Point of Sale

The Y.E.S.! Point-of-Sale™ system enables you to conduct sales transactions within your physical store.

• NOTE 1: The currency symbol displayed in Y.E.S.!  Point of Sale™ can be changed from the Y.E.S.!™ Secure Site Settings Menu.  The currency used is based on the currency selected for your Internet orders.

• NOTE 2: Your operating system's currency format cannot contain any spaces, such as some countries (e.g., Scandanavian and Central European countries) use for thousands or hundreds groupings.  If your operating system is set to use spaces for grouping large numbers, go to the Microsoft Windows Control Panel and either change the Digit Grouping to not use grouping, or select the comma symbol (",") to represent digit grouping. If you are seeing a message to this effect, click HERE for instructions on how to change your regional Number and Currency format settings.

• NOTE 3: Sales Taxes in your Y.E.S.!  Point of Sale™ will be determined by the Tax Rate which you have entered on the Taxes screen using the "Point of Sale" button.

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For a complete guide to processing sales in your store using Y.E.S.!  Point of Sale™, see the "How to Process a Sale from the Point-of Sale Screen" Tutorial help file.  

MENUS

• File Menu

• Login - If security is enabled in the Y.E.S.!™ program, the cashier must first login by selecting this menu option and entering their user name and password.  Only an employee with sufficient security rights will be able to successfully login to the Point-of-Sale system.

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• Logout - If security is enabled in the Y.E.S.!™ program, the cashier can temporarily lock the system or transfer control over to another cashier by logging out by selecting this menu option.

• Exit - Selecting this menu option will close the Point of Sale program, unless an incomplete transaction is displayed.  If an incomplete transaction is still displayed, the Point of Sale program will minimize to the windows task bar.  The program will NOT be closed.  This prevents you from losing the transaction.

• Utilities Menu

• Change Database Location - This menu option enables the cashier to select and access an alternate database from any computer/directory.     This option is only accessible to an employee who has been given sufficient security permissions.

• Enable Security - By selecting this option, the system will require a user to Log-in in order to use  the Point-of-Sale system.  When security is enabled, a check mark will appear next to "Enable Security" in this menu.  This option is only accessible to an employee who has been given sufficient  security permissions.

• Manual Add - (Hot Key = "Ctrl" key + "M" key )  Selecting this option will display a dialog box where you can enter the numeric barcode value (barcode number) in order to add this item to the sale.  

• Open Cash Drawer - Click on this menu option to open the cash drawer.  (Requires that you have an OPOS compliant electronic cash drawer).

• Select OPOS Devices - From the OPOS Devices menu various hardware interfaces are configured, such as Magnetic Stripe Readers (for Credit Cards), Receipt Printers and Cash Drawers.

• Select Receipt Printer - Selecting this option will open the Receipt Printer Selection Dialog which will allow you to select your default Receipt Printer from a list of options including any installed OPOS-Compliant Printers and your system's default Microsoft Windows™ printer.  Simply select the Receipt Printer you want to use and click on "OK" to make it the default Receipt Printer for the Y.E.S.!  Point of Sale™.  You may change the default Receipt Printer at any time from this menu.

• Select Cash Drawer  - Selecting this option will open the Cash Drawer Selection Dialog which will allow you to select a Cash Drawer from a list based on any electronic Cash Drawers detected by the system which are connected to an installed OPOS-Compliant Printer.  Simply select the Cash Drawer you want to use and click on "OK" to make it the default Cash Drawer for the Y.E.S.!  Point of Sale™.  You may change the default Cash Drawer at any time from this menu.

• Select MSR Device (Magnetic Stripe Reader) - Selecting this option will open the MSR Selection Dialog which will allow you to select a Magnetic Stripe Reader from a list based on any Magnetic Stripe Readers detected by the system. You may also select "Non OPOS MSR"  to use a Magnetic Stripe Reader that interfaces to your computer by means other than OPOS, such as a a keyboard wedge Magnetic Stripe Reader.  Simply select the Magnetic Stripe Reader you want to use and click on "OK" to make it the default Magnetic Stripe Reader for the Y.E.S.!  Point of Sale™.  If you are not using a Magnetic Stripe Reader, select "No MSR" (the default). You may change the default Magnetic Stripe Reader at any time from this menu.

The drop down list will automatically display any OPOS Magnetic Stripe readers for which drivers are installed on your computer.  You also will have the ability to designate a non-OPOS Magnetic Stripe Reader (such as a keyboard wedge or serial (RS-232) device).  If you do not presently have a Magnetic stripe Reader, select the default setting of "No MSR."

NOTE: You cannot use a  Serial (RS-232) barcode reader and a Serial (RS-232) Magnetic Stripe reader on the same port on the same machine.

• Credit Card Settings - CVV Code Required.  

Click on this option to check or uncheck "CVV Code Required."  If checked, all credit card sales will require that the Credit Card Security Code be entered to accept a Credit Card transaction.  A "CVV Code" is the four (4) digit security code that is found on the back of most credit cards.  

NOTE: In order for CVV Code security to work, you must also enable CVV Security on your Merchant Control Panel.

• Blank Receipt Header (Windows Default Printer Only)  - Selecting this option will check or un-check this setting.  The purpose of this setting is to optionally not print the store address on the top of the receipt.  You would want to check this option if you are using you own custom letter head on a Laser or ink jet printer for your receipts, rather than using a receipt printer.

• Report Options - Selecting Report Options displays a screen which allows you to define how the available Point-of-Sale reports will be shown and allow you to make these settings as the defaults.  If you have installed a Receipt Printer, the receipt will automatically be printed, and will NOT be displayed on the screen.

• Help Menu

The information presented concerning the current sale includes:

• The Name of the each item being purchased

• The Quantity of each item being purchased

• The Unit Price of the each item being purchased

• The UOM (Unit of Measure) of each item being purchased

• The Discount Percentage (Disc%) given to the current Customer for each line item (Percentage may be different for each item and each Customer). This field will be automatically generated based on previously established customer discounts.  The Point of Sale clerk cannot enter a Discount percentage in this field.  NOTE:The Discount Percentage field is available only to users of Y.E.S.! B2B™.

Controls on the Main Point of Sale Screen

• Add Item button - Used to manually add an item to the Customer's check out list in lieu of scanning the product's barcode.  If a barcode reader is connected to your computer, items may also be added to the current sales transaction simply by scanning the product's barcode.

• Remove Item button - Removes the currently selected item from the Customer's check out list.

• Customer field - This box contains a pull down listing of all of the Customers currently in your database.  If you do not select a Customer from this box, the default is "Cash."

• View Customers button - Clicking on this button will open up the Customers screen where you can add, edit, and view customers, as well as their contact and account information.

• Cancel Sale button - Clicking on this button will clear the current transaction from the Point of Sale. You will first be prompted for confirmation that you really intended to cancel the current transaction, in case you accidentally clicked on the wrong button.

• Hold Sale button - Clicking on this button will minimize the currently open Point-of-Sale screen, along with the current transaction.  The store clerk may then open a new instance of the Y.E.S.! Point-of-Sale™ program and continue to process a new transaction.  

• NOTE: Clicking on the "File" button and then the "Exit" button will perform the same function as clicking on "Hold Sale" if a partially completed sale transaction is still open.

Example

This is useful in situations such as when the Customer wants to go back and get another item, or when the cashier must wait for a price check on an item.  Instead of holding up the check-out line, click on "Hold Sale" and check out the next Customer in line.  When the Customer comes back, or when the cashier is ready to continue processing the sale that was on hold, the transaction is easily re-opened by clicking on the minimized program from the windows task bar.

• Add Shipping button - If shipping charges have been defined for the items in this sale, clicking on this button will add the shipping charges to the order.

• NOTE: A specific Customer should be selected for sales which specify shipping.

• Void Last Sale button - Click on this button to void (refund) the last credit card transaction.  This operation will automatically refund  the entire amount of this sale to the Customer's card account.  

When you click on "Void Last Sale", you will be prompted for your Plug'n Pay® Retail password.  The purpose for requiring that you enter this password here is to prevent unauthorized persons from refunding credit card sales.  Voiding sales is normally a supervisor's function.  Enter the Plug'n Pay Retail password in the box shown below.  (This password may be found in the main Y.E.S.!™ program, under the "Website", "Secure Site Setup" menu, in the "Retail Password" field.  For this reason, Point of Sale personnel should not be granted full access to the main Y.E.S.!™screens.)

After successfully entering the Merchant's Retail Password, you will be prompted to enter the Transaction ID number.  If the transaction was successfully voided by Plug'n Pay®, the following message box will be displayed:

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• Pay Type field - Enter the form of payment that the Customer has given in this box by selecting from one of the available options given in the pull down listing. Options shown in this listing, except for "cash" and "invoice", are user defined in the Y.E.S.!™ program.

• Tendered $ field - The amount of cash or credit that the Customer has provided as payment is entered here.

• Process button  - Click on this button to complete the sale.  This will update your inventory, sales, taxes, and customer records.   Once this button is clicked, the sale cannot be cancelled.   When the Process button is clicked, the Cash Drawer (if present) will open and a Sales Receipt will be printed utilizing any OPOS compliant Receipt Printer (if any) that has been installed.  If no OPOS complaint Receipt Printer is available, a sales receipt will be printed to your system's default printer.  If a Receipt Printer is available, a Sales Receipt similar to the following will be printed. ( If a credit card was used to complete the sales transaction, the receipt will be slightly different.)

Credit Card Transactions

In order to process credit card transaction using Y.E.S.! Point of Sale™, there are several steps that must first be completed:

1. You will need a Retail Merchant Account from Plug'n Pay.  If you do not already have an account, contact YukonSoft sales or call (724) 722-7067.

2. Enter your Retail Merchant Account identifier and password in the Secure Site Setup screen.

3. Configure which Payment Types should be associated with Credit Card purchases.

4. Configure your Magnetic Stripe Reader (MSR) to communicate with Y.E.S.! Point of Sale™.  This is done from within the Y.E.S.! Point of Sale™ from the Utilities menu, "Select OPOS Devices" option, as described above.

Processing credit card transactions is done the same as other transactions, except that you must select on of the Payment Types that you have previously defined to be associated with credit card sales.  When you click on the "Process" button, you will be presented with the following message:

When you see the above message, you or your customer may swipe his/her credit card using your Magnetic Stripe Reader (MSR).  Upon a success read of the credit card, the following screen will be displayed:

Successful Card Read:

The fields shown above which have been filled in were read in off of the credit card.  At this time you may simply click on "OK" to complete the transaction, or click on "Cancel" to cancel the credit card transaction.

Unsuccessful Card Read:

If, for some reason, the customer's credit card is unreadable by the magnetic stripe reader, click on the "Cancel" button to bring up the "Credit Card Info" screen.  You may enter the Card Name, Card Number and Expiration Date manually and click on the "OK" button to process the sale.