The Quick Sale Ticket is used to process sales through RepairQ. You can find the Quick Sale button under the "Tickets" section of the top navbar.
The first task is to decide whether you would like to process this sale for an anonymous customer, or if you'd like to either attach an existing customer (using the search field for either name, phone number, or customer loyalty ID) or create a new customer file.
The next step is to add the items the customer is buying to the ticket. In the Add Item field, scanning a UPC will attach that item to the ticket. You can also perform searches (in no particular word order) for items, as the image below shows. Clicking on a item will attach it to the ticket.
To perform a more precise search, click on the "Lookup Item to Add" button.
You can filter by item type, and perform a search for the item. Clicking on an item will attach it to the ticket.
You can use the "Lookup Item to Add" search to quickly attach multiple quantities of an item to a ticket. Use this to sell multiple of an item at a time, such as a bulk sale and similar workflows.
Note: RepairQ recommends not exceeding 100 ticket items on one ticket, in order to avoid the risk of errors or browser timeout when attempting to save the ticket.
Once an item is attached to a ticket, there are a few actions that can be taken.
Note: Add notes to the item that can be accessed later (e.g. "Gave 10% discount due to slightly damaged packaging")
Relations: Change this field to the associate who will receive credit for the sale.
Status: Generally this will be "Sold" status, but this field allows to change the item status when closing the ticket in the situations that call for it.
Price and Qty/Hrs: Most parts and accessories will have their price displayed here. This field will be editable if the catalog item for that item allows it. Labor hours need to be tracked in the "Qty/Hrs" field to ensure proper reporting.
Discount/Ticket Discount: To discount an individual item by a percentage or dollar amount, fill out the "Discount" field that corresponds to that item. Entering an amount in the "Ticket Discount" field will discount every item in the ticket by that dollar amount or percentage.
Remove Ticket Item: To remove an attached item from a ticket, click the "Remove Item" button that corresponds to the item you'd like to remove.
The final step is to accept payment. If the customer is paying with cash, simply enter the amount of cash paid into the field and hit the "+" button to add it to the ticket.
For other methods of payment, click on the "Add Transaction Form" Button.
Payment Type- Allows you to select the appropriate tender based on the Payment Methods you've established.
Amount- This field is where you enter the amount being paid by this tender.
Pay in Full- Click this box to auto-enter the ticket's remaining balance into the Amount field.
Ref#/Note- This field is usually used for checks and credit/debit cards; enter the check number or the last four digits of the card.
Payment Review Field- After transactions have been added, review to ensure the information is correct and close the ticket. If the customer is paying with cash, the review field will display the amount paid, the total, and the change due.
If integrated with Bluefin, after the card is swiped, the Payment will be added to the Transactions field. The payment will be put into Pending status. The payment will be confirmed and processed when the ticket is closed.
Remove Transaction- To remove a transaction, click on the "Remove" button corresponding to the payment you'd like to remove.
Adding Notes- Optional field that allows you to insert any special comments and attach it to the ticket for later review.