Popular topics: Log in to Your TripWorks Dashboard Refund a Payment

Point of Sale (POS Purchases)

Learn how to complete point of sale purchases for products.

In your TripWorks account, both the Dashboard View and Sales View provide 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 either of these views 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.

How to Make a POS Product Sale

  1. Navigate to the Point of Saledialog box from either the Dashboard View or Sales Viewof your account. 
    1. Dashboard View: Select the Home icon from the toolbar, then choose the Point of Sale quick link.

    2. Sales View: Select Sales from the toolbar, expand the drop-down next to the Book Trip button, then choose Retail Sale...)

  2. If the price of your chosen product is editable (a setting you can enable or disable when adding a product to your catalog), a keypad will appear. Use the keypad to set the unit price for this product, then choose Add.

  3. Use the drop-down menu to adjust the product quantity as needed, then choose Checkout & Pay.
  4. If your POS settings require the customer's contact information, you will be prompted to collect the customer's name, phone number, and email address at this time. Complete the required fields, then select Next Step.

  5. Complete the purchase process using the Add a Payment prompts provided. If you elect to Skip Payment at this time, the trip will be saved as a Draft purchase until payment is collected.

Was this article helpful?

Can’t find what you’re looking for?

Our award-winning customer care team is here for you.

Contact Support