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Wiki source code of Point Of Sale - Overview

Version 56.1 by Isaac Mejia on 2026/06/08 20:03
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1 {{include reference="KBArticleHeader.WebHome"/}}
2
3 The **Point of Sale** is an essential function for all facilities and a highlight of the **Club Advantage** software. Below is an **Overview of the Point of Sale** going over the basics of **Processing a Purchase, Processing a Return, Managing your Inventory** and basic day to day procedures.
4
5 == Accessing the Point of Sale ==
6
7 [[image:1599930423.png]]
8 To access the **Point of Sale** you will log onto the **Club Advantage**.
9
10 Once logged into **Club Advantage** you will land on the **Operations**page, where you will see 3 links for the **Point of Sale**: **Purchases**,**Returns**, and**Settings (Manage POS)**.
11
12 **Purchase:** This tab allows you to process **Purchases** for your facility
13
14 **Returns:**This tab will allow you to process **Returns** processed in**POS** only
15
16 **Manage POS:** This Tab is where you will be able to **Manage the Cash Drawer (Open & Close) Void Transactions**and **Manage Inventory**
17
18 For now, please select the **Purchases**link.
19
20 == POS Purchase ==
21
22 [[image:1599930430.png]]
23 Once you select the **Point of Sale** link you will be forwarded to this screen.
24
25 We will be going over these selections in detail as we go along in the **Overview.**
26
27 * Manually Open Cash Drawer:
28
29 If you have a physical cash drawer connected to your computer. Select this button to manually open your cash drawer
30
31 * Post Member Payments:
32
33 If you are in**Point of Sale** and a member comes in to make a payment for their dues. Select the **Post Member Payments** button to **PROPERLY** post their payment onto their account (via **Post a Payment**).
34
35 * View Product:
36
37 To sort your **Products** by category select the drop down and select which category you wish to sort your products by
38
39 * Product Search:
40
41 If you are having difficulty finding a product you have listed you can type the product in this field and press enter and it will appear under the product section
42
43 * Shopping Cart:
44
45 This section is where all items selected for purchase will appear
46
47 * Barcode Scanner is Active:
48
49 If you have a scanner for your **Point of Sale**. This notification appears to let you know you are able to scan bar codes attached to your products, and they will be placed in your **Shopping Cart**.
50
51 * Clear Shopping Cart and Process Purchase:
52
53 Press Clear Shopping Cart to remove all products in your **Shopping Cart** and select **Process Purchase** after all products your customer would like to purchase are in the **Shopping Cart** to process payment
54
55 Now that we have gone over the basics of this screen we are now going to go over **How to Process a Purchase**
56
57 == How to Process a Purchase ==
58
59 [[image:1599897693.png]]
60 We are now going to start to process a purchase in **Point of Sale**.
61
62 First thing we need to do is select a **Product to Purchase**. Run your mouse to a **Product**under the **Product** sections and **Click** on it.
63
64 It will then move to the **Shopping Cart** section.
65
66 Once a **Product** in in the **Shopping Cart**you can adjust the **Quantity** by placing changing the number under the **Quantity** field.
67
68 You can also **Discount** the item as well by placing either a dollar amount or percentage under the **Discount** fields.
69
70 Once all **Products** are ready to be purchased please select **Process** **Purchase**.
71
72 == How to Process a Purchase - Process Purchase Screen ==
73
74 [[image:1602519050.png]]
75
76 [[image:1602551811.png]]
77 Once you select the**Process Purchase** button the **Process Purchase** screen appears. This screen is where you will assign purchases to members. Double check your product selections and sub totals, apply a payment method, adjust your receipt message and submit your order. We will break down the page in further detail.
78
79 * Tracking POS Transactions:
80
81 If you need to assign a purchase to a member's account, select the **Magnifying Glass** icon in the top left hand corner. A search screen will appear allowing you to find the member's account you wish to attach the purchase to. Their **Member ID** and **Name** will appear. By doing this this will allow you to charge a product to a member's account and/or use credits on the member's account for purchase.
82
83 * Purchasing:
84
85 This section is where you will double check to make sure all **Products** and **Totals** are correct.
86
87 * Payment Method:
88
89 This is where you will place how the customer is paying for the product. You can have multiple **Payment Methods** to process a purchase. Below we will go over all **Payment Method** Options.
90
91 **Cash:** Any **Cash** taken for a purchase. Please type the amount you have taken in the**Cash** amount field
92
93 **Check:**If a customer is paying by **Check**. Type the amount you have taken in the **Check** amount field. Also a number field will appear under the **Payment Details** section. Please place the **Check** number in this field
94
95 **Credit Card (Processed at Club):** If your facility has a **Credit Card**machine processed by merchant services this is where you will track that payment. Type the amount you have taken in the **Credit Card**field. After that select the drop down under **Payment Details** and select type of card you are processing.
96
97 **Instant Pay:** If you need to process a **Debit or Credit Card** through eFit Financial you will select this choice. Type the amount you will need to process under the**Instant Pay** amount field. Once that happened a blue link will appear under **Payment Details**. Select that link and enter in the **Card information** and the select **Done Entering in Card** to verify the card you are using is valid. Once that occurs it will then forward you back to the **Process Purchase** screen.
98
99 **Gift Certificate:** If your facility sells **Gift Certificates** and if a customer decides to use it you will select this choice. Type the amount you are taking in the **Gift Certificate** field.
100
101 **Charge to Members Account:** If you would like to charge a members account for any **POS** product, select this choice. Type the amount you would like to be charged under the **Charge to Member** amount field. If a member has a **Debit/Credit Card or EFT** account that is on file for dues it will then charge that payment method as soon as the purchase is submitted. If your member is on a **Statement** it will then add onto the amount they pay for dues. If your member is on a **Coupon** payment method or a **Paid in Full** member you will not be able to use this selection.
102
103 **eFit Credits/PrePaids:** If a member has a **POS Credit** on file for them they can use this choice to purchase their products. Type the amount you using in the **PrePaid** amount field.
104
105 * Custom Receipt Message:
106
107 If you would like place a message on the receipt you will change that under this field.
108
109 * Back and Submit Order Buttons:
110
111 If you notice something is not right with the purchase you can select the **Back** button to go back to the previous screen. When you are ready to submit your customer's purchase select **Submit Order**.
112
113 Once you have gone through the process of a purchase for a customer and you select **Submit Order** you will be forwarded to the **Choose an option** screen.
114
115 == How to Process a Purchase - Options screen for receipt ==
116
117 [[image:1602617349.png]]
118 The **Choose an Option** screen is specifically for **Point of Sale Receipts**. Here you will be able to **Print or Email a Receipt.** Once finished you will select done to get back onto the Main Screen.
119
120 == Back to Main Screen ==
121
122 [[image:1599930430.png]]
123 Now that you have selected **Done** we are back on the **Main Screen**. For our purposes we will now move to **Returns** and more specifically processing a **POS return**. Please select the **Return Tab** on the top left.
124
125 == How to Process a Return ==
126
127 [[image:1602748417.png]]
128 Now that we are on the **Return Tab**. We can now start the process of returning a purchase.
129
130 To process a **Return** is essentially just like processing a **Payment.** You will select the **Product,** it will then appear under the **Shopping Cart** section. If needed you can adjust the **Quantity** and apply a **Discount** if needed.
131
132 Once that is all complete select **Process Returns** on the**Bottom** right hand corner
133
134 == How to Process a return - Return Purchase Screen ==
135
136 [[image:1602617359.png]]
137
138 [[image:1602551819.png]]
139 We are now on the Process Return screen. It is once again very similar to the Process Purchase screen.
140
141 * Tracking POS Transactions:
142
143 If you need to assign a return to a members account. You will select the **Magnifying Glass** icon in the top left hand corner. A search screen will appear allowing you to find the members account you wish to attach the return to. Their **Member ID** and **Name** will appear. By doing this this will allow you to charge a product to a members account and use credits on the members account for purchase.
144
145 * Returning:
146
147 This section is where you will double check to make sure all **Products and Totals** are correct. There is also a **Check box** for **Inventory Returns**. If you Check this box the **Return**will then be added back into the Items Inventory under **Manage Inventory**.
148
149 * Refund Method:
150
151 There are 2 ways your facility can issue a return through **POS**. **Cash or Credit Card (Processed at Facility)**. Place the amount you would like to return under the amount section. If you have a **Credit Card machine** you will need to fully process the return through that machine onto the **Card** that was processed but all tracking can be done through **POS.**
152
153 * Address:
154
155 If you require a address and reason for a return from your customer you will place all that information here
156
157 Once you have filled out all information regarding the **Return** you will select **Submit Returns**, to complete the transaction.
158
159 == How to Process a Return - Options screen for receipt ==
160
161 [[image:1602682887.png]]
162 The **Choose an Option** screen is specifically for **Point of Sale Receipts**. Here you will be able to**Print or Email a Receipt**. Once finished you will select **Done** to get back onto the Main Screen
163
164 == Back to Main Screen ==
165
166 [[image:1599930430.png]]
167 Now that you have selected **Done** we are back on the**Main Screen**. For our purposes we will now move onto **Manage POS**tab and go into all functions of that tab. Please select the **Manage POS**tab on the top left.
168
169 == Manage POS Tab and Sections ==
170
171 [[image:1602519062.png]]
172 Once on the **Manage POS** tab, you can see it is divided into 4 sections.**Manage Cash Drawer, Transactions, Inventory and Receipts.** We will be getting into these sections in detail as we go along.
173
174 == Manage Cash Drawer-View Drawer Link ==
175
176 [[image:1602682901.png]]
177 The **View Drawer** option allows you to view the amount currently in the cash drawer. This is beneficial during busy times to ensure money doesn't need to be added or removed from the drawer. Select **View Drawer.**
178
179 [[image:1602551827.png]]
180 Once you select the link to **View Drawer**, a pop-up window will appear with the following information
181
182 **Amount of CASH in drawer** and **Amount of CHECKS in drawer:** Will both reflect physical payments in the cash drawer. This money will consist of all payments, including the opening amount of the drawer.
183
184 **Amount of CREDIT CARD SLIPS in drawer:** Shows the amount of payments that were processed through the facility's **own credit card terminal** through their own bank.
185
186 **Amount of CHARGE ON ACCOUNT RECEIPTS in drawer:** Shows the amount of payments applied to member's accounts to be submitted through our normal batch processing.
187
188 **Amount of GIFT CERTIFICATES in drawer:** Will only reflect an amount if the facility participates in a gift certificate program. This will be the use of the gift certificate not the purchase.
189
190 **Amount of INSTANT PAYMENT- Credit Card in drawer:** Should be a collection of receipts printed from credit card transactions processed through eFit.
191
192 **Amount of CREDITS in drawer:** Will only reflect an amount if the facility allows members to use POS only credits. The amount shown on the receipt will reflect the amount of the credit used, not the total amount applied to the member's account.
193
194 **Last date cash drawer was**//**opened:**//****shows the date and time of the drawer being opened
195
196 **Last date cash drawer was**//**closed**//**:** shows the date and time of the most recent reconciliation for the cash drawer.
197
198 == Manage Cash Drawer- Open Drawer Link ==
199
200 [[image:1602682901.png]]
201 The**Open Drawer** is a function that will need to be completed at the beginning of each day or shift, depending on how the facility chooses to use this feature. **Select Open Drawer**.
202
203 [[image:1602748427.png]]
204 Once the link is selected, the pop-up screen will prompt you to enter a **Starting Cash Amount**. The amount will need to be determined by each facility individually. The **Starting Cash Amount** will be the amount in the cash drawer at the beginning of the day, or start of a shift.
205
206 //**The minimum amount that can be entered in this field is $1.00.**//
207
208 == Manage Cash Drawer- Close Drawer Link ==
209
210 [[image:1602682901.png]]
211 The **Close Drawer** option is how the cash drawer will be reconciled at the end of the day or a shift. Select **Close Drawer**.
212
213 [[image:1602748433.png]]
214 The **Close Cash Drawer** window will appear prompting you to enter information the corresponding fields:
215
216 **Amount of CASH counted and Amount of CHECKS counted:** Will both reflect physical payments in the cash drawer. This money will consist of bills, change and checks. The **Starting Cash Amount** will need to be calculated within this total as well.
217
218 **Amount of CREDIT CARD SLIPS in drawer:** Are the receipts for all payments processed through the facility's credit card terminal and documented in our system.
219
220 **Amount of CHARGE ON ACCOUNT RECEIPTS in drawer:** Are the receipts to show amount of payments applied to member's accounts to be submitted through our normal batch processing.
221
222 **Amount of GIFT CERTIFICATES in drawer:** Will only be included if the facility participates in a gift certificate program. The **gift certificates**are provided to the members by the facility.
223
224 **Amount of INSTANT PAYMENT- Credit Card in drawer:** Should be a collection of receipts printed from credit card transactions processed through eFit.
225
226 **Amount of CREDITS in drawer:**Will only reflect an amount if the facility allows members to use **POS only credits**. The amount shown on the receipt will reflect the amount of the credit used, not the total amount applied to the member's account.
227
228 //**Note: In Internet Explorer, once you select the Submit button, if there is a discrepancy a popup window will appear letting you know there is an issue and ask if you are sure you want to continue. This is an opportunity for an employee to go back and recount all items if the discrepancy is unknown.**//
229
230 == Manage Cash Drawer- Adjustment Link ==
231
232 [[image:1602682901.png]]
233 **Adjustment** allows the facility to make an alteration to the amount reflected in the cash drawer. This can be used to pay vendors or add and remove cash from the drawer when funds are low or high.
234
235 [[image:1602486345.png]]
236 The **Adjustments** pop-up window will appear.
237
238 **Adjustment Type: Cash In** indicates you are submitting additional funds to the cash drawer. **Cash Out** indicates you are removing money from the cash drawer.
239
240 **Amount** is the total funds that will be added or removed from the cash drawer.
241
242 **Reason**is where the employee needs to enter an explanation for why funds are being added or removed from the cash drawer
243
244 == Manage Cash Drawer- View POS Cash Drawer Activity Report Link ==
245
246 [[image:1602682901.png]]
247 **View POS Cash Drawer Activity Report** provides a list of basic transaction information for a selected date range. This report does not include specific items that make up each transaction.
248
249 //**This report can also be found in CA>Reports>Management>View POS Cash Drawer Activity Report.**//
250
251 [[image:1602486351.png]]
252 Enter the desired date range in which you want to view this information and select **Generate Report.**
253
254 [[image:1602748439.png]]
255 When the report generates, it will provide you with the following information.
256
257 The box at the top of the report will show you:
258
259 **Report Title:** POS Cash Drawer Activity Log Report
260
261 **Printed:** The date the report is generated
262
263 **Club Number:** The number assigned by eFit Financial
264
265 **Transaction Date Range:** Dates chosen in the parameters
266
267 The column headers explain what information is listed below including: **Transaction Date, Transaction Type, Processed By, Payment Method, Amount and Comments.**
268
269 The **Comments** column will have notes automatically generated by the system on certain transactions and some notes manually entered by the facility. There will be transactions that do not have any special notes.
270
271 == Manage Cash Drawer- View POS Cash Drawer Z-Out Report Link ==
272
273 [[image:1602682901.png]]
274 **View POS Cash Drawer Z-Out Report** is a way any member of management can verify the information input by an employee balances with what the system shows was processed.
275
276 **This report cannot be generated until the cash drawer has been closed for the day or shift.**
277
278 //**Note: This report can also be found in CA Reports>Management>POS Cash Drawer Z-Out Report.**//
279
280 [[image:1602682909.png]]
281 Select the **Close Date/Time** that needs to be reviewed and select **Generate Report**.
282
283 [[image:1602486357.png]]
284 Once the report is generated, the facility will be able to view **which employee opened the drawer and which employee closed the drawer**. It will also provide a breakdown of each**Payment Type**.
285
286 The **Actual** column reflects the amount entered by the employee during the **Close Drawer** process.
287
288 The **Calculated** column reflects the amount the system shows was processed. If they balance there will be a check mark to the right of the **Calculated** column, and if they do not balance an **X** will be displayed.
289
290 On the bottom of the report it shows **all transactions processed** for each payment type. For additional information on the transactions, select the description listed under **Type**.
291
292 [[image:1602551839.png]]
293 This will provide information on the party that purchased the item, the amount of the item, tax associated with that item and the information listed on the main report.
294
295 For additional information on this transaction, the facility can reference the **POS Transactions Report**.
296
297 //**Note: The POS Transactions Report can be found in CA>Reports>Point of Sale>POS Transactions**//
298
299 This completes the **Manage Cash Drawer** section we will now go into the **Inventory Section** and how to **Void a Transaction**
300
301 == Void a Transaction ==
302
303 [[image:1602617399.png]]
304 We are now back on the **Manage POS Screen**. We are going to jump into the **Transaction section** now.
305
306 This section will go over, **Void a Transaction and View POS Transaction Report**.
307
308 Please select the **Void a Transaction** link.
309
310 [[image:1602682917.png]]
311 When you select the **Void a Transaction** link under the **Transactions** section in **Manage POS**. This screen will appear. This screen will allow us to find the transaction we wish to Void.
312
313 You can search for the Transaction in 2 ways. By **Displaying Transactions for a Member** or to **Display Transactions for a Date Range**.
314
315 **Displaying Transactions for a Member:** Place the members **Member ID** number in the open field. If you do not know the **Member ID** number, select the **Standard Member Search** link and find the member that the transaction you wish to **void** will be attached to.
316
317 **Display Transactions for a Date Range:** If your transaction you wish to void is not attached to a transaction or you do not know what member the transactions are attached to, set the date ranges in you wish to search for. It will then bring up all the transactions processed in POS during that time.
318
319 [[image:1602617407.png]]
320 When you **Display Transactions for a Member** you only see **Transactions** attached to this members account. You can tell by the Members ID number appearing in the **Member ID** section. To actually **Void** the transaction you will select the **Date** link under the **Date** section.
321
322 [[image:1602617413.png]]
323 When you **Display Transactions for a Date Range** you will see all **Transactions** processed during that time period. Any **Transactions**attached to a members account will have a **Member ID** number in the **Member ID** section and when you find the **Transaction** you wish to **Void** you will select the**Date link** under the **Date section.**
324
325 [[image:1602682923.png]]
326 After selecting the **Date Link** on the transaction you wish to **Void a Product** screen will appear showing the details of the transaction. Once you have gone over the details select the **Next** button.
327
328 [[image:1602519076.png]]
329 Once you have selected **Next** on the **Product Screen**, this screen should appear stating the transaction has been successfully voided. This transaction has not been officially removed from all POS reports. Now that the transaction has been voided please select **Next**
330
331 == View POS Transaction Report ==
332
333 [[image:1602617434.png]]
334 **POS Sales Transactions Report**parameters allows you to select the desired date range, specify a **Payment Method (Cash, Check, Credit Card, etc.)** and select a **Membership Type (Member or Guest)**.
335
336 [[image:1602551851.png]]
337 The report column headers include: **Transaction Date, Customer(Member ID) and Salesperson.**
338
339 **Transaction Date** will provide the date and time the transaction was processed.
340
341 **Customer (Member ID)** will list the member the transactions is associated with, if any, the quantity and description of the item(s) sold.
342
343 **Sales Person** currently lists the **Transaction ID**, Amount of each item, a total for all items in the transactions and a link to view**Payment Method(s).**
344
345 In order to get the details on the **Payment Method(s)** select the blue link.
346
347 [[image:1602748447.png]]
348 The report will provide a drill down that shows the **Payment Method, Amount** covered by that payment method and the **Transaction ID.**
349
350 This completes the **POS Transaction Report**. Once finished going over the report please close out of it to go back to the **Manage POS** tab.
351
352 == Inventory ==
353
354 [[image:1602682931.png]]
355 We are now back on the **Manage POS Screen**. We are going to jump into the **Inventory section** now.
356
357 This section will go over, **Adding Inventory, Adding Bulk Inventory, and Managing Categories and Suppliers**.
358
359 Please select the **Manage Inventory** link.
360
361 == Main Inventory Page ==
362
363 [[image:1602519086.png]]
364 We are now on the **Main Inventory Screen**. As you can see there is basic information regarding all inventory items. The **Description, Price, Quantity, Inventory Item and Status** are all included.
365
366 The **Description** is the name of the product.
367
368 **Price** is how much the product is charged to members
369
370 The **Quantity** is how much of an item is available to be purchased. If you see an **NA** it means that the products **Quantity** is not tracked.
371
372 **Inventory Item** section shows if a **Products Inventory**is tracked or not.
373
374 And the **Status** is where you can make a product **Active or Inactive** for purchase.
375
376 You can adjust any existing Product by selecting **Edit** from the right hand side.
377
378 Please go back to the **Manage POS**page, and select **Add Inventory** from the **Inventory**section.
379
380 == Add Inventory Screen ==
381
382 [[image:1602748457.png]]
383
384 [[image:1602551868.png]]
385 We now have the **Add Inventory** screen up. This is where you will add any new **Inventory** items you would like customers to **Purchase**. We are going to go over all fields in this screen
386
387 **Category Code:** Select the Drop Down which will show all **Categories**for your facility. Select the proper **Category** that the product should be attached to.
388
389 **Description:** This is where you will place the name of the product.
390
391 **Size:** If the Product has a size say like a XL T-Shirt. Place the size in this field.
392
393 **Color:** If the Product has a color, place the color name in this field.
394
395 **Comments:** If their is any special notes regarding the product please place any comments in the Comments section.
396
397 **Inventory Item:** This is where you will place if the Product you are entering in, will have its Inventory tracked. Select Yes or No
398
399 **Current Inventory Level:** How much of a certain product you have at this moment
400
401 **Maximum Inventory Level:** The Maximum number of a certain product you can have at one time
402
403 **Minimum Inventory Level:** The Minimum number of a certain product you can have at one time
404
405 **Purchase Cost:** How much does one unit of the product cost. Selling Price: How much you are going to sell one unit of your product.
406
407 **Taxable Item:** Select Yes or No if the product you are selling needs to be taxed. You can also add additional tax if needed. Please look up your States Tax Code if you have any questions regarding Tax.
408
409 **Discount Percentage:** If you have a Product on Sale you can place a percentage discount for your product. Whenever someone purchases the product an discount will automatically be applied.
410
411 **Supplier:** Select the Drop down if you are attaching a supplier to the Product.
412
413 **UPC Barcode:** If you have a Point of Sale scanner, you can scan a UPC barcode that is on your Product and load it onto this field. Then when that items barcode is scanned it will appear in the shopping cart
414
415 **Alternate Product ID:** If you have a different way of tracking or listing your products you can place another Product ID in this field.
416
417 **Status:** This is where you will make the product Active or Inactive for purchase
418
419 Once you have made all the necessary adjustments to all of the available fields. Select **Submit**on the bottom right had corner and now that product is an available item to purchase.
420
421 This completes the**Add Inventory**section. Please navigate back to **Manage POS** and we will now move onto the**Bulk Add Inventory Quantities** link.
422
423 == Bulk Add Inventory Quantities ==
424
425 [[image:1602486380.png]]
426 This is the**Bulk Add Inventory Quantities** link. When you facility has a big shipment of existing products come in instead of adding your inventory one by one in add inventory, you can use this feature to**"Bulk"** add all products.
427
428 You can sort the products by **Product Category** or **Supplier** by using the drop down fields attached on the top of the screen.
429
430 You will see the product names in on the left hand side then adjust the **Quantity** under the **Quantity Adjustment** section and also adjust the Unit cost if needed by making those adjustments in the **Unit Cost** section.
431
432 Once you have made the **Quantity Adjustments** for all the **Products** you can, you will select **Update** on the bottom right hand corner.
433
434 This completes the **Bulk Add Inventory Quantities** section. Please navigate back to **Manage POS** and we will move onto **Manage Categories**.
435
436 == Manage Categories ==
437
438 [[image:1602748465.png]]
439
440 [[image:1602617446.png]]
441 When you select the **Manage Categories** link, this screen will appear. This is where you can add a**Product Category** to attach to your products and also adjust existing **Product Categories.**
442
443 To add a new**Product Categories** is very simple. Under the**Add Category section** place the name of the **Category** you wish to create in the**Category** field.
444
445 If you have any notes you would like to have on file for that **Category**, place them in the **Comments** section.
446
447 Make sure to set the status as **Active** to be able to have the **Category** applied to products or **Inactive** to not have the **Category** applied.. After you have made the proper adjustments select **Submit** on the bottom right.
448
449 You will then see the **Category** you created in the **View Categories** section.
450
451 To adjust an existing **Category** select the **Category name**. The information will appear and you can adjust the name or make the status Inactive.
452
453 To fully remove the **Category**, check the**Remove box** for that specific **Category** and then select the **Remove** button.
454
455 This completes the **Manage Categories** link. Going back to **Manage POS**, we will now move into the final link, **Manage Suppliers.**
456
457 == Manage Suppliers ==
458
459 [[image:1602682941.png]]
460 When you select the **Manage Suppliers link**, this screen will appear.
461
462 This is where you will place all of you supplier/distributors information. All basic information including Company name Phone address should be all included. Make sure to have all Contact info as well, Contact Name, Phone Number and Email.
463
464 Once all this information is filled out please select submit.
465
466 Now you can apply this supplier to a product that they distribute for you.
467
468 This completes the **Manage Inventory** section of the **Manage POS Tab**. We will now go back to **Manage POS**.
469
470 == Receipts ==
471
472 [[image:1602617452.png]]
473 The last section we will be going over under the **Manage POS**tab it the **Receipts** section. As you can see there is only one link, **Search POS Receipts.**
474
475 **Search POS Receipts** link will allow you find receipts of already processed items and allow you to re-print or email them to customers.
476
477 Please select the **Search POS Receipts**
478
479 == POS Receipt Search ==
480
481 [[image:1602682951.png]]
482 Now that you have selected the **Search POS Receipts** the **POS Receipt Search** screen appears.
483
484 You will be able to search for receipts by**Member, Receipt Date or Amount**.
485
486 If you need to find a receipt that is attached to a members account place the **Member ID** of that member in the **Member ID** field. If you are not sure of the **Member ID** you can always search for the member by selecting the **Standard Member Search** link below the field. Once you find the member and click on their name their **Member ID** will appear in the proper field.
487
488 If you need to find a receipt that is not attached to a member but you know the date of the transaction took place the correct date in the **Receipt Date** section. Select the **calendar** on the right hand side and select the date accordingly
489
490 If you know the exact amount of the receipt and would like to search for it that way. Place that amount in the **Amount** field.
491
492 Once you are ready to search select the **Search** button on the bottom
493
494 == POS Receipt Search Results ==
495
496 [[image:1602617460.png]]
497 We have clicked the **Search** button and then this **POS Receipt Search Results** screen will appear.
498
499 As you can see there is a transaction showing the **Date, Total Amount and Product**under the **Summary** section.
500
501 If you need to send a email of the receipt select the **Yellow email icon** under the email section and a pop up will appear allowing you to enter the email address in and send the receipt.
502
503 If you would like to view/print the receipt select the **receipt number** under the **Receipt** section
504
505 == Completion ==
506
507 This completes the **Point of Sale - Overview**. If you have any questions at anytime, please contact our **Client Support**line****at**877-772-3348**.