Complete a point-of-sale sale
Step-by-step Eprecus guidance for complete a point-of-sale sale.
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Documentation
SALES
Everyday Customer, Sales, and POS Tasks
Step-by-step help for customer records, quotes, invoices, register shifts, sales, returns, and refunds.
Add Addresses, Contacts, and Lifecycle Status
8.2.2 Add Addresses, Contacts, and Lifecycle Status Open the customer record. Add one or more addresses. Add contact methods and named contact persons. Set or update lifecycle status when the customer moves between lead, active, at-risk, or archived states.
Read articleClear Local Register Offline Queue Blocks
8.8.1 Clear Local Register Offline Queue Blocks Open the Offline Queue panel in POS. Review the queue grid columns: Local Order #, Status, Conflict, Attempts, Last Attempt, and Last Error. Select Refresh Queue first so the cashier is working from the latest queue status. If the row is simply waiting for reconnection, use Replay Pending and confirm the order does not already show as completed before trying again. If the row shows Conflict or Failed, select the row and open Drilldown to read the error before taking action. Use Requeue Selected for a single stuck row or Requeue...
Read articleCreate an Invoice, Preview Discount, and Apply Payment
8.4.3 Create an Invoice, Preview Discount, and Apply Payment Create a sales invoice directly or from a quote. Run discount preview before finalizing discretionary pricing. Run the credit pre-commit check when payment risk matters. Post or finalize the invoice, then record payment.
Read articleCreate and Maintain a Customer
8.2.1 Create and Maintain a Customer Open Customers. Select New Customer. Enter legal or trading name, industry, lifecycle status, billing contacts, addresses, and tax identifiers required by your organization. Save the record and verify the customer appears in both list and table views.
Read articleCreate and maintain a customer record
Step-by-step Eprecus guidance for create and maintain a customer record.
Read articleCreate, Preview, and Tender an Order
8.6.1 Create, Preview, and Tender an Order Open POS Orders. Select items by search or barcode scan. Optionally attach a customer and review available stock. Use order preview or fulfillment quote if you need to validate totals or fulfillment impact before committing. Select Tender and complete payment collection.
Read articleCreate, send, and convert a customer quote
Step-by-step Eprecus guidance for create, send, and convert a customer quote.
Read articleDay-Zero Setup Dependency
8.0.1 Day-Zero Setup Dependency This manual assumes the organization already completed day-zero platform setup. Before commercial teams follow these procedures, confirm the foundational setup in Volume 6: Platform Operations is complete. Branches, tax posture, customer numbering, payment methods, and document templates are already approved. Item master, pricing, barcode rules, stock visibility, and fulfillment branches are already ready for live selling. POS registers, stations, printers, and order-fee rules are already assigned to the correct branch. WooCommerce or other channel...
Read articleFulfillment Handoff and Delivery Status Ownership
8.8.3 Fulfillment Handoff and Delivery Status Ownership Use this ownership map so Sales/POS, Warehouse, and Integration teams do not work the same order from conflicting screens. Order stagePrimary ownerWhere the team worksWhen ownership hands off Channel pull, mapping, and sync correctionIntegration AdministrationVolume 7 - Settings > Integrations > OmnichannelHandoff occurs only after the order is linked cleanly into the ERP and no connector conflict remains. Customer-facing order review and fulfillment promiseSales / POSCommerce, POS Orders, or the active POS orderHandoff occurs when...
Read articleMaintain Price Lists and Create Quotes
8.4.1 Maintain Price Lists and Create Quotes Open Price Lists to review current item pricing. Create or update the price list if changes are approved. Open Quotes and select New Quote. Add customer, items, quantities, discounts, and expiry date. Save the quote draft.
Read articleMaintain Receipt and Invoice Templates
8.7.3 Maintain Receipt and Invoice Templates Open Invoice Templates or POS receipt template settings. Create or revise the layout. Preview the output before publication. Publish only after approval and station or register default assignment.
Read articleManage Leads and Opportunities
8.3.1 Manage Leads and Opportunities Open Leads or Opportunities. Create or update the opportunity with customer, expected value, close date, source, and owner. Change the stage as the deal progresses.
Read articleOpen and close a POS shift
Step-by-step Eprecus guidance for open and close a pos shift.
Read articleOpen and Close a Shift
8.5.2 Open and Close a Shift Open the POS terminal and confirm the branch and register. Select Open Shift. Enter opening float if required. At shift end, select Close Shift and reconcile declared versus expected cash. Managers approve variance if necessary.
Read articlePark, Resume, and Change Order State
8.6.2 Park, Resume, and Change Order State When a customer pauses checkout, select Park Order. Resume the order when the customer returns. Change order state only when policy allows it. Convert the working order to a quote or pro forma when the customer is not ready for final sale.
Read articlePrint or Email Customer Documents
8.6.3 Print or Email Customer Documents Open the completed order. Select Print Receipt, Print Invoice, or Email Receipt based on the customer's preference. Send the document by email when the customer prefers digital delivery. PLATFORM WARNING: Do not tender the same order twice after a network delay without checking transaction state first. Use the order detail, terminal payment status, or offline queue tools before retrying customer payment collection.
Read articleProcess a return or refund
Step-by-step Eprecus guidance for process a return or refund.
Read articleProcess Returns and Review Refund Context
8.7.1 Process Returns and Review Refund Context Open the original order. Review the refund context before selecting Return. Choose lines, quantities, and refund destination. Complete the return and confirm refund output.
Read articleRecord Activities and Interactions
8.3.2 Record Activities and Interactions Open the pipeline or customer workspace. Select New Activity for tasks, follow-ups, calls, or meetings. Complete the activity when done, and log related interactions for durable customer history.
Read articleRecord Cash Movements and Review X or Z Reports
8.5.3 Record Cash Movements and Review X or Z Reports During the shift, record cash in or cash out events when cash leaves or enters the drawer outside normal tendering. Approve cash movements when store policy requires secondary review. Generate X reports during the day and Z reports at close.
Read articleReview Customer Health and Value
8.2.3 Review Customer Health and Value Open Customer Insights. Select the customer. Review health, timeline, customer lifetime value, value profile, and interaction envelope before major commercial decisions.
Read articleReview Hardware and Printer Health
8.8.2 Review Hardware and Printer Health Review hardware device health, printer capability profiles, and diagnostics in managed store environments. When a receipt or pick slip fails, confirm the station is using the correct printer profile before retrying customer-facing documents. Escalate repeated device or queue failures after the local replay steps are exhausted.
Read articleSet Rep Targets and Calculate Commissions
8.3.3 Set Rep Targets and Calculate Commissions Open Commissions. Define rep targets and commission rules. Run commission calculation for the selected period. Review commission accruals and customer assignment rules. STRATEGIC TIP: Run credit and value checks before offering discretionary price concessions. High-activity customers are not always high-value customers, and concession creep erodes margin quickly.
Read articleSet Up Registers and Stations
8.5.1 Set Up Registers and Stations Open POS Management. Create or review registers for the branch. Create or bind stations to the correct register-capable hardware. Rotate pairing codes or secrets whenever access changes.
Read articleSubmit, Approve, Send, and Convert a Quote
8.4.2 Submit, Approve, Send, and Convert a Quote Open the quote. Select Submit for approval if required. An approver selects Approve or Reject. Select Send to issue the quote. When accepted, convert the quote to an invoice.
Read articleWhat This Module Sends / What This Module Receives
8.0.2 What This Module Sends / What This Module Receives DirectionModule handoffOperational meaning ReceivesInventory -> Sales / POSItem setup, price-ready stock, barcode behavior, and fulfillment branch availability determine what can be sold or promised to a customer. ReceivesIntegrations -> Sales / POSChannel orders become actionable only after the integration layer links them into ERP without queue conflict or mapping failure. SendsSales / POS -> FinanceTenders, invoices, credits, and customer exposure changes affect receivables, cash balancing, and reconciliation. SendsSales / POS ->...
Read articleWork with Loyalty and Gift Cards
8.7.2 Work with Loyalty and Gift Cards Look up the customer loyalty position where available. Create or validate gift cards before tendering redemption-based transactions. Confirm balances before finalizing the sale.
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