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Guide - Making A Sale

An in-depth guide on how to make a sale on the Premier EPOS software

Introduction

One of the main functions of the Premier EPOS software is to record sales of items to your customers. This is done through the system's Sales Screen. You can find the Sales Screen under Home > Sales Screen. Please see below screenshot.

Find your Sales Screen here

For our example, we will be using our demonstration pet database, which was designed for our Sales Team to show case our software to pet store owners. While this database is pet focused, the basic Sales Screen function for selling items is universal and will apply to many different types of stores. Please see below screenshot.

Our Pet Demo Sales Screen

!IMPORTANT NOTICE!

If you are selling items to a Loyalty Customer, we strongly recommend selecting the customer before putting the items into the Cart. This will allow any available customer offers and deals to be applied immediately. For a full guide on selecting a customer, please click here.

For this guide, we will not be selecting a customer.

Finding Items

There are three primary methods of adding items to the Cart.

Scanning Barcodes

The simplest method of entering items into the Cart is to scan the item's Barcode. This can be the Barcode supplied by the manufacturer or one generated by the Premier EPOS software. For our example, the Scan Barcode box is located in the bottom left hand corner of the Sales Screen. Please see below screenshot.

The Scan Barcode box

Find Item Button

Default Find Item button

The next option for adding items to the Cart is the Find Item function button. This button is located on the home page of the Sales Screen. Pressing this button will bring up a new search window, where you can search by name, barcode, type, supplier and more. Please see below screenshot.

The Find Item window

Sales Screen Item Button

The final method of entering items into the Cart is using the item buttons that have been setup on the Sales Screen. This option is highly customizable and can be laid out to your exact specifications. Buttons are commonly organized by Type or Supplier. Please see below screenshot.

A sales screen design organized by Supplier

For more information on the Sales Screen Designer, please click here.

Once you have located the item or items you want to sell, the next step is to enter them into the Cart.

Entering Items into the Cart

Once you have selected your method of entering the item into the Cart, you will next need to choose the quantity of the item you are entering into Cart.

Quantity

There are two methods of setting the quantity on a item. The first method is too set the quantity before scanning and the second method is to set it afterwards.

Before Scanning

Before selecting your item, you can use the Multiplier Function to preset the quantity being sold to the customer. The Multiplier Function is built into all our default Sales Screen designs. The function is normally located next to the keypad. Please see below screenshot.

The default placement of the Multiplier Function, not active.

Once you click the Multiplier button, the button will turn red. Please see below screenshot.

When red, the Multiplier Function is active.

Once the function is active, you can then use the keypad to type in the quantity you are selling to the customer. This entry will temporarily replace the Tender amount box. This function will effect ALL methods of finding items.

You can disable this function by pressing the Multiplier button again. It will also revert to the normal display once an item has been entered into the Cart. Therefore you must press the Multiplier button again before scanning the next item.

After Scanning

Once the item is in the Cart. you can set the item's quantity by clicking the number, just to the left of the item's name. Please see below screenshot.

Item's quantity has been set to 20

Once you set the quantity of the items being purchased, the Total To Pay amount will update and you are now ready to complete the sale.

Processing Tender

Now that the items are in the cart, you can process the sale and take a payment from your customer. You have the following options for payments; Cash, Card, Cheque, Mail Order or Credit.

The 'Proceed' button will bring all payment options

Cash

This is one of the two payment options available on most Sales Screens by default. Pressing it immediately once the items have been entered into the cart will complete the sale. If you want the system to inform the staff member of the correct change, you first enter via the keypad how much cash is being paid by the customer. The Total To Pay box will then be replaced by the Change Due box once you complete the sale.

This will display the customer's change

Card

This is the second of the two payment options available on most Sales Screens by default. Similar to the Cash option, pressing the Card button will process the transaction immediately. For Card payments we have integration options, with providers such as Dojo and World Pay.

Cheque

This is the first option which is available under the Proceed button. Once you press the Proceed button, you will see the Checkout window. Please see below screenshot.

This is the Checkout Window behind the Proceed button

Once you click on the Cheque button, you will be asked to enter an amount being paid. Once you've entered this amount, the payment details will appear on the right hand side and the Total To Pay will be reduced by the amount you have entered. Once the Total To Pay has reached zero, you can press the Accept button and transaction will be completed.

Mail Order

The next option on the Checkout menu is the Mail Order. This option works in a similar method to Cheque. In the system, Mail Order is primarily used for payments made directly into your account, usually a Bank Transfer for example.

Credit

This option allows you to create Invoices for Loyalty Customers based on the purchase and Credit Limit you have set for them on the system. You MUST select a Loyalty Customer for this method of payment. For further information regarding Credit, please click the link below.

LINK UNDER CONSTRUCTION!

Vouchers

Any Vouchers the customer has previously acquired from your store can be used at this point. Pressing the Voucher button will bring up a new window for you to scan or type in the Voucher code. Please see below screenshot.

Type or Scan gift vouchers here

Once the Voucher has been scanned, the applied value will appear in the Checkout menu.

For more information regarding Vouchers, please click here.

Mixed Tender

This payment option is a mix of Cash, Card, Cheque and Mail Order, the previous payment options combined together to make up the Total To Pay. The most common combination is Cash and Card. Please see screenshot below for an example of Mixed Tender payments.

A sale being paid for with both Cash and Card

Finalizing the Sale

Once you have set the Quantity and Tender amounts for the sale, you are now ready to process the transaction. This can be done either directly on the Sales Screen or the Checkout Menu.

Sale Screen

Using the Sales Screen to complete the transaction will process it immediately, once sufficient Tender has been entered.

Checkout Menu

Using the Checkout menu method, once you have entered enough Tender to bring the Total To Pay to £0.00, the Accept button will become available. Once you press Accept, the Checkout menu will close and the sale will be processed.

Once the sale is processed, the system will normally produce a Receipt and open the Cash Drawer.

The sale is now completed.

If you have any additional questions about the above guide, please contact our Support Team on either 03303 800 142 or [email protected].

If you're a new customer and interested in joining Premier EPOS please click here for more information and to book your free demo.

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