POS Overview

A point-of-sale system allows customers to purchase goods from your store and make payments. It also allows you to print invoices for the sales made and track inventory for these sales.

Using POS you can improve the efficiency of sales in your store and also keep track of the inventory and know what items are low in stock.

Registers

Registers are individual check out lanes in your store used to register a sale and process the transactions associated with it. Your store can have multiple registers which will be manned by sales representatives. Registers allow the sales reps to scan items and add them to the cart, process the sale order, print invoices, accept payments and close the order.

Opening a Register: A register needs to be opened to start making sales at the register. A sales rep will launch the register app, open the register, make any cash adjustments and is good to go to start accepting sale orders.

Closing of a Register: After a day’s sales are done the register needs to be closed. All the events of the day will be captured in a transaction. Cash Adjustments can be made at the close of the register.

Channels

Channels are the source of your orders. A customer places an order on one of your channels or you place an order on behalf of your customer on channels. These orders can later be fulfilled and processed and delivered. In Primaseller you have online channels and offline channels. A POS channel is used in your store to create and process orders in your retail store.

Facilities (Locations)

Facilities are the physical locations that hold your inventory. It can be warehouses or your retail stores which will have the stock of your SKUs. Channels do not have any inventory of their own and they are associated with one or more facilities to source inventory from.

Types of POS Orders

There are 3 types of POS orders in Primaseller;

Instore Orders: The orders which are placed by walk-in customers are called instore orders. These orders are completed instore and the customer walks away with the items after order completion.

Delivery Orders: These orders are placed in the store, but are delivered later. A customer can walk into your store and place an order but he might prefer the items to be delivered to his address. In such cases, a delivery order can be placed at the POS register.

Pickup Orders: Pickup orders are the orders when a customer walks into your store to buy an item but there is no stock available. In such cases, a pickup order can be placed where you check for the inventory for the item in other stores and place the order for the customer. The customer then picks it up from the other store.

Updated on March 6, 2020

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