Quick Start - Point of Sale

The Key Steps

To adjust Point of Sale Settings:

1. Click on the Settings icon

2. Click on the Point of Sale settings under Global

3. On the Point of Sale settings page, select your settings

To Create Categories (categories are used to sort products)

1. Click on the Money icon 

2. Click on Categories under E-Commerce

3. Click on the Create button

4. Add category name and parent category, if applicable (see article for information on parent categories)

5. Click the Save button

To Add Suppliers

1. Click on the Money icon 

2. Click on Suppliers under E-Commerce

3. Click on the Create button

4. Add the supplier Name and click Save

To Create Products

1. Click on the Money icon 

2. Click on Products under E-Commerce

3. Click on the Add Products button

4. Add Product information and click the Save and Continue button

5. Add Product Options at the bottom of the page, if applicable

6. Click the Save button

👇 For more detailed steps, refer to the article below:

Updating Point of Sale Settings

The first step in setting up your Point of Sale system in Pulse is selecting your basic settings. 

To access these settings, you will need to click on the Settings icon in the left hand panel and then click on Point of Sale Settings under the Global section. 

The first option you have here is to select whether you want to charge your customers tax on all transactions through your point of sale. This tax will be based on the tax rate you set up on the Tax Rates page. 

The second option you have here is whether you want the customers to be responsible for paying any credit card processing fees. If you do not select this option you will be responsible for paying these fees. You will have the option when signing people up for memberships to change either of these settings manually if needed. 

Make sure to click the Update button when you are done.  

Adding Categories and Suppliers

To help you with organizing your Point of Sale, you can add in different Categories and Suppliers. 

Both of these pages can be accessed by clicking on the Money icon in the left hand panel and navigating to the E-Commerce section. 

Starting on the Categories page, you can add Categories to help you sort your products. For example, you might want to create a Gear category or a Food and Drink category. 

To create a category, select the Money icon in the left hand panel and then click on Categories under the E-Commerce section.

When you create a new category, you will need to give it a name

You can also add a parent category, which will allow you to add sub-categories. This means the category you are building will go inside of a different category you have already created. 

Click Save when you are done updating your category.

You can also stay on top of your inventory by adding your Suppliers. 

The Suppliers page is where you can add the distributors or companies that provide you with your products. Later when you go to create your products, you can specify which Supplier they are coming from. 

To navigate to the suppliers page, select the Money icon in the left hand panel and then click on Suppliers under the E-Commerce section.

Click the Create button in the top right corner to add a new supplier. 

Once you are on the Add New Supplier page, add the supplier’s name in the Name field and then click the Save button. 

Creating Your Products

Now that you have added in your categories and suppliers, you can start adding the products you offer to your point of sale. 

To navigate to the products page, select the Money icon in the left hand panel and then click on Products under the E-Commerce section.

Once you have added products, they will show up on the center of the products page. 

To add a product, select the Add Products button in the top right corner of the page.

On the Add Product page, you will enter the name and the SKU for the product. 

The Status field is where you will select Active if you are currently selling the product or Inactive if you are not currently selling it. 

You can choose to add a brief product description in the description box which will show up when clients browse your pro shop in the customer app.

The product price will go in the Price field below the description. 

Beneath the price you have the following 3 options you can select to turn on for this product:

  • Taxable: this will charge your previously set tax rate on this item when it is purchased
  • Fulfillable: this will track any purchases of this product in your fulfillment center, you generally will not set any food or drink items to be fullfilable
  • Allow Backorders: this will allow customers to purchase active items in your pro shop, even if your inventory indicates that the stock is at 0

In order to keep track of your inventory, you can enter how many of that specific product you currently have in the Inventory field. 

The image field is where you can browse your files to add an image for the product that will show up in your point of sale and on the customer app. 

To better organize your point of sale, you can select what categories the product falls into from the category options you have already created. 

In the Suppliers field, you can select a supplier from the suppliers you previously added on the Suppliers page. 

When you are finished editing the product, make sure to click the Save and Continue button located in the top right corner of the page. 

If the product you've created has multiple options, whether it's sizes for gear or colors for sports drinks, you'll want to create product options next.

Creating Product Options

If you sell different variations of the same product, you can add multiple product options at the bottom of the Add Product page.

NOTE: The ability to add new product options will only appear after you have clicked on Save and Continue. 

For each of the options you create, you can provide a different SKU, inventory quantity, and price. 

Once you are finished creating a pricing option, click the Save button. 

After you have saved your first pricing option, you will be able to add another. 

Using Your Point of Sale

To navigate to your actual Point of Sale system, click on the Money icon in the left panel and then select Point of Sale under the E-Commerce section. This is where you will be able to complete transactions with the products you created. 

On the Point of Sale page, you will see all of your products listed with their images and any products with multiple options will have a drop down menu where you can see all options available. 

To add a product to the cart on your Point of Sale page, click the Add button in the bottom right corner of that product. 

For products with multiple options, you will be required to select from the dropdown which option you want before you are able to add it to your cart. 

Once you have added an item to the cart, you can continue adding items or click on the blue Pay button on the right side of the screen. 

This will take you to the Pay screen where you can take payment for the transaction. 

You can search for a contact from the dropdown on the Pay screen to associate the invoice to the contact's profile. If the customer already has a card on file, you can click the Card option. Once Card has been selected, their payment methods on file will be available for you to select. If there is not a card on file, you can manually enter the card information. 

You can also take cash payment by selecting the Cash option. 

When you select the Cash option, you will need to enter the amount in cash the customer gave you so the system can calculate how much change to return. 

When you are done adding the payment information click the Process button in the bottom right corner.