1st: Open the Point-of-Sale Screen and Log In
Either double-click on the Y.E.S.! POS icon on your desktop or from Y.E.S.!™, click on the "Point of Sale" button on the toolbar. This opens the "Y.E.S.!™ POS" or Point-of-Sale screen. This is the main application from which you will conduct all in-store transactions. If the security features of Y.E.S.!™ have been enabled, you will be required to select or enter your user name and password to access the "POS" screen.
NOTE: For ease of use, the entire "POS" screen can be navigated without the use of a mouse connected to your computer. Using the "Tab" key, the space bar, and arrow keys on your keyboard, as well as the Hot Keys, you are able to easily complete in-store sales.
2nd: Select Customer
You have the ability to track your customers and their transactions. The "Customer" field displays your customers and their phone numbers. You can select the customer from the drop down menu, and continue with the transaction. You also have the ability to view the customer's current information, or add a new customer, by clicking on the "View Customers" button.
3rd: Add Item(s)
Clicking on the "Add Item" button (Hot Key = "Alt" key + "A" key), opens the "Find Item" screen. From this screen you can browse through your inventory and select the item or items for this sale, by placing a check in the corresponding boxes, and clicking the "Add Item(s)" button.
To search your inventory using the item name, enter the complete or partial name in the "Find" field. The results of your search will be displayed in the "Results" tab screen. From there, these items can be selected to be sold in this transaction.
To search using a barcode number, there are two (2) options:
Type the bar code number in the "Find" field. This will display the search results in the "Results" tab screen.
Select the "Manual Add" option (Hot Key = "Ctrl" key + "M" key) from the "Utilities" drop down menu on the "POS" screen. This opens a dialog box into which you can type the item barcode number. This will automatically add the item to the items list on the "POS" screen.
If the item(s) you have selected for this sale have selectable options or attributes (color, size, etc.), a screen will appear displaying the options, extra charges, and quantities available. From this screen, select the appropriate option(s) and click the "OK" button.
When you have added all of the desired items to the sale, clicking on the "Close" button on the "Find Items" screen closes the screen and returns you to the "POS" screen. The item(s) you have selected will now appear listed on the left of the "POS" screen.
To change the quantity of an item in the sale, select the item in the sale and click on the "Qty" or quantity field. form here you can enter a new quantity for this sale, or click on the arrow buttons to increase or decrease the quantity.
NOTE: If you are tracking quantities on your items or sub-items, you will not be able to complete a sale with item quantities greater than are currently in stock. This helps you maintain complete control of inventory at all times.
To remove item(s) from this sale, select the item from the list and click the "Remove" button.
In the "Totals" area to the right of the "POS" screen, the sub totals of all items and quantities will be displayed.
NOTE: The applicable taxes for the sale of the selected items are automatically calculated for you and listed in the "Totals" area to the right of the "POS" screen.
4th: Apply Shipping Charges (Optional)
If the customer chooses to have the item shipped to a location, you can apply shipping charges to the sale. Clicking on the "Add Shipping" button opens a dialog box containing your current shipping charges.
Select the shipping charge from the options, or check the box to add custom shipping charge.
Here you can enter a dollar ($) value for a shipping charge. The shipping charges applied to this sale will appear in the "Totals" area to the right of the screen.
Now that all subtotals have been entered or applied (items, shipping charges, and taxes), the total for this sale is displayed in the "Total Due" field in the "Totals" area.
5th: Select Pay Type
In the "Totals" area to the right of the "POS" screen, select the type of payment to be used for this transaction, from the list menu. You can process a transaction as a cash sale, credit card sale, Invoice, or other custom payment method.
6th: Enter Amount Tendered & Change Due
In the "Tendered $" field of the "Totals" area, type in the dollar ($) amount that the customer provided as payment for this sale.
Using the "Total Due" and "Tendered $" field, any change due the customer is displayed in the "Change Due" field.
Cash Sale - If this is a cash sale, the "Process" button completes the sale and (optionally) prints a receipt for the customer to a receipt printer (see Receipt Printers) or to the Microsoft Windows Default Printer. Y.E.S.!™ automatically updates your inventory levels, sales, customer, and tax records, to reflect this transaction.
Invoice - If this is an invoice, the "Process" button opens the "Invoice" screen. From this screen, you are able to define the details of the invoice.
"Terms" - (Required) Select the payment terms for the customer by selecting from the listing in the "Terms" field.
"Shipping Method" - (Required) Select the shipping method to be used for shipping the items in this invoice to the customer from the listing in the field. If the customer wishes to receive the items now, and be invoiced for the payment, select the shipping option which denotes that the item(s) were picked-up at your location. (Ex. "Picked Up")
"Purchase Order #"- (Required) Enter the customer's purchase order number to apply to this invoice.
"Sales Rep" - (Required) Enter the name of the sales representative for this sale.
"Memo to Customer" - (Optional) You can enter a personalized message to the customer, which will appear on the bottom of the invoice.
"Memo" - (Optional) You can enter an internal memo which you can view from the customer's "Transaction" tab screen.
"Billing Info" and "Shipping Info" - This information is for THIS INVOICE ONLY. The customer's default addresses will appear in the corresponding fields. You can change the information in these fields to apply to this invoice ONLY, or return to the "POS" screen "View Customers" to change the default address information for the customer.
"Cancel" - The cancel button on the "Invoice" screen will close the "Invoice" screen and return you to the "POS" screen. You will not need to re-enter the information for the current invoice.
"Process" button - Once you have completed the necessary fields on the invoice screen, click on the "Process" button to complete the transaction. This will print the invoice for this order and automatically update your inventory levels, sales, customer, and tax records, to reflect this transaction.
Packing List - you will now be presented with the option to print a packing list to accompany this order.
NOTE: It is recommended that you print a Packing List at this time. To print a Packing List at a later time, you must access the "Customers" screen, select the customer from the list on the left, click the "Transactions" tab screen, select the transaction, and click the "Print Packing List" button.
Clicking on the "Process" button completes the transaction and refreshes the "POS" screen for the next sale.
"Hold" button - Clicking on the "Hold" button, places the current sale on hold, and minimizes the "POS" screen to your toolbar. The information entered in the sale to be placed on hold will not be lost. You can click on the "POS" button again on the Y.E.S.!™ main screen to open another "POS" screen and conduct other transactions. Clicking on the minimized "Hold Sale" button on the toolbar will re-open the sale to be completed.
Clicking on the "x" button at the top right corner of the screen will also place the current sale on hold, provided you have selected items to be sold. If no items have been added to the sale, clicking on the "x" will close the "POS" screen.
"Cancel" button - Clicking on the "Cancel" button will close the "POS" screen without completing the transaction. You will not be able to retrieve any customer or items which have been entered in the "POS" but not processed.