Boatyard Pro lets you process over-the-counter parts sales right from your phone — whether you're at the parts counter, ship store, or dock. This article walks you through how to create a sale, accept payment, and issue refunds.
Before You Start
Retail Sales is available to team members only. Technicians do not have access.
Your Boatyard account must have Parts enabled.
Tap to Pay requires a connected Stripe account. Other payment methods (Cash, Check, Other) are available without Stripe.
Tap or swipe credit card payments are also supported with the Stripe M2 Reader.
Got questions? Please contact customer success at customersuccess@boatyard.com.
Creating a Sale
Step 1: Open Retail Sales
Tap the shopping basket icon in the bottom navigation bar of the Pro app.
Step 2: Add Parts
The first screen shows your favorited parts as quick-add buttons. If you haven't set up favorites yet, the screen will be empty — but you can still find any part using the options below.
To add a part:
Tap a favorited item to add it directly
Use the search bar to find a part by name or part number
Tap the scan icon to open your camera and scan a barcode. If the barcode matches one part, it's added automatically. If multiple parts share the same barcode, all matches are shown.
Step 3: Review Your Cart
Tap Checkout to review the parts in your sale. From this screen you can:
Adjust quantities
Remove a part by tapping the minus button
Attach a customer to the sale (optional)
Apply a discount (optional)
Note: If you want to associate a customer with the sale, do it here. This cannot be done after payment is completed.
Step 4: Choose a Payment Method
Tap Continue to Payment and select how the customer is paying:
Credit Card — Enter the card details manually
Cash
Check
Other — Use this for gift cards, store credit, or other tender types
Tap to Pay — Hold the customer's card or device to the back of your phone to process a contactless payment. Wait for the green "Ready for Payment" indicator before presenting your device to the customer.
Stripe Tap-to-Pay supports Visa, Mastercard and AmEx card types. Discover cards are not supported.
Stripe Tap-to-Pay supports Apple Pay and Google Wallet payments. To do this, simply hold the customer’s device against your own device.
Step 5: Send a Receipt
After payment, choose how to send the receipt:
Print — Prints a letter-sized receipt
Email — Enter the customer's email address
Text — Enter the customer's phone number
No Receipt — Skip the receipt entirely
A customer does not need to be attached to the sale to email or text a receipt.
Issuing a Refund
Refunds are processed from the History tab.
Find the transaction and tap to open it.
Tap Refund, select the part(s) and quantity being returned, and confirm.
The refund is credited back to the original payment method.
You can also reopen the receipt from this screen if you need to reprint or resend it.
Managing Favorites
Favorites appear as quick-add buttons at the top of the Sale screen for fast access. Favorites are shared across all team members at your location.
To favorite a part from the Sale screen, search for the part and tap the star icon. To unfavorite it, tap the star again.
You can also manage favorites from the part detail page in Boatyard by checking or unchecking the Retail Sales Favorite checkbox.