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Looking Up an Order in POS

A customer may walk up to the box office and request assistance because they have lost their order confirmation or need a printed copy of their receipt. Helping customers at the Point of Sale (POS) starts with looking up their order. Follow the steps below to do some basic order maintenance without holding up your lines.

1. Log into Sales, and go into the POS system.

2. Click the Binoculars Order Search icon in the top-right corner. 

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3. Enter in the order number or a customer keyword (email, address, etc.) to search for an order. 

Once you have found the order, you can select the order or click the green checkmark to the left to enter into Maintenance Mode on the POS screen. Maintenance mode allows you to make changes to an already processed order without leaving the POS interface. 

You have several quick maintenance operations that you can perform from the Order Search screen. Listed from left to right, they are:

  • Open AMS Sales Maintenance (File Cabinet): Exit the POS interface and open the order in Agile Sales. This is useful for more in-depth order changes.
  • Print Order Receipt (PO Chart): Print the Order Receipt for this transaction. This is a good option for customers who want an itemized list of the items they ordered.
  • Print Payment Receipt (Paper): Print the Payment Receipt for this transaction. This is a good way to get a customer a copy of the payments they made for an order.
  • Print All (Printer): Prints all items and receipts associated with this transaction (Order Receipt, Payment Receipt, event tickets, etc.)
  • Email Confirmation (@ Symbol): Send an order confirmation email for this transaction to the email address on the customer's record or to a new email of your choosing.

4. If you have just finished processing an order on the POS interface and need to pull it up again, click the Maintain Last Order icon. This can be found in the Subtotal Summary area in the right corner. 

5. Clicking the Maintain Last Order icon will bring up the last order in Maintenance Mode

 

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