Professionals Front Counter enables you to carry out the following operations:
Record cash sales - including cash out and returns/credits, draw down of credit coupons and free coupons, customer group and item discounts, store sales.
Enter customer invoice payments
Calculate the end of day cash up/banking
Find out what has been selling the most.
Who has been completing most sales.
How long stock remains on the shelves. Requires the use of stock orders.
Clear old sales records
Allocate lay by items to customers and select them for sale/release.
Create invoices from sales.
Enter registrations and warranties.
Review completed sales.
Create, and manage, customer orders.
Enter loyalty card points - where set up.
Note: For cash up to be accurate you must select the correct Payment method for each sale. Banked EFTPOS transactions may require a detailed transaction that includes one income line and an expense line. The total value of EFTPOS sales displays on the banking form.
There are two POS interfaces. Full service, and quick sales. Quick sales works in the same manner as a supermarket (or chain store) POS. When you click Front Counter on the main menu the following form activates:
The above example has bookings enabled - as a result the Bookings and Staff rosters button display. DPS Payment Express has been activated as the EFTPOS provider. As a result buttons specific to integrated EFTPOS are also enabled. The software always logs on to the Paymark network when it first starts up. If this log on fails you need to contact your EFTPOS provider.
If you intend to carry out a range of customer-related activities, as well as back office operations, click Full service. Other wise click Quick Sales. Quick sales allows you to process normal sales (including store sales, specials, multi-item discounts and volume discounts), plus lay bys and customer discounts.
When you first start Front Counter the point of sale page is disabled. The cashier's Logon form activates automatically. Use your Retail Business logon id to logon.
If you wish to have a friendly message on sales receipts change the receipt message. The message you enter is retained while you are logged on. You can disable this from the POS Settings form.
You may suspend Front Counter by clicking the Lock Front Counter button. A valid user id, and password, has to be entered to reactivate Front Counter.
If you are the first cashier to log on the form appears as follows:
Note: A default float can be set in the POS settings form. Or you can set lane floats in the Lane settings form. That is then used as the float for the relevant lane and for calculating end of day cash up.
Once you have logged on the POS page is enabled. Check a couple of things before you start entering sales:
1. Will you often enter more than one unit at a time? If the POS is on auto the selection of a valid inventory item results in the item being placed on the docket list without further action on your part. This also means the quantity is increased as you scan the codes of identical items. Switching to Manual allows the number of units sold and the price to be changed (other than for sales price discounts activated through stock control).
2. If you log off the next user (including yourself) has to logon again to reactivate the POS.
Full service point of sale appears as follows when in auto mode.
The above example has the stock line buttons activated. Not all of them are visible. This is because they either have no stock items, or a stock line has not been allocated to the button.
Retail price is the default price. To change it switch to manual mode. If you made a mistake in auto mode highlight the incorrect item and click the Change button. The Accept button displays. Make the changes and click Accept.
If you are recording the return of an item click Refund / Credit (before scanning the item) button. The "Net amount" field switches to "Refund amt:" and "Refund" appears in red below "Due :" You may include returns as part of normal sales. For example if the customer returns an item sold for $12.50, add that to the docket as a refund and record the sale for another item at $12.50. The net effect is to update the inventory - the returned item is placed back in inventory and the replacement is taken out. Credit notes may be generated by completing a transaction as a credit return - see Returns/Credits for more information. In the above example you have to activate "Allow free sales/exchanges/gifts" in POS Settings.
When changing an item, and you change your mind, click the Clear/Cancel button.
If in auto mode, to change the quantity, keep scanning the items. In manual mode you can change the quantity using the keypad, or directly in the quantity field. In auto mode if you scan an item more than once the QTY is incremented automatically.
When the sale is complete click the relevant Tender button and enter the amount tendered into the tendering popup.
If the customer wishes to be provided with cash out (assuming an EFTPOS payment) click the Tender EFTPOS button and enter the amount in the "Cash out field". If you allow cash outs without the customer purchasing anything you need to activate "Allow docketed cash out" in POS settings.
If you are having a sale the POS can calculate the sale price. You need to set up the inventory so that items are grouped within stock lines and groups if you want to break the sale into sections of the store. Or you can set up a store sale in POS Settings. See Stock Lines and Groups to find out how to set up group sales. Once the initial set up has been completed sales may be turned on and off very easily. You can also set up store-wide sales in POS settings.
To enter a lay by item (it needs to be recorded using an inventory code) click the Lay bys button after you have selected a regular customer. The lay bys form displays and you may select from the items listed. See Lay bys for the way lay bys can be recorded.
To select non-barcode items you can use the stock line buttons at the bottom of the form. To activate these buttons you need to link the required stock lines to stock items and then connect them to the buttons. Once that has been done activate the buttons from the POS setting form by checking the "Enable stock lines buttons on POS" box.
The following is Front Counter handling a customer invoice payment.
Click Reg. Cust F11 to select the customer the payment is for. Their name displays in the field at the top of the POS page. If you attempt to enter an invoice payment, and haven't selected the customer, you will be warned and the page will not change. If you change your mind about the customer, and don't wish to display any, click Clr Cust again. The client's name field is cleared.
Once a customer has been selected, click Invoice payment. The Stock list button changes to Invoice list.
If you don't know the invoice number click the Invoice list button. This activates a form that lists invoices for the selected client.
The balance owing (if any) is placed in the Payment field. Partial payments may be made. The total due also appears to the right of the Invoice field.
When you click Accept the following form appears:
This form displays the last ledger code used. Select, or enter, the correct code. It must be an income account. To skip this step enter the relevant, default, income account into the Company control.
Once you click Ok the POS form appears as follows:
The invoice number is included as part of the item description and prints on the receipt. You may continue with normal sales in addition to the invoice payment.
The above example is for a customer who has a loyalty card. Loyalty points are not allocated to invoice payments as the invoice will have accrued points when it was created. Provided it was created using Front Counter.