1. Log in to the Sales side of Agile Ticketing Solutions. 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.
Search by name or member number to check whether this customer already has a record in the system. A list of customer records will appear. Double-click the customer's record if their name appears in the list.
Note: If a customer is already a member, their member number and membership type will appear below their name.
6. If the customer does not have a record, you will need to create one by clicking Add New.
7. Once you click Add New, the Quick Add Customer window will appear. Fill in the customer’s information and select OK.
Note: You will know you are in a customer’s account when you see their name listed in the lower-right corner above the order details.
8. Once you are in the customer’s account, select the Membership icon a the top of the screen. Then, choose the correct membership program from the top half of the screen.
9. 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: If you are adding a membership for the first time, do not select a membership category with Renewal in the price name (If you do need to process a renewal, see Renewing a Membership in POS instead).
10. A window asking you to assign the membership to a customer name will appear. Select the correct name and 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 a membership that allows multiple members.
11. 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.
12. Once an order has been confirmed, click the Enter Payment icon.
13. 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 in Step 16 after the order has finalized.
14. 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, Visa, 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. All credit card information will automatically populate and finalize the order.
15. Click Proceed to complete the order.
16. 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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