Processing Orders with Point of Sale

Follow these steps to create and process a point of sale customer order or service order.

At the beginning of the shift, check out the cash drawer.
Log into the cash drawer.

Note: If the Automatic Logoff After Each Order field is selected on the POS Setup form, a logon is required for each transaction. Otherwise, only an initial logon is required when you start your shift.
Process a new sale, or process a service order with material, labor or miscellaneous costs, through the Point of Sale Entry form.
Process a customer pickup to handle situations where customers do not take the material with them at the time of the sale and will pick it up later.
Run End of Day processing on the POS transactions. This step is performed after all POS transactions have been processed.
Reconcile the cash drawer and check in the drawer.

These tabs appear on the Point of Sale Entry form:


Tab Name	Description
Customer	The fields in the Contact Information, Address, and Credit Hold sections default based on the selected customer and ship to combination. The values are based on the information set up on the Customers form.
General	The Price Code, Ship Via, and Tax Code fields default based on the selected customer and ship to combination on the Customer tab. The Warehouse value defaults based on the cash drawer setup in the POS Setup form. These values can be changed as needed. The S/N, Item, and Billing Code fields are not available if you are logged into a cash drawer that is set up with an Order Type of Customer Order.
Material	Click Materials to open a linked POS Material form where you can specify information about the material for an order. The grid displays any material POS transactions that have already been entered.
Labor	Click Labor to open a linked POS Labor form where you can specify information about the labor required for a service order. The grid displays any labor POS transactions that have already been entered. The Labor tab is disabled if you are logged into a cash drawer that is set up with an Order Type of Customer Order.
Miscellaneous	Click Miscellaneous to open a linked POS Miscellaneous Charges form where you can specify miscellaneous charges for a service order. The grid displays any miscellaneous charge POS transactions that have already been entered. The Miscellaneous tab is disabled if you are logged into a cash drawer that is set up with an Order Type of Customer Order.
Payment	Click Payment to open a linked POS Payment form where you can enter payment information. The grid displays any POS payment transactions that have already been entered.