Processing Orders with Point of Sale

Follow these steps to create and process a point of sale customer order or service order. For more detailed instructions, see the Related Topics.

  1. At the beginning of the shift, check out the cash drawer.
  2. Log into the cash drawer.
    Note:  If the Automatic Logoff After Each Order field is selected on the POS Setup form, a logon is required for each transaction. Otherwise, only an initial logon is required when you start your shift.
  3. Process a new sale, or process a service order with material, labor or miscellaneous costs, through the Point of Sale Entry form.
  4. Process a customer pickup to handle situations where customers do not take the material with them at the time of the sale and will pick it up later.
  5. Run End of Day processing on the POS transactions. This step is performed after all POS transactions have been processed.
  6. Reconcile the cash drawer and check in the drawer.
Related topics
Check Out the Cash Drawer
Log Into the Cash Drawer
Enter a Point of Sale Customer Order
Enter a Point of Sale Service Order
Handle Customer Pickups of Sales Orders
Run the End of Day Process
Setting up the Point of Sale (POS) Feature
Handling Walk Up-Sales with Point of Sale
Processing Rentals with Point of Sale
Processing Returns with Point of Sale