Receipt Elements in Simple View

Introduction to Simple View | Working with Touchscreen

Refer to the table below for descriptions of each receipt element.

Fields shown in square brackets, for example [Date], are suggestedor read-only fields auto-filled by Point of Sale. Toggle buttons, for example Hold / Unhold, are used to perform two alternate functions.

Element | Usage
[Date] field | Defaults to today's date.

Item Lookup <Type/Scan item info here > drop-down list

Type/scan item name, barcode, or keyword here, or look up the item in the drop-down list using any combination of the following methods:

- Right-click to open the virtual keyboard

- Type a partial name and press <Enter> to list all matching items, or

- Click the drop-down list arrow to list all items.

Customer Lookup

<Enter customer here> drop-down list

Enter customer name, company name, or phone to search for matching customer or look up the customer using any combination of these methods:

- Right-click to open the virtual keyboard

- Type a partial name and press <Enter> to list all matching customers

- Click the drop-down list arrow to select from your full customer list

- Click the Add Cust button from the left-side of the screen to QuickAdd a new customer while making the sale

Available only if Track Customers preference is turned on. Learn More

Switch View button | Switches to the regular view of the sales receipt form
Hold / Unhold button | Hold puts a receipt on hold at any time before saving. Only a single receipt can be kept on hold. Unhold takes the last held receipt off hold.
Open Drawer button | Opens the cash drawer.
Cash Payout button | Records money taken out of the cash drawer for miscellaneous expenses, such as paying vendors or donating to a charity. Also records cash drops.
Sell Gift Crd button | Opens the Gift Card dialog where you can enter the amount and gift card number.
Sell Gift Crt button | Opens the Gift Certificate dialog where you can enter amount and gift certificate number.
Give Discnt button | Opens a numeric keypad to enter the global discount percentage.
Add Cust button | Allows you to quickly add a new customer to your customer list while making a sale.
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Element | Usage
Item List area fields | These fields contain the detailed list of items being sold.
[Item #] field | Item number of the selected item according to the item record in the Point of Sale Inventory.
[Item Name] field | Item name of the selected item according to the item record in the Point of Sale Inventory. Item Name can be edited for individual sale, if necessary.
[Price] field | Item unit price at the active price level. Price can be edited for individual sale, if necessary.
[Qty] field | Sales Quantity. By default, displayed Qty value is 1. Qty can be edited for individual sale if necessary.
[Ext Price] field | Extended item price, calculated by multiplying Qty by Price. If you sell items costing a fraction of a cent, you can list a quantity and enter an extended price. Point of Sale calculates and displays the unit price.
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Element | Usage
Edit Item button | Opens Edit Item dialog to make changes in quantity, price etc. for the selected item.
Return Item button | Marks the selected item as a return item by negating the quantity.
Delete Item button | Deletes the currently selected item from the receipt.
[Discount %] field | Global discount percentage.
[Tax] drop-down list | Lists available sales tax locations. Select appropriate sales tax locations from this drop-down list. Point of Sale calculates applicable sales tax according to the selected tax location, and the calculated sales tax is added to the Regular Price-Total value.
[Shipping] button | Use to enter any shipping cost. The shipping cost is added to the Regular Price-Total value.
Prev Receipt button | Navigates to previous receipt in the Point of Sale Sales History. Disabled by default and enabled only when you click Last Receipt.
Next Receipt button | Navigates to next receipt in the Point of Sale Sales History. Disabled by default and enabled only when you click Last Receipt.
Reverse Receipt button | Reverses the current receipt by creating a reversing entry. Point of Sale adds returned item quantities back to Inventory and total item price is refunded to the customer.
Last Receipt button | Switches Simple View to Sales History mode, and displays the last saved receipt.
Close button | Closes the active sales receipt form and returns you to the Point of Sale Navigator home page.
[Regular Price Total] field | Total amount due from the customer (or to the customer in case of a return).
[Due] field | Displays the difference between Regular Price-Total value and the amount paid by customer.
[Change] field | Displays the amount to be given to the customer.
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Element | Usage
Payments area fields | Payments area displays various payment fields listed below. These fields are populated with the values entered in response to the respective Payments area button click.
[Cash] field | Displays the value entered in the Cash Payment dialog.
[Check] field | Displays the value entered in the Check Payment dialog.
[Credit] field | Displays the value entered in the Credit Card Payment dialog.
[Debit] field | Displays the value entered in the Debit Card Payment dialog.
[Gift Card] field | Displays the value entered in the Gift Card dialog.
[Gift Cert] field | Displays the value entered in the Gift Certificate dialog.
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Element | Usage
Payments area buttons | Payments area displays various buttons listed below. Click these buttons to open respective payment option dialogs.
Cash button | Click to open Cash Payment dialog.
Check button | Click to open Check Payment dialog.
Credit button | Click to open Credit Card Payment dialog.
Debit button | Click to open Debit Card Payment dialog.
Gift Card button | Click to open Gift Card dialog.
Gift Cert button | Click to open Gift Certificate dialog.
Give Change button | Click to select a payment option to give change.
Clear Paymts button | Click to clear current payment entry.
Save and Print button | Click and hold mouse button to open dialog and choose appropriate option to let you save the sales receipt, or both save and print the receipt.

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Related Topics

Introduction to Simple View