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titleSale transactions

Steps to Payment methods in POS

S.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 shere

CASH

DEBIT/CREDIT

ON ACCOUNT

 

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titleMultiple Payment

 

 

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titleRefunds and Returns

 

 

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titlePayouts

 

 

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titleReceipt search by Items and Receipt number

 

 

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titleTransaction on Hold

 

 

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titleEdit transaction

 

 

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titleEnd of day report
S.NO.STEPSNOTES
1Point of Sale screen, click on Tools buttonWill open POS Tools screen
2Click Log out

Will open Log out screen

3Click End of DayWill open End of Day screen
4Enter details and verify > Save & Close

Opening balance- READ ONLY as it was entered during POS login ;

Enter Cash sales and Cash returns

 

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titleEnd of day report