SALES ORDERS - Point of Sale

For use in conjunction with cash registers, with adapted invoice printout format 

• Access

• • Sales text  menu
  • Module List
• window display
  • top half (in this example it's Spire's website) is established in Edit > Company Settings > Sales Orders > Misc tab > Home Page (this could be a group of photos, for a rolling display)
  • bottom half displays the selected item's image as established in Inventory Details > Image tab               

• New Sale
  • Customer selection
    • click   (F3) to browse for Customer (option to set prompt in Edit > Company Settings > Sales Orders > Misc > Always prompt for customer)
    • or- create New Customer from the browse list

                       

• • option to enter Customer PO
  • accept or change the Salesperson and / or Territory
  • enter the Order Discount (alternatively, discount can be assigned for each line, as described in the following section)
  • option to set this Customer as the Default POS Customer so that Customer selection will no longer be necessary in Point Of Sale module:

             

• • Item Selection - add an item to the Order in one of 4 ways:
    1. hit your Enter key
    2. click   (F9) Inventory Lookup (or hit F9 on your keyboard) to select the part from the Inventory List
    3. Scan the Part / Serial / Lot Number barcode to input Inventory item - use * as quantity multiplier - into the scan box, enter quantity then *, then scan barcode
    4. double-click on first line in the grid to browse for the inventory item in the Edit Item window

• • type in the Part No and tab
    • enter the Quantity (or leave as 1)
      • or - continue to scan to top up the quantity
    • behavior of scanned quantity is set in Edit > Company Settings > Sales Orders > Misc

                   

• • • • Accumulate Items on will add scanned product into one line
      • Accumulate Items off will create a new line each time an item is scanned

• • option to activate or de-activate the Oversell warning message in User Settings > Sales Orders > Messages Tab > Display warning when POS overcommits inventory

             

• • confirm or change Retail Price (User Settings permitting)
  • option to enter a Discount percentage for this line item
  • Unit Price will display all price levels from Inventory > Prices and Units tab > Pricing > Sell Price list

               

• • option to choose Unit Of Measure (UOM) if multiple Units of Measure are used on this item (see Inventory - Units of Measure)
  • accept or change tax settings for this line item
  • Show Stock button will display the Inventory Stock listing availability in all Warehouses it is stocked in
  • Okay to complete input on this line
• insert a Comment - press F7 key

        

• browse for pre-set Comment where you can then add New comment on-the-fly from the browse list - or - just type the Comment in the box

     

• Edit order details or line item selected in one of 2 ways

1. click on (F4) Edit Item or F4 key
   • make allowable changes
2. click on (F6) Order Entry or F6 key to open full Sales Order module
   • make allowable changes (ie: Cust PO #)
   • press F6 again to return to Point of Sale -or - complete and print full invoice from here

• Delete the Customer and all Items entered on the Order
• (F5) Invoice / Tender

      

• • select Payment Method - click the double chevron for more or type the Keyboard Shortcut (see Payment Method setup)
  • confirm or change Amount (can be spread over multiple methods)
  • if a ‘Credit’ Payment Type is selected, you will be prompted to enter Authorization Code if required
    • On Account can only be selected if this Customer does not have zero credit limit; however, Credit Limit… can be changed here (User settings permitting)
• (F5) Invoice / Tender to complete Sale and print the receipt
  • establish printer and printer settings in Setup Receipt

         

• • • highlight POS Receipt

               

• • • select print options below
    • click on Save Defaults
    • click Cancel
•   (F9) Inventory Lookup to see details on the selected  item

• Cash Out
  • Access - Sales Text Menu

           

• • Cash Out Report Worksheets will stay in this list until they are deleted

                 

• • • select Location if you are using Location Accounting (see General Ledger Segmentation)

                   

• • • select the Till ID 
    • enter Start Date and End Date of sales you want to balance to in this report
    • enter all cash in drawer in Coins and Bills, which would include opening float
    • enter amounts collected for Other Payment Methods listed

• • • Print Cash Balance Report / Cash Balance Details Report
• Penny Rounding

• • activate this utility in Edit > Company Settings > Sales Orders > Misc tab

• • when tendering a cash payment, the invoice amount will be presented as Tendered and the rounded up amount will be presented as Payment