Point of Sale Interface

Overview

The Point of Sale (PoS) module works like a cash register and allows sales to be recorded and processed in real time. It supports the creation of custom payment methods and the automatic accounting of tips, discounts and fees.
The PoS module is essential when in situations where customers purchase or pay for items in person.

Button	Description
Number Pad	Buttons from 0 to 9 that let you enter the PIN.
Clear	Clears the entered PIN.
Login	Enters the PoS system.
Exit	Returns to the BOS Professional Main Menu.

Info

The Main Menu displays a list of active Sales Orders linked to PoS in a card view format.

Button	Description
Refresh	Refreshes list of Sales Orders.
New Order	Creates a new Sales Order.
Print	Prints the Pro-Forma Invoice for the selected Sales Order.
Menu	Edit Customer: Opens the edit page for the customer attached to the selected Sales Order. Add New Customer: Adds a new customer and opens the Edit Customer page. Transfer selected Order to another User: Opens a dropdown box to choose a representative for the selected Sales Order to be transferred to. Add Sales Orders to Point of Sale (POS): Opens a search box to enter the Sales Order No. of the Sales Order to be added to the PoS.
Logout	Returns to the login screen.

Info

Touch or double-click a Sales Order card to open the order. Creating a new order opens the Sales Order view.

Button	Description
Custom Item	Adds a custom item.
Edit Item	Allows the editing of an Item's Name, Quantity, Unit Price and Adjustment percentage.
Zero Item	Sets the Price of the selected item to zero.
Card Fee	Adds a Card Fee as a percentage of the total.
Service Fee	Adds a Service Fee as a percentage of the total.
Discount Item	Discounts selected item as a percentage.
Discount All	Discounts all Items as a percentage.
Settings	Save Layout: Saves the current grid layout. Restore Default Layout: Restores the grid layout to its default state.
Preview	When toggled, a Preview Item (window) opens instead of adding the item to the Sales Order. The Preview item window lets you view the Item Price, Inventory Location, Available Quantity, Image and Specifications.
Pay	Moves the transaction into the payment section.
New Order	Creates a new Sales Order.
Print	Preview: Previews the Pro-Forma Invoice. Printer Setup: Displays printing options.
Email	Displays the Email menu.
Cancel Order	Changes the Sales Order's status to cancelled.
Close	Returns to the Main Menu.

Field	Description
Reference	Select or enter a reference for the Sales Order.
User-Defined Number Field 1, 2 & 3	Enter a numeric value for the user-defined caption.
Scan Barcode	Scan or enter a barcode number linked to an item.
Search	Searches the list of items.

Info

Click Pay (button) in the Sales Order view to access the payment section of the PoS interface.

Button	Description
Set	Sets the selected payment method to the outstanding amount.
Clear	Clears any value entered into the selected payment method or tip.
Save	Saves entered values and calculates the required change.
Number Pad	Buttons from 0 to 9 that let you enter the amount received.
Change	Calculates the required change.
Add	Adds a percentage to the Tip field.
Post	Creates a linked Customer Invoice and Customer Receipt.
Post & Print	Creates a linked Customer Invoice, Customer Receipt and prints the receipt.
Reset	Deletes the linked Customer Receipt and resets the payment amount and payment type.
Delete Receipt	Deletes the linked Customer Receipt.
Close	Yes: Completes the Sales Order and returns to the Main Menu. No: Returns to the Sales Order View.

Field	Description
Payment Methods	Enter the value received next to the payment type (e.g. Cash, Card, EFT).
Tips	Enter the tip amount.
%	Adds a percentage to the Tip field.