed to, or use the Quick Sale option to generate a general sale not linked to a particular customer.
After selecting the customer you want the sale to recorded under, click ‘+Add Item/Stock’
From here you can choose between Special Order, From Inventory, or Service
- Special Order – for dresses you need to order from the designer
- From Inventory – for when you sell items from of your inventory, for things like ‘off the rack’ sales or accessories.

Next, type the item name, stock number, or vendor in the drop down to find the item or service you’re selling.

Then choose the sales associate/stylist who made the sale from the drop down.
- Poppy Tip: If you have several employees, type their name for a quicker search.
Click Save & Continue
Next select the item’s color, size, add in customization notes if applicable, and any pricing adjustments or discounts and notes about the purchase.

Click the Review & Complete button at the bottom of page.
Next, a confirmation pop-up will ask you to click each radio button to confirm your selections or click ‘Select All’ to automatically click the radio buttons. Then click Review & Complete

Once confirmed, collect the type of T&C signature(s) you want for the purchase

Request Digital Signature – this will prompt you to select the Clover® payment device you’d like to collect the signature on

Touch Signature – this will prompt the device you are using to do the checkout (computer trackpad or mouse or tablet device) to collect the signature

Physical Signature – you will need to print your T&Cs for the customer for a wet signature.

Next select your payment method: Card, Cash, Text-to-Pay, Email-to-pay, Other

Taking a Credit Card Payment

Select ‘Card‘ for your payment method
Select the payment device from the drop down
- If you previously collected a digital signature the payment device will automatically default to the same device.
Enter the payment amount you want to collect.
- The total will default in this text box, but you can choose to delete and add in your own amount.
Click ‘Pay Now’
Next, your payment device will be prompted for a tip (if enabled), then will ask the customer to tap, dip or swipe their card.
Choose how you’d like the payment allocated to the items on the sales order
- Allocation will default to split evenly across all items, you can change this by typing in the $ or % of allocation to each item.
- Note: Any additional fees will also be included in this allocation process.
Once complete you will see the confirmed payment on the Poppy POS
If a tip was given, you will need to assign the tip amount to the appropriate associate/stylist
Then click ‘Complete‘

Taking a Cash Payment

Select ‘Cash‘ for your payment method
Choose the amount of cash you are accepting
Choose if there was a tip for the transaction
- ‘Yes‘ – enter the full tip amount, then select the associate(s) receiving the tip and amount(s) each associate/stylist will get,
- ‘No‘
Click ‘Record Payment’
Allocate the paid amount to the items on the sales order
- Allocation will default to split evenly across all items, you can change this by typing in the $ or % of allocation to each item.
- Note: Any additional fees will also be included in this allocation process.
Then click ‘Complete’

Using Text to Pay

Select ‘Text to Pay’ for your payment method
Enter payment amount or % of payment you’d like to collect
Click the green ‘Enter Information‘ button
To use the default customer information,
- Add the customers billing information, product description and how many days you’d like the link to be active
To send a link to someone other than the customer, select the ‘other’ radio button
- Enter the information of the person paying
  - Including mobile number, billing address, product description (in case they aren’t physically present, they’ll know what its for) and how many days you’d like the link to be active.
To email the link, click ‘Save & Continue‘

Using Email to Pay

Select ‘Email to Pay’ for your payment method
Enter payment amount or % of payment you’d like to collect
Click the green ‘Enter Information‘ button
To use the default customer information,
- Add the customers billing information, product description and how many days you’d like the link to be active
To send a link to someone other than the customer, select the ‘other’ radio button
- Enter the information of the person paying
  - Including email address, billing address, product description (in case they aren’t physically present, they’ll know what its for) and how many days you’d like the link to be active.
To email the link, click ‘Save & Continue‘

Taking an Other Payment

Select ‘Other‘ for your payment method
Enter payment amount
Add a payment note ( i.e. check #, transaction id, etc.)
Choose if there was a tip for the transaction
- If ‘Yes‘ – enter the full tip amount, then select the associate(s) receiving the tip and amount(s) each associate/stylist will get, then click Record Payment
- If ‘No‘ – Click Record Payment
Then click ‘Complete’

To see how to use a Payment Plan checkout this video tutorial.

To make a payment to an existing sale, see article How To: Make Payments to Existing Sales