POS System Functions 45

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Any contact can have prepaid credit. The prepaid credit is limited to offline station only. Prepaid credit is assumed 1 credit to 1 dollar.

For example, the customer can prepaid a certain amount and use the prepaid credit to purchase in the future time.


How To Use Prepaid Credit

Create Item Which Supply Prepaid Credit

You can set an item that supply credit to your customers. When a customer buy the item which supply prepaid credit, the "reload credit" amount will enter into the customer's prepaid credit.

1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login


2. At the top navigation menu, click on "Inventory" and select "Inventory List".

Illustration 2: Navigation To Inventory Window


3. In "Inventory" window, select an item which you wish to set it as item that supply credit to customers and click on the Edit Item button.

Illustration 3: Navigation To Set Reload Credit


4. Under "Item Info" tab, insert reload credit amount for the item. Then, click on the Save button to save the details and settings of the item.

Illustration 4: Set Reload Credit


5. A message box will pop out and ask for your update confirmation. Click OK to dismiss the message.

Illustration 5: Item Update Confirmation


6. Another message box will pop out and state that item updated. Click OK to dismiss the message.

Illustration 6: Item Updated



Reload Prepaid Credit

1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login


2. In the main page of POS Terminal, select contact and add the item which supply prepaid credit into order.

Illustration 2: Add Item Into Order


3. Make payment according to payment types requested by your customer.

Illustration 3: Order Or Make Payment


4. The “reload credit” amount will enter into the customer's prepaid credit.


Use Prepaid Credit

1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login


2. In the main page of POS Terminal, select the contact that going to use the prepaid credit from the list.

Illustration 2: Select Contact


3. Select some items into the order list.

Illustration 3: Select Items


4. When make payment, click on the Other button.

Illustration 4: Other Payment Type


5. Choose “prepaid credit” option in the drop down list.

Illustration 5: Prepaid Credit Option


6. Enter the amount to "Amount" and click "tick' button.

Illustration 6: Insert Amount


7. A new prepaid type item will be added in the order with negative price.

Illustration 7: Prepaid Type Item


8. If the customer do not have enough prepaid credit, they can pay the balance with cash or other payment method.


9. Once used, the prepaid credit for the customer is deducted.

Illustration 8: Credit Before


Illustration 9: Credit After

Prepaid Credit History

Prepaid credit history allow you to add, deduct, reset and view the prepaid credit of the customer.


1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login


2. At the top navigation menu, click on "Contact" and select "Contact List".

Illustration 2: Navigation To Contacts List Window


3. In "Contacts List" window, select a customer which you wish to view his/her prepaid credit amount and click on the Edit button.

Illustration 3: Navigation To View Prepaid Credit Amount


4. Under "Credits" section, click the Prepaid Credit History button.

Illustration 4: Navigation To Prepaid Credit History


5. To add the balance, fill in the amount and click the Add button.

Illustration 5: Add Prepaid Credit Amount


6. To deduct the balance, fill in the amount and click the Deduct button.

Illustration 6: Deduct Prepaid Credit Amount


7. To reset the balance, click the Reset Credit button.

Illustration 7: Reset Prepaid Credit Amount


8. You can click All button to view the current prepaid credit amount of the customer.

Illustration 8: View Current Prepaid Credit Amount

Prepaid Credit Receipt Voiding

Setting

1. Click on the "Setting" button to login to your POS "Settings" window.

Illustration 1: Navigation To POS Client Settings Login


2. Login to your POS "Settings" window.

Illustration 2: Login to POS Client Settings


3. At "Prepaid" tab, tick "Allow void receipt paid with prepaid credit".

Illustration 3: Allow Prepaid Credit Receipt Voiding


4. click on the Save button to save the setting.

Illustration 4: Save Setting


Void Prepaid Credit Receipt

1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login


2. At the top navigation menu, click on "Receipts" and select "Receipt List".

Illustration 2: Navigation To Receipts List Window


3. In "Receipt List" window, select a prepaid credit receipt which you wish to void. Then, click on the void button.

Illustration 3: Void Prepaid Credit Receipt


4. Insert your username and password for authentication.

Illustration 4: Void Prepaid Credit Receipt Authentication


5. A message box will pop out and ask whether your customer return all goods or not. Click Yes if your customer return all goods, else click No.

Illustration 5: Customer Return Goods Confirmation


6. Another message box will pop out and ask for your voiding confirmation. Click Yes if you wish to void the receipt, else click No.

Illustration 6: Void Receipt Confirmation


7. After the receipt is voided, a message box will pop out and ask whether you want to refund credits or not. Click Yes to refund, else click No.

Illustration 7: Refund Credit


Illustration 8: Receipt List - Voided Prepaid Credit Receipt