Customers can purchase products from your catalog in one of two ways — either by adding Suggested Products to their cart when booking a trip through e-commerce, or completing a point of sale (on-site or call-in) purchase from a member of your team.
This article illustrates how to complete a point of sale purchase, which can be done before or after initial payment is collected for a trip.
Point of Sale Purchases for Products
From your TripWorks account, logged in members of your team can sell a product from the Trip View, Dashboard View, or Sales View:
- Products sold from the Trip View are associated with the individual customer from that trip who purchased the product. Should you pull up that customer's guest profile in the future, the product will be listed in their transaction history.
- Products sold from the Dashboard View or Sales View will be treated as stand-alone purchases and will not be associated with a specific trip or guest profile.
- Products sold using any method will be documented in your Product Reports.
Review the tabs below for more details on each option.
The Trip View allows you to add products for individual travelers on a trip. When you add a product from the Trip View, the item is listed within the traveler's booking details alongside any other products or add-ons they have elected to buy. At that point, the traveler can Apply a Payment to cover the total amount due all at once or to cover only the cost of the product.
- From the Trip View, select the Actions drop-down menu for the traveler who will be making the purchase.
- Choose Sell Product...
- From the Add/Edit Products dialog box, select the product you wish to sell. If your product price is editable (a setting you can enable or disable when Adding a Product to Your Product Catalog), a keypad will appear. Use the keypad to set the unit price for this product, then choose Add.
- Use the drop-down menu to adjust the product quantity as needed, then choose Close. From the Trip View, the item is displayed alongside the traveler's booking details, and the cost of the product is reflected in their total. In the screenshot below, for example, Sally, Molly, and Tina's tickets each cost $20.00. However, Sally's total is $30.00 because we have added a product(a $10.00 photo) to her booking.
- If you need to make any edits to the product, you can do so with the following tools:ToolUses
- Remove the product*
* If the customer has not yet paid, when you remove the product, their trip total will update to reflect the new amount due (the cost of the product deducted). If the customer has already paid, the trip will reflect an overpayment equal to the cost of the product, at which point you can Refund a Payment as needed.
- Adjust product quantity
- Rename the product
- Reprice the product for this individual sale
- Apply a discount to the product for this sale
- When you are ready to collect payment from the customer, simply Apply a Payment. Keep in mind that you do not have to collect payment immediately or in full. The product will remain safely stored in the Trip View until the customer is ready to complete the purchase.
The Dashboard View provides quick links to the most common purchases your customers are likely to make on site or over the phone, including product purchases. Sales made from the Dashboard View do not have to be associated with a specific trip, meaning that you can sell a product in this way to any walk-up or call-in customer, even if they have never booked a trip with you.
- From the Dashboard View, select the Point of Sale quick link.
- From the Point of Sale Purchase dialog box, select the product you wish to sell. If your product price is editable (a setting you can enable or disable when Adding a Product to Your Product Catalog), a keypad will appear. Use the keypad to set the unit price for this product, then choose Add.
- Use the drop-down menu to adjust the product quantity as needed, then choose Checkout & Pay.
- Enter the customer's contact information, then select Continue to Payment.
- Follow the provided instructions to complete the transaction.
The process of selling a product from the Sales View is identical to that of the Dashboard View except that you begin by selecting Sales from the toolbar, then choose Retail Sale from the quick link drop-down menu.
From there, follow the same steps provided under the Dashboard View tab, starting at Step 2.