Point of Sale allows for direct product sales orders to be entered.
Note: If Point of Sale page is refreshed during order entry, all order information will be lost.
POS - Creating an Order
Step Action
1. Select {Point of Sale} on the left-hand side to open POS page.
2. Select a customer and contact for the order. (For more information, see
3. Use search filters to locate products and select {Add to Cart} for each product to be added
to the order.
4. Review the Cart and make any required changes.
Note: Products can be modified once added to the cart. (For more information,
see POS - Modifying Cart Products)
5. Select + icon to add Discount, if applicable. The discount can be added as a dollar
amount ($) or percentage (%).
6. Select {Add Notes}, if applicable, to add any additional order information. For more
information on adding notes, see General - Notes.
7. 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.
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.