Overview

This section provides guidance on processing Cash Sales in The Edge POS system. A Cash Sale refers to transactions made by a non-registered customer, rather than the payment method used. While processing Cash Sales is quick and simple, it's always recommended to register customer details in the database whenever possible. This enables you to track purchase history, manage promotions, and maintain stronger customer relationships.

• While Cash Sales are straightforward, consider registering customers whenever possible to maximize engagement and customer retention.
• Use the Cash Sale option only for truly one-off or anonymous transactions.

Benefits of Registering Customers

1. Promotions and Notifications: Registering customers allows you to reach out for promotional offers and special occasions.
2. Purchase Tracking: Keeps a record of customer purchase history, enabling better customer service and follow-ups.
3. Stronger Customer Relationships: Helps maintain ongoing engagement and loyalty with customers.

Steps to Process a Cash Sale

Identify the Salesperson

• Start the transaction by selecting your salesperson. This can be done by:

• Salesperson Field: Enter the salesperson ID or use the dropdown to select the salesperson’s name. The system will automatically populate the other field.
• If multiple associates are involved, click on the Multi Button to split the commission between associates. In the popup window, you can assign percentages to up to four salespeople and use Split Even to divide the percentages equally.

Note: If using multiple salespeople, "Multi..." will display in the salesperson field on the main screen.

Choose Cash Sale Option

• Instead of selecting Find Cust to search for a customer, click the Cash Sale button.
• The Cash Sale option is used for transactions where no customer is linked to the sale (for one-off or anonymous transactions).

Select Transaction Type

• After selecting Cash Sale, choose the transaction type from the following available options:

• Sell Item:

• Scan Item: Use a barcode scanner to add an item to the transaction.
• Manual Entry: Click Sell Item and manually enter the item’s SKU number.

• Misc Sale: Used for items not catalogued in the system.
• Sell Gift Voucher: Create a gift voucher for sale.
• Tender Card: Activate a tender card for payment.
• Quick Repair: Process a repair sale while the customer waits.
• Return: Process the return of a previously sold item.

• Enter the details of the items or services being sold. This can be done in the Item/Service Selection Section of the POS screen.

• Scan Item: Use the barcode scanner to add items.
• Manual Entry: Type in the SKU number to find and add the item.

• Each sale will appear as a line in the Transaction Section, showing item quantities, descriptions, prices, and totals.

Note: Some transaction types require customer details, and therefore, may be unavailable with Cash Sale.

Tip: Review the items listed in the Item Grid before moving on to ensure all details are accurate.

Select Payment Tender

• Choose the payment type from the Tender Section at the bottom-left of the POS screen. Options include:

• Cash: For payments made in cash.
• Credit Card: For payments made via an external EFTPOS machine (integrated with The Edge).
• EFTPOS: For payments made using an integrated EFTPOS machine.

• Ensure that the Tendered Amount matches the Amount Due.

Review and Finalize Sale

• Before completing the sale, double-check the following:

• Sale Totals: Review the Total Section to confirm that the totals are correct, including any discounts or taxes.
• Payment Type: Ensure the correct payment method was selected.
• Due: Verify that the total amount due after payment is $0.

• To complete the sale, click Finished in the Tender Section. This will finalise the transaction and generate a receipt.