Assign a related Sales Item to a Service

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You have performed a service and would like to offer your customer a related sales item or add a deposit upon payment? With enforePOS, this is possible. To do this, you have to link the service with a related sales item. You will learn how to do that in this How-To.

Requirements

Assign a Recommendation to a Service

  1. In the POS menu, open Reservations > Services.
  2. Select a service.Screenshot 2024-02-22 at 09.36.46.png
  3. Tap on the Related tab.
  4. Tap on [+ Add Related Product].Screenshot 2024-02-22 at 09.37.41.png⮕ The Create Related Product window opens.
  5. Tap on [Suggestion].Screenshot 2024-02-22 at 09.38.49.png⮕ The window Create Related Product: Suggestion opens.
  6. Enter the following data:
    Sales Item: enter the sales item you want to assign to the service as a suggested product.
    Quantity: enter the quantity of the suggested sales item here (optional).
    Sales Price/Unit: enter the price per unit here (optional).
  7. Tap on [Complete].Screenshot 2024-02-22 at 09.40.14.png⮕ You have assigned the recommended sales item to the service.

Select the recommended sales item in the cash register for the service

To load the service with the recommended sales item into the basket, proceed as follows:

  1. In the POS menu, open Sales > Register.
  2. Select the service to which you have assigned the related product.Screenshot 2024-02-22 at 09.41.37.png⮕ The Related Products window opens.
  3. Select the recommended sales item.
  4. Tap on [Add].Screenshot 2024-02-22 at 09.42.29.png⮕ You have added the service and the recommended sales item to the basket.

Assign a Deposit to a Service

Requirements

  1. Follow steps 1 to 4 from the Assign a recommendation to a service section.
  2. Tap on [Deposit].Screenshot 2024-02-22 at 09.46.52.png⮕ The Create Related Product: Deposit window opens.
  3. Enter the following data:
    Sales Item: enter the sales item you want to assign to the service here.
    Quantity: enter the quantity of the sales item here (optional).
    Sales Price/Unit: enter the price per unit here (optional).
  4. Tap on [Complete].Screenshot 2024-02-22 at 09.49.02.png⮕ You have assigned the deposit to the service.

Load the service with the deposit into the cash register

To load the service with the deposit into the cash register, proceed as follows:

  1. In the POS menu, open Sales > Register.
  2. Select the service to which you have assigned the deposit.Screenshot 2024-02-22 at 09.50.41.png⮕ In the basket view, you can see that the deposit has been automatically added to the service.

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