Front Counter (full service) operations
Use Front Counter to carry out client and sales-related operations. Using Front Counter you may:
1. Sell goods and update the inventory.
2. Record client payments
3. Update, and create, client invoices
4. Access the workshop for projects and chargeable time, materials and plant (Professionals Workshop Management must be installed for this to be activated.)
5. Maintain stock
6. order stock items
7. Carry out banking and obtain a daily banking report
8. Produce sales reports
9. Carry out the end day/shift cash up
10. Manage, and complete the sale of, lay bys
11. Record warranties and registration
12. Carry out periodic houskeeping.
13. Accept returned goods and issue refunds or credit notes.
14. Hold and release dockets
Using Front Counter's point-of-sale (POS) operations you can record customer payments for sales and invoices. Sales recorded here change the number of items in the inventory. When using the POS page you may carry out the following operations:
Record "cash" sales - EFTPOS, credit cards, cheques, cash, coupons and create invoices for regular customers.
Record payments of client invoices
Create lay bys and set aside new, and additional, items. Record partial payments for lay bys.
Creating Items not in inventory
Front Counter does not require the inventory be fully populated before using it. Stock items can be created "on the fly". To do so check the Create new stock item if code not found box. When the sale is saved a new inventory item is created. This is only possible in the full service POS.
Once checked this box stays checked unless you uncheck it.
The Sales form appears as follows when this facility is enabled and a new item is being entered.
A new field (Item Desc:) displays.
Note - the page switches to manual mode. You need to enter the stock code, description and retail price of the item. If your POS hardware is touchscreen (or Windows 8/10) flick the Item code field to activate the touchscreen keyboard.
This option is only available in the full service POS. Be aware. If you chose to use this option sales processing will be significantly slowed down. You may find this unacceptable.
Items saved in this way do not have a buy price. To carry out stock valuation a buy price is required.
In addition, with this option turned on, any items that lack bar codes will trigger the "Enter bar code" pop up.
The facility exists to check for items with no buy price. It is the No buy price button in the lists group on the Stock Management form. When clicked the following form appears:
You can select items from this list and add the buy price.
When the POS first starts up it checks to see if any transactions were interrupted. That is if there was a power failure or the system crashed for some reason. If it finds any the following message "X number of sales were interrupted. Please review and complete" displays. To clear this message click the Review F8 button and select the first receipt you see that doesn't have a Sale type. That is if the field Sale type is blank. Select it and Tender as normal. If it was an EFTPOS sale, and you processed it through the EFTPOS terminal, you should match it with the receipt your EFTPOS system printed when the computer recovers and process it as an "Offline EFTPOS" sale. If none have been printed you can select whichever payment type you recollect it should have been.
Alternatively, if the problem happened before the customer paid, you can clear the docket by voiding each item. Be aware, if you completed the sale using cash, voiding the items will put your stock levels out. Such a situation also results in the end of day balances being out.