Selling an Item - Customer Present
Most items can either be ordered by the customer online or sold to them by a staff member. To sell an item to a customer, go to the Sales section of your website (for test purposes https://www.starkadder.org.uk/Sales/), if you are not already on it, and log in. This will take you to a screen similar to the one that customers see online, except with a ribbon of extra functions (“Search Orders”, “Manage Lists” etc.) across the top.
Select the relevant item and quantity, as if you were a customer online, and click “Add to Basket”. If you are selling tickets you will usually be asked to choose seats from a seating plan.
You will either be taken to the basket page automatically or the number of items you have selected will be added to a running basket at the top right or side of the page, depending on how your particular site is configured. Once all items have been selected, click “View Basket”/the basket icon and review the order before taking payment.
It is possible to amend order quantities or delete items at this stage, in addition to adding an order adjustment or a voucher code if applicable. For example on Starkaddder if you order tickets you will have “Change Seats” and “Change Quantity” options, tick-boxes from which you can suppress item fees and product limits, a box in which to enter voucher/promotion codes and a box for special delivery instructions.
Then select the correct customer status option at the bottom right of the screen – in this case Customer Present – and and click on the checkout button.
First, you will be asked to either select from an existing list of customers (enter their name or email address in the box to search for them), create a new customer ID or use the “Anonymous” option. Do not use the Anonymous option if you will have any later need to know who bought what. IDs for customers who make their own purchases online will be created automatically.
If you have identified your customer as a named individual you will next be asked to select a delivery method from a pull-down list. Choose one and click Continue to go to the payment type. If your customer is anonymous the system will take you straight to the payment type.
The options for payment are BACS (Bankers’ Automated Clearing Services), Cash, Comp (“complimentary”, i.e. free), Gift Voucher, PDQ (Customer Present), and Theatre Tokens. [A PDQ is a stand-alone Point of Sale card-reader.] In addition, Starkadder has a “Dummy” option so you can practice buying items without accidentally paying for them. It is important to select the correct option, otherwise, there will be discrepancies between end-of-day cashing up and the Monad reconciliation report.
Once the payment method has been selected, you will be taken to a page where you can check the final amount, and enter any details required by the payment method before taking the actual payment. Once this has been done the sale is complete. Up until this point the sale can be cancelled but once the payment method has been selected and the sale has completed, any changes to the order would have to be treated either as a refund or as an additional order.
Selling an Item - Customer Not Present (telephone sale)
When dealing with a telephone sale, use the retail interface to process the sale as per a Customer Present sale, but instead select the Customer Not Present option on the bottom right hand of the Basket screen. Once the checkout button is pressed, you will be asked to choose a delivery method, and then offered a choice of payment methods. This is similar to the Customer Present payment options, but without the “Cash” option and with several different credit card types. Selecting one of these will re-direct you to whatever card-handling system you have chosen to connect to your website.