Remote Sales

Remote Sales

Remote Sales Overview

"Remote Sales" 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 Sales 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 Sales section and proceed with the payment. 

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

1. Reaching "Remote Sales"

  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

2. Understanding "Remote Sales" Layout 

  1. Please refer to Figure A and the description of the buttons and fields below to understand the layout of "Remote Sales." 

Figure A
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 sales.
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.

3. Creating a 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 A. 
  2. The Create Remote Sale screen will appear, as Figure B shows. 

Figure B
Fields and Buttons
Sale Description: Enter the sale description. It will help you identify the sale.  
Location: Select the location for which you are creating the remote sale. 
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 C
Cancel: This button lets you cancel the remote sales or the changes made in the remote sale. 
Save & Close: If you click the "Save & Close" button, the system will save the remote sale and navigate you to the Remote Sales screen.  
Save & New: If you click the "Save & New" button, the system will save the remote sale and open the new Create Remote Sales screen.
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 D shows.

 Figure D
Fields and Buttons
Add Products: This button helps you add products to the remote sale. 
Cancel: This button lets you cancel the changes made. 
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.

 3.1 Adding a Product to a Remote Sale

  1. Click the "+ Add Products" button highlighted in Figure D.
  2. The Add/Update Product screen will appear, as Figure E shows.  
 
Figure E
Select Product: Use the "Search" button to search for the product. 3.1.1 Selecting a Product explains this button.
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.  
Quantity: Enter the product's quantity you need to add to the remote sale.  
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 F.
    1. Use the Edit button to edit the product details and the Delete button to delete the product from the remote sale. 

Figure F

3.1.1 Selecting a Product 

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

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

Figure H
  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 F.
    1. Use the Edit button to edit the product details and the Delete button to delete the product from the remote sale. 

4. Editing a Remote Sales Record 

You can edit the product details or delete the products from the remote sale. Please follow the steps below to edit a remote sales record. 
  1. Click the Edit icon under Actions shown in Figure A.
  2. The Edit Remote Sale screen will appear, as shown in Figure F. 
  3. If you want to edit the product details, click the respective Edit icon.
  1. The Add/Update Product screen will appear, as Figure I shows.  

Figure I
  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 J shows. Click the "Yes" button to delete the product. 

Figure J

5. Deleting a Remote Sales Record

You can delete the remote sales record from the Remote Sales home screen and the Edit Remote Sales screen. 
Please follow the steps below to delete a remote sales record from the Remote Sales home screen: 
  1. Click the Delete button, as shown in Figure A.
  2. A warning dialog will appear with two related options, as shown in Figure K.

Figure K
  1. Click "Yes, Delete" to continue deleting the remote sale. 
  2. Click “Cancel” to close the pop-up and skip the deletion process.
  1. To delete the transfer record from the Edit Remote Sale screen:
  1. Click the Edit icon highlighted in Figure A.
  2. The Edit Remote Sale will appear as shown in Figure D.
  3. Click the "Delete" button. The warning dialog will appear, as shown in Figure I.  
  4. Click "Yes, Delete" to continue deleting the remote sale. 
  5. Click “Cancel” to close the pop-up and skip the deletion process.

6. The Handheld/POS Side Remote Sales 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 Sales section on the handheld device, creates an order, and scans the product as required. Figure L shows the Remote Sales section on the handheld device.

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

Figure M
  1. The Remote Sales section's listing screen will show the list of all scanned orders. Figure N shows the listing screen. 

Figure N
  1. Remote sales 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 O
  1. The Remote Sales screen appears as Figure P shows. The cashier selects the order from the list, continues the payment process, and completes it in a few clicks.  

Figure P

Note: 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. 

    • Related Articles

    • Remote Sales

      KB Article Coming Soon!

    • Monthly Sales

      Monthly Sales Report Overview Reports -> Sales Reports -> "Monthly Sales Report" As a sales manager with super-admin rights or a business owner, you need to keep an eye on the sales and check the sales analytics periodically on a weekly, quarterly, ...

    • Sales Restrictions

      What's the Purpose of Sales Restrictions? Sales Restrictions allow for certain departments in your price book to be restricted so that they cannot be sold during certain days or certain hours. This guide will briefly cover how to set up sales ...

    • Random Sales

      Random Sales Report Overview The Random Sales Report displays the sales report that includes the top sales-generating cashier at the location where they are working. It can display the top 1-5 sales in the selected number of weeks from the (# of ...

    • Location Sales

      Location Sales Report Overview The Location Sales Report will display location-wise sales data for a specifically entered date range. Multiple different types of filters can also be configured, depending on your requirements. The system will display ...