Point of Sale at a glance

How a day at the counter works in Voltix, from opening the register to the end-of-day report.

Show the steps for

The Point of Sale (POS) is where you sell at the counter. Each counter is a terminal. A cashier picks a terminal, opens its register with the cash in the drawer, sells, and closes the register at the end of the shift.

The POS screen — A retail terminal: the cart on the left, products on the right.

A day at the counter

1Pick your terminal and open the register: count the cash in the drawer. See Open the register.
2Sell: add products, choose the customer, take payment and hand over the receipt. See Make a sale and Take payment.
3During the day, record cash you take out of or put into the drawer. See Cash in and out, and closing.
4Close the register: count the cash again. Voltix shows the difference and downloads the session report.

What else you can do at the counter

Give discounts and change prices, within your limits. See Discounts, prices and notes.
Make quotations and sales orders, and turn them into invoices later. See Quotations and sales orders.
Take returns and exchanges against earlier invoices. See Returns and exchanges.
Look up, reprint and follow up earlier sales in Orders. See The Orders screen.
Show the order to the customer on a second screen. See Customer display.

Retail and wholesale terminals

A terminal works in one of two layouts, set by your administrator:

Layout	Best for
Retail	Quick counter sales. The cart sits on the left and products are shown as tiles you tap.
Wholesale	Larger orders. The order is a full-width table with item codes, warehouse, unit, discounts per line and batches, and products are searched in a side panel.

Everything else works the same way. See Wholesale terminals.

The bar at the top

The POS uses the same top bar as the other apps. The Voltix logo on the far left takes you back to the home page (your register stays open and your carts are kept).

Item	What it does
Till	The selling screen.
Orders	Earlier invoices, quotations and sales orders.
Payments	Receive payments collects payments on open invoices; Completed payments lists the ones already taken. It has its own guide.
Reporting	Sales figures and, for managers, the shift reports. See POS reports.
Your initials (top right)	My Profile, Customer Screen, Install App, Cash In/Out, Reload Data, Create Product, Backend, Close Register, Full screen and Logout.

On a phone these menus fold into one Menu button.

The badge next to the search icon reads SAP Live: your documents go to SAP Business One.

The badge next to the search icon reads Local Mode: your documents are kept in Voltix.

The badge next to the search icon reads QB Live: your sales are sent to QuickBooks Desktop.

Note. With SAP, every invoice, quotation and sales order is posted to SAP Business One as you save it. If SAP refuses a document, nothing is saved, the cart stays as it is and SAP's message is shown.

Note. Without SAP, documents are saved in Voltix and stock goes down as you sell. If your company uses the Finance app, every sale is also posted to the books automatically.

Note. With QuickBooks, sales are saved in Voltix first and then sent to QuickBooks Desktop automatically.