This article will show you how to place POS orders from your admin dashboard. Please note that there are additional ways to process POS purchases through your Hive, such as having users purchase from your member app or their online account (Addons), or setting up a tablet for in-person purchasing. There are also additional POS settings available, such as requiring an employee pin to process orders, enabling/disabling guest checkouts, etc., which you can learn more about in the POS Settings support article. 

1. To begin, go to Point of Sales (POS) >> Review Orders. You’ll then be provided with a master view of all orders that have been processed through your Hive, which we’ll circle back to in more depth. Select Create Order to proceed. 
   

   
   
   
   

2. Next, select the item(s) to be purchased by clicking on Add to Cart. You can also browse items by category (if categories have been set up), or use the search bar as needed.
   
   
   

3. Once an item has been added to the cart, you’ll notice additional options underneath them. Here’s a breakdown of what each option does: 
   
   

1. The +/- options will increase/decrease the quantity of the product accordingly. 

2. The X will remove the item from the cart. 

3. The icon of a $ and notepad will give you the option to change the unit price/apply a discount as needed. The available discount options are:
   
   
   

Percent: percentage to be discounted from the price of the selected item

Dollar Amount Off: dollar amount to be discounted from the price of the selected item

Set Specific Price: overrides the default price of the selected item

**Please note that only users with admin access to your Hive are able to access this option. 

4. At the bottom of the cart are two more options, one is to clear the items in the cart, and the other is to Add a Custom Sale (if enabled). A custom sale is a unique purchase of an item or service that is not set up as a POS item in your Hive. 
   
   
   

5. Once the cart has been finalized, select Checkout to proceed. 
   
   

6. Next, select the applicable checkout type, which is User or Guest. User checkouts will allow you to select a user from your Hive to process the order for, which you’ll do from the “Select user” dropdown.
   
   
   
   Once a user has been selected, choose the payment method, which are Credit Card (Manual), Card Reader/Terminal, or Cash. 
   
   
   Credit Card (manual or on file): will automatically charge the card on file for the selected user; if the user does not have one on file you'll be required to manually type in the card info on the checkout page. 
   
   Card Reader/Terminal: will allow you to swipe/insert/tap the user's credit card to process payment; please note that a Stripe Card terminal must be connected to your Hive for this be available. 
   
   Cash: select this option if the user is paying with cash. 
   
   
   You'll then be provided with a summary of the order. If everything looks correct, click Pay/Submit to complete the transaction. Please note that if you select Credit Card as the payment type, but the user does not have one added to their account, that you will be prompted to add one before completing the transaction. 
   
   
   
   Guest checkouts will allow you to process the order for a user that is not in your Hive, which you can do by clicking on Do Guest Checkout. You’ll then be prompted to provide their contact info (optional). Please note that if you want to create a profile for the guest user to associate them with the order, that you must provide their email address. The rest of the guest checkout process is the same as above. 
   
   
   

**Please note that you’ll need to enable the POS Order Member Receipt automation for your Hive to generate and send a receipt to the purchasing user. You can check out how to enable automations HERE.**

7. Once the order has been processed successfully it will be added to the top of list on the Review Orders page referenced in Step 1. If you need to review the details of a completed order, simply click on the Order Num. This will also give you the option to resend the receipt to the user as needed.
   
   
   
   
   

As previously mentioned, there are multiple ways for POS orders to be processed. Apart from admins manually processing them, members can make purchases through your app or online account (if enabled), or you can set up a tablet for them to make purchases in person. The order history on the Review Orders page will show exactly how the order was processed, which you can view in the Source column. Orders that were manually processed by an admin will be labeled as Admin POS, purchases made by the user through the app or online account will be labeled as Addons, and purchases made in person through the tablet will be labeled as Tablet App. 

POS Refunds

Please note that POS refunds can currently only be issued through your Stripe account. The easiest way to issue a refund is to open up the POS order details in your Hive, then click on the Stripe Payment ID link. 


If you’re not logged into your Stripe account you’ll be prompted to do so, after which you’ll be taken to the payment details. From there, click on the Refund button, confirm the refund amount, select/provide the reason, then click Refund to complete the process. 

We hope this article has been helpful, but please feel free to reach out to success@myfithive.com with any additional questions you may have.