How to Use Admin Features in Sales Overview

This article outlines the admin functions available in the Sale Overview, focusing on updating sale details and adding payments or refunds.

You may refer to this tutorial for a step-by-step guide on Admin Features in a Sale Overview: 

https://www.youtube.com/watch?v=FscALWg5g80 

Step 1: Access Admin Functions

• Open any Sale Overview and locate the Admin button in the top-right corner. For this example we’ll be using a sale that was made by a customer named Rain.
  
   

• Click to reveal admin options. This article will cover the first two options; the bottom two options for voiding a sale are in a separate article.
  
   
  
  
  

Step 2: Update Sale Date

• Select Update Sale Date if the sale was added to the POS on a different date than the original sale.

• Choose the correct date from the calendar. (In this demo, we select November 2nd as the updated sale date.)
  
   

Step 3: Update Sale Details

• Choose the Update Sale Details option to modify various fields.
  
  

• Salesperson: To change the salesperson, click their name. In the Sales Commission dialog, you can add a new salesperson and adjust the commission split (e.g., 50-50).

• Customer: Change the customer by selecting the Pick Customer dialog and choosing a different profile (e.g., select "Lequirus").

• Billing and Shipping Address: To update addresses, choose the Billing Address option, and modify details as needed (e.g., change the customer’s state).

• Notes: Add any additional information to the sale in this section.

• SVCS/Shipping: Modify the shipping or service costs.

• Add Payment/Refund: Allows you to add another payment or perform a refund of the sale.

Step 4: Adjust Item Cost

• In the Sale Lines section, click Load item cost to view and update the cost per item post-sale.
  
  
  
   

Step 5: Add Payments or Refunds

• Scroll to the Payments section and select Add payment to add new payments or refunds.

  • In the dialog, press Add Payment and choose a payment method from the dropdown menu (e.g., add a $100 cash payment).

• Note: This feature is meant for correcting original sale errors, not as a substitute for layaway payments.

Troubleshooting 

For any issues encountered when using Admin features in the Sale Overview, please contact Flawless POS support for assistance.