Creating a New Transaction

Create a new transaction through the Point of Sale. Generating a new transaction is a 3 step process that entails selecting a customer, adding items to the cart, and submitting payment. 

Navigating to the Point of Sale

There are two ways to access the Point of Sale. 

• By clicking on the Point of Sale tab
• By clicking on the credit card icon (upper right side of the main menu)

Point of Sale Process

1. Select a Customer: Before moving to the cart, select a customer. 
   1. Select Customer button: Select a customer already in the Atlas database by entering a Tail # or customer name in the search fields at the top.
   2. New Customer button: Add a new customer on the fly by selecting this button if the customer is outside the Atlas database and wants to create a new customer record. 
   3. Guest Customer button: Choose guest customer if this is a transient customer not in the Atlas database and you do not want to create a customer record. 
      1. Recommendation: If choosing a guest customer, all invoices will have "Guest Customer" as the name. We recommend editing customer details in the following optional editable fields; Name, Ticket #, Flight #, Tail #, and PO #. These fields will be available on many reports.
      2. Selecting a customer name example:
      3. Selecting a Tail # Example: 
      4. Adding a New Customer Example:
      5. Selecting a Guest Customer Example:
2. Adding items to the cart to build your transaction. All items will appear as tiles to the left and are located within each category tab; Fuel, Product, Service, Fee, and Labor. 
   
   1. 1. 1. Use the Find box to search for the item or select from the category tabs at the top to locate the item. 
         2. Click on the tile, and the item will appear to the right. 
         3. Edit the Qty and Price fields
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3. Submitting Payment: Once all the items have been added and edited, select checkout to submit payment.
   1. To the left, the Payment Information screen will appear. Choose the correct payment method, then select "Submit Payment" below. See below for a list of payment methods accepted. 
      1. Credit Card: Multi-Service, Shell Retail Cards, Shell CoBrand, Shell Contract Fuel Cards, MasterCard, Visa, AMEX, Discover, AirCard. 
      2. Stored Credit card: Store credit cards in the customer profile and select from the stored credit card option. 
      3. Offline Transaction: Select this option if a credit card has already been processed in a different terminal. This option allows the user to record and deduct the revenue from inventory without charging the card again. Locations with self-serve fuel may use this option to import invoices already charged in the self-serve terminal manually.
      4. Check: Check payments.
      5. Cash: Cash payments.
      6. Accounts: Bill to an internal customer financial account.
      7. Titan Aviation Fuels DIRECT: Resellers Direct pay through Titan's Buyback program.
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   4. Once you hit submit payment, you will see a blue notification at the top showing that the invoice has been paid.