Hi, is it possible to create POS templates that can be used instead of entering individual items on the POS invoice platform.
thanks
Hi, is it possible to create POS templates that can be used instead of entering individual items on the POS invoice platform.
thanks
Hi James
Yes, it is possible.
Do the following to achieve it:
1. On the POS transaction screen, capture the required transaction lines that should be used a POS template. Don't capture/select a Customer record on the top.
2. When done, click the Save button at the top of the screen.
3. Click Yes on this message
4.The next time you want to use the Template, do the following:
5. On the POS Maintenance screen, change the main filter option to Template as seen below.
6. Find the document you looking for, and then open it using the Load as Template option
7. On the main POS entry screen, you can now select a customer and even edit the transaction lines (prices, quantities etc.) as required.
8. When done, process the POS invoice.
9. Repeat steps 5-7 when you need to use and process from the Template POS document.
Kind Regards
Bennie
Wow, thanks
Cool, my pleasure, James
*Community Hub is the new name for Sage City