Summary List
see Data > General Event Information > Summary List
Summary
This event handles sales when Sales Invoices are not used.
Sidebar
POS
Customer
This is where the customer will be selected along with the date, sales person, and sales source, it is also where you can print a receipt.
In the first image the box will allow you to type and search customer and recipients based on name and address. In addition, the magnifier will open a customer grid for selection, the ‘x’ will clear out the typed value and the ‘+’ will open the customer creation, to allow you to create one on the fly.
After the customer is selected the Select box disappears and a link is displayed, along with an ‘x’ to remove and re-add a customer. Below that is address information, clicking on each item of address allows you to edit them one at a time.
Order Date – The date of the order, will default to today
Sales Person – The person who took the order, defaults to the person who is logged in
Sales Source – A custom list of where the order originated from, call in, walk in etc.
Terms – Used to display the payment terms on AR ordered
Receipt – Opens a generated PDF of the order
Customer Activity
Sales Activity – Shows a breakdown of what the business the customer has with you
Last Purchase Date – The date of the last POS Sale
Customer Since – The created date of the customer, see ‘Edit Info’ tab on customer popup
Sales History – A breakdown of sales by Year To Date (YTD) and last year (LY)
Recent Orders
This is just a list of the customer’s purchases, ordered by date.
Line-Item List
see Sales > General Event Information > Line-Item List
Total Section
see Sales > General Event Information > Total Section
Line-Item Popup
see Sales > General Event Information > Line-Item Popup > Details