Steps

1

Select the Cash Option button:

2

Items can be entered in the system by either:

Using the scanner, the user can scan the items. The details (Description of Item, Quantity, Unit Price, Tax and Total) will be displayed on the screen. All this information is loaded from the preconfigured Inventory Master File.

The user can enter the barcode of the item in the Barcode Field and press enter. This will again display the details (Description of Item, Quantity, Unit Price, Tax and Total) on the screen.

Selecting the items assigned as Fast Keys.

3

Once the items are scanned or entered manually using barcodes or fast keys, the system will calculate the total and display gross amount, tax amount and the total amount of the cash sale on the main screen as shown below:

At this stage, the user can choose from one of the following options:

Park the Transaction – This situation would arise when the customer does not have sufficient funds for payment, or the customer has forgotten their wallet in the car, or has simply decided that they do not wish to pay for the item. The cashier can park the transaction for later retrieval and processing (including voiding).

Note: Only transactions that have NO RECEIPT can be voided.

When Park is selected, the following screen loads for the cashier to enter additional notes for parking the transaction. The fields and field name within this screen are configurable and can be setup in the Configuration menu (Menu ID: 237) in Backoffice:

When the Retrieve Transaction screen is loaded to load the parked transaction, the list of transactions will display the notes which were entered when the transaction was parked:

Park Transaction can also be used for delivery, and to pick up customers. The user can select the customer in the Customer Field, select the items ordered by the customer, and Park the transaction. When the customer comes to pick up the ordered items, the user can load the Parked Transaction and process the order.

Depending on the configuration setup, the system will print a Parking Slip when transactions are parked.

Apply Bulk Discounts – Each user is configured for discount limits. If the user needs to give discounts, now is the time.

Complete the Transaction – This will confirm the transaction in the system and print the receipt (depending on the Receipt Print Threshold set In the Configuration Maintenance). At this stage, this transaction cannot be voided. If you need to reverse this transaction, you need to perform a Return.

4

Click on save button or press [F2]. This will take the user to the Payment Entry Screen. The Payment Entry Screen is displayed below:

The Payment Entry Screen is designed to take multiple payments. Each payment taken can consist of different details. This is setup in the Payment Configuration Options and is set by your system administrator.

5

For cash payments, select the cash button, or press the shortcut key [F3] in order to enter the payment details.

6

Enter the amount in the Payment Amount Field. By default, the total outstanding amount will be displayed.

7

 Save the details by either clicking on save button or using [F2].

8

The system will display payment methods screen again showing payment summary and payment totals – receipts and amount due. The amount due will be displayed in change/cash out field. In order to complete the transactions select the complete button or use the shortcut key [F2].

The total amount in change, if any, will be displayed on the screen. The receipt will be printed, and the cash register will open at this stage.

Once change is given, the cash drawer should be closed for the next transaction to process. The system will update the records and save the last transaction from the screen, in order for the user to proceed with the next sale transaction.