Point of Sale (POS)

Complete

Complete this Sale in full.  It means that the stock on hand is affected and the dollar value goes to the customer open items.

Tender Cash

Complete this sale using cash tender

Tender Card

Complete this sale using card tender

Create Customer

Quickly create a new customer or prospect (Is Prospect option- The only required properties is Card Id (which is automatically filled in) Name and either (phone number or email address)) and attach it to this sale

Select Address

Select from the list of available addresses on the relevant customer card(e.g: when creating a new sales after selecting a customer you can click on this button and select an address to automatically fill in the fields in the Address section.

Extract Products

Extract products onto a sale for a particular customer from sold products history, order movements, favourites, all products
The button is not available if no customer is selected.

Customer History

Pop-up windows to show customer various history e.g., sales

 Click here to expand...

Open

Set Sale Value

Adjust the values on this sale based on a desired gross profit percentage, set total value and match competitor pricing

Customer

This is the customer for this sales 

Customer Order

This field shows the customer order reference for this sales.  Sometimes compulsory depending on how the customer is set up.  Usually the customer's purchase order number to you or the customer's name.

New

Creates a new sales  line

Delete

Delete the product line

Set Value

Adjust the values on this sale order or quotation based on a desired gross profit percentage, total value or competitor price match.

Unit Price (Ex Tax)
Unit Price (Inc Tax)
Unit Quantity
Product Unit
Discount %   - Note - you cannot put a manual discount on a product line that is set by a contract (check the Contract column on this line)
Value (Ex Tax)
Value (Inc Tax)
Markup %   - Note this shares the same screen pop up as GP % - use the correct relevant field on this pop up box
GP %   - Note this shares the same screen pop up as Markup % - use the correct relevant field on this pop up box
Manual Cost

Product

Product ID

Product Name

Product Name

Qty 

The Qty of products sold

Product Unit

Unit as to which the product is sold

Price Ex Tax

Price ex tax sold 

Price Inc Tax

Price Inc tax sold

Discount Percent

Discount of the sale line

Each Cost Ex Tax

The cost ex tax for the product

Unit Cost Ex Tax

The cost ex tax for each sell unit of the product

Unit Price Ex Tax

The price ex tax for each sell unit of the product

Tax Code

The tax code on this product

blank text field

Provided you have selected a line of product on the sale to attach a note to, you can key in any related note, colour the font, highlight the font, make is larger/smaller, etc.  This will then print on the sale and invoice.

Serial Numbers

Any relevant serial numbers to the product you have selected from the product lines on this sale.  You can add a new serial number to this product during a sale before you invoice it.

Payment Term

What the payment terms are for the customer

Price Level

Manually overrides the price level on the sale 

(Example: The user enters a sales order. The customer is set to the level 1 price level. The user negotiates a special deal with the customer. They change the price level on the sale order to government price level. All the sell prices that are not manual sell prices on the sale order lines recalculate to government price level)

Sales Person

Contact Name

The Delivery contact name for this sale

Name

The Delivery name of the business or customer name (depending on how the card is set up or what you key in manually into this field)

Street 1- 4

The actual Delivery address of where the goods are to be shipped to

Suburb

The suburb for the Delivery address

Phone

The phone number associated to the contact or manually keyed in by the user for this sale

Fax

The fax number associated to the contact or manually keyed in by the user for this sale

Customer Email Address

The email address associated to the contact or manually keyed in by the user for this sale