POS Sales Invoice & Checkout
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On the Salesperson/Purchase Object
Add Salesforce User Lookup
For the POS Sales Invoice Record Type:
Auto Populate the Following Done
Salesperson
User who is Logged In
Warehouse & Terminal
Based on the warehouse selected in the latest Retail Store Terminal Sign In Record for that User for Today
NOTE: If there is no Retail Store Terminal Record for today, then the Terminal & Warehouse location is blank.
Bypass Shipment = YES
Tax
Based on Customer/Account
Tax Area
Based on Warehouse Location
Have the ability to use a Barcode Scanner to scan an inventory item
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
Print Sales Invoice
AATC to Provide a mockup of what should be on the Sales Invoice PDF
If the user clicks the “Print Invoice: button AND POS Remaining != $0.00
Display this error:
There is a remaining balance of {POS Remaining}. Create POS Receipt for remaining balance before printing.
Updates
Only for Parts/POS Sales Invoice Record Types:
On Sales Invoice Line - Update Bin to Item's Default Bin
Update Bin Contents as required