POS processes - learn & apply
Refer to our guides, references, and educational articles for all essential POS processes:
Back-end setup and contextual information
These guides and explanations are intended for partners, consultants and other power users with advanced levels of BC-centric knowledge:
Explanations
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 for printing
- Set up sales price
- Set up salespeople/purchasers
- Create POS menu filters
- Create a POS payment method
- Set up item add-ons
- Apply custom configurations for 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
- Set up job queue to post POS entries
- Manually post POS entries and check if they are posted
- Set up digital receipts
- Transfer cash between POS units (BC procedure)
- Transfer cash with the POS Payment Bin Transfer Journal
- Set up POS unit groups
- Set up sales price
- Configure period registers
End-user guides and explanations
The following guides and explanations are intended for end users working daily on POS systems:
Explanations
How-to guides
- Start the day on POS
- Conduct sales and returns on POS
- Create new buttons in the POS menu
- Add a logo to the POS screen
- Change a bin from the POS sale
- Generate end-of-day report (POS balance)
- Insert the initial float for a POS unit
- Send email receipts from the POS sale
- Change Responsibility Center from the POS sale
- Take a photo on the POS
- Transfer cash between POS units
- Perform credit sales from POS
- Perform different payment operations
- Pay with different payment methods