Point of Sale Tutorial

Overview#

• In BOS Enterprise, any Transaction Type can be used as a Point of Sale (PoS) till, for example, a Cash Sale based on Customer Invoices.
• A PoS sale works like this:
  1. The Cash Sales customer is filled in on every new transaction.
  2. Items are scanned or searched for.
  3. The payment is taken with the Customer Payments Module, which handles cash, change and tips.
  4. A Cashup checks the money taken against the transactions.
• For the settings and barcodes, see Point of Sale.

💡These tutorials explain how to set up a Transaction Type for Point of Sale, add barcodes to items, make a sale and take the payment, and cash up.

How to Set Up a Transaction Type for Point of Sale#

1. Navigate to Main Menu > Setup > Settings > Transactions (tab).
2. Click Add/Update (button), select the PoS settings and the Transaction Type, for example, Cash Sales, and add them.
3. Set the settings:
   • POS > Cash Sales Customer = Select the customer account in which cash sales are recorded. Every new transaction of this Transaction Type gets this customer.
   • POS > Transaction limit for Cash Sales (VAT No. not required) = Enter the highest total allowed for the cash sales customer, or 0 for no limit.
4. Click Save (button).
5. Set up the Customer Payments Module for this Transaction Type, so that payments, change and tips can be recorded (see Customer Payments Module Setup Tutorials).
6. Give the till users access to the Transaction Type (see User Settings Setup Tutorials).

How to Add Barcodes to Items#

1. Open the item.
2. Click Costing & Pricing (tab).
3. If the Barcode column is not shown, add it with the Field Chooser (*).
4. Barcode = Click the field on the price row and enter or scan the barcode.
5. Click Save (button).
6. Note: When a barcode is scanned on a transaction, BOS Enterprise selects the price that matches the Transaction Type's pricing, for example, the Sell Price.

How to Make a Sale#

1. Navigate to the PoS Transaction Type, for example, Cash Sales.
2. Click New (button). The cash sales customer is filled in.
3. Scan each item's barcode. The item appears on the transaction.
   • Note: On some screens, click the barcode icon first. On others, a setting makes the screen ready for scanning, so you just scan.
   • To add an item without a barcode, search for it in the Search block and click Add (button).
4. Change the Qty if needed.
5. Click Save (button).
6. Take the payment: click Pay (button) and record the cash, card or other payment, with any change or tip (see How to Receive a Customer Payment from a Customer Invoice).

How to Cash Up#

1. At the end of the shift or day, navigate to Cashup.
2. Create a cashup for the PoS receipts, count the money and enter the amounts (see Cashup Tutorial).
3. Check the variance and complete the cashup.