Arrange the basket to show what the customer bought.
Select a list of products and services or courses together. Check the quantity, product options, prices, and discounts of each item. Use customer information when the transaction requires linking previously received files, rights, or amounts.
Receive the actual amount and separate the source of the payment amount.
Record payment via supported channels such as cash, transfer or card and use the customer's Wallet or deposit when the transaction meets the conditions. Clearly check the additional amount that needs to be received and the remaining amount. Recording payment channels is information for the team to inspect the money received.
Check coupons and discounts before starting to receive payment or use the service according to the conditions of your rights. If the discount is eligible, it must be approved and is still within the minimum price and discount ceiling. Submit the request and wait for the results according to the steps. If it exceeds the price range Must adjust the item to pass the rules first. Approval does not cross these boundaries.
Sell to general customers and link the file when ready.
Supports sales to general customers in an open format. And there is a process for taking courses from general sales lists and linking them with customers who register later. General Sales does not create patient files instead of actual data and does not use the registrant's wallet or deposit as a payment method without a matching customer identity.
Finish the sale and inspect the work that has occurred.
From the sales list, the team can check the bill, payment history, outstanding balance, course rights, and the effect on the stock of related products. Purchasing a course and using materials when providing services are different situations. Therefore, you should open and see the results of the actual work.
How to use it every day?
Select customer and item:
Check identity or general sales format Then add products/services
Check prices and rights:
Check the amount of discounts, coupons, and rules that must be approved before receiving money.
Payment record:
Select the channel or received amount that is applicable to the item. Then check the amount that needs to be added.
Check after confirmation:
Open bills, rights and outstanding balances so that the team can continue working properly.
Frequently asked questions
Can I sell products and courses in one bill?
can be obtained according to the inventory and service formats provided by the clinic. After confirmation, check both sales items, course rights, and effects on related products.
What should a customer not pay in full?
Record the amount actually received. The system keeps the remaining balance available for follow-up and further payment on the original bill. Check transaction conditions and entitlements before providing treatment.
Choose whether to transfer or card and the system will automatically check the money into the bank or not?
This page describes recording channels and payment history. The team must also verify evidence and money received according to clinic procedures. Choosing a channel is not considered equal to confirming the money coming in from the bank.
Can general customers use Wallet or deposit?
These amounts are tied to registered customers. Therefore, transactions must be made with the matching customers. General sales do not have a wallet or deposit as a payment method.