Create a Point of Sale Order

Customer and Contact

• Select Point of Sale from the left side navigation menu. 
• Select a customer and contact for the order. (For more information, see POS-Customers/Contacts)

Order Items

• Use the Search field to find a specific Product.
• The Product Catalog options can also be used to narrow down your search.
• Once you have located the desired products click Add to Cart.

Cart Modifications

• Review the Cart and make any required changes.
• The name of the Order / Quote can be adjusted by revising the name of the item to the right of the Red X in the image below.
• Note: Products can be modified once added to the cart. (For more information, see POS - Modifying Cart Products)

PO Number and Discount

• A PO Number can be added to the order if necessary.
• There is also an option to add a Discount (% or $).

Notes, Pay Now, and Place Order

• Notes can also be added to the order. For more information on adding notes, see General - Notes.
• Once all the order information has been completed, the order can be created by entering a payment or by selecting Place Order. For more information on making a payment, see POS - Payments.

Create a Quote

A quote can also be generated from the PO by clicking on the up arrow to the right of Place Order.

A new order will be created and the Order's view page will open.

Note: If you do not want to place the order, select Cancel Order. All order information will be cleared if the order is canceled.

If the Order is placed you will need to Void the order by going to Actions > Void in the top right corner of the Order screen.