...

• 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

Retail Store Terminal

• When a user signs in for the day, they will need to enter which terminal they are logged into

• A new custom object “Retail Store Terminal Sign In” will be created

• The user will enter their location and terminal.

• The user will enter the date and time they will start using that terminal

• Then they won’t need to enter the location & terminal each time they create a sales invoice.

• If they switch terminals, they will need to add a new “Retail Store Terminal Sign In”

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 InvoiceBased on Terminal Assignment

  • Bypass Shipment = YES

  • Tax

    • Based on Customer

  • Tax Area

    • Based on warehouse

  • Sales Rep

    • User who is Logged In

  • Terminal

    • Based on the latest Retail Store Terminal Record for that user for today

    • If there is no Retail Store Terminal Record for today, then the Terminal & Warehouse location is blank.

• Have the ability to use a Barcode Scanner to scan an inventory itemPrint 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 POS Receipt

    • Can enter more than one POS Receipt

    • Then Post the Customer Receipt

  • Print Receipt

Customer Receipt

• Auto Populate today’s Terminal Number for that user.

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.Sales Invoice Number

• Sales Rep

• Terminal Number

• Customer Receipt: Payment Type

• Customer Receipt: Payment Date

POS Sales Invoice User Permissions

...

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

...

• 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.