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Overview
The POS module is a versatile screen that will allow you to complete point of sale walkup transactions, take payments, deposits and will call on regular sales orders and invoices and in some cases create drop ship sales orders.
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Header
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Order Number – the order number will default in if you have chosen to have TRX automatically number your orders.
Order Date – This is the date of the order and has to be the current date. Unlike sales orders where you can change the date the POS system date has to be the current date.
Salesperson – This is the salesperson that will get credit for the order, depending on your set up this could be the customers default sales person or the register user. Whether or not the sales person can be changed is also set up specific.
Customer – You can choose the customer for the sale or you can tab through the field and the default cash customer from the register set up screen
Order Guide - The customer order guide is a mini module that appears in many modules throughout TRX including order entry, POS and AR. As with all blue screens in TRX it is a query only screen and serves the purpose of giving an interactive overview of the customer's order history. There are robust filter options that allow you to quickly navigate through the history of items; and as added bonus in the POS and Order entry modules you have the option of picking items directly from the history screen and populating them to your orders. The line items in in this screen have color-coding to alert you to when there was a price change from the last customer purchase. When yellow you are alerted that there was a price change and if red you know the price shown is actually below the cost.
New – this is a set up specific icon, if the create new customers at POS is turned on by having a template in the New customer field in POS set up then you will have the ability to create a customer account on the spot, quickly and easily by filling out the pop up box that appears. You must press the new icon before adding a customer in the customer field.
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Void Sale – this is for the credit card module this icon will void (cancel CC sales)
Reverse sale – This is also for the credit card module; this icon will reverse a sale that in in the Credit card system rather than creating a second canceling transaction. These two icons will lower credit card transaction fees.
Customer PO – this is where you can enter a customer PO number if one is needed. There is a setup function in POS setup to make this field a require field. Many customers will make this a required field in POS setup. They will take PO numbers from their commercial customers, and for the smaller mom and pop walk-ins they will require a first name so if there is ever any question on the order they have some reference.
Tax Authority – This is the tax authority for this sale most of the time it will be the tax authority of the register location as that is where the sale is being completed, however in cases where the Drop ship option is turned on you may need to change it to the shipping location tax authority.
Order Discount – This box will allow you to add a blanket discounts to all line items on a POS order. This function can be turned on and off in POS setup. If turned off you can still give line item discounts within the POS entry screen. Discounts on POS items can be calculated in one of two ways
they will either be calculated on the retail sale price after all price rules have been calculated
Or they can be calculated on the item unit price and not take into account any price rule discounts.
You have the option to choose in POS setup on a company wide basis.
Detail
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Item – Upon entering the line item detail screen you will go to Item box where you can enter the item. You can scan the item in, type it in or press the F9 key to open the quick search screen. If you enter an item that has already been entered into this order it will roll up into the previous item. The second line will disappear and the quantity will be added to the first line.
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The POS module will allow you to declare two trigger items in POS set up; Payment and Deposits. By setting up non-stocked items called payments and deposits you can "trigger" TRX to pull up pop up boxes to apply money to invoices or sales orders that qualify for a customer. Pressing the F9 key will give you a listing of valid orders that you can choose from.
Payment
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Deposit
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Returns
If a customer brings an item in for return and the salesperson has the permissions to create returns it can be done at the POS register. Once you have tabbed your cursor into the item box press shift+Tab to move to the quantity box. Type in Negative one, -1 is another trigger to let TRX know we are looking for a return item. Then tab and a pop up box will appear asking you what the original order was and a reason for the return. You can press F9 for a list of orders for that customer and choose one. The press f9 for a list of return reasons and choose.
It is advisable to know which order the return is coming from, that information can be found on their receipt, once the item is tied to an order you will know exactly how much was paid for it and the correct cost. This is preferable for the accounting audit trail and it will stop you from unknowingly giving the incorrect amount back or recording an incorrect cost. That being said you could tab through the order number leaving it blank and scan or type the item into the item line, but you will only get the current warehouse price and cost.
Now you continue tabbing through the order as normal you can add more returns or sell items as normal and TRX will calculate the total taking into account the return. , hit the Returns button to open the POS Returns screen. You can use the fields to isolate the original Order, Invoice, and Item. Leave any of the fields blank to search all. Hit Enter to load the screen.
Add Items to Return
To Add Items to your return, you will need to enter the Quantity you want to return and the Reason for Return.
Fill out fields to isolate item(s) to return
Leave field blank to search all
Hit Enter to load screen
To connect to existing Orders and Invoices
Make sure the “Returned Qty” is set
Make sure “Reason for Return” is correct
Double-Click on the Line to Add
Go to #5 to Save or Add More
To Return Item without an Order or Invoice
Enter Item to return in Returned Item field
Make sure the “Returned Qty” is set
Make sure “Reason for Return” is correct
Hit “No Order/Invoice” Button
Answer Prompt - Use b. to enter multiple
Yes - This will add your selection to the Order
Yes. Enter Another - This will allow you to select another item to return
No - This will cancel your selection
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Detail Continued
Quantity – this is the quantity of the items you will be purchasing must be entered by the key board or multiple scanning.
UOM – The unit of measure of the item you are selling, this will default in as the items default-selling unit of measure but can be changed by typing a new one or pressing the F9 key to choose another.
Description – this is the default description of the item that is set up in Item setup, this cannot be changed.
Pick – If you need to print a picking ticket you will check this box. Picking tickets are chosen on an item-by-item basis.
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