Performing a Transaction - V5 Depreciated

​

​

Performing a Transaction

 

The OpSuite Point of Sale's primary function is to perform sale transactions.  This section will show you step by step how to perform a transaction, including adding and/or removing items and tendering out the transaction.   

 

1.  Log into OpSuite POS using your assigned 6 digit PIN.

 2.  If adding a customer to the transaction, add them first, then add the items being purchased.  To remove an item from the transaction, click the trash icon on the right side of the line item.

     

 3.  At this point of the transaction, you can add discounts, comments, sales reps, or any other of the POS functions.

   4.  Once all modifications have been made to the transaction, you will need to tender it out.  Click on the TOTAL button.  The tender options will appear on the right side of the screen.

 

    

  

5.  If paying with exact change, on account, check or credit card, simply click on the tender you want to use. 

 

In the example below, the customer is paying with $100.00.  Enter $100.00 then cash, or select the $100 quick key.

           

 

 

To split the payment between 2 tender types, enter the amount being used for the first tender, then select the tender.  The remaining amount due will be updated on the Total line.  Select the amount for the second tender, then select the tender.   

 

 

If the amount tendered requires change be given, the amount due the customer will pop up on the screen once the transaction is completed.

• Related Articles

• Line item and Transaction Modification and Changes - V5 Depreciated

  Line Item and Transaction Changes In this section, you will see how to make changes to line items and make changes at the transaction level. Starting a transaction from the Inventory page allows you to select items manually. Items can also be added ...

• Navigating OpSuite POS - V5 Depreciated

  Navigating OpSuite Point of Sale The top bar of of the POS is home to many functions of the device. Main Menu - Displays multiple functions of the point of sale device. Search - Allows you to search records from inventory, customer, and history ...

• POS Function Buttons - V5 Depreciated

  Additional POS Functions In addition to the point of sale's standard features, there are additional functions that can be found at the bottom of the POS window. The Functions menu can be expanded to the 2 or more rows as show above by clicking the ...

• OpSuite POS Login - V5 Depreciated

  OpSuite Point of Sale OpSuite Point of Sale is a completely mobile application through any Android device. It allows users to load the application on devices as small as a mobile phone or stand alone devices. Your device should be fully set up when ...

• Point of Sale Orders - V5 Depreciated

  Point of Sale Orders There are four (4) types of orders available on the OpSuite Point of Sale: Work Orders Special Orders Layaway Backorders This section will show you how to create, edit, partial pickup and complete work orders, special orders and ...