Difference between revisions of "Selling stock at point of sale"

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== Summary ==
 
== Summary ==
This article explains how invoice stock using Point of Sale.
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This article explains how to raise invoices and credit notes for parts, accessories, clothing and other stock items using Point of Sale.
  
== Details ==
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== More Information ==
Get into "Counter Operations" -> "Point of Sale"
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Go to {{Menu|{{ST}}|Point of Sale}}.
  
*At the {{DataPrompt|Employee:}} Enter your Employee code (usually your initials) and press {{KeyPress|Enter}}.
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* At the {{DataPrompt|Employee:}}, enter your Employee code (usually your initials) and press {{KeyPress|ENTER}}.
*Scan or type in the Stock Code that you want to sell and {{KeyPress|Enter}} If you do not know the stock code then type a description of the item you want to sell and press {{KeyPress|Enter}}. This will perform a search which you can choose from.
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* Scan or type in the Stock Code that you want to sell and press {{KeyPress|ENTER}}. If you do not know the stock code then type a description of the item you want to sell and press {{KeyPress|ENTER}}. This will perform a search from which you can choose.
*Enter the quantity and unit price and click {{KeyPress|Add}}
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* Enter the quantity, check the price and click {{Button|Add}}.
*Repeat the above steps until all the items are in list.
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** Alternatively click {{Tab|Quick}} and choose from the quick sale buttons. See [[How do I create quick sale buttons?|this]] article to create buttons.
*Ensure the {{DataPrompt|Customer:}} is either COU001 Default Counter Sales or you have created an account for customer. Please see [[How do I Find a Customer?]]
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* Repeat the above steps until all the items are listed.
*Click {{KeyPress|Checkout}} to finish and take the payment.
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{{Note|text=Items in stock and available to sell will be in one colour, while items not available are in a different colour. See [[Taking a Parts Deposit|here]] if not all items are in stock.}}
*Choose the method of payment by clicking the relevant box {{DataPrompt|A,B,C}} and click {{KeyPress|Post}} to print and accept the invoice.
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* Ensure the {{DataPrompt|Customer:}} is either {{DataPrompt|COU001}} Default Counter Sales or you have created an account for customer. Please see [[How do I find a customer?]].
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* Click {{Button|Checkout}} to finish and take the payment.
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* Choose the method of payment by clicking the relevant box {{DataPrompt|A,B,C}} and click {{Button|Post}} to print and accept the invoice.
  
== Other Useful Features of Point of Sale ==
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=== Other Information ===
=== Applying A Discount ===
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==== Applying a Discount ====
==== A Line Discount ====
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===== A Line Discount =====
*Click onto the stock line you want to apply a discount to and click {{KeyPress|Edit}}
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* Click onto the stock line to which you want to apply a discount and click {{Button|Edit}}.
*Enter the percentage discount and click {{KeyPress|Done}} to save the changes.
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* Enter the percentage discount and click {{Button|Done}} to save the changes.
==== Blanket Discount ====
 
*Underneath the {{DataPrompt|Customer:}} is the {{DataPrompt|Discount:}} enter the percentage discount as appropriate.
 
  
=== Price Seeker ===
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===== Blanket Discount =====
This feature rounds up or rounds down the Total Retail Price of a line item or the whole invoice so that you can charge a fixed price. This has the advantage of adjusting all the stock lines so that the loss can be spread evenly and not just on one stock line.
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* Underneath the {{DataPrompt|Customer:}} is the {{DataPrompt|Discount:}} enter the percentage discount as appropriate. This will be applied to '''all''' items shown.
  
*Enter the parts required accordingly as described above.
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==== Price Seeker ====
*Before you check out and after you enter the correct customer, click {{KeyPress|Target}}.
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This feature rounds up or rounds down the Total Retail Price of a line item or the whole invoice so that you can charge a fixed price. This has the advantage of adjusting the price of all the chosen stock lines so that the change is spread evenly and not just on one stock line.
{{Note|If you change the customer after you have Targeted the price, the system changes the price back to default!}}
 
*Press {{KeyPress|Tag}} and tag each stock line that qualifies for the reduction.
 
*Click {{KeyPress|Seek}}
 
*Enter the total into the {{DataPrompt|Price Seek Total:}} box because this is far quicker than trying to work out the nett, unless you already know the nett.
 
*Click {{KeyPress|Calculate}} and {{KeyPress|Done}}.
 
*Click {{KeyPress|Accept}}
 
*Proceed to check out accordingly with the new price.
 
  
=== Credit Previous Sale ===
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* Enter the parts required accordingly as described above.
You can quickly credit a previous sale using this option, which searches for an invoice number and returns all the items into the Point of Sale ready to be credited, rather than entering each stock line with manually.
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* Before you check out and after you enter the correct customer, click {{Button|Target}}.
  
*Change the Customer to the customer account that the items were sold to and click {{KeyPress|Credit Previous Sales F3}}.
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{{Note|If you change the customer after you have targeted the price, the system changes the price back to default, because the new customer may be on a different pricing regime.}}
*It defaults to today's date, Click {{KeyPress|Advanced}} to enter a different date or search the document/invoice number.
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*Click {{KeyPress|Choose}} to proceed to credit the invoice.
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* Press {{Button|Tag}} and tag each stock line that you want to include in your targetting.
*This will enter all the parts on with negative quantity's. If all items are to be credited then check out or remove items accordingly and then check out.
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* Click {{Button|Seek}}.
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* Enter the total into the {{DataPrompt|Price Seek Total:}} box because this is far quicker than trying to work out the nett, unless you already know the nett.
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* Click {{Button|Calculate}} and {{Button|Done}}.
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* Click {{Button|Accept}}
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* Proceed to check out accordingly with the new prices.
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==== Credit Previous Sale ====
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You can quickly credit a previous sale using this option, which searches for an invoice number and returns all the items into the Point of Sale ready to be credited, rather than entering each stock line manually.
 +
* Change the Customer to the customer account that the items were sold to and click {{KeyPress|F3}} "Credit Previous Sales".
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* It defaults to today's date, so click {{Button|Advanced}} to enter a different date or search the document/invoice number.
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* Click {{Button|Choose}} to proceed to credit the invoice.
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* This will enter all the parts on with negative quantities.
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{{Warning|text=Make sure that all items that you want to credit are shown. If there were non-moving items on the original invoice, they may be ignored when you credit the invoice.}}
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* If all items are to be credited then check out or remove items accordingly and then check out.
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== See also ==
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* [[Dealing with backorders in point of sale]]
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* [[How do I Order Parts for a Customer?]]
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* [[How do I deal with Gift Vouchers?]]
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* [[How do I Give Discount in Point Of Sale?]]
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* [[How do I Do a Refund in Point of Sale?]]
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* [[How do I Record a Lost Sale in Stock Control?]]
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* [[Selling stock in Invoicing and Customer Orders]]
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* [[How do I create quick sale buttons?]]
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{{KB_Tags|point of sale, stock, credit, pos, parts, quick, buttons, cafe, shop, counter}}
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{{KB_ST}}{{ZN_PartsCounter}}
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{{KB_Ref|SO03, ST17 ST94}}

Latest revision as of 05:30, 14 October 2020

Summary

This article explains how to raise invoices and credit notes for parts, accessories, clothing and other stock items using Point of Sale.

More Information

Go to " Stock Control Point of Sale".

  • At the "Employee:", enter your Employee code (usually your initials) and press <Enter>.
  • Scan or type in the Stock Code that you want to sell and press <Enter>. If you do not know the stock code then type a description of the item you want to sell and press <Enter>. This will perform a search from which you can choose.
  • Enter the quantity, check the price and click [Add].
    • Alternatively click [Quick] and choose from the quick sale buttons. See this article to create buttons.
  • Repeat the above steps until all the items are listed.
Items in stock and available to sell will be in one colour, while items not available are in a different colour. See here if not all items are in stock.
  • Ensure the "Customer:" is either "COU001" Default Counter Sales or you have created an account for customer. Please see How do I find a customer?.
  • Click [Checkout] to finish and take the payment.
  • Choose the method of payment by clicking the relevant box "A,B,C" and click [Post] to print and accept the invoice.

Other Information

Applying a Discount

A Line Discount
  • Click onto the stock line to which you want to apply a discount and click [Edit].
  • Enter the percentage discount and click [Done] to save the changes.
Blanket Discount
  • Underneath the "Customer:" is the "Discount:" enter the percentage discount as appropriate. This will be applied to all items shown.

Price Seeker

This feature rounds up or rounds down the Total Retail Price of a line item or the whole invoice so that you can charge a fixed price. This has the advantage of adjusting the price of all the chosen stock lines so that the change is spread evenly and not just on one stock line.

  • Enter the parts required accordingly as described above.
  • Before you check out and after you enter the correct customer, click [Target].
If you change the customer after you have targeted the price, the system changes the price back to default, because the new customer may be on a different pricing regime.
  • Press [Tag] and tag each stock line that you want to include in your targetting.
  • Click [Seek].
  • Enter the total into the "Price Seek Total:" box because this is far quicker than trying to work out the nett, unless you already know the nett.
  • Click [Calculate] and [Done].
  • Click [Accept]
  • Proceed to check out accordingly with the new prices.

Credit Previous Sale

You can quickly credit a previous sale using this option, which searches for an invoice number and returns all the items into the Point of Sale ready to be credited, rather than entering each stock line manually.

  • Change the Customer to the customer account that the items were sold to and click <F3> "Credit Previous Sales".
  • It defaults to today's date, so click [Advanced] to enter a different date or search the document/invoice number.
  • Click [Choose] to proceed to credit the invoice.
  • This will enter all the parts on with negative quantities.
Make sure that all items that you want to credit are shown. If there were non-moving items on the original invoice, they may be ignored when you credit the invoice.
  • If all items are to be credited then check out or remove items accordingly and then check out.

See also


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Keywords AND Misspellings
point of sale, stock, credit, pos, parts, quick, buttons, cafe, shop, counter
Tags

SO03, ST17 ST94