Using the POS Screen

Accolent ERP supports Immediate Invoices and an expedited POS (Point of Sale) screen designed for use by retail/front-counter sales personnel that are not necessarily familiar with product codes or the group/category/sub-category organization of products. Typically, the customer will already have selected the products to be purchased. Products can then be entered easily by scanning a barcode or by displaying a category of products or by searching on the product name or product code.

Create a POS Transaction

  • Go to Sales > Invoices > Create POS – the POS screen populates the next available invoice no I90164, or another invoice no can be manually entered.
  • The Product selection shown in the left-hand pane is all products in the warehouse.
  • Enter a Category, scan a Barcode, enter a Product Description or a Product Code to find products.
  • In this case, select a Category (e.g., 530-Valves), to change the display.
  • The selection made persists to allow the search to be subsequently refined.

  • Search/enter the Customer Code (e.g., 011) in the right hand pane and the Customer Name Drip Works will auto populate.
  • If neither the Customer’s Code or Name is known, an entry in the Phone No field will search all customer contact phone no’s and return the Customer Code.
  • If the user is a Salesperson, the Salesperson field will auto populate, if not select a Salesperson.

  • To add Products, either scan a barcode or click on the product name in any tile that is displayed.
  • Add product I2700-Irritrol Anti-Siphon Valve and it is automatically added to the grid with a quantity of 1. To change the quantity simply click on the quantity in the grid and change.

  • Similarly add products I2711-DPR and I311A to the grid.
  • The product total of $97.78 is shown and the warehouse tax jurisdiction of Marin County-9.0% calculates the sales tax at $8.80, for a total of $106.58.

Take Payment

  • To finish the transaction, click the Complete Payment button.
  • Select Payment Type of Credit Card, select Card Type (e.g., Visa) and then click the Process Payment button.
  • If the Customer has a card saved in Fiserv, this may be selected, otherwise enter the credit card credentials, which generate a Token Code for the payment.

  • Then click the Pay button to create the payment.

Complete POS Transaction

  • The Payment Approval then comes up.

  • Click OK.
  • This will complete invoice I90164 and its associated payment.

  • If set up to auto print the invoice will print to the printer set up for this.
  • If set up to auto email the invoice this will be sent to the customer’s email address in the system.

Customer Records Updated

  • The records for Customer 011-Drip Works were automatically updated for the transaction.
  • The invoice is shown as paid on customer’s Collections screen.

  • The payment receipt 25213 was automatically created and applied to the invoice.

Products Inventory Updated

  • The products’ inventory ledger cards were also automatically updated for the transaction.
  • For example, open product I2700 and go to Views > Ledger Card.
  • This shows the reduction of inventory by 1 EA on transaction I90164.

Look Up Inventory

  • While in the middle of entering a POS transaction, the user can click on the Show Inventory tab if desired, to see a listing of the inventory quantities available for all the products in the warehouse.
  • The display can be searched by Category or Product Code or Product Description.

 

 

  • Was this Article Helpful ?
  • Yes   No
Tagged: