--- title: SALES ORDERS - Point of Sale description: For use in conjunction with cash registers, with adapted invoice printout format  --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Sales Orders - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Sales Orders - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # SALES ORDERS - Point of Sale ## For use in conjunction with cash registers, with adapted invoice printout format  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-07-36-24-4444-PM.png?width=79&height=62&name=image-png-Dec-20-2022-07-36-24-4444-PM.png) - **Access** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-07-37-11-4120-PM.png?width=515&height=220&name=image-png-Dec-20-2022-07-37-11-4120-PM.png) - - 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               ![PointOfSaleFull](https://cs.geminilogic.com/hs-fs/hubfs/PointOfSaleFull.png?width=633&height=382&name=PointOfSaleFull.png) - **New Sale** - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-07-37-33-2309-PM.png) Customer** selection - click ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-07-37-40-9173-PM.png)  **(F3)** to browse for **Customer** (option to set prompt in Edit > Company Settings > Sales Orders > Misc > ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) **Always prompt for customer**) - or- create ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-07-37-54-1867-PM.png) **New** Customer from the browse list                         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-07-37-21-8374-PM.png?width=464&height=172&name=image-png-Dec-20-2022-07-37-21-8374-PM.png) - - 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 ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) **Default POS Customer** so that Customer selection will no longer be necessary in Point Of Sale module:               ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-07-39-00-0577-PM.png?width=442&height=374&name=image-png-Dec-20-2022-07-39-00-0577-PM.png) - - **Item Selection** - add an item to the Order in one of 4 ways: 1. hit your Enter key 2. click ![OpenInventoryIcon](https://cs.geminilogic.com/hs-fs/hubfs/OpenInventoryIcon.png?width=23&height=25&name=OpenInventoryIcon.png) **(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                    ![CompanySettingsSalesOrdersMiscAccumulateItems](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsSalesOrdersMiscAccumulateItems.png?width=597&height=162&name=CompanySettingsSalesOrdersMiscAccumulateItems.png) - - - - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Accumulate Items** on will add scanned product into one line - **![CheckBoxUnchecked-1](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxUnchecked-1.png?width=16&height=16&name=CheckBoxUnchecked-1.png) 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 > ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) **Display warning when POS overcommits inventory** **              ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-06-2023-08-42-29-1625-PM.png?width=343&height=126&name=image-png-May-06-2023-08-42-29-1625-PM.png)** - - 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                 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-06-2023-08-43-05-6811-PM.png?width=339&height=292&name=image-png-May-06-2023-08-43-05-6811-PM.png) - - option to choose **Unit Of Measure (UOM)** if multiple Units of Measure are used on this item (see [Inventory - Units of Measure](https://cs.geminilogic.com/en/manual/inventory-prices-and-units-tab)) - 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**![](https://cs.geminilogic.com/hubfs/image-png-May-06-2023-08-45-12-8314-PM.png) Comment** - press **F7** key      ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-06-2023-08-45-33-2942-PM.png?width=381&height=143&name=image-png-May-06-2023-08-45-33-2942-PM.png)    - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-07-45-11-5173-PM.png) browse for pre-set Comment where you can then add ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-07-45-16-7455-PM.png) **New** comment on-the-fly from the browse list - or - just type the **Comment** in the box       ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-06-2023-08-51-55-5797-PM.png?width=213&height=213&name=image-png-May-06-2023-08-51-55-5797-PM.png) - **![](https://cs.geminilogic.com/hubfs/image-png-May-06-2023-08-53-39-7276-PM.png) Edit** order details orline item selected in one of 2 ways 1. click on ![](https://cs.geminilogic.com/hubfs/image-png-May-06-2023-08-54-00-1285-PM.png) **(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 - **![](https://cs.geminilogic.com/hubfs/image-png-May-06-2023-08-54-58-8268-PM.png) Delete** the Customer and all Items entered on the Order - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-06-2023-08-55-12-7240-PM.png?width=18&height=26&name=image-png-May-06-2023-08-55-12-7240-PM.png) (F5) Invoice / Tender**      ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-06-2023-08-55-37-8178-PM.png?width=560&height=296&name=image-png-May-06-2023-08-55-37-8178-PM.png)  - - select **Payment Method -** click the double chevron for more or type the Keyboard Shortcut (see [Payment Method setup](https://cs.geminilogic.com/en/manual/sales-orders-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**         ![PointOfSaleFullSetUpReceipt](https://cs.geminilogic.com/hs-fs/hubfs/PointOfSaleFullSetUpReceipt.png?width=615&height=371&name=PointOfSaleFullSetUpReceipt.png)  - - - highlight **POS Receipt** **               ![PointOfSaleSetupReceiptReports](https://cs.geminilogic.com/hs-fs/hubfs/PointOfSaleSetupReceiptReports.png?width=392&height=261&name=PointOfSaleSetupReceiptReports.png)** - - - select print options below - click on **Save Defaults** - click **Cancel** - ** ![OpenInventoryIcon](https://cs.geminilogic.com/hs-fs/hubfs/OpenInventoryIcon.png?width=23&height=25&name=OpenInventoryIcon.png) (F9) Inventory Lookup** to see details on the selected  item - **![](https://cs.geminilogic.com/hubfs/image-png-May-06-2023-09-06-32-6637-PM.png) Cash Out** - **Access** - Sales Text Menu            ![SalesTextMenuCashOuReports](https://cs.geminilogic.com/hs-fs/hubfs/SalesTextMenuCashOuReports.png?width=439&height=316&name=SalesTextMenuCashOuReports.png) - - Cash Out Report Worksheets will stay in this list until they are deleted                 ![CashOutReportsList](https://cs.geminilogic.com/hs-fs/hubfs/CashOutReportsList.png?width=315&height=128&name=CashOutReportsList.png)  - - - select **Location** if you are using **Location Accounting** (see [General Ledger Segmentation](https://cs.geminilogic.com/en/manual/general-ledger-segmentation))                    ![CashOut](https://cs.geminilogic.com/hs-fs/hubfs/CashOut.png?width=453&height=441&name=CashOut.png) - - - 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 ! Note - all number fields in Spire are calculating fields so you can type 200.00+34.00+1,000.00 and hit enter, to fill the field with 1234.00 - - - **Print** Cash Balance Report / Cash Balance Details Report - **Penny Rounding** - - activate this utility in Edit > Company Settings > Sales Orders > Misc tab![CompanySettingsSalesOrdersMiscEnablePennyRounding](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsSalesOrdersMiscEnablePennyRounding.png?width=603&height=374&name=CompanySettingsSalesOrdersMiscEnablePennyRounding.png)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-06-2023-09-05-16-0824-PM.png?width=209&height=176&name=image-png-May-06-2023-09-05-16-0824-PM.png) - - when tendering a cash payment, the invoice amount will be presented as **Tendered** and the rounded up amount will be presented as **Payment**       [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)