SalonRunner

Adding Products to a Ticket

Retail product sales with their typical 100% markup are an important revenue stream for your business. What’s more, they create customer satisfaction by helping your clients maintain that “salon look” or treatment at home.

There are a number of ways to add products to a sales ticket. Pop-ups will remind you that the client is running low on a product they usually buy, or suggest a product promotion tied to the services performed that day. Both provide order forms. You can click the Add Products button or add products through the Client Log. Or products may be added to the ticket because the client reserved them when scheduling online and opted to add them at check in.
 
On the Tickets screen, select the client ticket from the Open Tickets column (or create a ticket with the Create Tickets button), then add products via…
 
“Running low” or “Promotions” reminder pop-ups…
1.     If the client does not wish to buy the product at this time, click Close to close the pop-up and return to the ticket.
2.     If the client wants to buy the product, click on the product name.
3.     The product will appear in an “Add Products” pop-up. Check to make sure the quantity is correct and the proper employee is getting credit for the sale, and click Add Items.
4.     You may add more products if you wish by entering another SKU or product name.
5.     If the client changes his mind, click the
icon next to the product you want deleted.
6.     The product(s) will be added to the sales ticket, and you may proceed to close it out as usual.

“Add Products” button on the sales ticket…
1.     Click the 
button on the ticket.
2.     Begin typing the SKU or product name and select the correct product from the drop-down.
3.     Check to make sure the quantity is correct and the proper employee is getting credit for the sale. Click Add Items.
4.     You may add more products if you wish by entering another SKU or product name.
5.     If the client changes her mind, click theicon next to the product you want deleted.
6.     The product(s) will be added to the sales ticket, and you may proceed to close it out as usual.

Note: If you need to add Inactive products to the sales ticket, please click on the 'Include Inactive' box. This will generate a list for both active and inactive products.


Client Log…
When the client runs out of a product before the average use time is up (therefore no reminder) or needs help remembering a product they tried a year ago and want to try again but forgot the name of, the Client Log is the place to start.
1.     Click the Client Log button on the ticket.
2.     Under Retail History there’s a complete list of products the client has bought in the past, along with the dates of purchase.
3.     Click on the name of the product the client wants to buy.
4.     The product will appear in an “Add Products” pop-up. Check to make sure the quantity is correct and the proper employee is getting credit for the sale. You may add more products if you wish by entering another SKU or product name.
5.     If the client changes her mind, click the
icon next to the product you want deleted.
6.     Click Add Items.
7.     The product(s) will be added to the sales ticket, and you may proceed to close it out as usual.

 
Reserved in Online Client Scheduling…
1.     Products reserved when scheduling online are a request, not a firm order. An “R” in the corner of the client’s appointment box on the schedule will alert your desk staff that the client has reserved a product online.
a.     Please note that you must check “Yes” to “Allow product reservations” in your business profile (Manage> Basic Settings> Business Settings)
2.     When the client is checked in, they have the option of adding the reserved product(s) to their sales ticket or not. A reminder pop-up will ask for a decision.
3.     If the client wants to buy the product, click yes and the product will automatically be added to the client’s ticket at checkout.
4.     If the client wants to buy only one or two of several listed, click yes but then delete the unwanted products on the ticket by clicking Show Ticket or at checkout.


 

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