Here, you will learn how to conduct a sales and purchase process using OfficeCentral POS Module. Following the is the process flow chart:
Flowchart 2.3.1: POS sales and purchase transaction flowchart
FIRST STEP
After you has done save for the new counter you will see this page. First and foremost, choose your counter and click the “Open Counter” button (refer to picture below) to open the counter in order to accept purchase transaction and payment:
Picture 2.3.2: Counter information display
SECOND STEP
Next, you need to enter the balance amount available in the counter’s cash drawer as opening balance. Then, click on “Open Counter” button.
Picture 2.3.3: Display to key in opening amount
Description:
| 1 | Please click on “Open Counter”. |
| 2 | Key in the counter’s opening amount for the day. |
| 3 | Please click on “Open Counter” once you have keyed in the counter’s opening amount. |
THIRD STEP
Next, then you will arrive at the following display:
Picture 2.3.4: POS screen display
Description:
| A | You can add new customer by clicking ‘+’ button. After click ‘+’, you will redirect to the page add new account in CRM. You can fill the information of customer. |
| B | Here you can search customer by name, email, account no and phone no. |
| C | You can search for a product based on Name, Barcode and Code. |
| D | Here, you can search category of the product. System will filter the products based on category you choose. |
| E | Here you can search your product manually to next page by clicking right arrow. |
| F | You can choose the product that appear here. |
| G | You can alter quantity of product purchase here. |
| H | By clicking scissors sign, you can give discount by amount or percentage per item. |
| I | Here you can click if you want to cancel the item purchase. |
| J | Here will show total items purchase, subtotal, rounding adjustment and tax if any. |
| K | Click here if customer pay. |
After you click pay at pay, you will see the following screen at fourth step.
FOURTH STEP
Picture 2.3.5: POS display
Description:
| A | Here you can add discount by overall. You can choose whether to give discount in percentage or amount. |
| B | You can enter payment amount pay by customer, here. |
| C | If you mistakenly enter pay amount, you can click here to delete. |
| D | You have two (2) choices whether want to click numbering here or press number on the keyboard to key in payment amount pay by customer. |
| E | You can choose payment method pay by customer, here. |
| F | After done key in payment amount, click here to checkout. |
After click checkout, system will direct you to printing page.
Example page you must printing after buy the item:
