What is on the screen
The screen is called POS Sales. It has two parts: the bill (what the customer is buying) and the payment (what the customer pays with).
The bill
- The barcode box. Scan a barcode, or type the product's SKU (or the batch number of a batch product) and press Enter. The box keeps the focus, so the next scan goes straight in (Find and add products).
- Product name or SKU or batch no. A second box that lists matching products as you type (three letters or more). Double-click a row to add it.
- Search Product. Opens a drawer with filters: product, category, SKU, type, VAT applicable, VAT inclusive.
- The lines. Each line shows the product, its Rate (a link to the rate history), Qty with minus and plus buttons and the unit, and the Amount, Discount and Net amount. Tick lines and press the bin to delete them (Quantities, units and the stock limit).
- The customer. When a customer is chosen, the name and mobile number show on the bill (Walk-in, named and new customers).
The buttons for the bill
| Button | What it does |
|---|---|
| Void/Reset | Clears the whole bill after a confirmation. Only users whose role is a supervisor role see it |
| Draft | Puts the bill on hold under a mobile number. Its arrow lists the held bills of this till (Put a bill on hold and recall it) |
| The three dots | Customer (find or register a customer) and Reprint bill (print an old receipt again). A wholesale switch shows here for a few users |
The totals
Sub total, then each bill adjustment the company has set up (discount, VAT and so on), Bill total, Round-off when the company rounds, and Total. Then come Tender amount (what the customer is paying) and Return amount (the change) (VAT, rounding and the kind of invoice).
The payment
| Button | What it adds |
|---|---|
| Cash | A Cash amount. It starts as the whole total |
| Bank/Wallet Payment | Your Bank/Wallet (Deposited), Bank/Wallet amount, and Bank charge when your company has bank charges |
| Loyalty discount card | Loyalty discount: points the customer spends. Shows only when loyalty is on |
| Gift card | Gift card amount: a card the customer pays with. Shows only when gift cards are on |
| The switch Tax invoice / Abbreviated | The kind of invoice the receipt is (VAT, rounding and the kind of invoice) |
| Sales/Print | Saves the bill. Asks for Notes and Save and print or Save (Save the bill: Sales/Print) |
The payment buttons are greyed out until the first product is on the bill, and Sales/Print stays off until the total is above 0.
Questions customers ask
Why are the payment buttons grey?
They stay grey until the first product is on the bill. Sales/Print stays off until the total is above 0.
Where is Void/Reset?
Only users whose role is a supervisor role see it. The administrator switches Is this a supervisor role ? on for the role (Who may do what: roles, scopes and the supervisor role).
Why is there no Loyalty discount card or Gift card button?
Each shows only when the company has loyalty or gift cards switched on (Configuration settings the till uses). Loyalty discount card also stays off until a customer with enough points is chosen (Spend points on a bill: the loyalty adjustment policy).
I changed a setting in Accounting but the till did not change.
A setting reaches a user when they sign in. Sign out and sign in again.