Sales Settings

First, make sure your Sales Settings are complete. Just tap the pencil icon at the top of the screen and you'll see a popup to enter:

Employee Name: Select your name
Order Type: Phone or Walk-In
(Store Name: If you have multiple store locations)

Carry Out/Delivery/Pick-up

Next, in the upper right, select whether the order is a Carry Out ("Taken" order if you're familiar with the Floranext POS), Delivery, or Pickup.

Adding a Product

There are 2 ways of adding a product to an order. You can add a Quick Sale product by tapping Quick Sale or you can search for a product in your Product Catalog using the Search.

To remove a product, swipe left on the product and tap delete. See how.

Adding Customer Info

Now add your customer's info. Just tap on the + icon next to "Customer Info." This will bring up a popup screen where you can search for an existing customer, or create a new customer.

Adding Recipient Info

For Delivery orders, Recipient Info is required. Tap on the + icon next to "Recipient Info" to bring up a popup screen where you can use saved addresses saved on the customer's profile, or fill in the information required—name, address, email, and phone number—for a new recipient. You also have the option to use the sender address, just tap the Use Sender Address box to check it.

Adding a Card Message

Now for the card message. As with the Customer and Recipient Info sections, tap the + icon right next to Card Message to write up a card message or use the card message shortcut dropdown, select an event, delivery date and time, and special delivery instructions.

Note: At the bottom of the pop-up screen will be an option to send a reminder for next year, just put a check mark on the box right across it.

Adding A Discount

To add a discount to the order, tap the + icon right next to Discount to add a discount from either a Gift Card or a straight discount by fixed amount or percentage.

Note: Gift cards can be created on your online Floranext dashboard. Click here to learn how to create a gift card.

Selecting a Tax Rate

Tap on the dropdown list to select a tax rate.

Click here to see how to set up your tax rates in the online Floranext POS.

Taking a Payment

Finally, tap the Total Price at the bottom right to have the option to choose from different payment methods. Different preset payment methods include:

Cash
Check
Credit Card (setup required, contact Floranext Merchant Services)
COD/Pay later
Wire Out

After taking the payment, just tap Complete Order to finish your transaction.

After completing the order, you'll be taken to another screen where you can send a receipt to an email address.

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Last published by Bryan Durgan
on Fri, 4 Aug 2023 at 4:44 PM

Author

Bryan Durgan

Created on Fri, 17 Jan 2020 at 3:47 PM

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