Navigating OpSuite POS

Navigating OpSuite POS

Navigating OpSuite Point of Sale
 
 
The top bar of of the POS is home to many functions of the device.  Below is more information regarding each function of the top bar of the Point of Sale.


 Main Menu - Displays multiple functions of the point of sale device.
Search - Allows you to search records from inventory, customer, and history modules.
Favorites/Quick Picks - Displays items selected as favorites on the POS, or Quick Picks from OpSuite. 
Inventory - Displays all items at the POS location by department, category and supplier.
Returns - Initiates a manual return on the POS.

 
The search functionality is dependent on which page of the point of sale you are currently in.  It is available for Inventory, Customers and History (Held and Completed). 
 
  • Inventory Search - The inventory search can be done from the main transaction screen or the inventory section in the main menu; both will yield the same results.  Inventory can be searched by SKU (manual or scanned) and description.  If the search results in more than 1 item, all items containing the search criteria will be listed.
  • Customer Search - The customer search can also be done from the main transaction screen when adding a customer, or from the customer section in the main menu.  Customers can be searched using first and/or last name, phone number, account number or email address.  If the advanced search is enabled in Device Settings, you can also search using the assigned custom fields in the customer module and search using an equals (exact) or contains method. 
  • History Search - The history search allows you to search both Held and Completed transactions.  Both can be searched using a whole or partial transaction number or customer name.
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The Main Menu houses the full functions for Inventory and Customers, as well as the Transaction History page, Admin functions, Device settings, and information About the device
 
  • Point of Sale - This will return you to the transaction page, or your default page as set in Device Settings.        

 

 

 

 

  • Inventory - The FULL Inventory function will display all items at the assigned location.  You can search for an item, scan an item's barcode, or filter by Department/Category/Supplier.  When the item is selected, item information will be displayed, including the price, quantity available at the assigned location, tax group, category, department and supplier.  You will also see the Quantity on Hand at surrounding locations within your location group. 

    • Customers - The FULL Customer function will display all customers and allow you to search for a specific customer.  When a customer is selected, you will be able to view their customer information, including contacts, addresses, Accounts Receivable information, as well as a customer photo if uploaded.  If you assigned role actions allow, you can edit the customer information by selecting the pencil icon in the right hand corner. 
  • History (Transaction) - The Transaction History page displays all held and completed transactions.  Completed transactions can be filtered by location, terminal, cashier, transaction type and date.  When you select a transaction, you are given options to reprint a receipt, copy the transaction (creates an identical transaction), refund/return mode, and voiding the transaction.

  • Admin - The Admin section is based upon your point of sale role and assigned actions.  This section houses the ability to Open or Close a Shift, and view/print the Register Report and Tender Summary Report.   


 Opening a Shift - When opening a shift, enter the starting amount in the till and click "Open Shift".  You can click the small calculator icon to enter the number of each coins or bills instead of   calculating the total amount.  Once the shift is open, you can start performing transactions.  The Register Report and Tender Summary Report will start recording information when the shift is   open until the shift is closed.

 

 

 





Closing a Shift - When closing a shift, each tender used during that shift will be listed with the expected amount of sales.  Enter the actual tender amount from the till in the "Count" column.  You can click the small calculator icon to enter the number of each coins or bills instead of calculating the total amount.  When finished, tap on the checkmark in the upper right corner, and the shift will be closed.  


 

  • Settings - The Settings section allows you to change certain settings on the Device.  The Hardware tab is specific to the hardware connected to the device, such as the device and cash drawer type, and the receipt printer.  Changing these settings may result in your device not working properly.  Please contact your Implementation Specialist if you need to change the Hardware settings.  The App settings allow you to customize the individual device.     
    Require a Customer for Each Transaction - This will require a customer to complete a transaction.
    • Prompt to close transaction - The transaction will not close unless the cashier confirms it is completed.
    • Prompt Receipt Options - This will allow a pop-up showing all receipt types, and allow the cashier to choose which one(s) to print.
    • Print Customer Copy of Card Signature Receipt - A 2nd signature receipt will print for the customer's records.
    • Wait for Card Removal - The receipt will not print until the card is removed from the payment processor.
    • Enable Creating and Viewing Orders - Allows special orders, backorders and layaways to be performed and viewed.
    • Display Prompt When Adding Out of Stock Items - The cashier will be notified if they scan an item that is showing as out of stock in OpSuite.
    • Display customer details when added to transaction - The customer's information will be displayed on the side of the transaction page when added to the transaction.

  • About - The About screen shows information specific to the device.  

  • About - This section displays the Device Name and Device Code, as well as the OpSuite POS version, location and logged in Cashier.  In this section, you can do a manual sync to update things such as Campaigns or Tenders.  If your OpSuite POS has an update available, and you dismissed the update at the login screen, you can select Update App in this section to begin the update process.
  • Connectivity - The Connectivity section shows your device's network and connections.  The Network Status shows if your device is online, and what it's connection type is.  The Last Sync Time is that last time that the device synced with OpSuite.  The Latency Test shows how long it takes for messages to go to and from OpSuite, and the Packet Loss Test shows the percentage of messages that do not sync back to the device.  Any results in red should be corrected by a connectivity Test or Syncing the device.  If they remain in red, please contact Support
  • Hardware - This section shows the status of the connected hardware, such as the printer and cash drawer.  Any status that shows in red and says error should be corrected by a hardware status test.  If they remain in red, please contact Support.
  • Data - The Data section shows the data uploaded from OpSuite, and if there are any errors.  If you tap on Data Validation Test, more details will be displayed, such as the receipt templates currently in use.  
  • Campaigns - Because campaigns are set up to have a start and end date in OpSuite, this section will show you which campaigns are currently active on the device.  If a campaign is not showing when it should, or showing when it shouldn't, ensure that the dates are correct in OpSuite, then click SYNC NOW in the About section.
  • Tenders - This section shows all of the tenders assigned to the device location.  If you have a merchant processor, you can click Show More to see all of the tenders available for that processor.

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