Billing Process (Walk-In Customer)
Introduction:
Learn the step-by-step process to handle walk-in customers and complete a sale in Zylu.
Adding a New Customer
- If the customer is already in the system, you can search for them directly.
- For new customers, click on Add New Customer and enter their phone number, name, and lead source (e.g., walk-in).
- Optionally, ask for their birthday to apply discounts and click Add Customer.
Adding Services and Products
- Click + Service to add the services purchased (e.g., Botox, Hydra Facial).
- For products, click + Product, search for the product (e.g., Inforcer Hair Shampoo), and select it.
Changing Pricing
- To change the price, click on the price box and adjust the value as needed.
Applying Discounts
- Apply discounts on a service or product by clicking on the discount box and entering either a money or percentage value.
Adding Tips
- Add employee tips in the Add Tip section by selecting the employee and entering the tip amount or percentage.
Adding Payment Methods
- Use the Checkout option to select the payment method. You can apply multiple payment options like cash, credit card, or online payment.
Finalizing the Sale
- Once all details are added, click Complete to finalize the transaction. The invoice is generated, and you can send it to the customer via WhatsApp.
Related Articles
How to Create Customer Tags
<br> Introduction: Tags help you categorize customers in a way that makes it easier to target them for specific sales or marketing efforts. In this module, you will learn how to create and assign tags to customers to improve upselling ...
Zylu Quick Start Guide in Under 4 Minutes
<br>Introduction Welcome to Zylu! This quick and easy guide will walk you through the essential steps to set up and start using Zylu to run your salon efficiently. We’ve designed this to make sure you’re set up in no time so that you ...
Invoice Reading & Sharing
<br> Introduction: This module covers the important aspects of invoice reading, capturing customer emotions, and sharing invoices through WhatsApp, along with collecting customer reviews. Capturing Customer Emotion After completing the ...
Enquiry Management
<br> Introduction: Learn how to manage customer inquiries, track their status, and follow up effectively using Zylu. Adding an Enquiry From the Main Menu, go to Enquiries and click the + button to add a new enquiry. Enter the customer’s ...
Bookings
How to manage appointments and Bookings <br>Introduction Welcome to the Booking Module! This section will guide you through managing your salon’s appointments. Let’s dive into the features and functionality of the Booking ...
Popular Articles
Billing Process (Walk-In Customer)
<br> Introduction: Learn the step-by-step process to handle walk-in customers and complete a sale in Zylu. Adding a New Customer If the customer is already in the system, you can search for them directly. For new customers, click on Add ...
Zylu Quick Start Guide in Under 4 Minutes
<br>Introduction Welcome to Zylu! This quick and easy guide will walk you through the essential steps to set up and start using Zylu to run your salon efficiently. We’ve designed this to make sure you’re set up in no time so that you ...
Reports of Booking, Expenses, and Tips
<br> Introduction: Reports help you track and analyze your salon's performance. In this module, you’ll learn how to view reports for bookings, expenses, and tips. Accessing Reports From the Main Menu, go to Reports. Here, you will see ...
Understanding Navigation
<br> Introduction: Zylu’s interface is designed to be simple and intuitive. In this module, you'll learn how to navigate the main sections of Zylu and access key features easily. Main Navigation: The Main Navigation section gives you ...
Bookings
How to manage appointments and Bookings <br>Introduction Welcome to the Booking Module! This section will guide you through managing your salon’s appointments. Let’s dive into the features and functionality of the Booking ...