Open POS Session
Open Point of Sale Session as Admin
In Stride, employees can access the POS session (if allowed) after an Admin has opened the POS session. This video explains how to open a POS session, add cash to the till, and then allow other employees to use the POS session.
Stride POS Navigation and Checkout
Basic checkout and POS Navigation
POS end of Day Closing Procedures
How to close a POS session, count cash, prepare for next day
POS Reporting
See how the day went and check POS performance.
Customer Tab - Sales Order Method
See how to create a customer sales order and settle the order in the POS
This video shows how cashiers can open a second tab, log into the "Sales Module" and create an order that can be added to throughout a day (or longer event). At the end of the day/event customers can settle their order through the point of sale using the credit card terminal.
Pause order/customer tab
See how to create a customer tab or pause an order
Often you need to pause an order and start another one. This method allows a customer to come back if they have to. They will need to return to the same register.
Close POS - Remove All Cash
Alternative method to leaving a set amount in the till
Closing procedures for removing all cash from the till. Alternative to setting default amount to leave in till.
Split payment methods
How to split payments across multiple methods (card/cash/check)
Customers sometimes want to pay with cash and card or two different cards. This video shows how easy it is in Stride to split payment methods.
POS Refund - Original Payment Method
How to process a refund to original payment method
In this tutorial we explore how to create a refund to the original payment method. In Stride you can only refund to the original card. You are not required to have the original card in possession at the time of the refund.
POS Refund - Gift Card or Store Credit
How to process a refund to a gift card or in store credit (e-wallet)
If your policy is to not refund to the original credit card, but instead to a gift card or in store credit (In Stride in-store credit is called the "e-Wallet") this tutorial will show you how to do that.
Refund - No receipt or Order History
How to process a refund with no receipt or order history
One way you can handle returns with no receipt or customer history available. Shows users how to create a gift card to refund the money or using the "Ewallet" feature of Stride to give the customer a virtual gift card that is tied to their account. *Please note that Stride does not allow credit card returns without previous order history
Customer Order History - POS
How to view previous orders by customer in the POS
How to look up a customer's order history from the point of sale. By searching for a customer through the POS users can quickly access the entire order history of a customer (Point of Sale, Sales Orders, and Web orders).
Print closed order - POS
How to search for and find old orders and print a receipt
If you forget to print a customer a receipt this is a good way to go back to an order that has been validated and closed to print a receipt. You will use the "refund" button in the POS but not create a refund. From the refund menu you can access the "Print Receipt" option.
Check Gift Card Balance
How do you find a gift card balance? (POS and back office)
This video goes over two ways you can quickly check a gift card balance. One way from within the Point of Sale requires adding an item to the cart and then scanning the gift card (or entering the code). The other way is by using the back office access to search for and find a gift card and the balance it contains.