IN THIS ARTICLE:
Learn how to make a Point of Sale purchase from the Customer Portal.
- Where will customers be able to access the Point of Sale screen?
- How do I complete a purchase for myself?
- How do I purchase a gift for someone else?
- How is a Customer Portal purchase reflected in Online Activity?
- How is a Customer Portal purchase reflected on the ledger?
- How is a Customer Portal purchase reflected on the POINT OF SALE>PURCHASES page?
- SPECIAL TOPIC: Purchasing a Punch Pass
The term "ProShop" will be replaced with the title specified in your Customer Portal settings. See https://support.iclasspro.com/hc/en-us/articles/1500000311942-How-Do-I-Configure-Point-of-Sale-Settings-for-Customer-Portal-Other-Settings- for more information.
Where will customers be able to access the Point of Sale screen?
If “Enable Point of Sale on Customer Portal” setting is enabled, the ProShop link will appear on the Dashboard, in the toolbar at the top of the screen, and on the User Menu (three lines in the upper left-hand corner of the screen).
Dashboard:
Toolbar/User Menu:
How do I complete a purchase for myself?
After clicking the ProShop link, the Point of Sale screen will launch the Point of Sale window:
The Customer clicks on an item to bring up more details and/or add it to their shopping cart:
NOTE: Products that have been assigned to a category/subcategory will be listed on both the main product view and within the category/subcategory itself.
If the customer was logged in when adding the item to their shopping cart, they will be shown the regular shopping cart screen with the option to use their saved payment method on file to pay:
If the customer was NOT logged in when adding the item to their shopping cart, they will be prompted for their name, phone number and email address:
Note that the Cart Reservation Timeout settings are also applied to Point of Sale purchases. This is to place a temporary “hold” on items in the shopping cart to prevent situations where more than one customer attempts to purchase the same item if quantities are limited.
To add more items before checking out, click the “Visit Point of Sale” button to select more items.
After clicking PAY NOW and completing the purchase, the customer will receive a Transaction receipt for the purchase (based on the “Payment Receipt” email template under SETTINGS>SETUP>GENERAL SETTINGS>COMMUNICATION TEMPLATES>CUSTOMER PORTAL).
Click here for more information about customizing iClassPro's automated emails.
How do I purchase a gift for someone else?
After clicking the ProShop link, the Point of Sale screen will launch the Point of Sale window:
The Customer clicks on an item to bring up more details and/or add it to their shopping cart:
NOTE: Products that have been assigned to a category/subcategory will be listed on both the main product view and within the category/subcategory itself.
Checking “This is a gift for someone else” prior to adding the item to the Shopping Cart brings up the following fields:
- First name – Recipient’s first name
- Last name – Recipient’s last name
- Phone number – Recipient’s phone number
- Email address – Recipient’s email address, used to send an email to the recipient notifying them of the gift purchase.
- Gift message - this message is limited to 250 characters and will be included in the email sent to the recipient.
- The “Point of Sale Gift from Portal” email template can be customized under SETTING>SETUP>GENERAL SETTINGS>COMMUNICATIONTEMPLATES>CUSTOMER PORTAL.
If the customer was logged in when adding the item to their shopping cart, they will be shown the regular shopping cart screen with the option to use their saved payment method on file to pay:
If the customer was NOT logged in when adding the item to their shopping cart, they will be prompted for their name, phone number and email address:
Note that the Cart Reservation Timeout settings are also applied to Point of Sale purchases. This is to place a temporary “hold” on items in the shopping cart to prevent situations where more than one customer attempts to purchase the same item if quantities are limited.
To add more items before checking out, click the “Visit Point of Sale” button to select more items.
After clicking PAY NOW and completing the purchase, the customer(s) will receive the following emails:
- The Purchaser will receive a Transaction receipt for the purchase (based on the “Payment Receipt” email template under SETTINGS>SETUP>GENERAL SETTINGS>COMMUNICATION TEMPLATES>CUSTOMER PORTAL).
- If the purchase was made for someone else, they will also receive a gift receipt (based on the “Gift Purchase Receipt” email template under SETTINGS>SETUP>GENERAL SETTINGS>COMMUNICATION TEMPLATES>CUSTOMER PORTAL).
- If the gift recipient email address was provided, then the recipient will also be sent a "You have received a [Gift]" email (based on the “Point of Sale Gift from Portal” email template under SETTINGS>SETUP>GENERAL SETTINGS>COMMUNICATION TEMPLATES>CUSTOMER PORTAL).
Click here for more information about customizing iClassPro's automated emails.
How is a Customer Portal purchase reflected in Online Activity?
If the customer was logged in when the purchase was made, the Online Activity entry will be displayed as shown below:
In the customer was NOT logged in when the purchase was made, the Online Activity entry will be displayed as shown below:
How is a Customer Portal purchase reflected on the ledger?
If the family was logged in when the purchase was made, the Family Ledger will show three entries:
- A CHARGE entry for the purchase
- Ex: CHARGE :: Customer Point of Sale: Birthday Girl Shirt x 1
- A PAYMENT entry for the purchase amount
- Ex: PAYMENT :: Payment from Customer Portal
If the family WAS NOT logged in when the purchase was made, these entries will be reflected on the “--, Point of Sale” family account.
NOTE: The “--, Point of Sale” family account can also be used to make casual sales from within the Office Portal. Simply click the Point of Sale (tag) icon to the left of the family name to launch the Point of Sale window.
The “--, Point of Sale” family account cannot be merged with other family accounts.
How is a Customer Portal purchase reflected on the POINT OF SALE>PURCHASES page?
When expanding the Charge Details, the Type will be listed as “Order (Gift).”
Hovering over the “Gift” icon will show the same Gift Recipient details as displayed in the Online Activity entry:
SPECIAL TOPIC: Purchasing a Punch Pass
Since Punch Passes are connected with a specific student, the process of purchasing a Punch Pass is slightly different than making a usual purchase.
- Click the Point of Sale link to access the Point of Sale screen.
- Select the Punch Pass you wish to purchase from the main product view.
- Alternatively, click on the "Passes" category to display all available Punch Passes in one area.
- Click on the Punch Pass you wish to purchase.
- If “Priced Per Use”, the system will automatically set the price based on the “Default Number of Uses”. However, you can manually override that amount and the price will adjust accordingly:
- If a flat price is attached to the Pass, the system will charge that amount:
- Click the "Select Student" button to assign the Pass to a specific student, then click ADD PASS TO CART.
- Complete the checkout as usual.