Selling stock at point of sale

Summary

This article explains how invoice stock using Point of Sale.

Details

Get into "Counter Operations" -> "Point of Sale"

• At the "Employee:" Enter your Employee code (usually your initials) and press <Enter>.
• Scan or type in the Stock Code that you want to sell and <Enter> If you do not know the stock code then type a description of the item you want to sell and press <Enter>. This will perform a search which you can choose from.
• Enter the quantity and unit price and click <Add>
• Repeat the above steps until all the items are in list.
• Ensure the "Customer:" is either COU001 Default Counter Sales or you have created an account for customer. Please see How do I Find a Customer?
• Click <Checkout> to finish and take the payment.
• Choose the method of payment by clicking the relevant box "A,B,C" and click <Post> to print and accept the invoice.

Other Useful Features of Point of Sale

Applying A Discount

A Line Discount

• Click onto the stock line you want to apply a discount to and click <Edit>
• Enter the percentage discount and click <Done> to save the changes.

Blanket Discount

• Underneath the "Customer:" is the "Discount:" enter the percentage discount as appropriate.

Price Seeker

This feature rounds up or rounds down the Total Retail Price of a line item or the whole invoice so that you can charge a fixed price. This has the advantage of adjusting all the stock lines so that the loss can be spread evenly and not just on one stock line.

• Enter the parts required accordingly as described above.
• Before you check out and after you enter the correct customer, click <Target>.

If you change the customer after you have Targeted the price, the system changes the price back to default!

• Press <Tag> and tag each stock line that qualifies for the reduction.
• Click <Seek>
• Enter the total into the "Price Seek Total:" box because this is far quicker than trying to work out the nett, unless you already know the nett.
• Click <Calculate> and <Done>.
• Click <Accept>
• Proceed to check out accordingly with the new price.

Credit Previous Sale

You can quickly credit a previous sale using this option rather than manually entering the stock in with minus quantity's.

• Change the Customer to the customer account that the items were sold to and click <Credit Previous Sales F3>.
• It defaults to today's date, Click <Advanced> to enter a different date or search the document/invoice number.
• Click <Choose> to proceed to credit the invoice.
• This will enter all the parts on with negative quantity's. If all items are to be credited then check out or remove items accordingly and then check out.