A-Z OF OUR POINT OF SALE TERMINAL #
This is where all the data inputted from the back office is sold to create a specific sell account for your business, it is also known as the front office.
When customers come to buy products, the sales personnel present at the front desk attends to them with the aid of the software, the feature that makes this possible on the software is the
POINT OF SALE TERMINAL (POS). #
The Point of Sale Terminal has varieties of features that make selling processes easy and flexible to be able to meet up with pressures from customers without displeasing any. The following are features that make our Point of Sale Terminal one of the best in the market:
SELLING PRICE FIELD #
This feature enables you to sell with more than one group price, it functions especially well for businesses that sell both retail and wholesale.
For instance; you own a business that sells foodstuffs in both wholesale and retail when a customer walks in to buy, you have an option on the group price to use depending on what the customer wants.
All your group prices must have been created before you start selling, once this is done all you need to do is click on the selling price field and it drops down a series of options depending on what you have inputted, then you select a suitable group price.
Location Field #
This is a pretty simple feature to understand as it deals only with one thing, “locations”. If you have more than one location created on the software, as the admin if the need arises for you to sell you’ll have to specify which location you’re selling from.
You have nothing to fear because the software disallows selling if the location is not selected so you won’t mistakenly sell to a location you don’t want to sell to.
NOTE: only admins will be required to select locations before they can sell since your staff, in turn, have access to only one of your locations according to their positions.
The only situation that might require a salesperson or other staff to select a location is if the admin assigns them to more than one location.
Customer Field #
This allows you to do two things:
- Add new customers as they’re patronizing your business on a day-to-day basis
- It helps you record every sale you make under each customer respectively provided all information is inputted correctly. This helps the software to analyze your sales to each customer and also identify those owing. This feature also enables the name of a customer to appear on the invoice for a particular sale.
Enter Product Field #
When a customer walks in to patronize you, the product field enables you to enter the particular products this customer wants.
All you need to do is click on it and then type in the product you want to sell to the customer, after typing in the product in most cases the software drops down a series of suggested products that have a similar spelling, you then have to pick the one you want.
In some cases when the product is unique and doesn’t share a name with any other product, the software automatically selects it for you. So when this happens don’t panic, just keep selling.
Immediately a product is selected, either by you or automatically by the computer due to a unique name, the following pops up about the product:
- Product name
- The Product quantity
Product Name #
This is where you find the product you have selected to be sold, a click on the product name can also help you edit your unit price on the POS screen.
Product Quantity #
This is where you specify the quantity to be sold to a customer, here you can adjust product quantity as you want either by typing it indirectly from the keyboard or selecting the positive and negative keys to add and reduce quantities respectively
Subtotal #
This is where you get the product price summation of the products you want to sell.
After adding a product, a customer says he lost interest in getting it, you can always click on the ‘X’ button at the extreme right of the product you have selected to be sold.
Items
This is where you see the count of items you have selected for a particular customer
Discount #
This feature as the name implies allows you to give a discount to customers on the POS screen directly.
All you need to do is click on the discount button and set your discount rate, either in percentage or in the fixed price and enter the discount amount or percentage and then click on “Update”.
Once you sell, the discount reflects on the price, by reducing it according to the values you’ve entered.
Shipping #
This feature allows you to charge a particular customer shipping fee directly from the pos screen if you run delivery services for your customers.
To use this feature, after all the products the customer wants have been entered click on the edit box directly under the “shipping”, enter your shipping details and shipping charges, and then click on update.
The shipping charges will then reflect on the total due payment for the customer.
Cash #
This feature is a very important part of the POS terminal since it helps you finish a particular transaction after a customer has paid.
After entering all the products a customer wants and also other parameters like discount and shipping charges, you click on cash.
What this does is that the system will record that transaction as a completed sale and deduct that quantity of products sold from your stock balance.
Multiple Pay #
This feature is also very crucial to the day-to-day use of the POS terminal. Sometimes customers prefer to make payments in different methods, either bank transfer, Cheque, Card, or any other means available.
Sometimes customers are known to use a combination of these methods. The multiple-pay feature helps you manage all that with a few clicks.
This feature also helps you sell on credit to loyal customers with accurate records. To use the multiple pay feature, you select the products you want to sell and then click on “MULTIPLE PAY” instead of “CASH”.
Accepting multiple payment methods with “Multiple Pay”:
We’re going to critically analyze a real-life scenario to enable you to further understand this feature better.
A customer walks into your store/shop and then the following conversation ensued between him and your sales rep.
Customer: Good morning, can I get 5 bottles of coke?
Sales Rep: Morning, of course (enters the product on the POS) that’ll cost #750
Customer: okay, sorry I just realized I don’t have enough cash, I have just #250. Can I transfer #500 to your bank account?
Sales Rep: That won’t be a problem, here are the account details
In the above scenario, we can deduce that the customer wanted to pay in two different ways, CASH, and BANK TRANSFER. Below is how the sales rep should handle the situation using the “multiple pay” feature of the POS terminal. #
1: enter coke in the “PRODUCT FIELD” you should see a list of similar products, select the one you want, in this case, it is Coke. NOTE: as mentioned earlier, if the product is unique and has no similarity in spelling with any other product, the system automatically selects the product for you immediately you type in the product name.
2: add the quantity required under the “QUANTITY” field, in this case, the customer requested for 5 bottles, so you enter 5. You should see an increase in “TOTAL PAYABLE” by the lower right corner of the POS screen as you increase the quantity. In this case, you should see a total payable of #750 given the unit price of coke is set at #150.
3: Click on “MULTIPLE PAY”
4: a window like the one below pops up, in the “AMOUNT” field, enter the amount the customer wants to pay in cash which in this case is #250
5: just beside the “amount” field to the right you’ll find the “PAYMENT METHOD” field, click on it and select Cash.
NOTE: immediately you do this, just at the lower right corner of that window, you’ll see “BALANCE” updated to 500, which means the customer still has 500 more to pay. #
6: now to add the payment he made via bank transfer, click on “ADD PAYMENT ROW”. A box similar to the first one you entered the cash payment method appears.
7:immediately the box appears, and the balance is automatically detected by the software, so you don’t have to enter it manually. Click on the “PAYMENT METHOD” field.
8: a menu drops down after you click on the payment method, select “BANK TRANSFER”. If you check now, “BALANCE” will be 0, because you’ve added the remaining payment.
9: Scroll down and click on “FINALIZE PAYMENT”
10: Print the invoice
And so you have it, you have successfully used the multiple pay feature to handle a real-life situation.
Selling on credit with the multiple pay feature #
The multiple pay feature allows you to sell to loyal customers on credit with accurate records and the ability to follow these customers up in reminding them to pay their debts.
To use this feature for credit purposes follow the following steps:
1: in the customer field, type the name of the customer you want to sell to.
2: enter the products you want to sell and enter their quantities respectively
3: Click on multiple pays
4: a window pops up, in the “amount” field, enter 0 (zero), this means the customer paid nothing for the products he bought, hence the “balance” reads the total amount due for payment. Note: you can enter a partial payment here too if the customer pays some part of the money.
5: Scroll down and click on “finalize payment”. Print the invoice and then you’re done.
Once the sale has been finalized, the system records it as a “DUE PAYMENT” under that particular customer.
NOTE: it is very important to enter the name of the customer you’re selling to when he/she is not paying immediately for record purposes if you don’t have their data on the software all you need to do is create it.
SUSPEND #
This feature on the POS terminal helps you to suspend customers that are not ready or has some delay or the other so as not to hold the queue and get other customers angry.
Once they are ready you can go back and pick up from where you left the sale. Below is how it works
For instance, a customer you’re attending to is having issues with payments and behind him, there are loads of other customers clamoring to be attended to, all you need to do is:
1: Click on “suspend” (after you’ve entered the products and quantity the customer wants to purchase)
2: a window pops up and you’re required to enter suspend note, you’re expected to enter a description of the customer you have suspended or his name for easy recognition when you want to go back to attend to him
3: Click on save
You have successfully suspended a customer’s sale process; how do you go back to that particular sale when the customer returns and is finally ready for you?
Follow these steps:
1: on the upper right corner of the POS screen, there’s a white pause sign on a field of yellow, click on it
2: a window pops up, here you’ll see a list of sales you’ve suspended with the descriptions you’ve given to them, click on the particular customer you want to attend to and resume that sale.
