ERP Point of Sale Module Training
Setting up a POS profile, fast selling at the till, payment methods, closing the shift and reports.
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- Number of sessions6 items
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About this training
Setting up a POS profile, fast selling at the till, payment methods, closing the shift and reports.
- POS Profile
- Opening the Shift
- Selling at the Till
- Split Payment and Returns
- Closing the Shift
- POS Reports
Training outline 6 lessons
1POS Profile
1. Create a POS Profile and set warehouse, price list and accounts.
2. Add payment methods (cash, card).
3. Specify allowed users.
The video and file for this session will be added soon.
2Opening the Shift
1. Record the POS Opening Entry.
2. Enter the opening cash in the till.
3. Open the sales terminal.
The video and file for this session will be added soon.
3Selling at the Till
1. Add items by search or barcode scanner.
2. Adjust quantity and discount.
3. Select the customer (or default customer).
4. Click Checkout and enter the amount received.
5. The invoice is submitted and the receipt printed.
The video and file for this session will be added soon.
4Split Payment and Returns
1. Pay one invoice with several methods (cash and card).
2. For a return, open the previous invoice and create a Return.
3. Refund through the suitable method.
The video and file for this session will be added soon.
5Closing the Shift
1. Click Close POS.
2. Enter the counted amount for each payment method.
3. The difference from the expected amount is shown.
4. Submit to consolidate the shift's invoices.
The video and file for this session will be added soon.
6POS Reports
1. See daily sales by till and cashier.
2. Review best-selling items.
The video and file for this session will be added soon.