POS Orders

POS - Point of Sale View
Back 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 ...
Mon, Nov 4, 2024 at 4:23 PM
POS - Creating an Order
Back 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...
Tue, Feb 27, 2024 at 4:21 PM
POS - Payments
Back Create a POS Payment Option 1. Manual Payment Click on the $Pay Now button. The New Payment Window will appear. Choose the Deposit (or click New to create a deposit) that the paym...
Tue, Nov 5, 2024 at 11:13 AM
POS - Customers/Contacts
Back When creating a POS order, a customer (first drop-down) and contact (second drop-down) will need to be designated.  Adding a Walk-In The Default Customer can be set in Settings > D...
Tue, Nov 5, 2024 at 11:19 AM
POS - Modifying Cart Products
Back The cart shows any products that have been added to the order. To Delete a Product from the Cart:  To remove a product from the cart, select the red X icon. To Modify Products ...
Mon, Feb 6, 2023 at 11:28 AM
POS - Products
Back The Point of Sale functionality is based on Products. There are two ways to enable a product for use on the POS. Option 1. Navigate to Settings > Dockets > Point of Sale. From th...
Mon, Nov 4, 2024 at 3:51 PM
Order Information
Back Section Description Order Information  This shows all the current order information. For more information on creating an order, see POS - Creating an Order.
Fri, May 13, 2022 at 12:42 PM
POS - Creating a Quote
Back Create a Point of Sale Quote 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...
Mon, Nov 4, 2024 at 4:33 PM