How do I sell a Pass? (Customer file view)

A Pass can be sold to a Customer in 2 ways:

• From the Customer file (see below)
• By adding a Pass to a Sale (see How do I sell a Pass? (Sale View))

You must first have created the Pass Type, see How do I create a Pass Type?

To sell a Pass from the Customer file, choose Manage > Customer > List 

Click on the Customer's name to open their file

Click on the list icon on the Passes section

Click +Add Pass to add a new Pass to this Customer

Select a Pass from the list of existing Pass Types

Click Save

Create a Sale by clicking the Shopping Trolley Icon 

Here you can:

1. Add any other Product, Pass, Gift Card, or Customer Credit to the Sale
2. Apply a Discount
3. Add a Payment

You can also choose to:

• Email the Sale to the Customer using the Send Email Checkbox
• Print the Sale using the Print checkbox

Click Pay to add Payment to the Sale 

When you have completed the Sale, choose Close Sale 

To sell a Pass to your Customer, you must first have created the Pass Type, see How do I create a Pass Type?

To sell a Pass from a Customer file, tap Customers

Locate your Customer by typing the name into the search engine, or scroll the Customer List

Tap on the Customers' name, scroll down to the BALANCES section and tap Passes

A list of all current and expired Passes already purchased by this Customer will appear

Tap the + icon to add a Pass

A list of all Pass Types created on the system will appear

Select which Pass the Customer wishes to purchase

From here you can:

• Edit the Expiry
• Edit the Number of Uses remaining 

Tap Save then tap Create Sale

A Sale will appear, containing the new Pass in the Products section:

Proceed with adding any required items and payments to the Sale (see How do I add a Payment to a Sale?)

Then close the Sale

To sell a Pass to your Customer, you must first have created the Pass Type, see How do I create a Pass Type?

To sell a Pass from a Customer file, tap Customers

Locate your Customer by typing the name into the search engine, or scroll the Customer List

Tap on the Customers' name, followed by the CARDS / PASSES tab

Tap the + icon > Pass to add a New Pass

Select the relevant Pass from the drop-down menu in the Pass section. This field will be pre-filled with the first Pass in your Pass List

From here you can edit:

• the price of the Pass
• the number of Uses available on the Pass
• the date the Pass expires

Make any edits and tap SAVE

The Pass will now show in the Passes section of the Customers' profile:

Tap directly on the Pass, then tap Create Sale

A Sale will appear, containing the new Pass in the Products section:

Proceed with adding any required items and payments to the Sale (see How do I add a Payment to a Sale?) then close the Sale