The Point of Sales Management can help a staff member process a client purchase by following the simple steps outlined below. This applies to both guest and existing clients.
On the left side panel, click the Retail menu. Then, choose the POS tab.
2. Choose your customer's product/item from the list. You can select from the top-level categories or from the displayed items in the middle.
Important Note:
After selecting the product (s), the total amount will be displayed on the right side. You can also clear the shopping cart by clicking the Reset button. You can also see the following information:
Retail Price
Discounts
Subtotal
Taxes
Total
Checkout button
3. After clicking the products, the total amount will be displayed and you can check out the purchases you have made. The following are the different icons and their functions:
> + icon and - icon ( Add and remove quantity)
> trash bin icon (Remove or change the product)
> pen icon (Edit product)
4. This page appears after you click the Checkout button. Before you complete your order, complete the following steps.
Select customer ( Choose Guest or find existing client)
Payment method ( Choose Cash or Credit card or Cash and Credit Card)
Review items (Add quantity or edit the product)
Add note
For more information, click the link to the POS Payment Options for Both Guest and Existing Clients articles.
>POS Payment Option for Guest Clients
> POS Payment Option for Existing Clients
5. The next step will depend on whether the client is a guest or existing.
The examples with completed steps are shown below.
6. You can search at the Invoice Report to see what purchases were made. Click on the Retail and Reports tabs. Choose the Invoice Report.
Using the POS System, we can provide a smooth process for the staff members, particularly our clients, to have a pleasurable shopping experience.