Point of sale

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Find information about Point of sale functionality such as selling and reports.

To enable Point of Sale in the Console, enable the system option POSCONS in the Manager.

Selling

The Point of sale selling screen displays items available to sell and a cart view of the items selected to sell. This view features:

Familiar consumer-style shopping cart behavior
Supports anonymous and customer-specific sales
Store sales, other revenue, and service expenditures (refunds)

A screenshot of the Wise Console point of sale feature showing an example inventory and cart.

Inventory

From the Sell tab you will be able to view, search, and make selections from your configured inventory items. Items added to the cart from the inventory on the left will be viewable in the cart on the right side of the screen.

Cart

Once items have been added to the cart you will be able to view each line item along with the quantity and unit cost of the item. From the cart you are able to:

Edit item quantities.
Add notes that will be reflected on the cash drawer report.
Remove individual items or clear the entire cart.
Edit pricing on the fly if variable pricing has been configured for an item.
Change or remove the customer associated with the sale.

Note: A customer can be removed from the purchase as long as no items in cart are tied to the customer.

Once you have hit Pay you will be able to review the cart and, if needed, edit the payment type or go back to make changes to the cart.

Reports

From the Reports tab you are able to generate reports related to Point of sale functionality. Three reports are included as part of the initial reports offering for the Console:

Point of sale – Cash drawer details
Financial overview
Daily overview per cash drawer group

To generate these reports:

Select the desired report from the Report type drop-down list
Enter the required parameter values (optional fields are marked).
- The default parameter values provided match the existing defaults in the Client
Press the Create report button.

All reports are presented as BIRT reports in a new browser tab and match the existing Client reports:

Cash drawer details
Financial overview
Daily overview per cash drawer group