Mobile & Point of Sale
QUICK START GUIDE
Set up your PayOS™ mobile app
Add location(s)
Enable discounts
Accept tips
Below is a quick guide to accepting mobile and point of sale payments
with the SecureNet PayOS mobile app.
• Log in to the PayOS mobile app • Tap Menu and then tap Settings
• Under Sales Locations tap Selected then Plus Note: This is the location printed on your receipts
• Tap Total Tax to add your sales tax rate
Note: You can setup sales tax breakdown for county, city, state, etc.
• Select the location type: Store (point of sale), Storage, Web or Mobile
• Verify your store address
Note: You can change the Store Address by clicking Map and placing a pin on the map or tapping the Expand to manually edit the address.
• If you have other locations tap Plus and follow same instructions as above.
• On the Settings screen, tap EditDiscounts
• Tap Plus to add discounts
Note: You can add as many discounts you want. These discounts can be applied to individual products and/or to sales tickets.
If you are a business that offers services or a restaurant, you can enable tips • Tap the On/Off slider to enable tips
Require signatures
Accepting your first payment
View receipts, reprint, and refunds
View reports
• Enable or disable signature requirement by tapping the On/Off slider and also set the minimum dollar amount requiring a signature.
• Attach your card reader into the headphone jack of your iPhone or iPad • Turn up the volume
• To run a simple charge, tap Simple Payment to switch the app into simple payment mode • Tap on the payment method and follow the prompts
Note: To sell products from your inventory, see ‘Make a sale’, below
View and Reprint Receipts
• Tap Menu and then tap Sales Tickets to view all your sales tickets • To reprint or email a receipt, select the ticket and tap Reprint. Select the appropriate action: Print or email.
Refunds
• To refund the entire ticket:
o Tap Refund on the ticket and then Refund Entire Ticket
• To refund one or more items from the ticket:
o Tap Refund on the ticket, then tap Delete.
o Select the return quantity of items being returned
o Tap the Refund button to refund specific items from the ticket
• Tap Menu and then tap Reports to view your businesses performance • Switch between graph view and grid view by clicking Graph and Grid
Add and manage products and categories
Make a sale
• On the catalog screen, tap Add to add a new category or product • While adding a product you can:
o Use the bar code scanner to add the product’s UPC or manually add a reference code for the product o Name the product and assign it to categories
o Price the product
o Mark it if it is taxable or not o Apply discounts if needed
o Tap Edit Image to add an image for your product
• On the catalog screen, tap Product to be sold, and it will move to the sales ticket • Upon order completion, tap the means of payment: Cash or Credit
When selecting cash:
• You will see:
o Subtotal before tax o Discount
o Tax o Tip
o Total
• Enter the amount of cash handled • Select Confirm Payment
• The cash drawer will open
When selecting credit:
• Swipe the credit card through the card reader and you will see:
o Cardholder name
o The last 4 digits of the card number o Expiration date
o Subtotal before tax o Discount
o Tax o Tip o Total
Manage inventory
Manage product inventory
• Tap Menu then tap Inventory to view your current inventory
• You may check each individual store’s inventory by tapping Location
• While managing inventory you may:
o Select quantity of current inventory o Insert pending orders
o Insert reorders
o Select price at location o Select tags
• Time when inventory was managed by tapping Refresh next to Quantity • To adjust current quantity:
o Tap Adjust
o Select the additional quantity
o Tap Choose Reason and select your reason
• To order additional inventory:
o Tap Order
o Select the location to send the inventory o Select the quantity
• To transfer inventory to separate locations:
o Tap Transfer o Select the location o Select the quantity
Manage inventory (continued)
Manage stock orders
• To order more inventory:
o On the Inventory screen, tap Product to replenish o Tap Order
o Select the vendor to order from o Select the quantity to order o Tap Done to save the changes o Tap Menu and select Stock Tickets o Select the location of the order o Select the pending order
• Tap Order to submit the order • Once received, tap Receive
• To complete the order tap Complete
• To transfer inventory
o On the inventory screen, select the home location by tapping Home o Tap Product to transfer
o Tap Transfer
o Select the transfer location o Select the quantity to order o Tap Done to save the changes o Tap Menu and select Stock Tickets o Select the location of the order o Select the pending order
o Approve the transfer by tapping Approve o Decline the transfer by tapping Decline
