Enhanced Checkout Process Update

Exciting New Product Update – Enhanced Checkout Process

We’re pleased to bring to you a brand new checkout step to the Point-of-Sale (POS) module inside our mobile app. This upgrade to our POS module aims to improve your checkout process by providing a comprehensive picture of the sale in progress.

What’s New

New Design

We’ve introduced a fresh, navigation-friendly page available right after the Product Catalog step.

You can now associate new or existing contacts with your transactions. This process help maintain a record of all the transactions made by your customers.

Review Item Details

A feature to give you a complete breakdown of all added products. Make adjustments to the quantity before finalizing the sale.

How It Works

  1. Launch the mobile app and select your preferred account.
  2. Click on the 3rd icon (middle) on the bottom navigation bar to access the POS.
  3. Add products using the Keypad, Product Catalog, or both.
  4. Hit the “Review” Call to Action (CTA) located at the bottom of your screen.
  5. Link a contact to this transaction. If the contact doesn’t exist, you can seamlessly create a new contact during the process. You will be redirected back to the checkout page with your new contact linked.
  6. Review your item list and remove unnecessary products.
  7. Once all details are reviewed and a contact has been linked, press the “Charge” CTA to add an optional tip and initiate the Tap to Pay screen.

Why it Matters

Incorporating this feature revolutionizes how you process sales, by combining Contact Linking and Item Management on a single page, thereby streamlining your checkout experience.

What’s Next

  1. Post-purchase Contact Linking: Choose to link a transaction to a contact after the sale is complete.
  2. Add Discounts: You can choose to include an optional discount at this step, which gets applied to the final amount.
  3. Final Amount Calculation: Derive the final amount to be collected, inclusive of taxes and discounts.

Your Checkout Experience Just Got Better

And, in case you missed it, check out our previous announcement here.

SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.