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Common POS Functions

Most common POS functions - great for Tasting Room employees

  • POS Basic Functions
  • POS Terminology
  • Create a Quicksale
  • Create a New Customer Record
  • Create Order for Existing Customer
  • Create a Pickup Order
  • Create a Ship Order
  • Discounts and Promos in the POS
  • Switch User Menu
  • Selecting Products for an Order
  • Email a Receipt
  • Process a Payment
  • The Payform (OpenEdge Gateway)
  • Save Order vs. Place Order
  • Create / Edit an Allocation Order in the POS
  • Split Payment Options
  • Add Notes, Comments, Tags to a POS Order
  • California Redemption Value - POS Terminal Set Up for On-Site Consumption

topics

  • Common POS Functions
  • Customer Information
  • Payment Processing
  • Order Actions
  • Terminal Reports & Setup
  • Sales Reps
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