The POS Module is designed for the rapid entry of sale transactions. Unlike the Order Entry form, the POS order form defaults to “cash” payment method and “Pick up” delivery method. It does also not require any “bill to” information to process a transaction.
The only information you need to provide is what is being purchased and how much, then the payment method. This allows you to check out customers in under 15 seconds and start printing a receipt. If you have a swipe reader attached, the system will automatically enter the card data into the POS form helping to speed up checkout.
The main operational point to remember is that all shifts need to be closed before you can run the end of day report. The end of day process updates all the orders and invoices many of them, depending on the transaction type.
Certain reports are only designed to print to a compatible receipt printer. Some reports can print to a standard laser printer.
Shifts must be opened and closed on the same terminal.
Receipts
The system can allow payments on house accounts at the register. This must be enabled for each user under security permissions. If a credit card payment is being made on a house account, the system will authorize the card and print a receipt.
POS Shift Open and Close Instructions
The following provides an overview of the QuickFlora POS Module functionality.
Shift Open Process:
You can open a new shift as follows:
- Go to Checkout menu in the left menu pane.
- Choose “Open Shift” option to open a new shift.
- Provide the current cash balance of the drawer on the screen.
- Then click “ok” and it will redirect you to the POS entry form.
Note: You will see a “close shift” message screen if there are any open shifts on that POS terminal. In that case you will have to close that shift first by providing the current cash balance of the cash drawer on the screen that will display. If you chose a presently open shift, you will not be asked for a drawer count again. Also, when closing a shift, if the drawer cash balance you provide does not match the internal records, you will be asked to confirm the drawer balance.
After you login to POS, if you have not selected any (opened) shift then you will be asked to open a new shift. If a shift is already open, you will have the option to use an existing shift. Be very careful about opening multiple shifts on one PC.
Shift Close Process:
You can close shift from the following process:
- Go to Checkout menu in the left pane.
- Choose “Checkout Shift” option to close the shift.
- Enter the current cash balance of the drawer on the screen.
- Then click ok and it will redirect you a screen where you can print the shift summary report.
Note: If the cash balance you enter does not match what the system expects, you will be asked to confirm this.
Checkout for the Day End of Day Process:
You can run the Checkout for the day from the following process:
- Go to Checkout menu in the left menu pane.
- Choose “Checkout for the Day” option.
- It will invoice all taken orders which have been paid.
- After this it will log you out and will display the login screen.
End of Day Report Printing
Once the End of Day Process has completed you can log in back (if you have Admin privileges) and print the End of Day Report as follows:
- Go to Administration on the left side menu
- Click on EOD ALL POS (Z Report)
- Enter the Report Date
- Print (to a letter size laser printer)
Note:If there are any open shifts then you will see a detailed list of all open shifts. You will have to CLOSE them first BEFORE you can run the day end report. Open shifts MUST be closed on the SAME terminal they were opened on.
ROA Payments in POS (Receipts)
You must have security privileges active to receive payments on account (ROA). Ask your system administrator to provide these privileges.
Invoicing POS Orders
All orders that are “paid” and “taken” are invoiced automatically when the end of day process is run. All other orders for local delivery will need to be invoiced in Order Entry Module.
Report Details
Transactions on Reports
Closing Balance Calculation Logic
