Conduct sales and returns on POS

This tutorial portion describes the main sales processes on the POS through the examples of selling watches available in the demo environment of NP Retail.

Prerequisites for all sales cycle stages #

• Have at least one POS unit.
• Create items that can be sold.
• Set up a retail voucher type with a POS Payment Method that is compatible with the item return.

Sell items on the POS (default method) #

Follow the provided steps to sell items on the POS in the most straightforward way – by selecting an item and proceeding to the payment view.

1. Click Watches.
   A new pop-up window is displayed.
2. Click Festina Stainless Steel Chrono Watch.
   A new sales line is added.
3. Click Go to Payment.
   The view is changed from Sale to Payment.
4. Click Cash Payment.
   A new payment line is added, and the sale is complete.

Sell items on the POS (other methods) #

There are several ways in which you can perform the sale on the POS other than the default one:

Item number #

1. Insert 7000 in the Item No. box, and press Enter.
   A new sales line is added.
2. Click Go to Payment.
   The view is changed from Sale to Payment.
3. Click Cash Payment.
   A new payment line is added, and the sale is complete.

Item search #

1. Click Search.
   A new pop-up window is displayed.
2. Click Item Search for All Items.
   A list of items is opened.
3. In the Item No. box type 70001 and click OK. A new sales line is added.
4. Click Go to Payment. The view is changed from Sale to Payment.
5. Click Cash Payment.
   A new payment line is added, and the sale is complete.

Sell a miscellaneous item #

A miscellaneous (misc.) item has a price that varies and can be set on the POS directly. To sell a misc. item follow the provided steps.

Prerequisites #

• Make sure the Various Item Sales checkbox in the item 700030 is ticked.

Procedure #

1. Insert the item 70030 in the Item No. box.
   A pop-up window is displayed.
2. Insert 500 as the item price and click OK.
3. Click Go to Payment.
   The view is changed from Sale to Payment.
4. Choose Cash Payment.
   A new payment line is added, and the sale is complete.

Delete a sales line on the POS #

1. Click Watches.
   A pop-up window is displayed.
2. Click Festina Stainless Steel Chrono Watch.
   A new sales line is added.
3. Click Watches again.
   A pop-up window is displayed.
4. Click Festina Multi-Function Man’s Watch.
   An additional sales line is added.
5. Select the line you wish to delete and click Delete Line.
   The line is deleted.

Cancel a sale on the POS #

1. Click Watches.
   A pop-up window is displayed.
2. Click Certina DS-1 Men’s Watch.
   A new sales line is added.
3. Click Watches.
   A pop-up window is displayed.
4. Click Festina Multi-Function Men’s Watch.
   A new sales line is added.
5. Click Cancel Sale.
   The sale is canceled, and all previously added lines are removed from the POS. The new document number is created.

Return items from the POS #

1. Click Watches.
   A pop-up window is displayed.
2. Click Festina Stainless Steel Chrono Watch.
   A new sales line is added.
3. Click Return.
   A pop-up window in which you can set the item quantity to be returned is displayed.
4. State the item quantity and click OK.
   A pop-up window containing the unit price is displayed.
5. Click OK.
   A new sales line with a negative quantity is added.
6. Click Go to Payment.
   The view is changed from Sale to Payment.
7. Click Cash Payment.
   A new payment line is added, and the sale is complete.

Return items from the POS/Issue a credit voucher #

1. Click Watches.
   A pop-up window is displayed.
2. Click Festina Men’s Chronograph Watch Black.
   A new sales line is added.
3. Click Return.
   A pop-up window is displayed.
4. Provide the item quantity to be returned and click OK.
   A pop-up window with the unit price is displayed.
5. Click OK.
   A new sales line with a negative quantity is added.
6. Click Go to Payment.
   The view is changed from Sale to Payment.
7. Click Issue Credit Voucher.
   A new payment line is added, a new voucher is created, and the sale is complete.

See also #

• Cash out a voucher
• Create a POS payment method