Use Roc Services to run a sale with a card reader that is connected to Roc Services.

To run a sale with a card reader, complete the following steps:

1. Open the Virtual Terminal.
2. Add items to the order.
3. Run the sale.

Step 1: Open the Virtual Terminal

1. Log in to https://services.rocpos.com/login.
2. From the navigation menu, select Virtual Terminal.
3. (Optional) To assign a customer to the sale, select Assign Customer, and then choose one of the following options:
   • To select an existing customer, select the customer from the list.
   • To add a new customer, complete the following steps:
     1. Select Add Customer.
     2. Enter the customer's details.
     3. Select Save.

Step 2: Add items to the order

When you run a sale, you can add one or more items to your order. There are two types of items that you can add:

• Add a quick item — A one-time item that you can create and add to the order.
• Add a catalog item — A commonly sold item in your catalog that you can reuse across multiple sales.

Note: Before you add a catalog item, you must create a category and add the item to the category. For more information about how to create a catalog item, go to Create a catalog item.

Add a quick item

For each item that you want to add, complete the following steps:

1. From the Quick Charge tab, use the on-screen keypad to enter the dollar amount of the item.
2. Select +.
3. (Optional) To edit the item name, hover over the item, and then select [pencil icon].

Add a catalog item

For each catalog item that you want to add, complete the following steps:

1. Select the Catalog tab.
2. Select the category.
3. Select the catalog item that you want to add.

Step 3: Run the sale

1. Select Charge.
2. Select Swipe/Insert Card.
3. Ask the customer to tap, swipe, or insert their card.