POS processes - learn & apply
Refer to our guides, references, and educational articles for all essential POS processes:
Explanations
- Profiles (security, self-service, receipt, input box…)
- Pricing
- Posting Setup
- Layout
- End-of-day report (POS balance)
How-to guides
- Create a new POS unit (by using an existing one as reference)
- Set up POS Payment Bins
- Configure master/slave POS units
- POS info setup
- Set up retail logo
- Set up sales price
- Set up salespeople/purchasers
- Create POS menu filters
- Create new buttons in the POS menu
- Create a new item button in the POS
- Create a POS theme
- Add a logo to the POS screen
- Create a POS payment method
- Set up item add-ons
- Group code setup
- Configure the POS balancing feature
- Configure an opening mechanism for a POS unit cash drawer
- Set up price worksheet
- Configure a receipt printout for a POS unit
- Activate POS editor
- Change a bin from the POS sale
- Return items with the second POS screen
- Generate end-of-day report (POS balance)
- Insert the initial float for a POS unit
- Set up job queue to post POS entries
- Manually post POS entries and check if they are posted
- Send email receipts from the POS sale
- Change Responsibility Center from the POS sale
- Take a photo on the POS