Performing a Basic Transaction

Below are the steps to perform a basic transaction in WDF POS:


Step 1: Accessing the Register

  1. Select the Register option from the dashboard.
  2. Enter your PIN if prompted.
  3. You may already be on the Register Screen.


Step 2: Selecting New Sale

  1. Click New Sale to begin a transaction.


Accepting Laundry Items

  • When accepting laundry items from a customer, a customer must be selected.


Step 3: Selecting an Existing Customer

  1. Begin typing the customer’s name, company, or phone number.
  2. The system will search for and recommend a match.
  3. Select the customer as soon as you see their name.
  4. You do not need to type the full name if the correct customer appears.

Step 4: Entering Notes

  • Print Notes: These notes will appear on the printed receipt and may be reviewed with the customer.
  • Internal Notes: These notes do not appear on the receipt but are for internal use (e.g., "Do not accept checks from this customer" or "Customer is banned from drop-off").
  • You can also see if a customer has an account balance or any store credit.

Step 5: Continue with Customer and Perform Transaction

  1. Click green "Continue with Selected Customer" button.

Step 6: Adding Services and Items

  1. Weighing Laundry
    • Press the Wash-Dry-Fold button to automatically read the weight scale.
    • If the customer has specific instructions for their laundry, enter them manually (e.g., "Spot treat the white shirt").

    • Adding Specific Instructions
    • For common instructions like drying preferences, you use the Instructions button for quick selections (e.g., "Dry temperature low").

    • Adding Retail Items
    • If the customer is purchasing a retail item, such as a lint roller, you can use the barcode scanner to scan and add it to the order.

Step 7: Setting the Due Date

  1. Press Next.
  2. Choose the due date and pickup time (e.g., "Tomorrow at 5:00 PM").
Select a date, time, then click "Save Due Date"

Step 8: Processing Payment

  1. On the Payment Screen, enter the amount the customer is paying with.
  2. If paying with cash, use the shortcut buttons (e.g., press "$50" for a $50 cash payment).
  3. If using a credit card, select Credit/Debit, and have the customer insert, swipe, or tap their card.
  4. If using store credit, ensure the customer has a balance available and select Store Credit as the payment method.
  5. If the customer is paying later, select Pay at Pickup to finalize the order without immediate payment.

  • In the example below, we will be using the $50 Quick Cash Payment button because the customer wants to pay in cash.
  • You will notice that the "Store Credit" button is greyed out because the customer has $0.00 in Store Credit.


Step 9: Printing Receipt & Providing Change

  1. Print the receipt for the customer.
  2. Provide change if needed when paying with cash.
  3. Confirm the transaction is successfully completed before moving to the next customer.
You may change the number of copies to print of the receipt

The payment process is now complete and you have finished your basic transaction! Great job!


Need more help? View the video below for a quick demonstration!