To add a point of sale transaction, first be sure that all point of sale items have been established in your settings. Once established, enter a transaction as follows:
- If backdating a transaction, select the date that you want the transaction applied to. The date defaults to today.
- Select the Item Type (Contract / Events / General Merchandise / Program Related).
- Search for the item that you would like to enter.
- Search for and select the student that the transaction should be applied to.
- Select the "+" button to add the item to the order. All items applicable to the transaction appear in the Order Items column on the left side.
- Confirm the accuracy of the order.
- Select "Checkout" at the bottom right corner of the screen.
- Select the Payment Type (Cash / Check / Credit or Debit Card / Card On File):
- Cash: enter the amount received and click the calculator button to determine change.
- Check: enter the check number.
- Credit Card: if billing via Mastermind is enabled, enter the credit card information (cardholder name, credit card number, expiration date and security code). If billing is not enabled and payment was handled through another terminal, select "Card Swiped Externally".
- Click "Finalize" in the bottom right corner of the screen.