Point-of-Sale Checkout: Managing Taxes and Discounts

Point-of-Sale Checkout: Managing Taxes and Discounts

The Point-of-Sale (POS) module in the mobile app now allows businesses to streamline transactions by adding taxes and discounts automatically during the checkout process. This functionality helps subaccounts enhance their sales efficiency, reducing manual tasks and improving the customer experience.

Step-by-Step Guide

1. Open the Mobile App

• Log into your preferred subaccount.

2. Navigate to Products

• Access the "Products" section using the hamburger menu in the top left corner of the screen.

3. Create or Edit a Product

• Ensure all necessary taxes have been created in the HighLevel web app.

• When creating or editing a product, use the dropdown menu to link the applicable taxes.

• Select the taxes you want to apply and save the changes.

• Once the product is added to the cart, the linked taxes will automatically be applied at checkout.

4. Add Products to Cart

• Use the Product Catalog to add items to the cart.

5. Apply Discount

• At the checkout page, click the Discount button at the bottom.

• Use the discount slider to adjust and apply the desired percentage discount to the total amount.

6. Complete the Sale

• Review all transaction details, including taxes and discounts, to ensure everything is correct before completing the sale.

Benefits

• Automated Tax Application: Taxes linked to products are automatically applied at checkout, reducing manual effort and errors.

• Flexible Discounts: The discount slider allows quick percentage adjustments, providing a smooth experience for offering discounts.

• Improved Efficiency: The streamlined checkout process saves time and ensures accurate transaction management.

Pro Tips

• Pre-create Taxes: Ensure all required taxes are created in the HighLevel web app before linking them to your products.

• Use the Discount Slider: Quickly apply precise discounts using the slider for more control over the final sale amount.

• Review Transactions: Double-check all details, including taxes and discounts, before completing the transaction to ensure accuracy.

FAQ/Use Cases

• How do I create taxes in the HighLevel web app?
  Navigate to the Payments section, then click on Settings. Here, you can create and manage taxes that will appear in the mobile app's Product Builder feature.

• Can I apply multiple taxes to a single product?
  Yes, multiple taxes can be linked to a product, and they will all be applied automatically at checkout.

• What if I need to apply location-based taxes?
  Future updates will include options to select location-based taxes, eliminating the need to create them manually.

Conclusion

This guide covers how to manage taxes and discounts in the mobile POS system, optimizing your sales process and enhancing customer satisfaction. By automating tax applications and offering flexible discounts, your checkout process becomes more efficient and customer-friendly.