The Point of Sale is divided into the following sections.


Products

The following options are available in this section:

  • Search Field
  • Product Catalog shortcuts
  • Available Products



Order Information


Customer / Contact

The first option on the right side of the POS window allows you to choose or Add a Customer and a Contact. The Default Customer that appears can be managed in Settings > Dockets > General > Default Order Customer.


Cart

The Cart section displays the Products that have been added and offers you the ability to choose a Quantity and make additional customizations by clicking on the down blue arrow. To remove a Product from the Cart you can click on the x icon.


Additional Options

Below the Cart you have the ability to:

  • Add a Discount.
  • Enter a PO Number.
  • View the Subtotal, Tax and Total amounts.
  • Cancel the Order
  • Add Notes
  • Pay Now (the arrow to the right allows for a Credit Card payment option if an integration exists)
  • Place Order (the arrow to the right allows you to create a Quote)