Overview

This manual provides an overview of The Edge POS screen, detailing its key sections and functionalities. Understanding the layout and features of the POS screen will enable you to process sales efficiently and accurately. This guide will cover the major areas of the POS screen, including customer information, salesperson information, item entry, and payment details.

This manual serves as a foundational guide to interpreting and using The Edge POS screen effectively. For specific scenarios or additional features, consult the detailed user guides or contact Retail Edge Consultants Support.

Key Sections of the POS Screen

Salesperson Information Section

The Salesperson Information section is located in the top-left corner of the POS screen. It allows you to assign a salesperson to the transaction and includes the following features:

• Salesperson Field: Enter the salesperson ID or select their name from the dropdown. The other field will automatically populate.
• Multi Button: Use this to assign multiple salespeople to a transaction. In the popup window:

• Enter up to four salesperson IDs and their respective commission percentages.
• Click Split Even to divide the percentages equally.
• Click OK to save or Cancel to exit without saving. If multiple salespeople are assigned, "Multi..." will display in the Salesperson field on the main screen.

Customer Information Section

Located below the Salesperson Information, this section provides details about the customer linked to the transaction. Key features include:

• Find Cust: Click to 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 this button allows you to change the transaction date or for multi store you can impersonate another store (This function requires security clearance).
• Extra Buttons:

• Wish List: View or edit the customer’s wish list.
• Cash Sale: Select this for cash 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 within The Edge, giving a quick view of their past purchases and habits. 
• (Screenshot: Highlight the Customer Information Section with buttons)

Item/Service Selection Section

The item/service selection section in the top-right corner allows the selection of items or services to be added to the sale. Key options include:

• 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 for input of an item SKU.
• Misc Sale: Sell an item not existing 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.
• Tender Card: Activate tender cards.
• Repair Left: Create a service intake for item repairs to be collected later.
• Quick Repair: Process a repair sale while the customer waits.
• Quote to Sale: Convert a quoted item/service into a sale.
• Why In: Use a dropdown menu to record promotional reasons for the customer visit.
• Park: Save the transaction for later completion.
• Start Over: Clear the current transaction without saving.
• Review Receipts: Search, review, and reprint past transaction receipts.
• Cust. A/c’s: View the customer’s account transactions.
• Store Credit: Review the history of store credit transactions.
• TC History: Review the history of tender card transactions.
• Rep./Custom: Display outstanding or completed customer repairs and customs.
• S/O Enquiry: Display outstanding and completed special orders for the customer.
• + Wish List: Add all displayed items to the customer’s wish list.
• Lost Sale: Log a lost sale (no longer used).
• : Display daily store statistics (requires a valid sales plan setup).
• : Open a non-urgent support request to Retail Edge Consultants.
• : Access the support website for assistance from a Customer Success Representative.

Transaction Section

The Transaction section occupies the central part of the POS screen and is used to identify items and services added to the sale. Key features include:

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

Total Section

Located at the bottom-right corner of the screen, this area allows you to:

• Apply percentage or fixed price discounts to the entire sale. (Note: Line discounts and overall discounts compound and do not override each other.)
• View sale totals.
• See the total amount due after discounts and taxes.
• View the number of items in the transaction.

Tender Section

The bottom-left corner of the POS screen contains:

• Payment Type Selection: Choose the payment method, including cash, credit card, gift voucher, or customer account.
• Tendered Amount: Enter and View the amount received from the customer.
• Buttons:

• 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 or External Payment Methods (not integrated with The Edge).
• Gift Voucher: Customer to use a gift voucher they have available.
• EFTPOS: Customer to pay via an integrated Eftpos machine or alternative payment method like Humm.
• Layby: If the item the customer has selected is going being held on layby
• Store C: Customer to pay with store credit that has been applied to their account.
• Cust Account: Customer to pay on account, with payment to be made later on invoice or statement.
• Del Tndr Line: Select a tender option on the right of the Tender Section and click this button to remove the tender in the event of a mistake.
• Tender Card: Customer to pay using a pre-loaded tender card. 

Action Buttons

• Finished: Located at the bottom right of the Tender Section. This button completes the transaction and prints the receipt.
• Quote Only: Found to the right of the Salesperson section. Selecting this checkbox marks the entire sale as a quote, meaning it won't be included in the daily sales figures.
• GST Applicable: Positioned to the right of the Salesperson section. Unselecting this checkbox removes the tax from the sale, typically for Duty Free sales.

Recommended Practices

1. Verify Customer Details: Ensure the correct customer is linked to the transaction.
2. Review Item Details: Double-check all items in the grid for accuracy before proceeding to payment.
3. Apply Discounts Carefully: Use appropriate discounts and verify that promotions are applied correctly.
4. Confirm Payment Details: Verify the payment type and tendered amount before finalising the sale.
5. Use the Park Feature: For incomplete transactions, use the Park function to avoid data loss.

Notes

• The POS screen layout may vary depending on your store’s configuration.
• For advanced functionalities, refer to the corresponding section in The Edge User Manual.
• Contact your system administrator if you encounter any issues or require additional training.