Point of Sale Overview

You can use the forms in the Point of Sale (POS) module to handle walk-in customer transactions such as customer sales orders, service orders, returns, or rentals. POS includes a logical cash drawer that the cashier accesses by logging in and out. Separate drawers are maintained for customer orders vs. service orders. The cashier specifies the amount in the drawer when the drawer is checked out and again during end-of-day processing. The balance in the drawer, taking into account all transactions that occurred, must be reconciled when the drawer is checked in. If the drawer is out of balance, an adjustment transaction is created.

POS transactions for new sales are posted to Accounts Receivable as the sale occurs. Balance adjustment transactions, if needed, are posted during End of Day processing.

Note:  The POS module is not intended to be used with external AR financials. If the Use External A/R System option is selected on the External Financial Interface Parameters form, do not use the POS module.

Because POS transactions are normally walk-in sales, the POS module supports transactions only using your domestic currency.

These forms are included in standard CloudSuite Industrial:

  • POS Setup: Use this form to set up parameters that are used during Point of Sale transactions. You define the cash drawers here, and cashiers use the Checkout button to exclusively check out a drawer.
  • Point of Sale Entry: This is the main form used for POS customer order or service order transactions. The Login button opens the POS Logon form, where users log into the cash drawer. From the Point of Sale Entry form, you can open these modal forms as needed:
    • POS Material, Point of Sale Labor, POS Miscellaneous Charge, and POS Payment: These are modal forms that are opened from buttons on the Point of Sale Entry form, so you can enter information about the items, labor, amounts, and payments included in the order.
    • POS Customer Orders: Use this modal form to handle a later customer pickup of an item that was already sold.
    • POS Reverse Lookup Option: Use this modal form to look up and reverse charges during a customer return of materials from a POS order.
  • POS Inquiry: Use this form to look up information about past POS orders.
  • POS Checkout/Checkin: If you use service contracts to rent out equipment, you can use this form to check out and check in rental equipment, and to collect the appropriate rental amount from the renter. Use the Checkout/Checkin button on the Contracts form to open this form.
  • POS End of Day Processing: Use this utility reconcile the cash that remains in the cash drawer with the POS transactions that occurred during the day, and to perform any required balance adjustment before you check in the drawer.
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