Online Store or eCommerce Tendering (Fred POS Tills)

POS Tills

eCommerce is an online store, where goods are sold over the internet with the associated transfer of money and data to execute these transactions. The following outlines methods for processing sales.

Method 1 - Hold transaction

Whenever you place a transaction on hold, Store Operations displays a notification icon at the top of the transaction screen.

Place a transaction on hold

1. Log on and scan the products to the screen.
2. Press the HOLD hotkey or Ctrl F12 on the keyboard.
3. Type the eCommerce Reference Number/Customer Reference in the Comment box.
   
4. Press [Enter] or tap OK to finish. The sale has been placed on hold.

Retrieve a sale that has been placed on hold

1. Log on using your cashier ID number.
2. Press the RECALL hotkey on the keyboard.
3. Select recall transaction placed on hold.
4. Highlight the eCommerce Reference number/Customer Reference and press Enter to select them.
   
5. Press Enter to continue with the sale.
6. Finalise the sale with the appropriate Tender Type.

Create an eCommerce Tender Type for all Online Transactions. See Create a new tender type for details.

Method 2 - Work order

Create a work order

1. Press the Work Order hotkey or Ctrl-F2. Store Operations displays the detail entry fields at the top of the screen.
   
2. Scan or manually enter the item(s) on the transaction screen.
3. To enter the detailed information about the work order, press Shift-F9.

A hotkey can be created for Work Order Details. You could rename this to Order/Online Order, for example. Refer to POS Create Item Hotkey for Touchscreens.

4. On the Work Order Information window, enter the eCommerce Reference Number/Customer Reference and a Comment, then press Enter.

5. Select the Override deposit checkbox and enter the amount already paid.

   For example:

   • If the order has already been paid for via your eCommerce platform, enter the amount paid.
     
   • If the order is to be paid for on pickup, set Deposit as 0.00.
     

   This information displays at the top of the transaction screen.

6. Finalise the Work Order using the Tender window.
7. In the correct tender type field, enter the amount given as the required deposit payment, then press Enter.

Create an eCommerce Tender Type for all Online Transactions. See Create a new tender type for details.

Pick up items on a work order

1. Press Recall or F11 to display the available recall functions.
2. Select the Recall a Work Order option, then press Enter.
   
3. On the Work Orders window, select the work order you want to retrieve, then press Enter. You will see the work order on the transaction screen.
   
4. Press Enter to display the Work Order window enabling the customer to either pick up the entire work order or partially pick up the items in the work order.
   • If the customer wants to pick up all the items in the work order, select the Pick Up Entire Work Order option, then press Enter. On the Tender window, enter the amount received at pick up in the appropriate tender field, then press Enter.
     
   • If the customer wants to pick up a partial order, select the Pick Up Partial Work Order option, then press Enter. On the Pick Up Order window, select the appropriate item for which the customer wishes to pay, and press the Spacebar to select (check) the Pick Up box. If there are two or more of the same item on the work order, enter the applicable quantity number in the Quantity field. Press Enter to display the Tender window, enter the applicable tender amounts, then press Enter to process the transaction.
     

If the deposit was overwritten to the amount paid via the eCommerce platform at time of creation, then the amount owing at pickup will be $0.00. Tender using the appropriate Tender Type.

If the order is to be paid at pickup, ensure the correct tender is used (Cash/Eftpos).

Create an eCommerce Tender Type for all Online Transactions. See Create a new tender type for details.

Method 3 - Account

Create an eCommerce account

1. Tap Contacts, then Customer.
2. Tap New and enter the customer contact details.
   
3. Tap Accounts, then Add.
4. Use the dropdown to select the Type (for example, Personal).
5. Adjust the Credit Limit (if required).
6. Tap Save and Close, then Save and Close again.
   

Charge to eCommerce account

1. Log into Fred POS.
2. Tap the Select a Customer button.
   
3. Search for the account you want to charge to and tap Select.
   
4. Scan or manually enter the item(s) on the transaction screen.
5. Press Enter to display the tender screen.
6. Arrow down to By Account and press + on the keyboard to complete the sale.
   
7. The Sales Receipt displays Invoice To: information and the new account balance.
   

At time of pickup

At the time of pickup, do one of the following:

Make a payment to an account using eCommerce tender

1. Log into Fred POS.
2. Tap the Select a Customer button.
   
3. Search for the account you want to charge to and tap Select.
   
4. Tap the Payment button.
   
5. Type the amount to be paid off the account in the Payment Received field, then tap OK.
   

6. The Tender screen automatically displays. Choose the payment method to complete the transaction.

   • If the customer has paid for their order using your online platform, it is recommended to have a tender called eCommerce. See Create a new tender type.
   • If the customer is paying for their order at pickup, select the appropriate payment method (cash/eftpos/etc).

   

7. The Sales Receipt displays Invoice To: information and the new account balance.
   

Make an account payment using Fred Office Plus

1. Click Contacts.
2. Click Accounts.
3. Search for and open the relevant account.
4. Click Payment.

5. Complete the required information:

   • Type of Payment: BPay/Direct Credit/EFTPOS
   • Reference number: eCommerce Reference Number/Customer Reference
   • Payment Amount
   • Additional Comments

   

6. Click OK, then Save and Close.

With the above payment method, more than one order can be paid off at once.

Related resources

Tender types (Fred POS Tills)