Dashboard PoS

In addition to several third-party integrations, BloomNation also offers a basic level point-of-sale (PoS) system built into every florist partner’s Dashboard.

There are two ways you can process payments through the Dashboard PoS:

• Quick Charge: Exactly what it sounds like, this is a fast way to enter a transaction without worrying about too many details.
• Create Order: Here, you can create three types of orders…
  • In-Store: A more detailed quick charge, for when you don’t want to enter recipient details but add arrangement information and notes.
  • Delivery: Use this to enter full delivery and card message information
  • Pick-Up: Card message and occasion information can be entered here as well

Both methods can be accessed from a few different places around the Dashboard:

• The Create Order tab: Full orders only
• The Overview tab: Quick charge only
• The Customer tab: Both quick charge and full orders

Please note, you must have your payout information completed and verified in the Billing tab in order to be paid out on any orders, including ones created in the Dashboard PoS system. Orders created through either Quick Charge or Create Order will be paid out in full minus the 2.99% credit card processing fee. The florist creating the order will be responsible for remitting all tax on these orders as well.

Quick Charge

Use the Quick Charge feature to log orders when you or your customers are in a rush.

To begin, please follow the steps below:

• Log into your Dashboard
• FOR AN EXISTING CUSTOMER: Go to the Customer tab
• FOR A NEW CUSTOMER: Go to the Overview tab

From the Customer Tab

If you are processing an order for a customer that has ordered from you before, use the Customer tab to use their saved information.

First, search for, or select your customer’s name (see example below).

Then, click the New Transaction button in the upper right-hand corner of the Customer tab and select “Quick Charge”.

Pick one of the existing cards on file for that customer, or click “No thanks” and enter new information (see example below). If you select one of the cards on file, the fields will pre-populate with the information saved by the customer. Next, edit the subtotal and delivery charge by clicking on their respective $0.00.

Check that the information and totals all look correct, and press Submit Order to complete.

From the Overview Tab

Scroll to the bottom half of the Overview tab. Enter your customer’s credit card information in their appropriate fields. Then, enter the subtotal and delivery charge by clicking on their respective $0.00. After that, enter your customer’s email address in the bottom right-hand corner to send them a receipt. Finally, click Submit Order to finalize the transaction!

Create Order

Create a full order from scratch using the Create Order tab or New Transaction button on the Customer tab. This allows you to place an order on your customer’s behalf.

To begin, please follow the steps below:

• Log into your Dashboard
• FOR AN EXISTING CUSTOMER: Go to the Customer tab
• FOR A NEW CUSTOMER: Go to the Create Order tab

From the Customer Tab

If you are processing an order for a customer that has ordered from you before, use the Customer tab to use their saved information.

First, search for, or select your customer’s name. Then, click the New Transaction button in the upper right-hand corner of the Customer tab and select “Create Order”. Your customer’s billing and payment information will then pre-fill the correct fields in the PoS order form.

From the Create Order Tab

If this is a new customer, select the green Create Order tab at the top of the left sidebar in your BloomNation Dashboard.

Each time you create a new order (from either the Customer or Create Order tab) you will first be asked to select the order type.

From there, you will have to enter your customer, arrangement, and payment information. If you create an order from the Customers tab, this should already be filled out.

After you collect your customer’s billing and contact information, click on the Arrangement tab.

• Select from a pre-existing design in your catalog using the dropdown menu (where it says “choose” in the example below), or add a brief description of their purchase in the open box below the dropdown.
• Click the blue +Add This button to add that item to the order.
• Then, enter your delivery charge, edit the tax rate if needed.

If you are processing a Pickup or Delivery order, you may enter the card message and occasion for purchasing.

If you are processing a Delivery order, you will also be asked to enter the recipient’s contact and delivery information.

Finally:

• Enter your customer’s payment information. If you created this order from the Customers tab, you will be asked to select their preferred saved credit card.
• Enter your customer’s email address in the receipt field (above the Submit Order button) if you haven’t already.
• Check everything over to make sure it’s right
• Press the green Submit Order button!