Overview

This guide provides an overview of The Edge POS screen, detailing its key sections and functionalities. Understanding the layout will enable you to process sales efficiently and accurately.

The Edge POS screen — full layout overview

Salesperson Information Section

Located in the top-left corner. Allows you to assign a salesperson to the transaction.

Salesperson field with Multi button

• Salesperson Field: Enter the salesperson ID or select their name from the dropdown. The other field will auto-populate.
• Multi Button: Assign multiple salespeople to a transaction. Enter up to four salesperson IDs and their commission percentages. Click Split Even to divide equally, then OK to save.

Customer Information Section

Located below the Salesperson section. Provides details about the customer linked to the transaction.

Customer Information section showing customer details and statistics

• Find Cust: Search for a customer by name, ID, phone number, or other criteria.
• Cust. Details: Displays customer information such as name, address, phone number, and email.
• Store and Date: Displays store information and transaction date. Clicking allows you to change the transaction date.
• Wish List: View or edit the customer’s wish list.
• Cash Sale: Select for transactions without linking a customer.
• Send To/Ins.C: Specify a third party, such as an insurance company, to send information to.
• SMS Button: Opens the SMS feature to send a message directly to the selected customer.
• Customer Statistics: Displays trends for the customer’s sales history, giving a quick view of past purchases and habits.

Item/Service Selection Section

Located in the top-right corner. Allows selection of items or services to be added to the sale.

Item/Service Selection section showing all available sale types

• Make a Payment: Process payments for outstanding customer services.
• Pick Up: Finalise the pickup of completed customer services.
• Cancel: Cancel outstanding services for a selected customer.
• Sell Item: Add an item sale line to the Transaction section.
• Misc Sale: Sell an item not in The Edge (use sparingly for tracking purposes).
• Trade: Add a trade-in line to the transaction.
• Sell Gift Voucher: Create a gift voucher for sale and assign it to an account.
• Custom: Create a custom item service intake for a customer request.
• Return: Process the return of a previously sold item.
• Special Order: Create a service intake to order a pre-made item not in stock.
• Valuation Intake: Create a service intake for an item valuation.
• Repair Left: Create a service intake for item repairs to be collected later.
• Quick Repair: Process a repair sale while the customer waits.
• Park: Save the transaction for later completion.
• Start Over: Clear the current transaction without saving.
• Review Receipts: Search, review, and reprint past transaction receipts.

Transaction Section

Occupies the central part of the POS screen. Used to identify items and services added to the sale.

Transaction section showing items, quantities, prices, and discounts

• Scan/Enter Item: Manually enter or scan an item number using a barcode scanner.
• Item Grid: Displays all items and services added to the transaction, including columns for quantity, description, price, discount, and total.

Total Section

Located at the bottom-right corner. Allows you to apply discounts, view sale totals, and see the total amount due.

Total section showing sale total, nett, tendered, and due amounts

Note: Line discounts and overall discounts compound and do not override each other.

Tender Section

Located at the bottom-left corner. Contains payment type selection and tendered amount entry.

Tender section showing payment options and completed tender entries

• Cash: Customer to pay in cash.
• Cheque: Customer to pay by cheque.
• Credit Card: Customer to pay by credit card through an external EFTPOS machine.
• Gift Voucher: Customer to use a gift voucher they have available.
• EFTPOS: Customer to pay via an integrated EFTPOS machine.
• Layby: If the item is going on layby.
• Store Credit: Customer to pay with store credit applied to their account.
• Cust. Account: Customer to pay on account, with payment to be made later.
• Del Tndr Line: Remove a tender line in the event of a mistake.
• Finished: Completes the transaction and prints the receipt.

Key Checkboxes

• Quote Only: Marks the entire sale as a quote, meaning it won’t be included in daily sales figures.
• GST Applicable: Unselecting removes tax from the sale, typically for duty-free sales.

Recommended Practices

• Verify the correct customer is linked to the transaction before proceeding.
• Double-check all items in the grid for accuracy before proceeding to payment.
• Use appropriate discounts and verify that promotions are applied correctly.
• Verify the payment type and tendered amount before finalising the sale.
• For incomplete transactions, use the Park function to avoid data loss.