In this section of our Getting Started guide, we look at some of the more basic tasks that you'll need to carry out when using the Point Of Sale.
We'll help you find your way around the register and guide you through processes such as how to add items to a transaction, creating and setting a customer on a transaction, and tendering a sale.
This is by no means an exhaustive guide, and there are many more features, processes and functionalities that are described elsewhere in this knowledgebase. The idea of this section is to cover the basics needed to start you trading through the Point Of Sale.
Selecting a Register
Opening a new batch
You'll need to open a batch to start trading on Cloud POS:
Locating an item to sell
How to add items to a transaction:
Creating a new customer in the Point Of Sale
Create a customer to add to the transaction:
Adding an existing customer to a transaction
How to search for and find a customer:
Making a basic sale
Tendering a transaction through POS:
- How to make a basic sale
- Tendering a transaction when using an integrated Paymentsense card terminal
Returning an item
How to return an item that was previously sold through Cloud POS:
Transaction Types
Here we look at the different types of transactions you can create in Cloud POS:
- What are Work Orders, Layaways, Workshop Jobs and Quotes?
- Creating a customer order
- Creating a workshop job
Deposits
How to take a deposit against an order:
Finding a Customer Order
Learn how to locate an existing customer order in the system:
Picking up an order
We look at how to fully or partially pick up an existing order:
Receipt Journal
Guidance on how to locate receipts for previous transactions:
Closing a batch
Here we discuss the end-of-day procedure and how to understand the X and Z Reports:
