A sales screen is used to list the items being purchased by the customer. The process is fairly straightforward, but there are a few tips and tricks you might be interested in.
Your boss may have already decided what sales screen style you will be using. (To learn more about these screens see Invoicing Screen Choices) REGISTER STYLE Most commonly used is the Register style because it is simple and less distracting. INVOICE STYLE The Invoice style is more functional in that the menus for various modifications to the invoice are readily displayed at the far left. TOUCHSCREEN STYLE There is one other style known as Touchscreen. It may be best for some of your general retail sales workstations. |
If you are subscribed to AutoQuotes and can get an AutoQuote file for a customer, then POSitive can import that file and save you hours of work. When you choose to "Import AutoQuote" all of the line items for inventory will be added to a POSitive Quote. If the items do not already exist in POSitive the items are automatically added to the Inventory Center. If the Vendors are unknown to POSitive, they are automatically added to the Vendor Center. Once the Quote is created, you can convert it to a Sales Order and make additional entries as needed. |
Once you have selected the customer, you are brought to the sales screen. You can add inventory items to the screen by.... Scan - use a barcode scanner and scan the label of the item. It will be added to the sales screen. If you don't have a scanner, manually type the barcode and press Enter. (Option) Ask For Quantity & Ask For Price - many business want to be prompted for quantity and for a selection of prices levels. If you would like this feature and are not experiencing it, contact your dealer Locate Item - if you have entered the wrong SKU or no SKU you will be brought to the Locate Item screen Invoice Buttons "Purchase History" Menu (Esc) Save [F10] |