Basic POS Layout

If you do not have touchscreen monitors or would rather have a simpler look to your POS screen, the basic layout wil be a better choice for your business. With a streamlined look, and easy to use keyboard functions, it will help you quickly and easily get customers through the point of sale.

Enter the reference invoice number here when performing a void or refund transaction.

Displays the account number of the customer being referenced for the transaction.

Displays the sequential, internally-generated number assigned to this transaction. This value cannot be changed.

Displays the billing address of the customer. This address can be edited by pressing the keystroke combination noted on the field.

In addition to pressing the keystroke combination, you can also click in the field, on the radio button (if provided), or if you have a touch-screen monitor, simply touch the portion of the screen where this field is to access it.

Displays the shipping address of the customer. This address can be edited by pressing the keystroke combination noted on the field.

Contains other information related to the sale. This information can be modified by pressing the keystroke combination noted on the field.

Enter the employee ID of the salesperson here. The program may provide a default value, depending upon the option selected in the Setup Accounts Receivable.

If your customer uses a purchase order number to approve their purchases, and they want to have a purchase order number referenced on the invoice, enter it here. This field will be present only if an account number is provided.

Displays the tax code of the customer. If no customer was chosen, it will not appear on the screen and the location's tax code will be used instead. This field will be present only if an account number is provided.

Select the terms by which this invoice must be paid. This field will be present only if an account number is provided.

Shows the date payment is due for this invoice. It can be adjusted by the use of the terms field, or manually by typing in a due date. This field will be present only if an account number is provided. Invoices paid after this date may be subject to finance charges.

Select the shipping method that will be used to send these items to the customer. This field may optionally be defaulted based on customer or company setup.

Enter the phone number where this customer can be contacted. This field may be required depending upon the shipping method chosen. This field is defaulted to the Contact Phone for the customer's ship to address, if an account is chosen.

Enter a reference note about the transaction here. This value will not print on the document.

The user defined field's title can be changed in the User Defined Fields category of Setup Accounts Receivable.

Enter the identifying code of the item being sold. Serial Numbers, UPC Code, SKU Alias, and can also be used to enter a SKU Item. A barcode reader may optionally be used to enter this field.

Displays the description of the SKU Item chosen. This field may be optionally skipped and/or locked, depending upon the item selected.

Enter the number of units of the SKU Item being sold. This field will contain a default value based on the SKU Item setup in Supertrack inventory. This field may be optionally skipped and/or locked, depending upon the item selected. The number of decimal places displayed in this field is determined by the quantity precision setting in Setup Inventory.

Displays the unit of measure used when selling this item. Quantities will reflect this unit of measure.

Enter the price per unit for this item. This value will be computed based on supertrack inventory, class code price level, alias pricing, customer pricing and/or promotional pricing in effect. This field may be optionally skipped and/or locked, depending upon the item selected. The number of decimal places displayed in this field is determined by the price precision setting in Setup Inventory.

The unit price multiplied by the quantity. Changing this field will recompute the Unit Price. This field may be optionally skipped and/or locked, depending upon the item selected.

Displays the freight amount that the customer is being charged, if any. This field can be automatically computed, based upon the settings in the shipping method chosen.

Displays the gross total of the invoice, computed by the program to equal the sum of all detail items' extended price, plus freight and taxes.

Displays the invoice discount, if any. This discount amount does not affect any invoice taxes.

The final total of the invoice, computed by the program to equal the total due minus any discount.

Each listing in this subsection can be used by clicking on the button, pressing the key that is noted on screen next to the function button, or by touching the screen on the appropriate button (requires touch screen monitor).

Use this button to search supertrack inventory for an item to be placed on this transaction.

Use this button to view/edit the transaction item note for the currently selected detail item. This note will be printed on the invoice following the item. This button will be disabled, however, if the description of the item has been restricted in the transaction options of the specific supertrack inventory record.

Use this button to view, add, or remove serial numbers for the currently selected detail item. This button will be displayed only when an item is selected which has been activated to allow serial number use.

Use this button to discount the selected line item by a percentage of the current or original price.

Use this button to hold the current invoice's information in memory, so that other transactions may continue. You can recall the saved information at any time by pressing the same key or by clicking on this buton again. Note that exiting the POS screen will erase any held invoice.

Use this button to select the account number of the customer to be invoiced. You can also use it to create a new customer account record. If this is an "over the counter" sale, leave the account number blank.

Use this button to modify the global discount amount. This amount does not affect taxes.

Use this button to search for a previously completed invoice, based on the credit card that was used to pay it. This button is available on refund transactions only.

Use this button to reset the entire POS screen, erasing all entered information. Note that none of the information on the screen will be saved.

Enter the date of the check or the expiration date of the credit card here, if applicable.

Use this button to increase the number of payment lines from one to a maximum of three.

Use this button to accept the payment tenders and amounts as they are and complete the sale. Note that the sale cannot be completed if the payments do not satisfy the balance due on the transaction.

Q01.	I don't see my question here. Where else can I get information?

A01.	Visit our website's Technical Support section.



	© 2015 - Intellisoft Solutions, Inc. All rights reserved.

	Other Related Links
	Business Software \| Cellular Software \| Pager Software \| Business Management Software