What are the main Point of Sale Functions?
A summary of the different Point of Sale functions
The X report prints a report of money taken and completed sales at that point in time during the current batch. The X report can be run at any time.
The Z report prints the same report as the X report. The Z report will close the current batch and finalise your total amounts for the current batch. Once a Z report is run you cannot make any changed to the batch that it closed.
A Batch is a group of transactions since the last Z report. Running a Z report will close the current batch and start a new batch.
No sale will cancel the current transaction. If you use the no sale function within an open Work Order, Layaway or Quote, the order will stay open but your changes will not be saved.
Payout / Pay-In
This function is used to record removing or adding cash to and from the drawer outside of a transaction. This may be used when there is an excess amount of cash in the drawer,to record petty cash movements, or to add change to the till.
The journal allows you to find and reprint receipts from previous transactions
Standard transactions are the default for POS and are used to sell in stock items which are being paid for in full and taken from the store. When you tender a standard transaction you will be asked for full payment and the sale with be finalised.
There are a number of transaction types designed to allow you to handle non-standard transactions their key functions are the same, the separate types can be used to help you differentiate and report on different types of orders.
Features of orders:
- Add items that are out of stock
- Take a deposit
- Set a required date for completion
- Do not warn cashier if an item is out of stock
- Allow a deposit to be taken
- Demand a deposit if system is configured to ask for a minimum deposit
- Transactions can be left open whilst items are ordered or until a customer is ready to collect
- Customer can make payments against the total value at any time
- Order must be paid in full before collected
Work orders are designed for holding stock of items that a customer wishes to purchase. You can set a due date and take a deposit. You must have a customer set to save this type of transaction.
Layaways are designed for holding stock of items that a customer wishes to purchase. You can set a due date and take a deposit. You must have a customer set to save this type of transaction
Back orders a best used for transactions where an item is out of stock and requires ordering in for the customer. You can set a due date and take a deposit. You must have a customer set to save this type of transaction
Workshop job’s carry the same features as orders, but are also linked to the workshop calendar. You can set a due date and take a deposit. You must have a customer set to save this type of transaction
Quotes are used to list items and prices for a customer for future reference. Quotes can be left open on the system until a customer is ready to purchase or order the items. Quotes do not hold stock for the customer and deposits cannot be taken against them. Once a customer commits to making a purchase you must convert the quote to an order or a standard transaction. You must have a customer set to save this type of transaction