In this section of our Getting Started guide, we look at some of the more basic tasks that you'll need to carry out when using the Point Of Sale.

We'll help you find your way around the register and guide you through processes such as how to add items to a transaction, creating and setting a customer on a transaction, and tendering a sale.

This is by no means an exhaustive guide, and there are many more features, processes and functionalities that are described elsewhere in this knowledgebase.  The idea of this section is to cover the basics needed to start you trading through the Point Of Sale.

Selecting a Register

• Selecting a Register

Opening a new batch

You'll need to open a batch to start trading on Cloud POS:

• Entering the Opening Amounts

Locating an item to sell

How to add items to a transaction:

• The three ways to select an item

Creating a new customer in the Point Of Sale

Create a customer to add to the transaction:

• Creating a new customer in POS

Adding an existing customer to a transaction

How to search for and find a customer:

• Add an existing customer to the transaction

Making a basic sale

Tendering a transaction through POS:

• How to make a basic sale
• Tendering a transaction when using an integrated Paymentsense card terminal

Returning an item

How to return an item that was previously sold through Cloud POS:

• Returning transactions

Transaction Types

Here we look at the different types of transactions you can create in Cloud POS:

• What are Work Orders, Layaways, Workshop Jobs and Quotes?
• Creating a customer order
• Creating a workshop job

Deposits

How to take a deposit against an order:

• Taking a deposit

Finding a Customer Order

Learn how to locate an existing customer order in the system:

• Find a Customer Order

Picking up an order

We look at how to fully or partially pick up an existing order:

• Picking up and tendering an order

Receipt Journal

Guidance on how to locate receipts for previous transactions:

• Viewing receipts from the journal

Closing a batch

Here we discuss the end-of-day procedure and how to understand the X and Z Reports:

• The End Of Day procedure
• Understanding the X and Z Reports