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Selling products through Timely's iOS app is a breeze. If you would like to sell a product to a customer that is not associated with a booking, then you can do this directly from the sales screen. In this guide you will learn how to sell a product via the Timely iOS app. For the best experience, please make sure you are using the latest iOS version, and have updated the Timely iOS app.
Timely note: if you have cash management enabled, you will need to the open register before you can raise a sale.
How to sell a product via the Timely iOS app
Step-by-step instructions
1
Go to the sales section from the menu. You can either start a new sale, or click draft sales to re-enter any sales you may have started at an earlier time.
2
Use the select customer link to search for an existing customer, or add a new customer.
3
Now click on the customer's name to view their customer record. You can also edit their information from here if required.
4
If the customer made a product purchase on their last visit, you will be asked if you would like to add that product to this sale. You will also be told when they made the purchase and how much the unit costs.
5
The sale will always open to the product search, however, you can also look up services, appointments, gift vouchers, credits, and packages. To add a product type in its name or SKU number to search. Alternatively, you can do this by selecting the barcode icon to open use your device's camera as a barcode scanner. If you have a socket scanner installed you can also use this to input the products barcode.
6
Click on the product in the list to add it to the sale. To add more than one of that product, click on the product in the right-hand panel. Use the [+] button next to the quantity to add multiple of that product to the sale. You can also apply a discount, update the staff member associated with the sale, and if you have permission amend the unit price.
7
Then click checkout when you're ready to take payment. To remove a product from the sale, swipe left on the product and click remove.