Point of sale

The point of sale screen is built for speed at a counter, but the sale it writes is an ordinary invoice: stock moves and the ledger balances as the sale is rung up.

• Fast keyboard-driven entry, designed to be used without a mouse.
• Cash, card, cheque and on-account payment, including split tender, in one step.
• Park an open sale and pick it up again at any till.
• Print a receipt from your own template — from the browser on our hosting, or straight to a till printer the server can reach.
• Cash over and short posts to its own account, so the till reconciles honestly.
• Parts groups drive the layout, so the items you sell most are where the hand expects them.
• Stock leaves the shelf and revenue posts as the sale completes — there is no end-of-day import.
• A receipts report shows what came in, by payment account, with the till on every row.

Where to find it POS › Sale  ·  POS › Open  ·  POS › Receipts  ·  System › Payment Methods

Ringing up a sale

1. Open POS › Sale. The first customer in your list is preselected; pick the right one, or keep a customer record for counter sales to use at the till.
2. Scan or type the part number and quantity, then Update. The price comes from the price list and the on-hand figure shows beside the line.
3. Enter the amount tendered against a payment method and account. Split tenders are just two rows.
4. Post writes the invoice and takes the stock. Preview shows the receipt, ready to print from the browser. Print and Open Drawer drive a till printer and cash drawer directly where the server can reach them; on our hosting, print from Preview.
5. A sale that has to wait can be posted without payment and picked up later from POS › Open.

End of day

1. POS › Receipts lists what came in for the day or period, grouped by payment account, with the till on each row.
2. Payment methods and their surcharges live in System › Payment Methods; the parts groups that lay out the till are in Goods & Services › Groups.