Selling (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.

Selling Products in Zuriey POS

In Zuriey POS, selling products involves a series of steps that allow you to efficiently manage transactions, apply discounts, handle payments, and maintain accurate inventory records. Below is a comprehensive guide on how to conduct sales, manage pricing, and utilize various features effectively.

1. Selling Products

Accessing the POS

• Go to Sell -> POS.

Selecting a Customer

• By default, the system displays “Walk-In Customer.”
• You can search for an existing customer by name, customer ID, or phone number.
• To add a new customer, click the plus (+) button labeled “Add Customer.”

Searching & Adding Products

• Enter the product name or scan the barcode to search for products.
• If multiple products match your search, a dropdown list will appear; select the desired product from this list.
• If there is only one match, it will be added directly to the cart.

2. Changing Product Price, Tax & Discount

Modifying Product Details

• After adding products to the cart, click on the product name to modify its price, tax, or discounts.
• Note: The option for different tax rates will only be available if Inline Tax is enabled. You can enable this feature in Business Settings -> Tax -> Enable Inline Tax in Purchase and Sell.

3. Lot Number & Expiry Date

Selecting Lot Number

• If lot number tracking is enabled, you will see an option to select the lot number for applicable products.

Selecting Expiry Date

• If expiry date tracking is enabled, you will also have the option to select the expiry date for products.

4. Finalizing Sales

Canceling Sales

• To cancel a sale, click on the Cancel button. Cancelled invoices are not saved in the system, meaning no stock will be deducted.

Finalizing Invoice

• To finalize an invoice:
  • Click on Finalize.
  • Add payment options and save it.
  • Upon saving, an invoice printing option will be displayed.

Note: For invoices to print correctly, ensure that the margins are set to “Default.”

5. Viewing Sales and Drafts

• You can view all completed sales from Sell -> List Sales.
• Drafts can be viewed from Sell -> Drafts.
• Both sales and drafts can be edited for any necessary changes.

6. Express Checkout

• The Express Checkout feature allows you to mark a sale as paid with cash without displaying a separate payment screen. Invoice printing depends on business location settings.

7. Credit Sales

Enabling Credit Sales

• To sell on credit:
  • Go to Settings -> Business Settings -> POS -> Show Credit Sale Button and enable it.

Performing Credit Sales

• On the POS screen, click the Credit Sale button to make sales on credit.

Half Credit & Half Payment Sales

1. For example, if an invoice amount is $1000 and the customer pays $700 in cash:
   • Click on the Multiple Pay button.
   • Select the payment method and enter $700 as the amount paid.
   • Click Finalize Payment. The remaining $300 will automatically be recorded as credit due from the customer.

8. Previous Sale Amount Reference

When selling a product that has been purchased previously by a customer, the previous sale amount will be displayed for reference in the add sale screen.

9. Drafts & Quotations

Creating Drafts or Quotations

• Drafts or quotations can be created without deducting stock levels.

Converting Draft/Quotation to Sale Invoice

1. Go to List Draft / List Quotation.
2. Click on the action button and select Edit from the dropdown menu.
3. Change the status from draft/quotation to final and save it.

Copying Quotations

• To copy a quotation:
  • Go to Sale > List Quotations > Actions > Copy Quotation.

10. Suspended Sales

Suspended sales allow you to hold unfinished transactions without deducting stock levels. You can view all suspended sales by clicking on the yellow button at the top right of the screen.

Use Cases for Suspended Sales:

• In grocery stores or restaurants, suspended sales enable you to serve multiple customers efficiently by holding their transactions until they are ready to finalize their purchases.

11. Payment Methods

Multiple Payment Options

• The Multiple Pay option allows customers to pay using different methods (e.g., cash and card).

Payment Methods Explained:

• Card: Used when paying for an entire invoice with a card. Follow this to get overview of adding more payment
• Cash: Used when paying with cash that matches the invoice amount.

12. Rounding Mechanism for Total Sales Amount

To enable rounding for total payable amounts:

1. Go to Settings -> Business Settings -> Sales.
2. Choose an amount rounding method:
   • Round to nearest whole number (e.g., $1.49 becomes $1.00; $1.51 becomes $2.00).
   • Round to nearest decimal (multiple of $0.05) (e.g., $1.49 rounds to $1.50; $1.51 rounds to $1.50).

By following these guidelines in Zuriey POS, you can efficiently manage sales transactions while ensuring accurate inventory management and customer satisfaction!