CAS 303: Checking Out Customers: SOs and POs

Welcome This course covers the basics to get you started whether you’re a cashier, office admin or any American Stone employee, because everyone needs to check out customers from time to time, and especially when the store is busy. To check out our retail and contractor customers you’ll learn when to use each of these types of transactions: • SO (sales orders), and • POS (our point of sale system) Test Database Anytime you're practicing transaction, you can do so in our test database. You'll go to the Test Database link in External Links and select ept_test_latest from the database options. If you have trouble with your credentials, you can ask HR or technical support (Alex Johnson) to reset them. Introduction: SO vs. POS We have two types of customers: 1. High-volume customers with accounts 2. Retail Customers Our customers with accounts include contractors and distributors, and they receive discounts for their volume buying. Our less frequent retail customers don't have accounts or receive discount pricing. You'll use our POS (Point of Sale System) to check out retail customers who are able to take possession of their product immediately. You'll use a SO (Sales Order) to check out any customer, whether contractor or retail, who cannot take the product right away, for any reason, like they have a delivery, there are stock issues, they’re coming back later in the day, they’re making multiple trips, they have a special order, uncertain weights, etc. You’ll use either POS or a SOs to check out contractor customers taking immediate possession depending on what your supervisor advises. There are advantages to each method. Quick Transaction? SO ... NO POS ... YES Detailed Receipt? SO ... YES POS ... NO Easy to Reset? SO ... YES POS ... NO A POS transaction is quicker. The moment you create a POS, you immediately transfer ownership of the products to a customer. When you create a sales order, you don’t actually transfer ownership of the product until you’ve validated the invoice. Sales Orders provide a more detailed, professional receipt that most contractors expect, including their name and pricing level. If you make a mistake – wrong price list, wrong salesperson, wrong product – it’s very easy to reset a Sales Order to a quote. POS transactions usually must be cancelled and refunded. However there are a few people in the company with permission to reset a POS to draft. Cashiers open two Odoo sessions with two different addresses (or “URLs”) on separate tabs for each type of transaction, a Sales Order (SO), or point of sale transaction (POS). 1. For a SO you’ll log into American-stone.com using your own personal login. 2. For a POS transaction you’ll log in at this address --- 173.10.31.103:8069/web/login -- with the store’s cashier login credentials. If you have your own computer, you should bookmark these in your browser. Notice that for each different session, not only do you have a different address, you use different credentials. You’ll use your personal username and password for Sales Orders. You’ll use your store’s cashier login for Point of Sale transactions. On another tab, you should also have the Scalebook open, so you can log and calculate customer loads. This concludes our intro to the Cashier Crash Course. Please visit the POS module next in this course.