Getting started with POS
- Create a Register
- Configuring Payment Types
- Log in and out of POS
- Adding extra registers and sharing hardware
- POS Alerts on Home Page
- Creating Money In/Out Reasons and Reports
Settings
- POS Dashboard Settings
- General POS Settings
- Return Reasons
- POS Invoice customisation
- Invoice and Receipt Settings
- Customer Settings
Creating Sales
- Create a Sale
- Create a Layby
- Create a Gift Voucher or Credit Note
- Put a sale on hold and resume
- Add Comments and Notes to Sales
- Void or Cancel a Sale
Products
- Understanding the Product Tab
- Change Product Description
- Change Product Quantity on a sale
- Discounting Products
- View Detailed Product Information in POS
- Change Fulfilment Method and Source Location
Customers
- Add a New Customer to a Sale
- Edit a Customer on a Sale
- Remove a Customer from a Sale
- Manage Customer Discount Groups
- Add an existing Customer to a sale
- View Customer Sales History
Payments
- Adding payments to a sale
- Adding Layby payments
- Removing payments from a sale
- Using Afterpay Card at POS
- Pay with Zip
- Refund sales paid using Zip
Returns
Fulfilment
Transfers
Advanced POS
- POS - Out of Stock warning
- Cross Sells and Up Sells
- Look Up Search
- View Product Costs (Sell Price, COGS, GP etc)
- Money In / Out
- Cash Up (End of Day)