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Defining the payment mode on the POS is important to control the sales management of an organization. In this sense, there are features available that allow to facilitate the use and configuration of the payment methods.
Payments on the POS
The process of sales settlement is one of the most important operations when executing front-of-store operations. Besides the agility and simplicity necessary, it is important to ensure features such as safety, flexibility and control.
The settlement operation on the POS has important characteristics, including the following:
- Settlement in a currency different from the base currency or the currency used on the document;
- Change in a currency different from the base currency or the currency used on the document;
- Use of different payment methods (cash, cheque, debit card, credit card, account credit, etc.);
- Aid in the calculation of the change amount based on the value handed in by the customer.
As a result of the settlement operations, two types of postings can occur:
- The value is accumulated in petty cash balance distinguished by the type of payment methods used;
- The value posts in current account.
Use payment methods
On the payment methods window, it is possible to change the payment currency and change, distribute the document value by the payment methods and use credits. For this, follow these steps:
Change the payment currency and change
- Click the Currency button;
- On the currency window, specify the currency for the desired operation: Payment or Change;
- Click Confirm.
Distribute the document value by the payment methods
- Select the second payment method;
- Specify the Value and click Enter;Note: The value of the first payment method is automatically updated
- To place the document value in a single payment method, delete the value of the second payment method and click the key F3.
Use the credit
- Click the button Credit;
- If you have credits to use, the corresponding window is presented;
- Select the Value(s) to use and specify the corresponding amount;
- Click Confirm.
Set up payment method
The default payment method is the field that will be automatically filled in with the document total value when it is finished.
To set up the default payment method, follow these steps:
- Access Marketing & Sales | Sales | Resources | Tables | Points of Sale | Points of Sale;
- Edit the station;
- On the tab General, specify the default payment method in Pay. Method;
- Click Save.