Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleLog in to POS

Steps to Log in to POS

(**Location name and Opening balance should be prefilled**)

S.NO.STEPSNOTES
1Home menu > Sales A/R > POS Log in 
2Select DrawerThis is the drawer that is being balanced for the day. This is selected from the POS drawers on the POS tab on the location
3Enter User name and Password 
4Enter Opening BalanceUser must establish an opening balance for the drawer. This will default from the company preference setting under POS
5Select Location name (Default)The POS log in will be associated with a location. If C-Store is used, location will also be tied to a Store Number.
6Enter Store number and click OKAuto-filled if used (tied to location)

 

 

...

Expand
titleSale transactions
NO
DESCRIPTION
STEPS

NOTES

1Cash SaleEnter Customer > Scan item / Enter Item > Edit qty > Add discount (if require) > Click payment > Select Cash > Enter amount > Click Ok > Save & PrintItem can search by Item#, UPC# and description
2Credit / Debit SaleEnter Customer > Scan item / Enter Item > Edit qty > Add discount (if require) > Click payment > Select debit/credit > Enter the card detail / Swipe card > Click Ok > Save & PrintCard details can be entered manually

3

Receive Check for SaleEnter Customer > Scan item / Enter Item > Edit qty > Add discount (if require) > Click payment > Select Check > Enter check number > Click Ok < Save & Print 
4On Account paymentEnter Customer > Scan item / Enter Item > Edit qty > Add discount (if require) > Click payment > Select On account > Enter amount > Click Ok < Save & PrintCredit limit and AR balance can be reviewed here

Image Added

Image Added

Image Added