POS - Point of Sale
How to use the Point of Sale.
The Point of Sale is designed to be used in a shop and draw down directly on inventory.
When starting the till (a new float is added to the till) start a new batch (NAV: POS button above barcode field). All the transactions are connected to this batch making it easy to check the expected cash later. The POS will not take transactions until a batch is created.
Customer
You can find the customer (in order to provide them with their specific pricing) or sell to anonymous customers.
Customers can pay on account or by cash, cheque or credit card. Use the button on the POS to record how people pay so you can later reconcile the till.
Scannner
Using the barcode scanner attached to a USB port or the rapid search capability to find items and capture the order you can pause a customers order and easily go back to it.
Float and counting
The float is expected to be the same every day. Remove the float before counting the till. When counting at the end of the day navigate to the batch.
- first check you have all the BPOS and Credit Card receipts (if using external EFTPOS machine).
- Count the cash in the counted column
- If the cash does not match the expected amount you will have to create an adjustment journal
/wiki/spaces/DEV/pages/33036773 is the design documents for this process
Inventory
Inventory is reduced from the store inventory as you work so spot or regular stock counts will find discrepancies easily.