Point of sale
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)
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.
Cash handling
The counting cash, cash drop and cash settlement functions are all accessed in the Console via Point of sale > Cash handling.
- Cash count is used to enter the amount of money in a cash drawer.
- Cash drop is used to drop cash from the drawer before the drawer is closed for the day (or other time period). This action generates a financial transaction.
Counting cash
Select a cash drawer to count from the Cash drawers drop-down list at the top of the page. If you have access to a single cash drawer, you do not need to select the cash drawer and it will be shown by default.
Count each denomination of cash (bills and coins) and enter the count value into the corresponding field, directly typed in or via the +/- buttons to increment or decrement the count. Count the number of checks and add that to the Check count field. Total the check values manually and enter that value into the Check amount field.
To clear the cash count, select the “Clear” button and the counting information will be removed.
Cash drop
The Cash drop function is intended for cash drops from the cash drawer before the drawer is closed for the day.
A cash drop is always entered as cash drawer code 5990. A cash drop does not have to be counted toward the total cash drawer count after it is completed. Amounts that are part of the cash deposit are counted in reports.
To perform a cash drop:
- Go to Point of sale > Cash handling.
- Select the cash drawer from which an amount is to be included in a cash drop.
- Select the Cash drop button.
- Enter an amount to be included.
- Click OK. If configured, you will be prompted to enter your initials.
- The receipt will open as a PDF in a new tab. Print the receipt through the browser.
To cancel the Cash drop, select the Cancel button. You will be returned to the Cash count screen.
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