Using Dockwa’s Point of Sale Tab
The new Point of Sale (POS) tool in Dockwa is built to simplify transactions for customers who may not have an active reservation or contract but still need to purchase items at the marina. Below are the key steps to using this tool.
Related Resources:
Step 1: Accessing the Point of Sale Tool
To begin, navigate to the Point of Sale tab on the left hand navigation menu on your dashboard. You’ll see three tabs under the Sales section:
Point of Sale
Items
History
For now, let’s focus on Point of Sale.
Step 2: Building a Cart and Processing Sales
Begin adding items to the transaction by using existing Quick Keys, or by simply searching the item name in the search bar.
Once everything is in the cart, click Checkout.
Payment Options:
You will have access to a variety of payment method options once moving on to the “Checkout” screen.
Select the payment method the customer is paying with and review the total.
To complete the transaction select the “Process Payment” button.
Make sure to wait for a green checkmark indicating that the transaction is successful before moving on.
Step 3: Reviewing Sales Details
After completing the sale, you can review the details by going to the Sale Details page.
Here, you’ll be able to:
View the items sold.
See the email receipt sent to the customer.
Cancel the sale, if necessary, which will trigger a refund.
Remove specific items from the sale.
Adding New Point Of Sale Items
Follow these steps to quickly and easily create new Sale Items within Dockwa's Point of Sale tool.
Adding New Items
To add new items to the POS tool, head over to the Items tab:
Click the New Item button in the top-right corner.
Choose the item type (e.g., standard).
Set a default price and, if needed, apply tax.
Choose a category for the item (e.g., "Other").
Click Save.
To locate the item later, use the search bar or filter by category.
Viewing Sales History
In the History tab, you can access all previous sales. This feature allows you to:
Search by customer name or boat name.
Filter sales by a specific date range.
View detailed records of each transaction, including the items sold and receipts sent.
If you have any questions or run into issues while using the Point of Sale tool, feel free to reach out to customer support at [email protected]. We're here to help!