Phone Review

Processing a Transaction

Adding a Customer

Adding a Discount

Updating the Product Price

Updating the Product Quantity

Process a Credit Card Transaction - Payload

Process a Credit Card Transaction - Non-integrated

Processing a Return

Receipt Options

Lookup On-hand Inventory

Link the tDynamo (Payload Only)

 


Processing a Transaction

1. Select the option for New Sale

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2. To add an item to the cart:

a. Scan the item barcode(s) to add items to the cart
b. Search for a product by selecting the option for “Search Product”

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3. Once all items have been added, select “View Cart”
4. Review the items in the cart and select “Next: Summary”

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Adding a Customer

1. On the Summary page of the POS, select the option labeled “Tap to choose or add a Customer”

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2. To add an existing customer, follow the steps below:

a. Search for the customer using one of the following data points:
b. First Name
c. Last Name
d. Full Name
e. Email
f. Phone Number

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3. To add a new customer, follow the steps below:

a. Select the “+” in the top right corner
b. Enter the customer information into the fields provided
c. Select “Add a Customer”

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Adding a Discount

1. On the Summary tab, select the option to add a discount

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2. Select an option to add a discount to Specific Items or the Entire Sale

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3. For a Specific Item discount, select the item from the list provided

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4. Select % or $ discount
5. Enter a discount amount
6. For an Entire Sale Discount, enter the discount amount

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7. Select the option for Apply Discount

 

Updating the Product Price

1. On the cart page of the POS, tap the price of the product

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2. Enter the new price of the product
3. Select “Update Price”

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Updating the Product Quantity

1. On the cart page of the POS, tap the + and – to add or remove a quantity

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Process a Credit Card Transaction- Payload

1. On the Summary page, select the option for Finish & Pay
2. When prompted, Swipe, Tap, or Dip the card on the credit card reader

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Process a Credit Card Transaction- Non-integrated

1. On the Summary page, select the option for Finish & Pay
2. Process the Credit Card outside of the POS App
3. Select I’m Finished

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Processing a Return:

1. Select the option for “Return Items”

a. Scan the barcode on the receipt or
b. Select the option for Lookup Sale

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2. Select the product to be returned

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3. Select a Return Reason

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4. Select the option for “Next: Refund Method”

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5. Select the Refund Method
6. Select “Process Refund”

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Receipt Options

1. Select a receipt option from the list provided

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Lookup On-Hand Inventory

1. Select the option for Search Inventory
2. Scan a product or select the option for “Search Products”
3. Select the product
4. Select Tap to Modify to update the size
5. Review the on-hand inventory information

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Link the tDynamo (Payload Only)

1. On the tDynamo, hold the button until the blue light flashes
2. From the home screen of the app, select alert to connect a reader
3. Select the option for Card Reader

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4. Select the option to Connect a Reader

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5. Match the serial number on the device to the device image on the screen
6. Select the option for “Tap to Connect”
7. When prompted, enter ‘000000’ as the pairing code

Note: The tDynamo is paired through the POS and not through the Bluetooth settings of the device

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