The counter inside Garage and Facility
A workshop selling accessories and a club selling at its pro shop or cafe use the same SmartMy counter, inside SmartMy Garage or SmartMy Facility. Garage staff can put counter items on a waiting customer's job card. Front desk staff can charge a sale to a booking in progress, and members can put it on their account.
PLANSEvery planWith SmartMy GarageWith SmartMy Facility
The problem it solves
- Counter sales at the workshop never reach the job card, so the customer pays twice or not at all.
- Advances for a job are kept on paper slips.
- A member at the club cafe wants to "put it on my account", and the front desk writes it down.
- Staff carry one app for job cards or bookings and another for the counter.
How it works
- Garage: open Garage > Counter > Registers, open a session and sell. Service advisors are cashiers; workshop managers are supervisors.
- To put items on a job card, make the order without taking payment and click Add to Job Card. Type the vehicle's Plate and choose the job card.
- The items go on the job card at counter prices and are paid on its invoice. The counter order is cancelled and stays linked both ways.
- Facility: open Facilities > Counter > Registers and sell. To charge a booking, make the order without payment, click Add to Booking and choose the booking.
- The sale is charged to whoever the booking is invoiced to, with an invoice of its own to pay later. Members with an active membership may charge to their account within their credit limit.
- Staff who are cashiers get the counter's Sell, Orders and Session screens in the SmartMy Garage app. They also get them under Counter > Counter Sales in the Menu of the SmartMy Facility app.
Everything it does
Garage
- Garage > Counter > Registers and Counter Sales; Garage > Reports > Money > Counter Sales
- Add to Job Card: only a job card in the shop, of the same customer and branch
- Items put on job cards are billed and reported on the job card, not as counter sales
- Counter items on a job card are recorded as parts used; from Garage Scale they leave the stock of the register's location with their lots
- Advances: Take Deposit on an open job card, in the advisor's counter session. The deposits pay the job card's invoice by themselves when it is confirmed, oldest first
- A job card whose deposits still hold money cannot be cancelled; pay the deposit back first
- An advance can be taken on the counter's card terminal from the garage app
- Franchise royalty statements count the franchisee's counter sales without an invoice
Facility
- Facilities > Counter > Registers, Counter Sales and Sales Analysis
- Add to Booking needs a payment method of the kind Customer Account (pay later) on the register
- Only a booking confirmed or in use today, in the same branch; the customer's credit limit applies
- Members found by membership number as well as by name or phone
- Members May Charge to Their Account: on to start with, per register
The same counter
- Sessions, payments, refunds with approval, receipt copies, X and Z reports and closing work as in SmartMy POS
- Supervisor approvals go through the same Counter approval chain
Who uses it
Service advisorSells at the garage counter, puts items on job cards and takes advances.
Workshop managerApproves refunds and what is above a cashier's limit.
Front deskSells at the club shop or cafe and charges bookings and members' accounts.
Facility managerSupervises the club counter.
Where you use it
- Web: Garage > Counter and Garage > Reports > Money > Counter Sales; Facilities > Counter
- The SmartMy Garage app (the Sell area) and the SmartMy Facility app (Counter > Counter Sales in the Menu) for cashiers. They are built and in testing, not in the app stores yet
- Not in the apps: Add to Booking from the Facility app is not offered in any plan yet; use the web
- Not from the Sell area: counter items are put on a job card from the job card itself
What you control
Settings
- Members May Charge to Their Account: on (Facility registers)
- A Customer Account (pay later) method on Facility registers that charge bookings
Approvals
- Counter approval: refunds and what is above a cashier's limit, decided at the counter by the workshop or facility manager
Works with
SmartMy GarageNeeded for the garage counter. It comes with Garage Growth and is not charged again as a POS register; stock on job card items comes with Garage Scale.
SmartMy FacilityNeeded for the club counter. The Facility link installs itself with the point-of-sale modules; we confirm how your Facility plan includes them when you buy.
Questions
Do I need a separate POS app in the workshop?
No. Service advisors who are cashiers sell from the Sell area of the SmartMy Garage app.Can I put a perfume sold at the counter on the customer's job card?
Yes, for a job card in the shop of the same customer and branch. It is paid on the job card's invoice.Does Add to Booking work offline?
No. It needs the network and is done on the web.Do members see the counter?
No. Members keep their booking screens. Only front desk staff who are cashiers see Counter > Counter Sales in the Menu.What happens to an advance when the job card is invoiced?
The open deposits pay the invoice by themselves, oldest first, up to what is due. Anything more stays on the deposit.Related features
LOYALTY, PROMOTIONS AND DEPOSITSAdvance deposits, used on a sale and paid backTake an advance from a customer at the counter, with a numbered slip. The deposit pays a later sale or a confirmed invoice of the same customer, in one go or in parts. What is left can be paid back, in part or in full, with a reason and a supervisor's approval.WEB COUNTER AND APPSmartMy POS app for phones and tillsThe SmartMy POS app runs the whole shift on one device. Open the session, sell, take payments, refund, and print or share receipts. Move cash and close with a cash count. It keeps the register's products, prices and taxes on the device and keeps selling without signal. It runs on Android and iOS phones and tablets and on Windows, macOS and Linux tills.PAYINGPay later within a credit limitCustomers you allow can buy on their account at the counter. The sale becomes an invoice at once, part can be paid now, and a sale that would take them over their credit limit is refused.PAYINGCard machine linkLink a Pine Labs, Razorpay POS or Stripe card machine to the counter. The amount goes to the machine, the customer taps or inserts the card, and the sale is paid when the bank approves.WEB COUNTER AND APPSelling screen in the browserPoint of Sale > Counter > Sell opens a full selling screen in the browser of a counter PC or tablet. It has a product grid with categories and favourites, and search by name, code or barcode. It also has a cart, split payment with a keypad, and a receipt to print. A cart can be parked and resumed on the same browser.ACROSS SMARTMY POSApproval chainsTwo kinds of approval run through the approval chains of SmartMy POS. Counter approvals are decided on the spot by a supervisor or POS manager at the cashier's screen. Promotions can wait for one or several approvers before they run. Each Entity has its own chain of each kind, and every decision is kept with who made it.
See a day at your counter, start to close.
Tell us what you sell and how many counters you run. We will show you the opening count, a sale without internet, a refund and the closing report.