How do I set up and use Point of Sale (POS)? – Studio Pro

Studio Pro has a simple to use Point of Sale system. The process is simple.

1. Setup Items.

2. Go to More > Point of Sale

You can set up items for sale by going to Magic > Products and Services.

Screenshot of Studio Pro homepage. Red arrows point to Magic dropdown menu, then to Products and Services option.

From the Products and Services screen, you can add unlimited products for sale to your customers.

Screenshot of Products and Services screen.

Click the Item Actions button to add an item. You can also set up your vendors as well.

Screenshot of Products and Services screen. Red arrows point to Items Actions button, then to Add New Item option in dropdown menu.

Enter the Item details. Once you have added your items, you can then sell the items to your customers. This process happens in the form of a Sales Order.

Now go to More > Point of Sale.

Screenshot of Studio Pro homepage. Red arrows point to More dropdown menu, then to Point of Sale option.

You can select the Settings tab to assign a Transaction Code to your Sales Order and Bill to My Account Due Date details.

Screenshot of Point of Sale Settings tab. Red box around Basic Settings section.

Now you are ready to use the Point of Sale Feature. Start by searching for a student to sell an item to.

Screenshot of Point of Sale Register tab. Red arrow points to Student Name.

Now you can create a New Sales Order for this student by searching for the specific item and click Add.

Screenshot of Point of Sale Register tab. Red arrows point to Item Search bar, then to Search button, then to Add button in Search Results section.

The item has now been added to your order.

Screenshot of Point of Sale Register tab. Red box around Sales Order section.

You now have multiple options to process the order.

Cash/Check
Bill to Account
Credit Card Payment

Screenshot of Point of Sale Register tab. Red box around Cash/Check and Bill to Account buttons. Red arrow points to Make Payment button.

Cash/Check - Automatically adds the Debit & Credit to the students' account for cash or check payments.

Screenshot of Point of Sale Register tab. Red arrow points to Cash/Check button. Red box around Complete the Transaction section.

Screenshot of Student Journal History page. Red box around Transactions section.

Bill to Account - Automatically adds the debit (what they owe you) to the student's account. You can use this if the parent will pay online in the Parent Portal.

Screenshot of Point of Sale Register tab. Red arrow points to Bill to Account button.

Make Payment - Allows you to process a payment using a saved payment method that is assigned to that parent or a different credit card. This will automatically add the Debit & Credit to the student's account for the credit card payment.

Screenshot of Point of Sale Register tab. Red arrow points to Make Payment button.

Screenshot of Process Payment section. Red box around Pay Now button and Pay with Different Method button.

Reporting

You can go to More > Reports > Products tab to view all the Point of Sale analytics and reports.

Screenshot of Studio Pro homepage. Red arrows point to More dropdown menu, then to Reports option.

Screenshot of Reports screen. Red arrow points to Products tab. Red box around Products and Services section of Products tab.

Reporting

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