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  • Scenario: Customer Buys a Part in the Retail Store

  • This replaces their IDS POS System

  • They will use a tethered barcode scanners to scan item barcode at the counter.

Requirements

  • Create a POS Sales Invoice Record type with the following:

  • Auto Populate the Following

    • Warehouse

      • For Example: If someone only works at ASB Retail they can only Select ASB Retail for the warehouse in the Sales Invoice

    • Bypass Shipment = YES

    • Tax

      • Based on Customer

    • Tax Area

      • Based on warehouse

    • Sales Rep

      • User who is Logged In

  • Have the ability to use a Barcode Scanner to scan an inventory item

  • Print Receipt

  • Taking fund with Stripe, Global Payment, PayPal Cash box, check or cash.

...

  • By User for payments collected

  • What other Fields?

POS Sales Invoice User Permissions

  • Parts Counter Staff will only be able to access the POS Sales Invoice Record Type

  • The following are the field level permissions for the POS Sales Invoice Record Type

Field

Parts Counter Staff

Store Manager

Sell to Customer

Edit

Edit

Warehouse

View

Edit

Sales Rep

View

Edit

Posting Date

View

Edit

Tax Liable

View

Edit

Bypass Shipment

View

Edit

Customer PO Number

Edit

Edit

Invoice Date

View

Edit

Tax Area

View

Edit

Shipping Agent

Edit

Edit

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