POINT OF SALES IN ACCOXI

The point of sale, or point of purchase, is the moment and location where a retail transaction is finalized. It's the spot in a store where a product transitions from the seller to the customer. ACCOXI offers a Point of Sale system to users, facilitating the smooth and efficient operation of their business. With ACCOXI, anyone can utilize the Point of Sale function for speedy billing and cash sales.

Here are some key features of the POS system:

Touch screen support in the POS form.
Capability to create and use multiple counters simultaneously.
Hold feature for bills, allowing the addition of new sales.
Option for a lock screen.
Quick billing functionality.
Support for multiple payment methods such as cash, credit/debit cards, CHEQUE, etc.
Integration of a barcode scanning system, providing precise inventory tracking.
Customer tracking through mobile numbers.
Facilitation of face-to-face or direct transactions between customers and employees.
Streamlining customer transactions to maximize sales efficiency.

To access the Point of Sales (POS) functionality, click on the Sales module and choose the Point of Sales option. This action will direct the user to the POS form.

Options Available in Point of Sales

The Point of Sale encompasses several options, allowing users to generate a new POS bill using these available features.

Fields	Description
POS Number	The POS number serves as a unique identifier for transactions in records. It automatically appears on the form, and users cannot edit the number. It continues from the previous POS bill for seamless tracking.
Date	The date of the POS transaction will be displayed here, and it will also appear on the POS bill.
Customer	Users can initiate a cash sale directly from this interface, and they also have the option to create a new customer by entering the customer's name, mobile number, and email address. For quick access to all created customers in the business, the shortcut key F2 has been assigned. Alternatively, users can navigate to the created customers through the options provided on the right side of the form.
Counter	This displays the counter name associated with the POS system.
Item Count	Indicates the quantity of items added to the cart, located on the left side.
Total	The total amount of the bill is provided here.
Received	The amount received from the customer can be displayed here.
Balance	The balance amount to be returned to the customer is shown here.
QTY	In this field, users can input the desired quantity of the item.
Barcode	This menu facilitates the search for products to be sold. Users can add products to the cart by scanning the barcode. Additionally, product search can be conducted by pressing the Enter key or by selecting created products from the product list.
New Sales & Clear Sales	This menu is employed to clear the data entered in the POS form, allowing for the creation of new POS sales.
Products	Users can access the created products either by clicking on them or utilizing the F5 key.
Pay Now	To initiate payment from customers, users can choose either to click on "Pay Now" or press F6. Users are provided with the option to select their preferred payment method, including cash, cheque, or debit/credit card.
Search	The search option enables users to access all the created Point of Sale (POS) instances.
Save	After inputting the payment details, select "Save" to store the POS transaction.
Hold	The "Hold Menu" feature serves the purpose of pausing a specific POS transaction to attend to the next customer or invoice. The bill placed on hold can be retrieved later when needed.
Recall	The hold bills can be retrieved and saved by utilizing the "Recall" option.
Lock	The "Lock" option secures the entire POS form, and it can only be unlocked by entering the ACCOXI password.
Keypad Options	Backspace: Utilize the backspace key to delete entered data. Delete Option: Remove selected items in the cart by using the delete function. Calculator: Access the calculator by clicking on the calculator button. Keyboard: Use this function to access the built-in ACCOXI keyboard.

Here are the steps to create and save a Point of Sale (POS)

Navigate to the Sales module and choose the Point of Sales option.
Upon clicking the Point of Sale option, the POS form will be displayed.
Click on "New Sales" and either select an existing customer or create a new one by entering customer details.
After selecting the customer, click on the product button or use the F5 key to choose products from the product list window.
Input the quantity (QTY) of items.

Users have the ability to modify the quantity and rate of products by selecting the edit icon, as indicated above.
Transactions can be placed on hold and later retrieved using the hold and recall option.
Upon recalling a transaction, a table will be displayed, allowing users to choose the specific transactions they wish to retrieve.

Once the necessary products and batches are entered, proceed by clicking on "Pay Now."
Choose the preferred payment method and input the reference number associated with the payment.
Following the selection of the payment method, input the payment amount into the designated field.
It's essential to ensure that the payment amount is paid in full; otherwise, the transaction cannot be saved.

Click on the Save option to save the data and to create the bill.

After save the details, POS bill will appear on the window.

Point of sales in Accoxi

POINT OF SALES IN ACCOXI

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