Different businesses will undoubtedly have different ways in which they conduct sales. From utilizing functions such as Lay-By to allowing your customers to pay for goods in instalments or enabling on-the-spot discount sales for those specially marked-down items. It’s true, the sales process can be extremely varied.

For that reason, it’s important to incorporate a point-of-sale solution that can do it all, and Hike’s iPad POS fits that bill perfectly. Giving retailers, an endless array of customizable options on a portable, streamlined device, Hike empowers the user to enhance the productivity of their day-to-day business operations in ways they previously might not have even imagined!

Better yet, with our iPad POS you can take sales directly to your customers, enhancing not only service experience, but also making things easier on your staff.

In this section we’ll cover how to place a variety of different sales in Hike on your iPad POS, guiding you as you place everything from quick sales to ‘on-account’ transactions. And be sure to check out our Sales History page, to find out how to complete some of these sales once you have placed them on your iPad POS.

• How to place a Quick Sale on Hike’s iPad POS
  
• How to place a Custom Sale on Hike’s iPad POS
  
• How to place a Parked Order Sale on Hike’s iPad POS
  
• How to place a Back Order on Hike’s iPad POS
  
• How to place a Lay-By Order on Hike’s iPad POS
  
• How to place an On-Account Order on Hike’s iPad POS
  

How to place a Quick Sale on Hike’s iPad POS

Before you begin setting up your first Hike sale on your iPad, ensure that you have completed the following:

• Set-up printer, barcode scanner & cash drawer
  
• Set-up any payment processors that you will be using
  
• Opened your Cash Register & Opening Float
  

Once completed, you will be free to conduct your first sale.

To do so, you must draw up the Hike menu by clicking on the hamburger icon (☰) on the top-left of the screen and select Process Sale

This will open the Enter Sale page, where you’ll able to select the product/s that will be in the transaction.

You will also be able to add a customer to the sale by clicking Select Customer.

Moreover, by selecting on the four dots . . . . you will be able to:

• Add Gift Card: Add a gift-card to the sale
  
• Custom Sale: Complete a Custom Sale on your iPad POS
  
• Park This Sale: Park the current order
  
• Open Cash Drawer: Navigate to the Open Cash Drawer screen
  
• Discard: Void any items or customers in your basket.
  

Once you have entered all the items that need to be placed in the basket, and added in a customer if necessary, tap on PAY.

You will then be taken to the transactions screen, where you will have the option to choose which payment type you will be completing the sale with.

Select the payment method that the customer will be using (here we will be paying by cash), and enter the amount tendered.

The next screen will display the change amount, if any, and will prompt you to either Print or Email a receipt to the customer.

Once done, you can click on Add New Sale to conduct your next sale

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

How to add a Custom Sale on Hike’s iPad POS

The custom sale is a unique, miscellaneous sale that retailers will make from time to time. Perhaps it comes in the form of a supplier dropping off a sample product, or you have an item you wish to sell with through your Hike iPad POS, without adding it to your inventory. Whatever the situation is, the following steps will guide your through the process of a custom sale into Hike.

Select the four dots . . . . in the receipt basket, and select Custom Sale.

Once selected, there will be the following fields to edit, to ensure you have added in your custom sale properly:

Name

A name that you want to refer to your custom sale by. (You can also just call it custom sale).

Quantity

Use the + and – button to add or increase the quantity of your custom sale.

Price (per item)

Set the price for the custom sale.

Discount (%)

If applicable, set a discount value. Must be a percentage.

Notes

Add any notes you may want to keep about your custom sale.

Once completed, ensure you’ve selected the SAVE circle action button.

Once done, the custom sale will be added into your sales cart, and you can complete the sale as normal. If necessary, you can use the Notes function to add a secondary note about the custom sale.

Select PAY and you will proceed directly to the Payment Transaction screen where you’ll be able to select the payment methods the customer will be paying from, and print or email a receipt if necessary.

If you need to add another custom sale, simply go through the process again.

Product description on iPad

How to place a Parked Order Sale on Hike’s iPad POS

In instances where a customer may bring items to a counter, only to go back and pick something else, or if a café diner had a customer that had ordered entrees, but were yet to order mains, you may want to use a Parked Order function.

Put simply, a Parked Order allows you to return to a sales order that is in progress, at any time.

Performing this in Hike, is quite simple where you begin by clicking on the Process Sale screen on your Hike iPad POS.

As normal, select the products the customer wishes to buy, and for added security add the customer into the sale by clicking on Select Customer.

Following this, select the four dots . . . . and using the drop-down box, select Park This Sale.

A pop-up box will then appear, asking you to confirm whether the you want to temporarily park this sale.

Select YES to continue.

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

How to place a Back Order on Hike’s iPad POS

At various times, you may find yourself trying to sell a product, only to see that it is out of stock in your inventory. Whilst you can always set automated notifications for when your stock gets low in Hike, if you find yourself needing to replenish stock for a product, you can always create a Back Order.

A Back Order is where the item is out of stock, and is placed on an order to your suppliers. Customers will then be able to collect their item, once the store received the products.

Here, we’ll go through just how easy it is to create a Back Order on your iPad with Hike 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 Process Sale

Next, add the customer to the sale by selecting Select Customer at the top of the receipt cart.

Note: If you do not add a customer before selecting the out of stock product, Hike will display a red bar at the bottom of the screen, asking you to add the customer.

You will then need to add the product that is to be placed on a backorder. A pop-up message will appear, asking you whether you’d like to create a backorder.

Select YES to create the Back Order.

Your sales receipt cart will then display the item and that will be created into a backorder.

Click Pay.

You will then be taken to the sale transaction screen where you’ll be able to print or email the customer a receipt, and which will finalize the sale transaction.

Click Add New Sale to return to the Enter Sale screen.

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

How to place a Lay-By Order on Hike’s iPad POS

A Lay-By sale refers to customers who pay a deposit on an item or service, and pays the remaining amount of the purchased goods at a later date – generally in consistent instalments.

Once all payments have been made and the goods have been paid in full, the customer will then be able to receive the goods.

Here, we’ll go through just how easy it is to create a Lay-By purchase on Hike’s iPad POS.

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

To begin, you will first need to active Lay-By in the Hike Settings.

Select Admin on the Hike menu and navigate to the General screen.

In the General Rules section, ensure you’ve ticked Activate Lay-By and click SAVE once that is done.

Note: To activate the Lay-By function, it will have to be activated by an Administrator.

Once you have activated the Lay-By in Hike, it’s time to place your first sale using the function.

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

Select the product that the customer wishes to place on lay-by.

Remember to also add your customer to the sale by selecting Select Customer at the top of the receipt cart.

Once that is done, select PAY to continue with the transaction.

Before you begin the Lay-By process, you will need to check whether your customer will be paying a deposit, as an initial payment.

If your customer is paying a deposit, enter the value in the in the Amount Tendered box. Select which payment method the customer will be paying for the deposit – Cash, Credit, Gift Card or via a Card Payment Processer if activated. (In the following example, the customer will be paying an initial deposit of $30.00)

Once you have entered in a deposit, the amount tendered field will repopulate with the new outstanding amount.

You will also see at the bottom a message indicating that your order has been partially paid, and with the remaining amount the customer needs to pay.

To have the customer pay this using Lay-By, select LAY BY.

A pop-up box will then appear, asking you to confirm whether the remaining balance will be treated as a lay-by order.

Select YES to continue.

You will then be able to print or email the invoice/receipt, with the Outstanding amount – the total amount the Customer still must pay - displayed.

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

How to place an On-Account Order on Hike’s iPad POS

‘On-Account’ Purchases in Hike, means that having an account with Hike, allows shoppers to put items on credit and pay the balance at a later stage. Just like if you have a credit card, where you pay the balance at a later stage.

Retailers use ‘On-Account’ sales in scenarios where they sell office supplies to a local business, or run a staff cafeteria, where purchases can be made, goods taken, and then settled later.

With Hike, you can set up individual customers to be able to purchase items ‘on-account’, then repay that account at a later stage.

Here we’ll go through How to Place a Sale using ‘On-Account’ on your Hike iPad POS.

Note: The following steps will assume that you have created credit limits for your customers to purchase on account.

If you haven’t, learn how to Create a Credit Limit for a Customer

You will first need to activate ‘On-Account’ sales using the Hike Settings.

Select Admin on the Hike menu and navigate to the General screen.

Scroll to the General Rules section of the page, and to find the option ‘On-Account’ sales option.

Tick the option to enable ‘on-account’ sales. As mentioned, this is when a sale occurs, but the payment is not collected at the time of the transaction, rather the customer will be able to take goods and arrange a payment/s at a later time.

Click SAVE at the bottom of the right of the screen to complete the changes.

Once you have activated the ‘On-Account’ sales, it’s time to place your first sale using the function.

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

Select the product that the customer wishes to place on lay-by.

Remember to also add your customer to the sale by selecting Select Customer at the top of the receipt cart.

Once that is done, select PAY to continue with the transaction.

Note: Remember, you will need to ensure that the customer has sufficient credit, to make the ‘On-Account’ sale. Find out more about Creating a Credit Limit for a Customer

If your customer is paying upfront, enter the value in the in the Amount Tendered box. Select which payment method the customer will be paying for the deposit – Cash, Credit, Gift Card or via a Card Payment Processer if activated.

Otherwise, simply select On Account, and the entire sale order will be placed on the customer’s credit limit.

Note: The On Account button will also indicate the total credit limit the customer has remaining in brackets.

Upon selecting On Account, a pop-up message will appear asking you to confirm that the sale will be placed On Account.

Select Yes.

You will then be able to print or email the invoice/receipt, with the Outstanding amount – the total amount the Customer still must pay - displayed.

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