Point of Sale button bar

What is the Point of Sale button bar?

The Point of Sale (POS) button bar provides quick access to each of the purchased features available in the Point of Sale module, if your staff ID is set up with permission to access that feature. These include:

Sales invoice
Service tickets
Customer payments
Special orders
Layaway
Contracts and contract payments
Approvals and demos
Loaners
Rentals
Proposals
Delayed delivery
E-cards

The button bar may be repositioned within your AIMsi window by dragging it into the desired location. Possible locations include (but are not limited to): the header below the main button bar, anchored to either side or the bottom of the main AIMsi window, or floating in the main AIMsi window.

Multiple POS transactions

There are two options for completing POS transactions: the POS button bar and the Modules menu. All of the options on the POS button bar are also available from the Modules menu. The benefit of using the POS button bar is that it enables you to complete any number and combination of transactions for a customer at one time whereas you would complete transactions individually from the Modules menu.

For example, a customer wants to make a payment on account, order special items, and make a purchase all at the same time.

From the POS button bar (in any order) Click the O/A Payment button to enter the payment, the Special Order button to enter the item(s) being ordered, and the Sales Invoice button to enter the item(s) being purchased. When all of the customer's transactions have been entered, click the Save button to save all transactions, collect payment, and print receipts in a single step.

From the Modules menu (in any order) Point to Daily Posting and click O/A Payment to enter the payment, then collect the money, save the transaction, and print the receipt. Then point to Purchase Orders and click Enter Uncommitted Orders or Enter Committed Orders to enter the special order item(s), then collect the money, save the transaction, and print the receipt. Finally, point to Daily Posting and click Sales Invoice to enter the item(s) being purchased, then collect the money, save the transaction, and print the receipt.

Hint: Tri-Tech recommends using the POS button bar for any real-time transactions with customers and the Modules menu for any "back office" transactions.

Accessing the button bar

To access the button bar, click the New POS Transaction button on the main button bar, press F5, or click Point Of Sale on the File menu, then select a customer on the Pick Customer window. If the customer is not found, click Add to create a new account.

Once the customer account is selected, the Point of Sale button bar and the Outstanding window display. The Outstanding window displays any outstanding transactions for the customer. This enables you to quickly identify outstanding invoices and, if necessary, remind the customer of their payment due.

Hint: Tri-Tech recommends that you always search for the customer before automatically creating a new account to avoid creating duplicate accounts.

The buttons

The table below describes the buttons available to you, with the appropriate user setup, on the Point of Sale button bar.

	Button	Description
	Customer Information	Opens the customer history, or Outstanding window, which is a list of all outstanding transactions for the selected customer. Click the button to close the window.
	Sales Invoice	Opens a new sales invoice where you can enter a new purchase and/or turn a proposal, approval, special order, or rental into a sale.
	Service Ticket	Opens the New Service Ticket window where you can enter new tickets for repair or service. Refer to Saving the POS Transaction for information on collecting a deposit and saving the service ticket entered at POS.
	Modify Service Ticket	Opens the Modify Service Ticket window where you can modify an existing service ticket. Refer to Saving the POS Transaction for information on billing the service ticket, and saving the modifications at POS.
	O/A Payment	Opens the Customer Payments window where you can enter payments against or apply credit to outstanding invoices.
	Special Order	Opens the Uncommitted Orders window or Committed Orders window where you can create a special order for the customer. The window that displays depends on system variable SpecialOrderCode. Refer to Saving the POS Transaction for information on collecting the deposit and saving the special order entered at POS.
	Layaway	Opens the Layaway window where you can enter details for a layaway sale, including the date the invoice should be paid in full.
	New Contract	Opens the Choose Rental Type window where you can select or create a new rental type to enter for the customer. Refer to Saving the POS Transaction for information on collecting the payment and saving the rental contract entered at POS.
	Contract Payment	Opens the Enter Contract Payments window, or, if the customer has more than one rental agreement, the Select Rental window. Use this window to post payments to rental contracts. Refer to Saving the POS Transaction for information on collecting the payment and saving the rental payment entered at POS.
	Approval/Demo	Opens the Approval window where you can enter inventory a customer is taking out on approval, or demo, including the return date.
	Loaner	Opens the Loaner window where you can enter inventory a customer is taking out on loan, including the return date.
	Short Term Rentals	Opens the Short Term Rental window where you can enter inventory a customer is renting for a short time, such as daily or weekly.
	Short Term Rental Reservation	Opens the Reservation window where you can reserve an item for rent.
	Proposal	Opens the Proposal window where you can create a merchandise or service quote for a customer and enter the date the quote expires.
	Delayed Delivery	Opens the Delayed Delivery window where you can enter inventory for a customer that will be picked up or delivered at a later date. These items typically do not yet have serial numbers; the serial number will be entered when the item is picked up or delivered.
	Sell/Recharge E Cards	Opens the Activate E-Cards window where you can sell an e-card (gift card or recharge) purchased through Tri-Tech.
	Save POS Transaction	Opens the Enter Payments window where you can save all transactions entered at POS, collect payment, and print receipts in a single step. Refer to Saving the POS Transaction for more information. When the POS button bar is open, this button is the only way to save your POS activity (or press F12). Windows directly accessed from this button bar do not have individual Save buttons.
	Exit POS Transaction	Closes any POS window currently open and exits the Point of Sale module.

Helpful links

AIMsi Online Help Version 11.0 ◊ Last Updated 6/22/2020
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