The Point of Sale (POS) is a tool designed for quick & easy order and quote entry for walk-in Customers, or for less experienced CSR's. The POS offers the ability to quickly add Products to a cart and edit basic information about a Product such as quantity, stock, and/or finishing options.


Search

Search for products in the POS by Item name or type, or select a Product Catalog to display all applicable items in the POS screen.


Customer and ContactSelect a new Customer & Contact within the MIS database from the dropdown menu, or quickly add a new Customer or Contact using the [+] button.


Cart

Predetermined quantities can be displayed or you can enable the user to specify a quantity by selecting "Can Specify Quantity" at the Product level in the Online tab.


"Product Attributes" can also be created in the Online tab of a Product to offer different Stock or Finishing Options.


POS Functions

Prior to Placing an Order there are additional options available within the POS.


Hovering over the Place Order selection will allow you to create a Quote instead of an order.