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Sales Invoices |
  
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Sales Invoices |
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Selling products and services is a simple process, but some advanced planning will give you greater functionality.
1) Open an Invoice screen.
From the Transactions master menu, choose the Customer Sale or Quick Sale button.
Quick Sale Invoice
1) list the items to be purchased,
Customer Sale Invoice Customer Sale invoices are just as easy, but first you select the customer by name, phone number, or account number. Then you have enhanced services beyond just invoices: options like layaways, special orders, service orders and quotes, purchase histories, preferential pricing, rewards programs, contract pricing, store accounts and credit options, specialized mailings, e-mail marketing, tax exemptions and more. |
There are three invoice screen designs to choose from: Invoice, Register and Touch Screen. (see Invoicing Screen Choices) As part of the workstation setup process, you will choose between Invoice or Register style. Here you will also determine which printer and printer form will be used for the sales receipt. There are also some important settings which control how employees will access and use the invoicing screen. (see Station Settings) The Touch Screen operates very differently and hides all other features of POSitive.to eliminate distractions from making sales. There are additional design and setup requirements, but once made, the Touch Screen works very well on a per station basis. (see Touch Screen) |
Choosing Quick Sale creates an invoice without any customer name.
Choosing Customer Sale opens a list of customers from which you select (or first add) a customer.
POSitive.supports up to six price levels. It is entirely up to you to decide, but typically, Quick Sale invoices charge the highest price and Customer Sale invoices a discounted price. See System Setup: Inventory: Pricing to create up to six different price levels.. Assigning a price level to a customer is done on a per customer basis or can be done with the use of Customer Categories. |
This opens a blank sales screen.
2) Add products and services to the invoice.
Products are added using a barcode scanner, by manually typing a product SKU, or by opening a list of inventory and choosing the desired item. Once the item is on the invoice, the quantity, selling price, and discount percentage can be changed.
Continue to add products to the invoice until all items to be purchased are listed.
Advanced Planning: Employee security settings control how much liberty an employee has in making changes to the items on the invoice.
4) Tender the invoice taking payment by cash, check, credit card.
Choose the Tender button, or press F10 on the keyboard. You may be prompted for more information about the customer, but eventually you will determine how payment is to be made. Highlight the payment type, press Enter, and fill in the amount if you are given more than the total charges.
Advanced Planning: Credit card processing needs to be activated before selection of credit card as a payment type.
5) Print the invoice for the customer.
After entering enough monies in payment, POSitive will print the invoice, display change to be given the customer and the invoice closed. POSitive is then ready to repeat the process.
Advanced Planning: Printer(s), cash drawer, and pole display need to be connected and tested prior to invoicing. This is done through Station Settings.
Invoice History
Once the invoice has been created and processed, a re-print copy of the invoice is accessible through Invoice History. (see Invoice History)
