Wodify Point of Sale (POS) is a simple, in-platform tool for selling Retail products to clients and guests. It also allows you to process refunds and manage product returns, making in-person transactions quick and seamless.

In this article, we will cover:

• How to Sell a Retail Product through the POS
• Clearing Cart, Adding Discount/Promo Code, and adding Products by barcode
• How to Refund an Invoice or Return a Product via POS
• How to create a PIN for Self Service POS
• Enabling the use of the Client's last four digits of their phone number as their PIN:
• POS FAQs

How to Sell a Retail Product through the POS

Additional Functions in POS: Clearing Cart, Adding Discount/Promo Code, and adding Products by barcode:

How to refund an Invoice or Return a Product through the POS, including both full and partial Refunds:

How to create a PIN for Self Service POS:

Enabling the use of the Client's last four digits of their phone number as their PIN:

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 that include retail products 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 - 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 > Products. 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.
   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 from the ellipsis menu, set the $ or % amount, and click Save. The cart discount will appear above the Subtotal.
11. How can I delete a cart all at once?
    • Click on the 'Clear Cart' option from the ellipsis menu to delete everything in the cart at once.
12. 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.
13. 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.
14. How do I process a refund?
    • On the invoice, click Actions and select the 'Full Refund & Return' or 'Refund/Return' button.  Follow the step-by-step instructions for refunding money to the customer. You can refund the full amount of the invoice using 'Full Refund & Return', or a portion of the amount from a specific product using 'Refund/Return' .
15. How do I return an item?
    • On an invoice, click the 'Full Refund & Return' or 'Refund/Return' action button and follow the step-by-step instructions for returning an item to return it to your inventory.
16. 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.
17. How do I change the location I am making the sale from?
    • If you have multiple locations, click on the Locations dropdown menu on the top navigation bar and select the location you are selling from.