Point of Sale
- Becky Christiansen (Unlicensed)
- zon.cheng
POS Sales Invoice & Checkout
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.
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
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