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How to make a Sale Copy

PostedJanuary 2, 2025
UpdatedJanuary 2, 2025
ByKevin Kirwan
  1. Access the Point of Sales page
    • Click on the Sales Order tab in the left-hand menu.
    • A dropdown will appear; select Point of Sale.
  2. Selecting the Cash Register
    • Click on the POS Channel to open the pop-up window.
    • Click the Cash Register To be used.
  3. Adding the Customer
    • Input the Customer name into the Customer box.
    • Click the Customer name from the drop down menu.
  4. Adding the Product
    • (Optional) If you have a Bar Code
      • Input or Scan the bar code into the empty UPC box under the Item column.
      • (Optional) Input the Quantity of the product into the Qty box in the row of the product you just added.
      • (Optional) use the Arrow keys on the Keyboard to Increment the Qty to the desired amount.
      • (Optional) Input or Scan the bar code into the empty UPC box under the Item column for each product to be added.
    • (Optional) If you have the name of the product
      • Input the Product name into the Product box and add to the order for the total amount of the product.
        • Tip: you can use the type of product in the Product Line and portions of the product name to help find the product you want
      • Input the Product name into the Product box and add to the order for the total amount of the product.
      • (Optional) use the Arrow Keys on the Keyboard to Increment the Qty to the desired amount.
      • (Optional) Input the Product name into the Product box and add to the order for the total amount of the product.
  5. Selecting the Payment Method
    • Click on the Payment Method box to open up the drop down menu.
    • Select the Payment Method the customer is using.
      • (Optional) Click on the Cash button.
        • Input the Cash Amount into the Paid Amount box.
      • (Optional) Click on the Credit/Debit Card button
      • (Optional) Click on the Mastercard
      • (Optional) Click on the American Express
      • (Optional) Click on the Discover
      • (Optional) Click on the Visa
      • (Optional) Click on the Gift Card
      • (Optional) Click on the Check
      • (Optional) Click on the Split Transaction
    • (Optional) Input the Discount amount into the Discount box.
    • (Optional) Input the Shipping Amount into the Shipping Amount box.
      • Add notes to the Staff notes box about each type of Payment Method and amount.
  6. (Optional) Adding the Customer Billing Address
    • Locate the Billing address tab underneath the sales total.
    • Click on the + button to the right of the shipping address.
    • (Optional) if the customer has already added their information to their account, Click on the check mark box next to Use Customer Address.
    • Input the customer information into the boxes.
  7. (Optional) Adding the Customer Shipping Address
    • Locate the Shipping address tab underneath the Billing address tab.
    • Click on the + button to the right of the shipping address.
    • (Optional) if the customer has already added their information to their account, Click on the check mark box next to Use Customer Address.
    • Input the customer information into the boxes.
  8. Printing the Order
    • Click the Check mark box that is to the right of the Save as Draft button.
      • A check mark in the box will have the system print on completion of the order.
      • An empty check mark box will have the system NOT print anything on completion of the order.
  9. Complete the Sale
    • Click the Confirm Order button.
    • Click the Confirm button.
Posted
Updated
ByKevin Kirwan
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