POS Training

POS Training

Below you will find links to knowledgebase articles that a POS user should be well versed in to do their job efficiently.  After reviewing these articles, you will find a series of tasks to be completed to ensure that there has been a knowledge transfer.     

Master Data
  1. Master Data Grids - understand master data grid functionality.
  2. Add a Customer   - adding a customer to Sandbox
  3. Customer Record Detail - understand the customer features.   Make sure to view demo on adding contacts .
POS Orders
  1. Point of Sales (POS) Order - how to enter a POS, learn about the line item, and POS functionality. 
  2. POS Return - how to enter a POS return and use a POS to perform a return on a Sales Invoice.
  3. POS Totals - understanding the totals section

Only complete these task if you are NOT live on Sandbox!
Onboarding Interactive Review      
Practice what you have learned above by completing the following tasks in Sandbox.
  1. Add a new customer, check Auto Email Tender Receipt, and add yourself as a billing contact with your email address.
  2. Enter a two line POS order for the new customer, add a 2% after tax discount, and tender it by Visa.
  3. Process a return on the order above but only for line 1.
 
  

 

    • Related Articles

    • POS Return

      If a product was ordered on a POS or being returned without an Invoice, a return can be performed using a POS transaction. If the customer is returning product(s) from a previous POS order; Find the order # and the click on Closed status and select ...

    • POS Totals

      The totals on a POS, in most cases, are fairly straightforward. However, if your location offers rebates and/or discounts these will be described below. Totals Section Subtotal - total of the line items above Tax - defaults to your warehouse location ...

    • POS Job / Shipto Tracking

      The POS event can include a job name or shipto information, similar to the other sales events. This will allow tracking of jobs by the customer even when picked up. A job/shipto can be selected from the left panel below the customer information. A ...

    • Sales Training

      Below you will find links to knowledgebase articles that a Sales user should be well versed in to do their job efficiently. After reviewing these articles, you will find a series of tasks to be completed to ensure that there has been a knowledge ...

    • Purchasing Training

      Below you will find links to knowledgebase articles that a purchaser should be well versed in to do their job efficiently. After reviewing these articles, you will find a series of tasks to be completed to ensure that there has been a knowledge ...