Completing Sales on Hike’s iPad POS

Completing Sales on Hike’s iPad POS

With Hike’s iPad app, retailers can not only create and action sale orders, but also process incomplete sales once they have been finalized. Such sales orders that need to be fulfilled at a time, later then when they were first created, include:

  • Back-Orders
  • Lay-By Sales
  • ‘On-Account’ Sales
  • Parked Orders

In Hike’s iPad app, these features will be completed in the Sales History screen, where retailers will also be able to Refund any completed purchases, as well as Delete or Void any Completed or Parked Orders.

In this section we’ll cover just how to complete the sales that you have previously started, and be sure to check our Entering New Sales on Hike’s iPad POS page to get a full breakdown on how you would add these sales, and others, into Hike POS.

Sales History Overview

There are various components in the Sales History screen to understand, before we can complete sales, so let’s look at how the Sales History screen works in Hike on the iPad, to better familiarize with it.

First, draw up the Hike menu by clicking on the hamburger icon (☰) on the top-left of the screen and selecting Sales History.

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The Sales History screen gives you a complete overview of all the transactions that you have made, with complete status filter and date customization.

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Filter by status…

Click on Filter by Status and Use the drop-down box to filter the transactions via type, i.e. Completed Sales, Lay-By, On-Account etc.

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Date Range

Use the drop-down box in the Date Range box to customize what sales transactions you want displayed according to a certain length of time.

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Search (Magnifying Glass)

Click on the magnifying glass to search for a sale transaction by customer or order number.

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Sales History List View

The Sales History List View is about the columns occupying the Sales History section. Below we’ll go through what each column means.

Note: The orders will be displayed from the most recent transaction.

Sales

The reference number of the sale transaction.

Date

The date the transaction occurred. Sorts to date-order.

Customer

The Name of the Customer that purchased the item – if supplied.

Source

How the transaction was processed, i.e. In-Store, iPad, eCommerce etc. Sorts by iPad, Web, or other, such as third-party sales.

Sale Total

The total monetary amount of the transaction.

Status

The type of sale transaction that was conducted, i.e. Completed, Parked, Refunded, Voided, Lay-By, Back-Order or On Account.

Outstanding

The amount left outstanding on the sale transaction – if backorder, on-account, layby sale.

Sale Order

By selecting anywhere on an order, Hike will slide open the entire Sale History for that one particular transaction.

Here, you will find more details of that transaction, including (where applicable):

  • Details of the Customer that the Sale is assigned to
  • The Items purchased in the transaction
  • Any notes included in the transaction.
  • Payment Breakdown, how the order was paid for.
  • Sale History, date & time of order and what status it is in.

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At the bottom of the of Sale Details, you will also notice two options that by clicking on you can expand on:

Payment Break-Down

How the order was paid for.

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Sale History

Date and time of the order, person who issued the transaction, and what the status the order was in – complete, ‘on-account’ etc.

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Including the on-screen information on the Sales History summary page, there are several action circle buttons to the right of the page.

Email

Will email the receipt to any address specified.

Print

Will print the receipt on a connected printer.

Gift Receipt Print

Will print the receipt, but without the prices shown. Perfect if you’re sending it for a gift.

The next button, will depend on what type of payment the sale transaction is, several different options may appear.

  • If sale is VOIDED, no extra buttons will appear.
  • If payment is COMPLETED, the REFUND SALE button will appear. This will re-open the sale in the Enter New Sale screen, beginning the process to refund the customer.
  • If payment is NOT COMPLETED, the RE-OPEN button will appear. This will re-open the sale in the Enter New Sale screen, starting the process to complete payment for the customer.
  • If orders were parked for FULFILLMENT, the MARK AS COMPLETE button will appear. This will change the status of the order to being fulfilled, typically used to note Lay-By items that have been collected.

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How to complete a Refund on Hike’s iPad POS

Find out how to Complete a Quick Sale on Hike’s iPad POS

Performing refunds can often be a pain, but with Hike POS, that process is quite simple on an iPad

Once you’ve completed a Sale in Hike, head to the Sale History screen via the hamburger icon on the top-left of your iPad.

WARNING: ONCE YOU REFUND A SALE, IT CANNOT BE UNDONE

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If you’re able to find your sales order directly on the Sales History page (note, the order starts with the most recent transaction) then simply select anywhere on the order row to open a new dialogue box. Otherwise use the search bar or filters to find your specific sale order.

Note: As this is a refund, the sale should fall under the Completed category.

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Once the order details have opened, click on the Refund action button, to begin the refund process.

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By clicking on the Refund link, you will be taken back to the Enter Sale screen, with the purchased items of the sale in the Receipt Cart.

This time however, you will notice that the item/s will have a have a minus tag attached, which indicated the quantity of that product that is to be refunded. So too will the sale totals

Note: You will not be able to add any new items here.

If you want to return the refunded items back into your inventory, ensure that you select the circle Is ReStock When Refund.

Note: If you wish to refund via Credit Balance to the customer, you must assign the customer to the sale, at this point.

Click on PAY.

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This will take you to the Payment Type screen where you will select how the customer will receive their refund.

Follow the steps on your Card Payment Processor if you are refunding using card.

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You can now see the refunded sale transaction in the Sales History.

Hike will mark the Refund Sale # by using the # for the initial sale with the addition of suffix -RF.

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You can view the Sale History and Payment Summary by selecting anywhere on the row.

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How to complete a Parked Order on Hike’s iPad POS

Find out how to place a Parked Order Sale on Hike’s iPad POS

As mentioned, in the Placing a Hike Sale as a Parked Order article, Parked Orders allows a retailer to return to a sales order that was in progress, at any time. are placed when as an order to suppliers when a product is out of stock.

Once you’ve placed a sale on Parked Orders, via the Enter New Sale screen, you will need to complete it, once it is ready to go. This will be done on the Sales History screen.

First, draw up the Hike menu by clicking on the hamburger icon (☰) on the top-left of the screen and select Sales History.

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From the Sales History List View, you will need to find the correct Parked Order to action.

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By simply tapping anywhere on the Parked order transaction, the Sales Details box for the order will open.

Select the Re-Open action button.

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From there you will be taken back to the Enter New Sale screen, with the product entered in the cart, and the customer added in the receipt.

Click on PAY to proceed with the transaction as normal.

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You will now be able to complete the sale as per usual.

Once you have finalized the transaction, you can return to your Sales History screen where the order will now be displayed as Completed and Paid.

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How to Complete a Hike Sale on Back-Order on your iPad

Find out how to place a Back Order on Hike’s iPad POS

As mentioned, in the Placing a Hike Sale on Back-Order article, Back-Orders are placed when as an order to suppliers when a product is out of stock.

Once you’ve placed a product on Back Order, via the Enter New Sale screen, you will need to complete it, once it has been received. This will be done on the Sales History screen.

Note: To use this feature on Hike, you may need to be granted access if you are not the Administrator.

First, draw up the Hike menu by clicking on the hamburger icon (☰) on the top-left of the screen and select Sales History.

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From the Sales History List View, you will need to find the correct Back-Order to action.

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To fulfill a Back-Order, you will most likely need to create a Purchase Order, to your Supplier, to have your stock for a product replenished.

In the Fulfillment Status of your Sales History column, you will be able to click on Create PO to do just that.

Once selected, Hike will inform you of the product and the supplier – if the supplier has been linked to the product – and enable you to Create Draft PO.

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By clicking on Create Draft PO, Hike will automatically generate a Purchase Order, with a PO reference number, now occupying the space the Create Draft PO was in.

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Find out more about Stock Purchase Orders in Hike

Once you’ve received your stock, simply tap anywhere on the backorder transaction row, to open up the Sale Details screen.

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Select the Re-Open action button.

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From there you will be taken back to the Enter New Sale screen, with the product entered in the cart, and the customer added in the receipt.

Click on PAY to proceed with the transaction as normal.

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Once you have selected the Payment Method and entered the Amount Tendered, you will be able to finalize the transaction.

Note: You can also enter in a Partial Payment – via Lay-By or ‘On-Account’ – if the customer wants to pay using one of those options.

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Complete a Hike Sale on Lay-By

Find out how to place a Lay-By Order on Hike’s iPad POS

As mentioned, in the Placing a Hike Sale on Lay-By article, Lay-By orders refers to a customer who pays a deposit on a particular item, and pays the remaining amount of the purchased goods at a later date – generally in consistent installments.

When all payments for the item/s have been received, the customer will then be able to take the item with them.

Once you’ve placed a product for a customer on Lay-By, via the Enter New Sale screen, you will need to action and update the sale as the customer pays it off. This will be done on the Sales History screen on your Hike iPad POS.

Note: To use this feature on Hike, you may need to be granted access if you are not the Administrator.

First, draw up the Hike menu by clicking on the hamburger icon (☰) on the top-left of the screen and select Sales History.

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From the Sales History List View, you will need to find the correct Lay-By to action.

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Once you’ve found the Lay-By Order, simply tap anywhere on the lay-by transaction order, to open up the Sale Details screen.

Note: If a deposit has already been paid on the Lay-By – the amount left to be paid will appear in the Outstanding column.

Select the Re-Open action button.

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From there you will be taken back to the Enter New Sale screen, with the product entered in the cart, and the customer added in the receipt.

Click on PAY to proceed with the transaction as normal.

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If your customer is only paying a partial amount, simply enter that amount in the Amount Tendered box, and select the appropriate Payment Method. (You will then need to repeat the same steps, until the order has been paid in full).

Otherwise enter in the outstanding amount, that the customer is paying for. Select the payment type as well.

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This will complete the transaction, and you will be able to print or email the customer a receipt.

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Complete a Hike Sale ‘On-Account’ on your iPad

Find out how to place an ‘On-Account’ Order on Hike’s iPad POS

As mentioned, in the Placing a Hike Sale ‘On-Account’, On-Account orders refers to a customer having an account with Hike, allowing them to put items on credit and pay the balance at a later stage. The key difference, between this and Lay-By sales is that the customer will be able to take the goods home immediately.

Once you’ve placed a product for a customer ‘On-Account’, via the Enter New Sale screen, you will need to action and update the sale as the customer pays it off. This will be done using the Sales History screen. You will also be able to reconcile an On-Account payment via bulk payment. Both methods will be shown here.

Note: To use this feature on Hike, you may need to be granted access if you are not the Administrator.

Customers who pay using ‘on-account’, may elect to pay off the sale in full. If that is the case, using Hike’s Sale History section.

First, draw up the Hike menu by clicking on the hamburger icon (☰) on the top-left of the screen and select Sales History.

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From the Sales History List View, you will need to find the correct ‘On-Account’ order to action.

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Once you’ve found the ‘On-Account’ order, simply tap anywhere on the transaction order, to open the Sale Details screen.

Note: If a deposit has already been paid on the On Account order, the amount left to be paid will appear in the Outstanding column.

Select the Re-Open action button.

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From there you will be taken back to the Enter New Sale screen, with the product entered in the cart, and the customer added in the receipt.

Click on PAY to proceed with the transaction as normal.

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If your customer is only paying a partial amount, simply enter that amount in the Amount Tendered box, and select the appropriate Payment Method. (You will then need to repeat the same steps, until the order has been paid in full).

Otherwise enter in the outstanding amount, that the customer is paying for. Select the payment type as well.

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Once you have selected the Payment Method and entered the Amount Tendered, you will be able to finalize the transaction and print or email a receipt to the customer.

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