How To Create Mobile POS Transaction

This article will demonstrate how to create mobile POS transactions such as sale/invoice, quote and order.

 

 

 

Create Sale Transaction

To create a sale transaction,

1. Tap the Transaction pull down arrow then select Sale. Upon opening the POS application, Sale is set as the default transaction type.
   

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2. Enter items to checkout in the Transaction tape.
   
   
3. Tap Complete, the payment options dialog box will be displayed.
   

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4. Select the mode of payment to be used then process the payment.
   
   
5. Once completed, a print preview of the sale receipt will be displayed (if Auto Print Receipt is set to OFF in Settings). Click Close to close the Print Preview window.
   

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6. To view the list of Sale transactions, tap the Transactions button to load the Transactions form then tap the Sales menu.
   

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Create Order Transaction

To create an order transaction,

1. Tap the Transaction pull down arrow then select Order.
   

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2. Enter items to checkout in the Transaction tape.
   
   
3. Tap Complete, the payment options dialog box will be displayed.
   

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4. Select the mode of payment to be used then process the payment.
   
   
5. Once completed, a print preview of the order receipt will be displayed (if Auto Print Receipt is set to OFF in Settings).
   

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6. Click Close to close the Print Preview window.
   
   
7. To view the list of Order transactions, tap the Transactions button to load the Transactions form then tap the Orders menu.
   

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Create Quote Transaction

To create a quote transaction,

1. Tap the Transaction pull down arrow then select Quote.
   

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2. Enter items to checkout in the Transaction tape.
   
   
3. Tap Complete. A print preview of the sale receipt will be displayed (if Auto Print Receipt is set to OFF in Settings). Click Close to close the Print Preview window.
   

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4. To view the list of Quote transactions, tap the Transactions button to load the Transactions form then tap the Quotes menu.
   

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