The information presented concerning the current sale includes:
The Name of the each item being purchased
The Quantity of each item being purchased
The Unit Price of the each item being purchased
The UOM (Unit of Measure) of each item being purchased
The Discount Percentage (Disc%) given to the current Customer for each line item (Percentage may be different for each item and each Customer). This field will be automatically generated based on previously established customer discounts. The Point of Sale clerk cannot enter a Discount percentage in this field. NOTE:The Discount Percentage field is available only to users of Y.E.S.! B2B™ .
Add Item button - Used to manually add an item to the Customer's check out list in lieu of scanning the product's barcode. If a barcode reader is connected to your computer, items may also be added to the current sales transaction simply by scanning the product's barcode.
Remove Item button - Removes the currently selected item from the Customer's check out list.
Customer field - This box contains a pull down listing of all of the Customers currently in your database. If you do not select a Customer from this box, the default is "Cash."
View Customers button - Clicking on this button will open up the Customers screen where you can add, edit, and view customers, as well as their contact and account information.
Cancel Sale button - Clicking on this button will clear the current transaction from the Point of Sale. You will first be prompted for confirmation that you really intended to cancel the current transaction, in case you accidentally clicked on the wrong button.
Hold Sale button - Clicking on this button will minimize the currently open Point-of-Sale screen, along with the current transaction. The store clerk may then open a new instance of the Y.E.S.! Point-of-Sale™ program and continue to process a new transaction.
NOTE: Clicking on the "File" button and then the "Exit" button will perform the same function as clicking on "Hold Sale" if a partially completed sale transaction is still open.
Example
Add Shipping button - If shipping charges have been defined for the items in this sale, clicking on this button will add the shipping charges to the order.
NOTE: A specific Customer should be selected for sales which specify shipping.
Void Last Sale button - Click on this button to void (refund) the last credit card transaction. This operation will automatically refund the entire amount of this sale to the Customer's card account.
When you click on "Void Last Sale", you will be prompted for your Plug'n Pay® Retail password. The purpose for requiring that you enter this password here is to prevent unauthorized persons from refunding credit card sales. Voiding sales is normally a supervisor's function. Enter the Plug'n Pay Retail password in the box shown below. (This password may be found in the main Y.E.S.! ™ program, under the "Website", "Secure Site Setup" menu, in the "Retail Password" field. For this reason, Point of Sale personnel should not be granted full access to the main Y.E.S.!™ screens.)
After successfully entering the Merchant's Retail Password, you will be prompted to enter the Transaction ID number. If the transaction was successfully voided by Plug'n Pay® , the following message box will be displayed:
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Pay Type field - Enter the form of payment that the Customer has given in this box by selecting from one of the available options given in the pull down listing. Options shown in this listing, except for "cash" and "invoice", are user defined in the Y.E.S.!™ program.
Tendered $ field - The amount of cash or credit that the Customer has provided as payment is entered here.
Process button - Click on this button to complete the sale. This will update your inventory, sales, taxes, and customer records. Once this button is clicked, the sale cannot be cancelled. When the Process button is clicked, the Cash Drawer (if present) will open and a Sales Receipt will be printed utilizing any OPOS compliant Receipt Printer (if any) that has been installed. If no OPOS complaint Receipt Printer is available, a sales receipt will be printed to your system's default printer. If a Receipt Printer is available, a Sales Receipt similar to the following will be printed. ( If a credit card was used to complete the sales transaction, the receipt will be slightly different.)
Credit Card Transactions
In order to process credit card transaction using Y.E.S.! Point of Sale™, there are several steps that must first be completed:
You will need a Retail Merchant Account from Plug'n Pay. If you do not already have an account, contact YukonSoft sales or call (724) 722-7067.
Enter your Retail Merchant Account identifier and password in the Secure Site Setup screen.
Configure which Payment Types should be associated with Credit Card purchases.
Configure your Magnetic Stripe Reader (MSR) to communicate with Y.E.S.! Point of Sale™. This is done from within the Y.E.S.! Point of Sale™ from the Utilities menu, "Select OPOS Devices" option, as described above.
Processing credit card transactions is done the same as other transactions, except that you must select on of the Payment Types that you have previously defined to be associated with credit card sales. When you click on the "Process" button, you will be presented with the following message:
When you see the above message, you or your customer may swipe his/her credit card using your Magnetic Stripe Reader (MSR). Upon a success read of the credit card, the following screen will be displayed:
Successful Card Read:
The fields shown above which have been filled in were read in off of the credit card. At this time you may simply click on "OK" to complete the transaction, or click on "Cancel" to cancel the credit card transaction.
Unsuccessful Card Read:
If, for some reason, the customer's credit card is
unreadable by the magnetic stripe reader, click on the "Cancel" button to bring up the "Credit Card Info" screen. You may enter the
Card Name, Card Number and Expiration Date manually and click on the "OK" button to process the sale.
