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Job Management

Use Point of Sale (POS) in FieldMagic

Learn how to use Point of Sale to add products and process payments in FieldMagic.

Instrucciones paso a paso

  1. Use Point of Sale (POS) in FieldMagic - Paso 1
    Paso 1

    Open the hamburger menu in the top-left corner of the app and tap Point of Sale.

  2. Use Point of Sale (POS) in FieldMagic - Paso 2
    Paso 2

    Tap Add Transaction to start a new sale.

  3. Use Point of Sale (POS) in FieldMagic - Paso 3
    Paso 3

    Select Against a Customer, then search for and select the customer. You can also toggle Send Receipt To if you'd like to email the receipt to a specific address.

  4. Use Point of Sale (POS) in FieldMagic - Paso 4
    Paso 4

    Add a product to the sale, either by scanning it or adding it manually. For this example, we'll add it manually.

  5. Use Point of Sale (POS) in FieldMagic - Paso 5
    Paso 5

    Search for the product, select it, then tap Add.

  6. Use Point of Sale (POS) in FieldMagic - Paso 6
    Paso 6

    Once the product has been added, tap Pay, then select the warehouse to allocate the product from and tap Pay again.

  7. Use Point of Sale (POS) in FieldMagic - Paso 7
    Paso 7

    Select a payment method. Several options are available — for this tutorial, we'll select Cash.

  8. Use Point of Sale (POS) in FieldMagic - Paso 8
    Paso 8

    Confirm the payment.

  9. Use Point of Sale (POS) in FieldMagic - Paso 9
    Paso 9

    Once the payment is confirmed, you'll be taken to the invoice, where you can view the invoice and payment details or send the receipt.

  10. Use Point of Sale (POS) in FieldMagic - Paso 10
    Paso 10

    To verify the transaction, open FieldMagic on desktop and navigate to Payment Gateway.

  11. Use Point of Sale (POS) in FieldMagic - Paso 11
    Paso 11

    Click Logs to view all transaction logs. The invoice is automatically created in FieldMagic, where you can review the line items and other invoice details.

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