Wodify Point of Sale (POS) is an interface for admins, managers, and coaches can sell products to clients and guests. You can also manage refunds/ returns on products.  

In this article, we will cover:

• How to Sell a Product through the POS
• How to Create a Custom Sale through the POS
• How to Refund an Invoice or Return a Product through the POS
• POS FAQs

How to Sell a Retail Product through the POS

To sell a retail product through the POS:

1. From the Products tab > click the Product Name. You can filter by Product Type via the dropdown.
   
   
2. If required, select the Option and Quantity 
3. Click Add to Cart
   • Cart Discount: (optional) add one time discount
   • Have a Promo Code?: (optional) add promo code for a discount
4. Select Product to add another product to the cart
5. Select the Product Name, if you need to edit an item in the cart
6. Click Checkout
7. Choose a Member or Guest Details
8. Choose or enter the Payment Method
9. Click Pay Now

How to Create a Custom Sale through the POS

To Create a Custom Sale through the POS:

1. From the Products tab > click the Custom Sale
   
2. Add the following details:
   
   • Product Name: (required) enter the name of the product
   • Product Type: (required) select the product type
   • Revenue Category: (required) select the revenue category
   • Tax Rate: (optional) select a tax rate
   • Price: (required) enter the amount
   • Discount: (optional) add a flat or percentage rate discount
   • Quantity: (required) 1 or more 
3. Click Add to Cart
   • Cart Discount: (optional) add one time discount
   • Have a Promo Code?: (optional) add promo code for a discount
4. Select Product to add another product to the cart
5. Select the Product Name, if you need to edit an item in the cart
6. Click Checkout
7. Choose a Member or Guest Details
8. Choose or enter the Payment Method
9. Click Pay Now

How to Refund an Invoice or Return a Product through the POS

To refund or return a product through the POS:

1. From the Invoices tab > click View next to the Invoice #. You can also use the search field.
   
2. Two Options:
   
   • Return Item(s): if you'd like to automatically return an item back to inventory and refund the amount paid for it.
   • Refund Money: if you'd like to refund the full or a partial amount of an item (without affecting the product's current inventory).
3. Continue the on-screen prompts to complete the Return or Refund.

POS FAQs

1. What is Point of Sale (POS)?
   • Point of Sale (POS) is an interface for business owners and coaches to sell products to clients and walk-ins and manage refunds/ returns on products.
2. What are the different sections in the POS interface?
   1. Product - a list of products available to sell at the current business location. Products are added to the system in Wodify Admin > Retail > Product. Products cannot be added to the system via the POS.
   2. Invoices - a list of paid invoices (excluding memberships) to manage refunds/returns and email receipts.
   3. Cart - a shopping cart that gets filled with products added by owners and coaches when a client or walk-in makes a purchase.
   4. Location (found under More) - only applicable if you have multiple locations. Location is used to track inventory and set the tax rate for each item in your cart.
3. How are products added to POS?
   • Products are added to the POS in Wodify Admin > Retail > Product. Click on Add New Product and fill out the product details. At the bottom of the page make sure ‘Visible’ is selected in the Visibility section for the product to appear in POS. Only admins and managers are able to add products.
4. How are a products’ details edited once added to POS?
   • To edit a product, go to Wodify Admin > Retail > Products. Click on a product title and edit the details on the next screen. Changes made to a products’ details will be reflected immediately on the product in POS. Only admins and managers can edit products.
5. How do I sell a product in POS?
   1. Go to the product tab and browse the list of products available to sell. The product list is sortable by type via the dropdown.
   2. Select a product and on the next screen choose quantity and options (if applicable). Admins, managers, and coaches are able to add a one-time discount to a product on this screen if needed.
   3. Click on Add to Cart.
   4. If changes are needed to be made to a product after it has been added to the cart, click on the product to go back to that product screen. Once changes are completed, click on Update Cart.
   5. To add more products, go back to the product tab continue shopping.
   6. To checkout, click the Checkout button.
   7. Next, choose to Add Client (to use stored payment) or Checkout Anonymously.
   8. Choose the payment method, follow the instructions on the screen and click Pay Now.
6. Why can’t I sell a membership with POS?
   • Memberships can not be sold from POS at this time. 
7. How do I sell a product that is not showing in POS?
   • Choose ‘Custom Sale’ from the products list, fill out the details pertaining to that product, and add to the cart.
8. What if a product shows out of stock in POS, but I am holding it in my hand and someone wants to buy it?
   • Choose ‘Custom Sale’ from the products list, fill out the details pertaining to that product, and add to the cart. If you are an admin or manager you can adjust inventory later.
9. How do I apply a discount to a product?
   • Choose ‘Discount >’ on the product page to apply a one-time discount to that specific product. Only admins and managers can apply a discount.
10. How do I apply a discount to the entire purchase?
    • When all products have been added to the cart, choose Cart Discount, set the amount, and click Save. The cart discount will appear above the Subtotal.
11. Can I save a “popular” cart to quickly retrieve and sell to multiple customers?
    • No, at this point, there is no concept of a saved cart.
12. How can I delete a cart all at once?
    • Click on Delete Cart to delete everything in the cart at once.
13. How can I delete a specific product from a cart?
    • Click on the trash can to the right of the price to delete a specific product from a cart.
14. How do I find an invoice from a recent transaction in the POS?
    • On the Invoices tab, recent orders are displayed by default. Orders can be searched by invoice ID or customer name or all orders can be viewed at once. Click on the order to view the invoice.
15. How do I process a refund?
    • On the invoice, click on Refund Money and follow the step-by-step instructions for refunding money to the customer. You can refund the full amount or a portion of the amount paid on a specific product.
16. How do I return an item?
    • On the invoice, click on Return Item(s) and follow the step-by-step instructions for returning an item. If the invoice contains multiple items, only 1 item can be returned at a time.
17. Why is it important to make sure my default location is set to the location I am actually selling from?
    • This is only applicable if you have multiple locations. Location is used to track inventory and set the tax rate for each item in your cart.
18. How do I change the location I am making the sale from?
    • If you have multiple locations, click on Locations (under More on mobile) and select the location you are selling from.