POS interface explanation

POS interface explanation





In the menu on the left or in the dashboard, click on 'Checkout' to open the checkout.





We will first explain the layout of the interface, after which we will discuss the specific functionalities.

The Interface

The interface consists of a number of sections:
1. Add product / product types
2. Overview order, find transactions search and add additional text line and blank line
3. Shortcuts
4. Choosing the customer
5. Parking transactions
6. Payment





1. Add product / product types





All products that are storeed at the checkout have a certain product type. You can add a product or service that you provide to the customer by clicking on the relevant product type. We use six product types as standard:

Stock:Start a product from the store / stock.
Ordering:stock and order a non-stock product from the supplier.
Repair:A repair as a project and can process it.
Voucher:Generate and hit a gift card.
Buying gold:Old gold buying and selling
Add costs:Perform cash mutation to withdraw or add cash from the cash register.




Stock

The 'Stock' button is selected by default, because in most cases you store a product from stock.
In the Search... field, type a search term.
This can be an EAN number, product number of the retailer or supplier.
Wait a second for the article to emerge and click it.




By activating the Serial Number switch behind the search field, you can search by serial number instead of product number.

The product is then added as a row and you will see the options associated with this product type.Read more hereCheck out the steps of a product in stock.




Ordering

You do not have the item in stock and want to order it for the customer. Then use this option.
  1. Click on the product type 'Order'.
  2. Enter the relevant product number and press Enter.
  3. Click on the product if it becomes visible.
  4. If no product becomes visible, you can also click on the text 'Use this input'
Read more about theorder function.

If the article group (and supplier) has not yet been filled in, additional pop-up will appear to fill it in. This is for the processing of statistics.




Repair

Do you want to take a repair and sell it in the cash register? Then choose repair.
A new pop-up will appear at that moment. Fill in the article group (and supplier) for the statistics here.
Then click on the 'Choose' button. You can now fill in the details of the repair. Read more aboutCreating a repair.




Voucher

This will create a gift card and sell it directly to the customer. These are then visible via the 'Services' menu.
After clicking on 'Voucher', a code will be generated. You can also customize it to your own text. You can also enter letters and special characters.




Gold buying and selling

Click this button, if you want to register a gold purchase or sale.
It is then possible to fill in the price per gram and the amount of grams.
Furthermore, you can indicate whether you want to exchange the gold for example, a gift card, repair, product or something else.
This will be deducted from the amount due. Also read itGold purchase article.




Add costs

This allows you to pass on a cash change to withdraw or add money from the cash register.
Fill in the amount. Select the tax and which ledger number you want to book it.
If necessary, you can add an extra description.


2. Overview of order



This table shows the products and services you have hit.

You add a product by selecting the product type (see previous chapter). The details and options of the product are opened when added (see image above).

Which options you see depends on the product type selected. Have you used multiple products or services? Click on the relevant row to see more information. Explanation about this can be found for each specific product type.

By default, the last row is unfolded.

By clicking on the 'X icon' behind the row, you can remove it from the transaction.



3. Shortcuts



It is possible to see a number ofSet shortcuts to set upwith many items sold (click on the link for the complete explanation to create the products as well).

By clicking on it, the product is immediately added to the order.




4. Choosing the customer



By clicking on this button, you can select a known customer or add a new customer.
Read moreabout selecting a customer at the checkout or creating a new customer.
To make a transaction, adding a customer is not mandatory.



5. Transaction Parking



You can save a transaction to proceed with it later. Use the Parking button for this.Read more



6. Payment



The available payment options are shown here. Read about this process inCheckout the article at the checkout.