Point of Sale

1. Refund

If you sell inventory and have no need to track customer data for the sales, Agemni can turn on this feature under Work Order Edit Preferences called Point of Sale. (To access Edit open a customer work order and hover your cursor over the gray heading of the Work Order number and a small blue link will pop up.)

Once you have added this preference you will notice a new blue tab under customers called 'Point of Sale'.

When you open Point of Sale you must first create a POS Invoice. To do this select the Area and the Rep, the date will auto populate in as the current date. (These three fields are required). Press the 'add' button when you are ready to create the Invoice.
Once you create the Invoice you will have several new fields show up which will be explained below.

POS EQUIPMENT 2.png

An Add Model # input box (on the Invoice Tab) allows you to scan/enter a model # from your equipment and have it automatically added to the invoice.

NOTE: equipment has to be in Inventory otherwise it will not show up in this page in the equipment dropdown; serialize and non-serialized alike.

Refund

To refund an item on a purchase order, click the Refund button next to the line item. After confirming the refund, the item will be marked as refunded and a new line item will be added showing the negative payment credited back to the customer. All that is left to do is refund the payment under the Payment Tab and the invoice will balance to $0 again.

**Note** Once an item is refunded, it can no longer be edited. If you refund an item by mistake, you will need to add the item back manually instead of undoing the refund.

POS PAYMENT.png