The Check-In is the most important function of the system, and you should make yourself familiar with every aspect of this process. The Check In function is used to receive customers garments, make invoice, print invoice, and tag. Follow steps below to process Check-In.
Step 1. Logon to http://pos.cleantie.com , Enter your email and password to Sign-in.
Step 2: To get started, you must open the cash drawer. Click on register icon to open the cash drawer. Enter till float. You may set default till float in admin, under system configuration. If no cash drawer is connected, enter $0.00 to bypass this.
Step 3: Press back-to-home-page icon, when you are done entering till float.
Step 4: Select Check-in to get started.
Step 5: Enter Customer's last name, phone or email to locate the customer.
Step 6: Select Search icon to search by customer number, or first name. You may select recall icon, to recall previous customers that were served. Default customer’s price list is shown on the top of the screen. Click on arrow sign to select a different price list schedule.
Step 7:. Click on customer's Name to go to customer’s profile, to view or make changes.
Step 8: Select desire service. Scroll to right to see more services.
Step 9: Select the desire department. Scroll right to see more departments
Step 10: Select the specific item, with proper price and option.
Step 11: Select Color, Brand, Stain, Damage, Upcharge, or Release Form. Select memo option to make notes.
Step 12: Press quantity, to add more items,
Step 13. When doing alteration for the same item, select Same Item option to change the quantity to 0.
The Item detail screen is used to capture additional information for the garment. The item detail screen could be disabled in order to speed up the process. Again, select Color, Brand, Stain, Damage, Upcharge, Release Form, or add a memo to the item.
Step 14. Press quantity to add more items. Please note, Item Detail screen can be disabled to speed up the check-in process Or could be customized based on your business requirements.
For additional information, please watch our price list setup.
Step 15: To make notes, select memo, then type your own memo. You may click on the arrow key, to select pre-typed memo from the list, then press apply memo.
Step 16: Select plus or minus sign to change the quantity.
Step 17: Press Item to change price, quantity, description, option, or apply discount by percentage or dollar value.
Step 18: Press the delete icon, to delete the selected item or related options.
Step 19: Scroll right to see more services, departments, or items.
Step 20: Press Done, when have checked-in all the items.
Step 21: Or Select New, to make a new invoice for the same customer.
Step 22: Press Hold, to put the invoice on hold to serve another customer.
Step 23: Select Quick Check-in, to make quick invoice with no price. Please note, the quick invoice must be updated using Invoice Utility to complete the process.
Step 24: Select Pre-pay option, in order to get paid in advance or collect a deposit. Default due date is automatically selected.
Step 25: Advise customer, if the selected due date is ok.
Step 26: If not, select a different due date and time, then press ok to finish the check-in process. If the pre-pay option was selected, the payment screen pops-up.
Step 27: Select proper payment type, then enter the amount and press Ok.
Step 28: Please note, as soon as the order is complete, Invoices and tags are printed. For additional information, on how to configure your printers, please watch our printer setup video tutorial.