Pet Manager provides a POS (Point of Sale) Terminal for businesses that want to sell pet care products and items alongside their regular services. With this module, you can process sales, record transactions, and manage stock directly within the platform, helping you keep all your operational and retail activity in one streamlined system.
The Retail feature is available as an addon service. Please see: Enabling the Retail Addon to learn how to enable.
In This Article
- Viewing Products
- Searching For Products
- Adding Products to the Shopping Cart
- Allocating the Purchase to a Customer
- Invoicing and Payment
- Payment Receipts & Confirmation
To access the POS Terminal go to Retail > POS Terminal
You can also access the POS Terminal through the customer’s profile by navigating to the Sales Orders tab and selecting the POS Terminal button.
There’s also the option to open the POS Terminal directly from a booking by selecting the POS Terminal button in the top‑right corner.
Viewing Products
The POS Terminal home page displays all physical items available for sale. By default, how the items show, will depend on your system configuration in Settings > Retail > Retail Settings, under the POS section.. See HERE for more information
See Example
Retail Settings
POS Terminal view
Products shown under the Highlight categories are items marked with a star. These can include, for example, promotional stock or items nearing their expiry date.
The view can be tailored to your preference by selecting either Tile View or List View from the buttons located at the top right of the search bar.
Tile View
List View
Searching For Products
Products can be located using a number of quick and simple search methods, improving customer service efficiency and speeding up allocation to the shopping cart.
Using the Search Bar
The search bar allows you to search across all products from the view All page, or to search only within the selected category when viewing category‑specific items.
Search by Category
Products can be categorised during creation, grouping them with other items of the same variant. Categories can then be selected from the left‑hand menu to display all products within that category, enabling you to quickly locate and choose the product you need.
Barcode Scanning
If you have a barcode scanner connected to your computer, you can click the Barcode button within the POS Terminal. The scanner will read the barcode and automatically enter the number into the dialog box. If a product in your system has a matching barcode, it will be identified and selected automatically.
To improve this workflow, enable the POS Scanning setting. When this setting is active, the Scan Barcode dialog box will open automatically when you enter the POS Terminal. See HERE on how to enable this setting.
Adding Products to the Shopping Cart
When you select a product, a pop‑up dialog box will open, presenting options that reflect its configuration.
If the item is unique and has no variants, such as different flavours, weights, or sizes, the dialog will display only the core options for that product.
If the product includes variants with multiple options and values, the fields shown will use the labels you defined when setting them up
The amount of stock available will be displayed in green.
Example of a unique product with no variants.
Example of a product with various variants (options & values)
Example 1
Example 2
Quantity - This is a fixed field where you enter the number of items being purchased.
Box Quantity Contains - If the product has been configured to be sold in boxes containing multiple units, this field shows how many items are included in each box. A value of 1 indicates the product is sold individually (unboxed).
Example
| Box Quantity Contains - x1 box contains x8 units. | Quantity - adding x2 boxes to the cart |
To add the product to the cart click the button.
As items are added to the cart, you will see the product description, the quantity selected, and the total value. You can easily adjust the quantity or remove the item entirely.
Add or remove quantity -
Delete item from the cart -
Total - Shows the overall cost of the cart, reflecting the full amount prior to any discounts.
Apply Discount - Select the checkbox to apply a discount to the order. Additional fields will then be displayed.
Discount Fixed - Specify the monetary amount to be discounted from the order. The system will calculate the equivalent percentage.
Discount Percent - Specify the percentage amount to be discounted from the order. The system will calculate the equivalent monetary amount.
Invoice Total - Shows the final total for the sales order once all items and discounts are applied.
Once completed click the button.
Allocating the Purchase to a Customer
To complete the purchase and checkout process, and to generate the invoice for payment, the system will open an additional form. This form closely resembles the Sales Order and prompts you to allocate the purchase to a customer account and, if needed, link it to a booking.
Customer - Assigns the order to the customer’s profile.
A new customer can be added using the quick form by selecting the button.
Booking - Assigns the order to a specific booking if needed. This allows the purchase to be invoiced separately or consolidated with the booking’s invoice.
Notes - A free‑text field for adding any specific notes related to the order. These notes appear on the Order Overview tab.
Location - When using the Multi‑Site feature, you need to select the location to view bookings for that specific site.
Address - Automatically populates once the customer is selected.
The product details, quantities, and costs will be carried over from the cart, with the same options available to adjust them if required.
Invoicing and Payment
Save + Invoice - Intended for quick purchases, this option creates and opens the invoice ready for payment.
Save - Choose this option if you intend to invoice the purchase as part of a booking or need to make further adjustments before generating the invoice. If a booking is selected, the items will appear under the booking’s Invoices/Quotes tab, where they can be invoiced or consolidated with the booking invoice.
| NOTE: Whichever method you use, the system will generate a Sales Order on the customer’s account and automatically set it to Fulfilled and Shipped, completing the workflow for you. |
Back - Returns you to the POS Terminal if your customer wishes to continue shopping and add additional items to the cart. If a customer has already been selected, they will remain selected, which will be visible when you return to the POS Terminal.
Once the invoice is created, payments can be taken and recorded against it using the same process you follow for booking invoices.
Payment Receipts & Confirmation
Throughout the process, you can configure the system to send customer email confirmations at various stages of the purchase, including payment confirmation. These notifications can be customised by going to Email Settings, where you can set up automation for the specific steps you want the customer to be informed about.
For More Information
On adding and processing Sales Orders, view - Adding Sales Orders
On managing the Email Communication View - Automated Email Settings
On adding new products view - Adding Products - Retail
On managing the Retail settings view - Retail Settings
On setting up categories for your products view - Product Categories
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