1. Log in to the Sales side of Agile Ticketing Solutions with your username and password. If you have not received your user credentials, please contact your system administrator.
2. Make sure that you are cashed in before starting sales for the day. See Cashing In to Use POS and Create a Daily User Batch for further instructions.
3. You may need to set the POS to a specific Buyer Type before you can start processing sales for the day. To do so, click the Action / Gears icon at the top of the screen and select Set Buyer Type. This will take you to a screen where you may choose the appropriate Buyer Type for these sales.
Note: If your organization has multiple corporate organizations in Agile, you will first need to select the one you are working with by using Set Corp Organization. After that, you may select your Buyer Type.
4. If your organization has a separate Buyer Type for member sales (i.e. AMS - Advance, AMS - Member, etc.) select that Buyer Type and turn its tile blue.
5. Click the Customer icon.
6. Search by Last Name or Member Number to pull up this customer’s account. A list of customer records will appear if they are already in the system. Because this is a renewal transaction, it's likely that they will already have a record in the system. Double-click the customer's record from the list of search results.
Note: If a customer is a member, their Member Number and Membership Type will appear below their name.
Note: You will know whether or not you are in a customer’s account when you see a name listed in the lower-right corner of the screen.
7. Once you are in the customer’s account, select the Membership icon in the upper portion of the screen. This will allow you to see all available membership programs. Select the desired Membership Program from the list.
8. Once you select the membership program, its membership types will be listed in the bottom half of the screen. Select the membership type you want to add to the customer’s account.
Note: Since this is a renewal transaction, make sure to select a membership category with Renewal in its price name.
9. A window will pop up asking you to assign the Membership to the member’s name. Click the name for the account you are working on and then click OK.
Note: Some memberships allow more than one person to be assigned to it. Make sure to click the green plus sign to add a second customer to those memberships that allow multiple members.
10. To make sure the order is correct, view the Item Summary section on the right side of the screen and read the items off to the customer.
11. Once an order has been confirmed, swipe the customer's credit card if you have a Credit Card Swipe attached to your computer OR click the Enter Payment icon to manually enter the payment information.
12. A screen asking you to change the delivery method may appear. Select the desired method of delivery and click OK.
Note: Selecting E-Delivery or Email Confirmation here will not automatically queue up the customer to receive an email confirmation for this order. If you do need to send an email to this customer, then you can use the Email Last Order Confirmation / @ Symbol button above the order details after the order has finalized in Step 15.
13. Another screen asking you to choose the method of payment will appear. Select the payment type that corresponds to how the customer wishes to pay (e.g. Cash, MasterCard, Gift Card, etc.).
Note: At this point, if you have a USB Credit Card swipe attached to your Terminal, you can swipe the credit card and all the credit card information will populate and automatically finalize the order.
14. Click Proceed to complete the order.
15. You will know the order is complete when the order details in the lower-right corner of the screen turn orange and (LastOrder) appears beside the Order Number.
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