POS - POINT OF SALE

To open POS, press <Alt M> ("Menu") and follow the Menu path illustrated below, then press <Enter>, or simply enter <POS> in the "Enter Program Name" field and press <Enter>.

IMMEDIATE ACTIVATION OF POINT OF SALE

You may bypass the BSMGR Main Menu System and go directly to Point of Sale "POINT OF SALE:Go Direct To POS" .  To do so, replace the word “MENU” on the BSMGR icon properties to “POS”.”

POS Limitations Opening POS Screen Passcode & Employee #
Frequent Buyer Routine Telephone-Mailing List <F6> = Repeat
POS Transactions    

POS Limitations

A Point of Sale Transaction is limited to:

200 line items   
20 coupons
20 gift certificates
5 Checks
1 Credit Card or 1 House Charge

Opening POS Screen

 

1. Passcode and Employee Number

This program allows you to limit who can operate point of sale and what features of point of sale are allowed for the particular employee.  SYS Config #  4027 must be set to a “P” before point of sale will require the “Employee Alias (Password).

Employee Alias (Password) "Passwords:Point of Sale Passwords"

This is the data that will be entered into POS if SYS Config # 4027 has been turned on.  When the password in entered in at point of sale, the screen will not show the value.

Name Employee is known by

This is the data that will appear on the customer receipt reflecting who made the sale.  For example, if the employee above was used, J15 would be required by POS to begin the sale but “BOB” would print on the ticket.

Employee #

POS has an option to keep daily totals for the z-tape for up to 99 employees.  These totals are normally used for commission sales. (See also SLEMP for a possible better solution).  To use this field set SYS Config # 4021 to a “Y”.

Various Check Boxes

When employee passcodes are used, these check boxes determine what features the particular employee has available to them at point of sale.  Note that these limitations can be overridden at point of sale by any employee who has the permission to do the desired option.  Point of sale automatically prompts for the override code and resets the permissions to the original values after each sale.

 

Y Will activate the "Employee #" field.
P Will activate the "Passcode" field instead of the "Employee #" field.
N Select this if you do not wish to use these features.
  1. Also, in order for these totals to print on the Z-tape, the last two characters of the "Employee #" must be numbers (01-99) instead of letters.  Initials may be used for employee numbers.  However, if the last two characters are not numbers 01-99, the totals sold per employee will not be shown on the Z tape.
  2. The sales for any numbers other than 01-99 will appear as "Other" on the Z tape.

2. Frequent Buyer Routine

You may set-up a routine to give discounts to frequent buyers.

F Sets up the frequent buyer routine at the beginning of a transaction, allowing designated discount for each item sold.
D Will deactivate the frequent buyer routine.

Example:  Mailing List Lookup Shows Frequent Buyer #

3. Telephone - Mailing List

  1. If the phone number/customer is on your mailing list, the computer will locate and highlight the customer’s name.  If this is the correct customer, press <Enter> and Select to proceed to the POS transaction screen.
  2. If the customer is not on your mailing list, MLM will be displayed.  At this point, you may add the customer’s mailing information to MLM, or press <Esc> to proceed to the POS transaction screen.
  3. If the customer does not wish to give his phone number, select OK (or press <Alt O>) to proceed to the POS transaction screen without the sale being tied to a name.

Note:  You may set SYS Config number 4004 to skip the area code field.

Example:

Thank you!

John Smith

Have a Great Day!

<F6> = Repeat

If a customer makes two purchases back to back, you may press <F6> to avoid having to ask for the phone number again for the second purchase.