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Point of Sale

Customer Order Informatoin

  • Account Name and Number
  • Customer PO#
  • Counter Person
  • Counter Person (CP) Location
  • Delivery Method
  • Target Delivery Time
  • RO/JOB?HAT
  • Terms
  • Invoice/Statement Terms Name
  • Source of SO Creation
  • Contact Name

Line Options

  • Default Transaction Type
  • Default Cursor
  • Default Out of Stock Option
  • Quick POS
  • Auto Complete Line Code
  • Merge Duplicate Products
  • Include Shop Parts
  • Markup/Discount%/GP%
  • Use Default Tax
  • Coupon
  • Create Multiple Buyout

Sales Line Items Header Row

  • Refresh Button
  • Transaction Type
  • Barcode Number
  • Line Code
  • Product Number
  • Product Name
  • Related SO
  • Quantity on Hand/Total Available
  • Warehouse (‘WH’) Button
  • Order Quantity
  • Core Sell Price
  • List Price
  • Tax Button
  • Core Ext
  • Sell Ext
  • Action Column

Add Products

  • Add Products

Catalog Buttons

  • Epicor Catalog Buttons
  • Select all DS (Disqualified Sales)
  • Imports as CSV
  • Copy SO to Clipboard
  • Copy Sales Order

Order Totaling and Tax Information

  • Sales Order Summary Information
  • Misc Tax Field
  • Deposits Information Line

The Basics (Videos)

  • POS Pending Sales Order and Account
  • Sales Order Column Description
  • Sourcing Parts Not in Inventory Using Oversell and Sell Anyway
  • Sourcing Parts Not in Inventory Using Buy Outs
  • Sourcing Parts Not in Inventory Using Backorder, Store Transfer, Lost Sales, Quote, Cancel
  • POS Pending VS Quote
  • POS – Finalizing Slaes Order With Payment Methods
  • POS Speed Test
  • Point of Sale Part 1
  • Point of Sale Part 2
  • Service Orders Special Training

End Of Day Reconciliation

  • End of Day Reconciliation