Get Started: Point of Sale

This topic gets you started in order to set up your Point of Sale. Also see this topic: Setting up POS.

What you'll find on this page:

• Transaction Types

  • Customer Invoices

  • Customer Receipts

• Setting up for multiple users on one workstation

• Main Menu

• Touch

Transaction Types

Typically only two transaction types are required in a PoS scenario where goods are immediately supplied and paid for.

• Customer Invoices - This will be the primary transaction type in which transactions are created.

• Customer Receipts - This will be the secondary module in which payments are received.

Customer Invoices

This would ideally be a separate transaction type dedicated to PoS transactions. (QuickEasy BOS allows for multiple invoicing transaction types) Typically the transaction type will be named Point of Sale.

Ensure the following in the Transaction Type settings:

• Data Filter - Set to Active. This will automatically display all the Active PoS transactions and hide the Data Filter by default.

• Items & Inventory

  • Category Filter - Use this setting to restrict the Item categories from which goods may be sold on the PoS.

  • Item Type - Select Point of Sale to limit the Item lookup to prices flagged as PoS and to automatically add the default customer. See Items & Inventory for more.

• Status - Set the Header status as follows - this ensures that only the Complete Invoices will update Inventory and Accounting:

  • Active - Default = New Transaction; Editing = All; Accounting = Uncheck; Inventory = Uncheck

  • Complete - Default = None; Editing = None; Accounting = Check; Inventory = Check

  • Cancel - Default = None; Editing = None; Accounting = Uncheck; Inventory = Uncheck

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Customer Receipts

This would ideally be a separate transaction type dedicated to PoS receipts.

Ensure the following in the Transaction Type settings:

• Data Filter - Set to Active. This will automatically display all the Active PoS transactions and hide the Data Filter by default.

• Inventory > Category Filter - Set this to filter to the Payment Types Item Category

• Item Type - Set to Payment - this enables the Payment bar

• Status - Set the Header status as follows - this ensures that only a Complete payment will update Accounting:

  • Active - Default = New Transaction; Editing = All; Accounting = Uncheck; Inventory = Uncheck

  • Complete - Default = Complete; Editing = None; Accounting = Check; Inventory = UnCheck

  • Cancel - Default = None; Editing = None; Accounting = Uncheck; Inventory = Uncheck

Setting up for multiple users on one workstation

Follow these steps to set up multiple users to access one workstation.

• Enable the Transaction Logout/Login functionality. See Logout / Login for more detail.

• Assign a Personal Identification Number (PIN No.) to all the POS Users - this will be used for logging in with the numeric keypad. See Staff Settings > Touch Application > Login (PIN).

Main Menu

The following steps will take you through setting up a minimal menu for the default PoS user, similar to the image below.

• Hide the Main Menu for the default POS User - See Staff Settings > System > Hide Main Menu.

• Navigate to Setup > Menu Manager and create a Menu Group called POS and set the Tile Index = 0.

• Open the Menu Items tab, filter on the POS group and add the Point of Sale and Receipts transaction types.

• Open the Visible tab, select the POS role and add the POS Menu Group.

Touch

The Touch View provides large controls as well as an Add Item Panel to enable users to work on a touch device. If a touch-enabled device will be used, set the PoS Users to default to the Touch view. See User Settings > System > Default View.

See Touch View for more.