Point of Sale Screen
The Cash Sale screen provides a quick way to process over-the-counter sales without creating or selecting a customer for each transaction.
HirePOS records these transactions against a generic Cash Sale Customer that you configure in your preferences.
Set Up a Cash Sale Customer
Before using Cash Sale:
Go to Setup > Customers and create a customer to use for cash sales.
Enter a generic company name, such as Cash Sale.
Go to Setup > Preferences > Miscellaneous.
Select the customer in the Cash Sale Customer field.
Click Save Changes.
Once configured, the Cash Sale option becomes available for processing sales.
Note: Users must have the appropriate Sales permission to access Cash Sale.
Enable the POS Interface
For faster counter sales, you can enable the POS interface to display sales items as selectable buttons.
Go to Setup > Preferences > Miscellaneous, enable Use POS Interface for Cash Sales, then save your changes.
The standard Cash Sale screen can still be used to search for items or enter item codes when the POS interface is not enabled.
Add Items as POS Buttons
To make a sales item available as a button on the POS screen:
Go to Setup > Items.
Open an existing sales item or create a new one.
Select the Stock Control tab.
Enable POS Button.
Click Save Changes.
POS buttons provide quick access to frequently sold items and can be organised using item categories.
The Item Type determines whether an item is used for hire or sales. For non-tangible sales items, such as delivery charges or surcharges, enable Non Stock where appropriate.
Process a Cash Sale
Open Cash Sale and add the required items. Depending on your setup, items can be added by:
Selecting a POS button.
Scanning an item's barcode.
Entering an item code.
Searching for an item by its code or description.
Review the items and quantities, then select the appropriate payment option:
Pay Cash
Pay EFTPOS
Pay Card, where integrated card payments are configured.
Additional options such as cash change prompts, payment surcharges and integrated payment processing may be available depending on your HirePOS configuration.
Once the payment is successfully processed, HirePOS records the sale against the configured Cash Sale Customer and opens the Sales Docket.