Typically you process Sales in a loop. To start the process the F3 key.

New Sale (F3) – Process Counter sales in a loop. The customer is unknown. The focus for the cursor is automatically placed in the Scan/Add field. To add an item to the current invoice the user either scans a barcode on an item, enters the start of a title or enters “/” followed by a valid stockid (e.g. /234 displays stockid 234 to the user and adds it to the current invoice if the user agrees by selecting it). A full search of Stock can also be carried out using the Search/Add(F4) button.

When this sale is finished the operator is prompted to start another. This is t he mode of operation to use if sales are being made to several unknown customers in a row.

You can link a sale to a customer at any time during the sale by pressing the Link… button. However it is best to start a linked sale (see below) as any items on hold or credits due will be automatically handled during the sale.

All other Trans – Process any other type of transaction such as Sale to a known customer, Layby, Gift Voucher, Refunds, Credit Notes, Catalogue Sale, Customer Deposit.

• The POS Sales Options screen will appear.

• From here you can select the type of transaction to be processed such as “Sale to known Customer” , “Standard Counter Sale” , Layby etc

• Sales can be linked to customers if you wish to keep detailed sales histories (highly recommended). All other sales are automatically attributed to a generic “counter customer”. It is good practice to get customers details so that follow on sales can be attributed to them.

• If you know the name of the customer select Counter Sale to Known Contact (alt K).

• A sale which is processed using the known contact (alt K) button links the details of the transaction to the customer. This enables you to build histories showing who has spent what, what they bought and when, making it is easy to work out who your best customers are. Even if the customer is not already in the program it is very easy to enter their details on the spot.

• Linked Sale - Clicking “Counter Sale to Known Contact” brings up a screen from which you can search for and select the customer to link the sale to. Enter the customer’s name and/or other details in the search screen and press enter. A list of matching contact records will appear in summary format on the screen. Select the one that matches the customer you are serving using the Select (alt S) button. If there are several possible matches and you are unsure which of the records is the correct one click the Details button (alt D) alongside the entry to see full contact details. You can also modify client details at this point if any of their details have changed.

• If the customer is not already in the database the user can create a new contact record for them and enter their details at this stage.

• After selecting the type of sale you are presented with an interface for adding stock items to the invoice. Proceed as for an unlinked sale, using the barcode reader or searching to locate items to add. During the sale an overview of the invoice is presented. The operator can modify the price or quantity for any item, apply discounts to all items or individual items, do lookups etc.

• When happy that all is correct the invoice can be fully or partially paid (linked sales only) using the Pay (F6) Pay/Print button (F7).

• Laybys, Gift Vouchers, Credit Notes, Catalogue Sales and Deposits : All these require the operator to select a customer to link to. Follow the instructions on the screen.