Selling a Part to a Customer

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To sell a part to a customer you do the following:

 

Enter a part number in the Part No box and shown below, select tab and then click Add.

 

Selling a part EPOS

 

If you are unable to find the required part use the Search Option.

 

The part will then display on the main part of the EPOS screen as shown below:

 

Invoicing a part EPOS display new

 

To then raise the invoice to the required customer select the Customer button at the left hand-side of the screen.

 

This will bring up a Customer Search screen. Enter the customer last name (or if a company enter part of the business name) and select Search button.

 

The screen will looking similar to the below:

 

EPOS customer search new

 

Double click the required customer. The system will then take you to the following payment screen:

 

EPOS Payment Screen

 

From within this screen you can select from the following payment options:

Credit Card

Cash

Cheque

 

If the customer also has a business you can select who you wish to invoice it to by using the Invoice To option at the top of the screen.

If the customer/business have an account, you can select the account option from within the Invoice To option. This will then raise the invoice to the customer or business account.

 

Once completed, select Confirm.