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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.
Need to add a “Cash” customer - Johnny Cash
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, Credit Card, check or cash.Payments will be taken outside of GoldFinch
But Cashier will enter in which type of payment was accepted in the Customer Receipt.
Print Receipt
End of the day report
By User for payments collected
What other Fields?
Perhaps IP Address?Maybe custom field of “Terminal” - The user would select this when they log in.
POS Sales Invoice User Permissions
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Field | Parts Counter Staff | Store Manager |
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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 |
Troubleshooting & Exceptions
If a customer brings an item to the cashier, but the system thinks that item isn’t in inventory.
The AATC counter staff/cashier, will save the sales invoice, but not post it.
They should add a comment in the “Chatter” section of the Invoice and tag the store manager
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Then the store manager should create an inventory adjustment
After the inventory adjustment is made then the sales invoice and customer receipt can be posted.