Point of Sale
Overview
Any of the transactions can be used as a Point of Sale interface.
If invoices are created, items can be added by searching and selecting the items or by scanning a barcode.
How Point of Sale Works
- Set a Cash Sales Customer on the Transaction Type (see Settings below). Every new transaction of that Transaction Type gets this customer.
- If a Transaction limit for Cash Sales is set and a transaction for the Cash Sales Customer goes over it, the warning "Transaction exceeds maximum allowed on" followed by the customer's name appears.
- Add items by searching or by scanning their barcodes (see Using Barcodes below).
- Take the payment with Customer Payments, which records cash, change and tips.
- Check the money taken against the transactions with a Cashup: the user counts the cash and enters it, and the difference is calculated.
Settings
Note
The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| POS > Cash Sales Customer | Provides a dropdown list of all the customers for you to select the account in which cash sales are recorded. New transactions of the Transaction Type get this customer. | Not set |
| POS > Transaction limit for Cash Sales (VAT No. not required) | Enter the highest total allowed on a transaction for the Cash Sales Customer (no VAT number is required up to this amount). Above it, a warning appears. 0 means no limit. | 0 |
Using Barcodes
- Barcodes can be added to all the prices in Items' Costing & Pricing tabs:
- Select Barcode from the Field Chooser (*) to display the column.
- Click the Barcode field and enter or scan the barcode.
- When a barcode is scanned, the barcodes added to the various price fields are checked and the applicable field is selected based on the transaction's pricing setup. (For example, if the Transaction Type uses Sell Price, the Sell Price that matches the barcode is used.).