The Function Menu, located under "Menus" at the lower right of the POS screen, is the gateway to a multitude of POS functions. . .
Shipping allows you to key in bill-to and ship-to address information when an order will be mailed to a customer.
Enter Comment allows you to key in a special comment that may be unique to the particular transaction you are tendering. Once you click on Comment, a small window appears, where you can key in a message that will appear on the bottom of the invoice receipt. Once keyed in, simply click on the "x" at the upper corner of this Comment window. During the same transaction, if you want to delete or change the comment, simply click on Comment again and make the necessary changes. Comments entered in this way will not carry over from one sale to the next. They are unique to the current sale only.
Event Code allows you to choose from a selection of Sales Events (assuming they are set up in the system) and tag one of the Events to the sale you are tendering. (Events can be anything: a Veteran's Day Sale, a day-after Christmas special, whatever.) Click on Event, in the Administration menu. The Sales Events Find screen pops up, where there is a list of Events you can choose from. Click on the appropriate Event, then click on the Select button at the right of the screen. You are immediately taken back to the POS screen, and the Event you just selected will be listed directly under the Sale Type link. If you need to deselect the Event before tendering the sale, click on Event again and immediately click on the Select button at the right of the screen. The POS screen will immediately reappear, and the Event will no longer appear under the Sale Type link.
Tax Exempt allows you to make all items in the transaction tax exempt.
Set Tax Area calls up the Find Tax Rate screen, where you can select the Tax Area, if needed.
Set Sale Type calls up the Find Sale Type screen, where you can select the Sale Type if needed.
Remove Item from Sale works the same way as the F5 (default) function key. It will remove a selected item from the current transaction. For more detailed information on deleting an item from a sale, please click here.
Add $ to Balance Card allows you to add to an existing balance card for a customer. This means a balance card (could be a store certificate, gift card, what have you) can be reloadable, giving the customer the option of not having to purchase a new card.
When Add to Balance Card is selected, a small box opens in the upper left portion of the screen. You must key in the Account Number and the Amount to be added to the balance card.
Note:
If the POS touchpad is active on your PC, an online keypad will appear upon selecting this tender. If you need to key in any information and want to use the keypad, simply make sure the cursor on the POS screen is in the correct field and touch the appropriate values on the keypad (right on the PC screen). This is equivalent to keying in the information. If you don't want or need to use the keypad, just ignore it and proceed as if it were not even there.
If you do not know the account number, click on the Look up Account button. This brings up the Find Account window. From there, enter a search criterion and find the account you need. Select it by double-clicking on it or highlighting it and clicking on the Select button.
AR Payment calls up a window, where the customer's A/R account number must be entered into the Account Number field, or the account number can be looked up by clicking on the Look up Account button. This button brings up the Find Account window. From there, enter a search criterion and find the account you need. Select it by double-clicking on it or highlighting it and clicking on the Select button.
Note:
If the account you enter or select is not on file, a message saying that will appear on the screen, stopping the transaction.
In the Amount field, key in the amount the customer is paying against his or her A/R credit balance. Then press Enter. The amount will be applied against the customer's credit balance.
Gift Card Add $ To Balance allows you to add to an existing Givex Gift Card for a customer. This means a gift card can be reloadable, giving the customer the option of not having to purchase a new card.
When Gift Card Add To Balance is selected, a small box opens on the upper left portion of the screen. Scan the gift card to call it up, then key in the Amount to be added to the gift card, and click on the OK button. (If the card will not or cannot scan, simply key in the card's number in the Swipe/Scan or enter card number field.
Note:
If the POS touchpad is active on your PC, an online keypad will appear upon selecting this option. If you need to key in any information and want to use the keypad, simply make sure the cursor on the POS screen is in the correct field and touch the appropriate values on the keypad (right on the PC screen). This is equivalent to keying in the information. If you don't want or need to use the keypad, just ignore it and proceed as if it were not even there.
Gift Card Balance Inquiry allows you to check the existing balance of a Givex Gift Card. Once this menu option is selected, a box appears in the upper left corner of the screen. Scan the gift card to call it up, or, if the card will not or cannot scan, simply key in the card's number in the Swipe/Scan or enter card number field. The existing balance will display in the Amount field.
Note:
If the POS touchpad is active on your PC, an online keypad will appear upon selecting this tender. If you need to key in any information and want to use the keypad, simply make sure the cursor on the POS screen is in the correct field and touch the appropriate values on the keypad (right on the PC screen). This is equivalent to keying in the information. If you don't want or need to use the keypad, just ignore it and proceed as if it were not even there.
Refund Item enables you to refund the customer for one specific item without sending POS as a whole into Refund Mode.
Refund Lock toggle puts the POS into Refund Mode. For more information on refunding items, please click here.
Discount Item puts the POS into Discount mode.
Discount Lock toggle toggles back and forth between Discount Mode and regular POS Mode.
Add Discount to All items assigns a discount to every item in the transaction. Make sure you select this prior to tendering the sale.
Remove All Discounts takes all of the discounts away that have been assigned during the sale. Make sure you select this prior to tendering the sale. (Note: If security has been activated for this function, you will be prompted to enter the appropriate password before proceeding.)
Import From ScanPal File imports the line items from a selected Scanpal file and brings them into the transaction at the POS. The items will be listed individually, with each item on its own line. To import the file, simply locate it on your system by clicking the Browse button, then selecting it. Once all of the items from the file have been imported, you will be prompted to change the file name. We recommend that you do change the file name, as this will prevent the file from being imported a second time.