Remote Sale

Remote Sale

Remote Sale Overview

"Remote Sale" shows you the list of all remote sales created using the handheld device at your locations.

In retail businesses, sometimes customers order in advance and then come later to collect the order. Even there can be big orders in such cases. The "Remote Sale" feature in FTx Cloud POS makes it easy for store employees to handle such situations. The store employee can scan the products via handheld as a remote sale and keep the order ready. When the customer arrives, they go to the store's payment desk. The cashier can see the scanned order in the POS device's Remote Sale section and proceed with the payment. 

"Remote Sale" enables you to:
  1. View the list of all remote sale created using the handheld device.
  2. Edit any remote sale if required. 
  3. Add new remote sale if needed.
  4. Delete a remote sale record.

Reaching "Remote Sale"

  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Pricebook 
  4. Step 4: Choose Products
  5. Step 5: Choose Remote Sale
Figure 0.1 below will help you understand the navigation better. 

                                                                                            Figure 0.1

Understanding the "Remote Sale" Layout 

Please refer to Figure 0.2 and the description of the buttons and fields below to understand the layout of Remote Sale. 
                                                                    Figure 0.2
Column Titles: Each column title indicates the type of information in the column. You can filter the list using any title to search for specific remote sale.

1: Add New: This button lets you add a new remote sale from Control Center. 
2: Edit Remote Sale: This button lets you edit the remote sale. 
3: Delete Remote Sale: This button lets you delete the remote sale.

1. Adding a New Remote Sale 

Generally, the store employee creates the remote sale from the handheld device. However, you can create it from Control Center if required.

Please follow the steps below to create a remote sale from Control Center: 
  1. Click on the "Add New" button highlighted in Figure 0.2. 
  2. The Create/Add Remote Sale screen will appear, as Figure 1.0 shows. 

                                                                      Figure 1.0
Fields and Buttons:
  1. Sale Description: Enter the sale description. It will help you identify the sale.  
  2. Start Time: Select the date and time for the remote sale. 
  1. The system shows the current date and time. Please click on the Start Time field if you need to change it. The calendar drop-down will appear. Please select the required date and time for it. 

                                        Figure 1.1
  1. Cancel: This button lets you cancel the remote sale or the changes made in the remote sale. 

  2. Save & Close: If you click the "Save & Close" button, the system will save the remote sale and navigate you to the Remote Sale screen.  

  3. Save & New: If you click the "Save & New" button, the system will save the remote sale and open the new Create Remote Sale screen.
  4. Save: This button lets you save the changes you have made at any point.
  1. Once you fill in and save the appropriate information, the system will create a remote sale, and the Edit Remote Sale screen will appear, as Figure 1.2 shows.

                                                                   Figure 1.2
Fields and Buttons
  1. Add Products: This button helps you add products to the remote sale. 
  2. Cancel: This button lets you cancel the changes made. 
  3. Delete: This button enables you to delete the remote sale. 
  1. Once you create a remote sale, you need to add the products to it.

 1.1 Adding a Product to a Remote Sale

  1. Click the "Add Products" button highlighted in Figure 1.2.
  2. The Add/Update Product screen will appear, as Figure 1.1.1 shows.  
 
                                       Figure 1.1.1
  1. Select Product: Use the Search button to search for the product. 1.1.1 Selecting a Product explains this button.
  2. Search By UPC: If you enter the product's UPC in this field and click the Enter key on your computer's keyboard, the system will fetch the product name and enter it in the Select Product field.  
  3. Quantity: Enter the product's quantity you need to add to the remote sale.  
  4. Save: Once you fill in the appropriate details, click this button to add the selected product to the remote sale. 
  1. You can add products to the remote sale as per your requirements. 
  2. Once the products are added, the Edit Remote Sale screen will look like the one shown in Figure 1.1.2
    1. Use the Edit button to edit the product details and the Delete button to delete the product from the remote sale. 

                                                                    Figure 1.1.2

1.1.1 Selecting a Product 

Please follow the steps below to select products for the remote sale: 
  1. Click the "Add Products" button highlighted in Figure 1.2. 
  2. The Add/Update Product screen will appear, as Figure 1.1.1 shows.  
  3. Click the "Search" button. The Select One Product screen will appear, as Figure 1.1.1.1 shows. 
    1. Use the Search bar to search for a specific product. Click on the product name to select it and click "Apply."

                                                                    Figure 1.1.1.1
  1. The Add/Update Product screen will show the added product, as Figure 1.1.1.2 shows. Enter the required quantity in the Quantity field and click the "Save" button.

                                           Figure 1.1.1.2
  1. The system will add the product to the remote sale.
  2. Please follow the same process again to select multiple products, if required.
  3. Once the products are added, the Edit Remote Sale screen will look like the one shown in Figure 3.1.1.
    1. Use the Edit button to edit the product details and the Delete button to delete the product from the remote sale. 

2. Editing a Remote Sale Record 

You can edit the product details or delete the products from the remote sale. 

Please follow the steps below to edit a remote sale record: 
  1. Click the Edit icon under Actions shown in Figure 0.2.
  2. The Edit Remote Sale screen will appear, as shown in Figure 1.1.2. 
  3. If you want to edit the product details, click the respective Edit icon.
  1. The Add/Update Product screen will appear, as Figure 2.1 shows.  

                                               Figure 2.1
  1. You can change the product or product quantity.
  2. Make the required changes and click "Save."
  1. If you want to delete the product, click the respective Delete icon.
  2. The Alert message will appear, as Figure 2.2 shows. Click the "Yes" button to delete the product. 

                                                             Figure 2.2

3. Deleting a Remote Sale Record

You can delete the remote sale record from the Remote Sale home screen and the Edit Remote Sale screen. 

Please follow the steps below to delete a remote sale record from the Remote Sale home screen: 
  1. Click the Delete button, as shown in Figure 0.2.
  2. A warning dialog will appear with two related options, as shown in Figure 3.1.

                                          Figure 3.1
  1. Click "Yes, Delete" to continue deleting the remote sale.
  2. Click “Cancel” to close the pop-up and skip the deletion process.
  1. You can also delete remote sale records from Edit Remote Sale as well.
  2. To delete this record from the Edit Remote Sale screen, follow the steps mentioned below:
  1. Click the Edit icon highlighted in Figure 0.2.
  2. The Edit Remote Sale will appear as shown in Figure 1.2.
  3. Click the "Delete" button. The warning dialog will appear, as shown in Figure 3.1.  
  4. Click "Yes, Delete" to continue deleting the remote sale. 
  5. Click “Cancel” to close the pop-up and skip the deletion process.

4. The Handheld/POS Side Remote Sale Workflow 

Below is a brief overview of the handheld device and POS device-side workflow for the remote sale. 
  1. The customer gives information about their requirements through any medium, such as phone calls, emails, or messages.
  2. The store employee accesses the Remote Sale section on the handheld device, creates an order, and scans the product as required. Figure 4.1 shows the Remote Sale section on the handheld device.

                                  Figure 4.1
  1. Once the product is scanned, the Remote Sale section on the handheld device will show the sale details. Figure 4.2 shows the order details. The store employee can scan multiple products in an order if required.

                                   Figure 4.2
  1. The Remote Sale section's listing screen will show the list of all scanned orders. Figure 4.3 shows the listing screen. 

                                           Figure 4.3
  1. Remote sale allow you to take a sale over the phone or on the floor, allowing the customer to simply pay at the counter.  
  2. When the customer arrives, the store employee hands the products to the customer at the payment point. 
  3. The cashier clicks the "Remote Sale" button on the POS devices to process the payment. 

                                            Figure 4.4
  1. The Remote Sale screen appears as Figure 4.5 shows. The cashier selects the order from the list, continues the payment process, and completes it in a few clicks.

                                                                      Figure 4.5

As the data sync is enabled, when you make any changes in Control Center or the handheld device, they will be reflected on the POS device. This feature saves a considerable amount of time for both the store and the customer. 

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