Point of Sale

Point Of Sale - Overview
 - Perform cash and carry type transactions using Evosus as your cash register.   - Track all cash register functions: sales, returns, and payments on open orders/invoices at the front counter.   - Easy look-up features for customer account history and previous purchases shorten the time needed to process your transactions.  - All transac...
Overview
Video
Sales Transaction
POS returns
POS exchanges
POS Sales Transactions
POS Bill Me Later/Charge Account
POS Warehouse orders
Rules for Proper Cash Management
We recommend that you follow these six rules for proper cash management. #1 - Open the cash drawer every morning and close it every night This process prevent mistakes, ensures proper cash management, and keeps your bookkeeper/accountant happy. Evosus is an integrated software package, so what you do in the cash drawer directly impacts how...
Overview
Cash Managment
POS
POS Rules
Rules
Proper Cash Management
Open Cash Drawer
Related Video Content: Step by Step Instructions: Open a cash drawer Cash drawers must be opened before any transactions can be processed in Point-of-Sale (POS) or payments entered on customer orders, invoices, jobs or other AR transactions.  All cash drawers are opened from POS. 1. Login to POS. 2. Click Open/Close Cash Draw...
Video
Open Cash Drawer
Cash Drawer process date
Cash Drawer Point of Sale
Automatic Cash Drawer
Close Cash Drawer
Related Video Content: Step by Step Process: Close a cash drawer You should close your cash drawer at the end of each day. Cash drawers must be closed before payments will appear in Make Deposits and Merchant Card Sweep.  All cash drawers are closed from POS. 1. Login to POS 2. Click Open/Close Cash Drawer  - The Close Cash Drawer...
Close Cash Drawer
Changing Processing Date
Point of Sale
Video
Process a POS Return Transaction
Related Video Content: Step by Step Process: Click Return on the Transaction Type screen in POS if the customer wants to return an item that will be put back in inventory. Step 1: Select a customer Selecting a customer is important because it associates the return with a specific receipt. This ensures that sales are tracked corre...
Video
POS
Point of Sale
Return
Pending Returns
Credit Card Refund
Return Reason
POS exchanges
POS Return Transaction
Refund
Add a Cash Drawer
When creating a new store, you can only add one cash drawer to the store. Once the store is created, use the Cash Drawers tab to add additional cash drawers. Step by Step: 1. Open the Stores tab of the Administration-System screen (Administration > System > Stores > Stores). 2. Double click on a store. 3. Open the Cash Drawers t...
Setup/Configuration
adding cash drawer
Cash Drawer
Cash Drawer Isn't Automatically Opening
Problem Description: When we print out a POS Sales Receipt the cash drawer does not open automatically. Resolution: 1. Log in with a Windows User account that has Administrative permissions on this workstation or server. 2. Click on Devices and Printers to open your list of printers. 3. Right click on your Star receipt ...
Cash Drawer
Opening Cash Drawer
Cash drawer not working
Automatically Opening
Automatic Cash Drawer
Over/Short Cash Drawer
Problem: Cash Drawers are opened or closed with the incorrect amount and someone needs to correct the issue. Resolution: Scenario 1:  Employee entered incorrect amount when opening the cash drawer and when it was closed the correct amount was entered. The cash drawer closing posted to Cash on Hand and Over/Short.  - If the cash drawer wa...
Over/Short
Cash Drawer
Reasons for Over/Short
POS Transaction Under Wrong Customer
Problem: You need to correct a POS Transaction that was run under the wrong customer, but the application will not let you void/cancel the invoice since it's a POS Transaction. Solution: Log into POS and process a POS Return/Refund the same way the original payment was taken. Log into POS > Return > Select Original Custome...
Point of sale wrong customer
Correct POS transaction
Pending Returns
POS
Backdated POS Transactions
We do not recommend backdating a POS transaction. Payment might be included in a closed cash drawer session If this happens, the payment may be included in a cash drawer session that has been closed, so you will not be able to deposit the payment through the Cash or Checks screens in Make Deposits.  This means the cash drawer, if not depos...
Old POS transactions
Back dating POS
POS
Backdate
Set Up Cash Drawers
All payments recorded in Evosus will require the user to select a Cash Drawer for the payment to be applied under.  This video teaches you how to setup a Cash Drawer in Evosus. Related Video Content:
Video
Setup/Configuration
Cash Drawers
Setup Cash Drawer
Enter a Sales Transaction - POS
Related Video Content:  Step by Step:  - Perform cash-and-carry type transactions using Evosus as your cash register.   - Easy look-up features for customer account history and previous purchases shorten the time needed to process your transactions.   - Sales transactions performed through POS will automatically remove items f...
Sales Transaction
POS
Entering POS
Enter Sales Transaction
Video
bill me later
Charge account
wharehouse order
credit card transaction
Credit card
split payment
Enter a Warehouse Order - POS
Related Video Content: Step by Step: Create a warehouse order if a customer is purchasing an item from a retail location, but needs to pick up the product from the warehouse. A warehouse order is similar to using the Convert to Sales Order button since it creates an open order on the customer's account, but you can designate a di...
Video
POS
Point of Sale
warehouse
Warehouse Order
Convert POS Sales Transaction to Open Order
Step by Step: Converting a Sales Transaction to an Open Order (Sales or Service) allows you to leave the order open so that changes or updates can be made. This is especially useful if the customer would like to purchase an item you do not have in stock or an item you need to special order.  Normally, you would have to finish selling the origi...
Convert to order
Sales Transaction
Point of Sale
Open order point of sale
open order
Enter a Return Transaction - POS
Related Video Content: Step by Step: Click Return on the Transaction Type screen in POS if the customer wants to return an item that will be put back in inventory. #1 - Select a customer Selecting a customer is important because it associates the return with a specific receipt. This ensures that sales are tracked correctly, and the cus...
Video
Returns
POS
Point of Sale Return
RGA
Return Reason
Return Transaction
refund balance
refund credit card
Pending Returns
Enter an Exchange Transaction - POS
Video Related Content: Details: Exchanges are transactions that combine a return transaction and a sales transaction. See sales and returns for single transactions. You will be prompted to associate the returned item to the invoice that it originated from. If it is a default customer you will need to have the receipt so that you can e...
Video
Point of sale exchange
Point of Sale Return
POS Exchange
Exchange Transaction
Cancel a Transaction - POS
You cannot cancel a POS transaction if... #1 Transaction was processed through Evosus Card Services using PIN Debit. #2 Transaction was processed through Evosus Card Services and the associated card transaction is settled. #3 Transaction was for a prior date. #4 Employee does not have permissions to cancel POS transactions. #5 Employee ...
Cancel point of sale
Point of Sale transaction
Cancel order
POS
Cancel
Cancel Transaction
Cannot Cancel a POS
Put POS Transaction on Hold - POS
Things To Remember:  #1 Point of Sale transactions can be placed on hold for completion at a later date. This is useful when you're selling several items through POS and the customer realizes they forgot their wallet or want to continue shopping. Rather than cancel the sale, just place it on hold. You can pull the transaction back up o...
Transaction on hold
POS
Price Check an Item - POS
Use the Price Check button in POS to perform an item price and availability check without leaving POS or starting a transaction.  You can manually search for items by typing in an item code or description or simply scan the barcode. Step by Step: 1. Log into POS. 2. Click Price Check on the Transaction Type screen.The Inventory Search ...
Price Check
Point of Sale
POS
Checking Price in POS
Customer Payment on Account - POS
Related Video Content: Step by Step: Use the Customer Payment on Account button in POS to quickly process customer payments for open orders, open invoices or layaways. Once the customer is selected all open orders and invoices for the customer will be displayed in a list. You can choose one or all and enter the amount of payment ...
Customer Payment POS
Point of Sale Pay
Paying in POS
POS
Payment on Account
Video
Apply Credits
Petty Cash - POS
Details: Petty cash transactions may need to be performed through POS if employees are allowed to remove money from the till to pay for items that cost too little to pay with a check or for situations where a check is not appropriate. How do you allow petty cash transactions? Cash Drawers must be setup to allow Petty Cash transactions ...
Petty Cash
Point of Sale
POS
Pay out of Drawer
Pay into drawer
My Transactions Today
Details:  Use the My Transactions Today option in POS to view all of the transactions that you have processed in POS during the day.  You can also use this option to do the following:  - Reprint a receipt. Reprint receipts for transactions completed on the current date.  - Cancel a transaction.   - Only transactions performed on the cur...
My Transaction Today
POS
Point of Sale transaction