CAS 205: American Stone Point of Sale (POS) System

In this section, we'll cover each of the steps of checking out using point of sales (POS). After you’ve reviewed the process in this video, print the POS guide attached here. Remember a POS transaction immediately transfers possession of product to the customer. This is generally for retail customers picking up product from the store and taking it with them. For deliveries, or pre-paid orders, we use sales orders, not POS. In other words, you’ll create POS transactions customers who: 1. Are taking their product with them (right now. Even if it’s an hour from now, you’ll create a sales order). 2. Don’t require a detailed receipt. Be sure you’re logged into 173.10.31.103:8069 -- or as directed -- with the store cashier username and password. You can double check you’re logged in correctly because the username is found here in the upper-right corner of the screen. Next, Click Point of Sale … then Orders. Click Create. Under “Customer,” enter the Salesperson who helped out the customer. If you are instructed to check out contractors using POS, say when the store is busy, instead you’ll enter the customer’s name in this field so their purchases can all be tracked together. Under Products, you can start typing and then click from the drop-down, or click Search More to find a more complete list. You’ll enter the Quantity. Select Unit of Measure (UOM). The options for unit of measure for any particular product appear in the drop-down. If you’re entering the weight of the customer’s product, you’ll use our online Scalebook spreadsheet to log and calculate this weight. We’ll cover this in more detail later. The unit price for the product appears. Save the transaction. Click Payment. And in the pop-up, select the Payment Mode (Method). Then, click Make Payment. Finally, you can print a receipt for your customer. This concludes our POS video. Now, download and read the attached PDF and complete the quiz. Up Next: Visit our Sales Order module.