Citrus-Lime Knowledge Base

Sorry, we didn't find any relevant articles for you.

    What options can I find in the Actions menu?

    Additional menu functions in POS

    A selection of POS functions can be found in the Actions menu, seen in the top right of the POS screen:

    For the purposes of this article, we've broken down the menu into the three sub-headings:

    Set Customer - Select and apply an existing customer to the transaction / order;

    Clear Customer - Remove the current customer from the transaction / order;

    Edit Customer - Amend a customer record;

    Make Payment - Shows the current totals of the customer's account, allows selection of balances to pay off, or making ad-hoc payments to the customer's credit account;

    New Customer - Allows creation of new customers;


    Return Transaction - Shows a filterable list of transactions processed through your system that you can select and refund / return;

    Transaction Discount - Discount transactions by Percentage, Value or Mark Up;

    Apply Discount to All Items - Discount transactions by Percentage, Value or Mark Up;

    Set Comment for Transaction - Editable dialog which allows you to add a comment to the transaction;

    Set Sales Rep - Apply a sales rep to the whole transaction;

    Set Price Level - Set a predefined price level to the whole transaction (Price A, B, C, D, E);

    Payout or Pay-In - Petty cash system for removing / adding money to the till outside of standard transactions;

    Recall Order - Shows a filterable list of open orders currently in your system;

    Create a Work Order - Creates a work order;

    Create a Workshop Job - Creates a workshop job;

    Create a Layaway - Creates a layaway;

    Create a Quote -  Creates a quote;

    Check Voucher Balance - Enter a voucher number to check its current redeemable value;

    Sell a Gift Voucher - adds the gift voucher item 'GIFTVOUCHER' to the transaction and prompts for the value;


    Task Pad - opens the task pad function

    Receipt Journal - View batches and / or individual receipts, and re-print receipts;

    Reprint Last Receipt - Reprint the last receipt generated from the till;

    Workshop Module - Opens the workshop module in a new tab;

    X Report - Processes and prints out an X report;

    Log Out - Logs out the current cashier;

    Switch User - Logs out the current cashier and displays the quick login page;

    No Sale - Removes everything from the current POS screen, any unsaved changes will be deleted;

    Close Batch & Z Report - End of day processing of closing amounts and Z report generation / printing;

    Open Back Office - opens the Cloud POS backoffice home screen.

    Was this article helpful?

    Still can't find
    what you are looking for?

    Our support team is here to help you.

    Contact Support

    Powered by