How does the POS section work?
The Point of Sale (POS) feature in Repairdesk allows you to easily book repair jobs, sell items, and handle trade-ins or casual purchases from one convenient screen. This documentation will guide you through the various functions and options available in the POS feature.
To access the POS feature, log in to your Repairdesk account and navigate to the main dashboard. Look for the "POS" option and click on it.
For unlocking device, click on ‘Unlock tab’
To add products click on ‘Products’ tab.
To add Trade In click on ‘Trade In’ tab
You can add details about your customer by clicking on the plus sign in front of the customer's name.
A new popup will appear where you will add all the relevant details about your customer.
You can also enable SMS or email feature for the specific customer.
Let's take an example, you want to repair a tablet. Click on the "Tablet Repair" button to add a device.
Click "Apple" or any other company from which your device belongs.
Suppose it's iPad 9. Click on "iPad 9"
Select relevant service. Costs here are preset by you.
Click "NEXT STEP"
If you want to add any part then Click "ADD PART"
If it's in your inventory then click on inventory item, either way Click "SPECIAL PART ORDER" to purchase anything from outside
Add relevant details for your part.
Click "NEXT STEP"
Add relevant details of the device
If the device is locked by a passcode then Click "Passcode" and add the passcode in the field.
If it's locked by pattern, then Click "Pattern Lock". A new popup will appear where you will draw a pattern and Click "Save"
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To add any diagnostic notes Click the "Diagnostic Note" field and add your note.
Repair charges are calculated automatically but you can add or subtract from here as per your discussion with the customer.
To add device's pre-repair condition Click "Device Pre-Repair Condition Checklist"
You can use these buttons to quickly add device's condition
To take customer's signature, click on 'In-take customer signature'
If you're using an iPad, you can take customer signatures directly on the device. Otherwise, use mouse.
Click the "I accept terms and conditions" button then click 'save'.
To manage custom fields click on "Manage Custom Fields"
Check fields and then click "Save Changes"
At the end, click "CONFIRM"
Order will appear on your left
After entering all the necessary information, click "CONFIRM" to finalize the repair order. The order will appear on the left side of the POS screen. To proceed with the payment and checkout process, click "Checkout."
The POS feature in Repairdesk optimizes and streamlines the entire repair and sales process, providing you with a powerful tool to manage your repair business efficiently.
Click "Confirm" if everything is ok.
After checkout, the system automatically creates a repair ticket, sends an SMS and an email notification to the customer. You can print a receipt or a mini receipt to attach to the device. Receipts and emails generated by Repairdesk are professional and HTML5-based.
You can print a thermal receipt, device sticker or invoice.