Making a Sale

To make a sale:

1. Login to the system.

2. From the Application menu, select POS Front Office > Make Sale. This displays the customer search window.

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3. Enter the Customer information and click Search.

   Note

   If an existing customer is found, the information is displayed.

   Select  to perform a quick sale.

   Proceed As Quick Sale

   Quick Sale is a exchange of physical inventory or a POS service in exchange for tender.

4. Select Create New Customer.

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5. Enter the appropriate Customer Information. (More)

6. Click Next. This displays the Retail Discount window.

7. Click Next. This displays the Credit Check window. See Performing a Credit Check for additional information.

8. At this point, you may choose to skip the credit check or not. See  for additional information.

   Requesting a Credit Report

   You can request a credit report in one of four ways:

   • From the Customer Window

   • From the Application Menu

   • From a Credit Report Search

   • From an Open Report