Table of Contents
Entering sale of parts #
On the Bike Root iPad:
- Open the Square app
- Select part
- If part not listed, enter as Misc and leave description in comment
- Enter price
- Select +
- If more than one of same item, select item after and change quantity
- Repeat for each item
- Select Charge
- If paying with cash or e-Transfer, select cash amount
- If paying with card or mobile payment, use Square reader
- Offer customer receipt options
Processing a return #
On the Bike Root iPad:
- Open the Square app
- Select Transactions (bottom of screen)
- Locate the sale you are looking to refund
- Sales may be searched by the credit card number, customer name, customer email address, and/or date of purchase
- If none of these can be found and a bike was purchased, the date of purchase may be located by searching the membership document for the customer
- If no other information can be found and the customer cannot provide any, then a refund cannot be provided
- Select Issue Refund
- Select the item(s) to refund, or
- Select the amount to refund
- Select Next
- Select Refund
- Select Done
e-Transfer Payments #
We also accept e-Transfer payments if the customer does not have cash, card, or mobile payment options. Payment can be sent to info@bikeroot.ca with an obvious password and the sales can be processed as a cash transaction.