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Transaction Processing

POS Sales​

The main form consists of several ribbons that contain buttons, entry fields, and the tape grid. All point of sale processes and transactions originate form the main form. Each ribbon is explained below followed by transaction processes.

Main Form

Customer Information Ribbon

Customer Ribbon Form

Customer ID - This field is located in the top left of the Customer Information ribbon. It has no label. When the POS main form opens the field populates with the default point of sale customer id.

Customer Info - This button allows for viewing the Customer's account information in inquiry mode only.

Bill To Ship To - This button allows for selecting a Bill To and or a Ship To customer that can be different than the customer id on the ticket.

Ticket Info - This button allows for selecting a ticket level Tax Schema as well as capturing a customer purchase order number.

Quick Add Buttons Ribbon

Quick Add Button Ribbon

Quick Add - There are 45 Quick Add buttons available that have been defined into three different tabs. Each button may have one or more items attached to it.

Item - This field allows for quick lookup of items by direct entry, \ key, or specific function keys as listed below.

  • Part Number - Enter the entire part number
  • Partial Part Number - Enter the beginning of the part number preceded by the \ key.
  • UPC Code- Enter the entire UPC code.
  • Partial UPC Code - Enter the beginning of the UPC code preceded by the \ key.
  • F6 - Allows for lookup of the entire inventory master file.
  • F7 - Allows for lookup of Inventory Kits.
  • F8 - Allows for lookup of Bill Codes

Item Grid Tape

Item Grid Tape

Search Items - This button opens the Catalog Search form and allows for advanced searching of inventory by catalog.

Add Items - This button opens the Advanced Add item form and allows the clerk to select an item, adjust the quantity sold, price, extension, and tax schema.

Add Qty - This button allows the clerk to tap a line in the tape and quickly add additional quantities to the item.

Sub Qty - This button allows the clerk to tap a line in the tape and quickly subtract quantities from the item.

Discount - This button allows the clerk to tap a line and add a discount to the item.

Delete Item - This button allows the clerk to tap a line and delete the item.

Number Pad Ribbon

Number Pad Ribbon

Qty - This button works in conjunction with the item tape and allows the clerk to tap it then tap the quantity for the line.

Price - This button works in conjunction with the item tape and allows the clerk to tap it then tap the price for the line.

Extend - This button works in conjunction with the item tape and allows the clerk to tap it then tap the extension for the line.

Functions Ribbon

Functions Ribbon

Functions - This button allows the clerk to access additional routines and processes such as Received on Account and End of Day.

Comments - This button allows the clerk to add comments to the current ticket.

Print Pick List - This button allows the clerk to print a pick list of the item numbers that exist on the current ticket.

Open Drawer - This button will pop the drawer for a no-sale.

Lock Register - This button will allow the clerk to immediately lock the register when stepping away.

Suspend Ticket - This button allows the current ticket to be suspended for later recall.

Void Ticket - This button allows the clerk to void the current open ticket and cancel the transaction.

Recall Ticket - This button allows a suspended, or closed ticket to be recalled for further processing or re=printing.

POS Simple Sale (Scanner)

  1. From the Main Form in POS the form should be clear and the default customer number should be selected.
  2. Begin scanning the items, as each item is scanned the tape will be populated with the item and it's information.
  3. To adjust the quantity of the item tap the line for it and then tap the Qty button on the number pad ribbon and tap number to sell. Note the Add Qty and Sub Qty on the tape will perform the same function, each tap increases or decreases the quantity for the line selected.
  4. To adjust the price of the item tap the line for it and then tap the Price button on the number pad ribbon and tap the new price.
  5. To give a discount on the item tap the line for it then tap the discount button on the item tape. When the discount form appears select the appropriate discount type and tap the OK button when finished.
  6. To edit the extension on an item tap the line for it and then tap the Extend button on the number pad ribbon, tap in the extension amount to override. Note the new extension amount cannot be greater than the current extension amount.
  7. To remove an item from the tape, tap the item line in the tape and tap the Delete button.
  8. Once all items have been entered on the ticket tap the Finish / Pay button.
  9. Click here for the Finish / Pay process

POS Simple Sale (Quick Add)

  1. From the Main Form in POS the form should be clear and the default customer number should be selected.
  2. Begin by tapping a Quick Add button, as each button is tapped the tape will be populated with the selected  item and it's information. Multiple choice Quick Add buttons will display a list of items that can be selected. Note to select multiple lines tap each line to add first before tapping the Select button.
  3. To adjust the quantity of the item tap the line for it and then tap the Qty button on the number pad ribbon and tap number to sell. Note the Add Qty and Sub Qty on the tape will perform the same function, each tap increases or decreases the quantity for the line selected.
  4. To adjust the price of the item tap the line for it and then tap the Price button on the number pad ribbon and tap the new price.
  5. To give a discount on the item tap the line for it then tap the discount button on the item tape. When the discount form appears select the appropriate discount type and tap the OK button when finished.
  6. To edit the extension on an item tap the line for it and then tap the Extend button on the number pad ribbon, tap in the extension amount to override. Note the new extension amount cannot be greater than the current extension amount.
  7. To remove an item from the tape, tap the item line in the tape and tap the Delete button.
  8. Once all items have been entered on the ticket tap the Finish / Pay button.
  9. Click here for the Finish / Pay process

POS Simple Sale (Item field)

  1. From the Main Form in POS the form should be clear and the default customer number should be selected.
  2. Begin tapping in the Item field located on the Quick Add ribbon, enter and item number to add as each item is added the tape will be populated with the item and it's information.
  3. To adjust the quantity of the item tap the line for it and then tap the Qty button on the number pad ribbon and tap number to sell. Note the Add Qty and Sub Qty on the tape will perform the same function, each tap increases or decreases the quantity for the line selected.
  4. To adjust the price of the item tap the line for it and then tap the Price button on the number pad ribbon and tap the new price.
  5. To give a discount on the item tap the line for it then tap the discount button on the item tape. When the discount form appears select the appropriate discount type and tap the OK button when finished.
  6. To edit the extension on an item tap the line for it and then tap the Extend button on the number pad ribbon, tap in the extension amount to override. Note the new extension amount cannot be greater than the current extension amount.
  7. To remove an item from the tape, tap the item line in the tape and tap the Delete button.
  8. Once all items have been entered on the ticket tap the Finish / Pay button.
  9. Click here for the Finish / Pay process