The New Retail Purchase flow is primarily designed to make it easier to sell items such as water bottles, blankets, toys and other articles a customer may need or want to buy during their visit. You can also use this flow to upsell new bookings.
Allow Purchases at the Location
Allow all purchases or select specific items that can be sold at the location.
Allow all purchases or select specific items that can be sold at the location.
In your Ventrata Dashboard, go to Ticket Terminals > Locations.
Locations
Make sure the correct destination is selected.
Destination
Select an existing location or create a new location for your presets.
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If you need guidance on how to create a location, read our article on Locations.Scroll down the location form or search for 'purchases'.
Tick the 'Allow Purchases' checkbox. To sell every item in your inventory, keep the 'Allow all Items' checkbox ticked, then disallow items you do not want to sell at the location.
Allow Purchases
Press the Update Location button to save your changes.
Update Location
New Retail Purchase Flow
Create an order making a retail item purchase.
Create an order making a retail item purchase.
In the Ventrata terminal app, go to the Sales tab.
Sales
Tap the New Retail Purchases button.
Retail Purchases
Scan a barcode assigned to the item or press the Product Lookup button.
Retail Purchases
Select an item using the + icon next to the desired product.
Items
Adjust the amount in the basket using the - and + icons.
If there are any associated promotions, select the promotion.
Number of Items
You have three options:
Keep adding retail items.
Press the Pay Now button to go straight to the Customer Info page.
Press the Checkout button to add a new product or retail item.
Shopping Cart
Fill out the Customer Info page.
📒 NOTE
The form contains multiple fields not all of which are required. At minimum, fill out the required fields (*).
Customer Info
Press the Continue button.
Select a payment method:
Card
Cash - enter the amount received from the customer in the 'Amount tendered' field, in the next step the app will calculate the change for the customer
Gift Card - scan the card's QR code or enter its reference number using the app keyboard
Other - manually enter the method's reference number in the 'Reference' field
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Split payments are also allowed. Change the total in the first selected payment method to the desired amount, have the customer pay this partial amount and press the Pay Now button. Change the amount in any other payment method and have the customer pay that amount, the press the Pay Now button. Repeat until the entire amount is paid.
Press the Pay Now button at the bottom of the page and request the selected payment method from the customer.
Payment Method
Once the order is paid for, a confirmation page is shown with two choices:
Print Receipt - print the receipt for the last order
New Order - start a new order
Success
Lookup Retail Purchase Orders
Look up purchased items individually using their own reference, or as parts of a booking using the booking reference.
Look up purchased items individually using their own reference, or as parts of a booking using the booking reference.
In the Ventrata terminal app, go to the Scan tab.
Scan
Scan a ticket that contains an item purchase.
Each purchased item is listed in the order separately, with its own reference.
Select Item
Select an item to view its details.
View the purchased quantity, the customer's name and marketing consent, the and the date and time of purchase (Active From).
Item Detail
If the order has a balance due, select the item and press the Collect Balance button.
Balance Due
📒 NOTE
If an order with a balance due contains multiple items, all items in the order are set to balance due. When you collect the balance, the payment is distributed across all items in the order, so they are all paid at the same time.