The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
The primary function of starting a transaction, found at the simple point-of-sale window.
WHAT IT DOES
A Starting Sales function allows an associate to conduct the first few steps of an overall sale.
HOW IT WORKS
To start a new Point-of-Sale (POS) Transaction:
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Select the POS tab from the Main Navigation Bar. The POS window will appear.
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Enter the Associate number or use the Associate drop-down list to select the user by name.
Note: There is an option labeled Share that allows you to credit more than one associate on a
given transaction.
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To enter multiple associates, select Share. The ID The Associates window will appear.
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Enter the ID of each associate, along with the % of the sale to be credited. The Even button automatically assigns an even split among the listed individuals.
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Select OK.
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For Reporting purposes, the Associate listed 1st in the ID The Associates window will be considered primary. For layaway, repair, and special orders, commission is credited to the Associate who originally processed the intake, regardless of who processes subsequent payments and pickups.
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The Why In field offers an opportunity to track sources of store traffic. This info is key to marketing strategy. Select from the Why In drop-down list options, which is populated with a list of promotions, or enter a new response. System Options may be set to require a reply before the transaction can take place or allow text entry.
Note: If this is the customer's first interaction with the store, the results will be saved in the Acquisition field of the customer record, which can later be reported out as a history of first-time transactions.
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Use Find Cust or New Cust to associate a customer with the transaction.
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To continue the transaction, proceed to the section entitled, Sell Item at Point-of-Sale.
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For Reporting purposes, the Associate listed 1st in the ID The Associates window will be considered primary. For layaway, repair, and special orders, commission is credited to the Associate who originally processed the intake, regardless of who processes subsequent payments and pickups.
EXPAND YOUR EDGE EDUCATION
Want to understand more about how the Starting New Transactions at POS function works? Click the button below to launch our Edge User site and log-in to see screenshots of the POS screen, and read more about basic POS functions. Continue to empower your business by checking out webinars, articles from The Edge Knowledgebase, and through discussions with fellow Edge users.
