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Point of Sale

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How to make a sale

Last Updated: November 6, 2023

Go to Point of Sale. Select customer and click on customer name. Or click on No Customer Selected if you...

How to Check Sales History

Last Updated: November 7, 2023

Click on Point of Sale Click on Sales History You will see a row of filters, a list of receipts...

How to add New Customer

Last Updated: November 7, 2023

Click the Customer Tab on the left.   There is a button to search customers at top or hit New Customer....

How to edit Customers

Last Updated: November 8, 2023

Click on Customer Tab from Point of Sale module. Point Click on a customer and then Edit Customer button on...

How to view Held Receipts

Last Updated: November 8, 2023

While on the Point of Sale module and on Point of Sale tab you will see a Yellow “Held” button. ...

How to delete Held receipts

Last Updated: November 8, 2023

From Point of Sale module and Point of Sale Tab,  press the yellow “Held” button at bottom left. This will...

How to restore Held Receipt

Last Updated: November 8, 2023

From the Point of Sale module and Point of Sale tab click the yellow “Held” button to access held receipts....

How to set Client Default Credit Limit

Last Updated: November 8, 2023

Go to Admin Go to Company Preferences Go to Store Options Customers Section has Check box to allow customer to...

How to manage Cash Drawer

Last Updated: November 8, 2023

Go to Admin. Click on Workstation Preferences Click on Cash Drawer The Cash Drawer Device needs to be set on...

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