Point of Sale Quick Reference

Eagle Point of Sale (POS) Quick Reference January 2012

This manual contains reference information about software products from Epicor Software Corporation. The software described in this manual and the manual itself are furnished under and subject to the terms and conditions of a license agreement. The software consists of software options that are separately licensed. It is against the law to copy the software on any medium, or to enable any software options, except as specifically permitted under the license agreement. In addition, no part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Epicor Software Corporation. From time to time, Epicor makes changes to its software products. Therefore, information in this manual is subject to change, and the illustrations and screens that appear in the manual may differ somewhat from the version of the software provided to you. Created by: Learning Products and Education Epicor Software Corporation 7683 Southfront Road Livermore, CA 94551 Publication No. EL2100-02 Publication Date: January 2012 Epicor Software Corporation, January, 2012 i

Table of Contents Basics 4 About Security 4 Enter POS 4 Exit POS 4 Cash Sale 4 Check Sale 5 Bankcard Sale 5 Charge Sale 6 Credit Memo 6 ROA - Received on Account 7 Change Customer During a Transaction 8 Enter Cash Customer During a Transaction 8 Posting 10 Look Up Item Informarion 10 Look Up a SKU Using UPC, Mfg #, Serial #, or the Inventory Viewer 10 Look Up a SKU with QuickFind 10 Insert a Line-Comment or SKU 11 Sell Multiple Items from the Inventory Viewer 11 Display All Postings of a SKU 12 Discount or Promo an Item 12 Override a Price or Sell an Item at No Charge 12 Change the Tax Status of an Item 12 Return an Item During a Sale Transaction 13 Add Special Order Items to a Sale Transaction ( Mixer ) 13 Calculate Subtotals 14 Price an Item in Multiple (for example, 3 for $1.00) 14 Sell an Item with Multiple Selling Units (MSUs) 14 Sell Substitute Items 15 Sell Serial Number Items 15 Epicor Software Corporation, January, 2012 ii

Total 17 Discount a Transaction 17 Split Tender/ Accept Multiple Payments Types 17 Pay With an Alternate Tender 17 Issue a Store Voucher 18 Voids 20 Void an Item 20 Void a Transaction 20 Reverse a Transaction/ Post Void 20 Reverse an ROA 21 No Sales 23 Cash a Check 23 Print a Raincheck 23 Print a Gift Receipt 23 Open the Cash Drawer 24 Enter a Paid In or Paid Out 24 Reprint an Invoice 25 Test Form Alignment for Invoice 25 Change Customer Display Message to Closed 25 Miscellaneous 27 Look Up a POS Transaction with Quick Recall 27 Suspend a Transaction 27 Recall a Suspended Transaction 28 Recover an Aborted Transaction 28 Offline POS 28 Layaways 31 Create Layaways 31 Recall Layaways 31 Modify Layaways 31 Take Payments on Layaways 33 Take the Final Payment on Layaways 33 Delete Layaways 33 Epicor Software Corporation, January, 2012 iii

Tally Items and Special SKUs 35 Tally Items 35 Special SKUs 37 Saved Transactions 39 Recall an Order or Special Order 39 Receive an Additional Deposit on an Order or Special Order 39 Invoice an Entire Order or Special Order 40 Partially Invoice an Order or Special Order 40 Refund a Deposit on an Order or Special Order 40 Recover In Process or In Use Orders or Special Orders 40 Saved Rainchecks 41 Epicor Software Corporation, January, 2012 iv

POS Posting Screen The following is an example of the POS Posting screen for a Sale transaction. The various sections of the Posting screen are outlined and labeled. The sections of the Posting screen are referred to in the procedures that you ll follow in the tabbed sections of this manual. Epicor Software Corporation, January, 2012 1

Online Help For more detail about the procedures in this guide, along with other Point of Sale procedures, refer to the online help topics. 1. From any Eagle for Microsoft Windows application, including the Point of Sale screens, click the Help button on the toolbar. Or, from the menu bar, click Help and then select Help topics. 2. From the Help Topics window, click the Contents tab. 3. Double-click to open the Point of Sale book. Double-click to open any of the other books related to POS. Click to display a topic within a book. On the left, POS books and topic titles. On the right, a POS topic displays. Feedback Please e-mail your comments or suggestions for this Eagle Point of Sale Quick Reference to eagle@epicor.com. Epicor Software Corporation, January, 2012 2

Basics The procedures in this tabbed section describe the basic procedures used at POS. About Security 4 Enter POS 4 Exit POS 4 Cash Sale 4 Check Sale 5 Bankcard Sale 5 Charge Sale 6 Credit Memo 6 ROA - Received on Account 7 Change Customer During a Transaction 8 Enter Cash Customer During a Transaction 8 Epicor Software Corporation, January, 2012 3

Basics About Security Access to the various functions and features of the Eagle system, including all POS procedures, can be controlled by security. How security is set up for you determines if you are allowed to complete a specific POS procedure. For example, you may be able to display the No Sale Menu, but you can t select the option for Open Cash Drawer. Check with your manager if you have questions about completing a POS procedure due to security limitations. Enter POS 1. From the Eagle Browser, select Point of Sale to open the POS window.the sign-in dialog displays. 2. At Clerk, type your clerk name. Press Tab, at Password, type your password.press Enter for OK. The sign-in dialog closes. 3. Fill in any other dialogs that might display (such as the beginning cash drawer balance). 4. The Posting screen (or the Header screen) displays and you are ready to start. Exit POS You can t exit POS if a transaction is in progress. You must first Total, Save, or Void the transaction. To exit POS, do one of the following: Cash Sale Press Alt+F4. On the Posting screen, from the File menu, select Exit. Click the [x] button in the upper-right corner. Post items to a sale transaction and take cash as the payment. 1. POS Posting screen, check the Clerk field. To change the user/clerk nam, press User (Shift+F3). 2. Position the cursor at Item (SKU). Type the SKU number for the item or scan the item. If you need additional information about the SKU, press Display (KPad/). 3. At Quantity, type the quantity that you are selling. Press Enter. The item is posted to the transaction. 4. Repeat steps 1 through 3 to sell additional items. 5. Press Total (KPad+). The Total Due dialog displays. 6. At Cash, type the amount of cash received from the customer. Press Enter. 7. If the cash taken is greater than the sale amount, the Change Due dialog displays. Give the change amount to the customer and press Enter. 8. A receipt prints on the receipt printer. An invoice may also print or a dialog may display asking if you want to print an invoice. Follow the prompts on the screen to complete the transaction. Epicor Software Corporation, January, 2012 4

Check Sale Post items to a sale transaction and take a check as the payment. 1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User (Shift+F3). 2. Position the cursor at Item (SKU). Type the SKU number for the item or scan the item. If you need additional information about the SKU, press Display (KPad/). 3. At Quantity, type the quantity that you are selling. Press Enter. The item is posted to the transaction. 4. Repeat steps 1 through 3 to sell additional items. 5. Press Total (KPad+). The Total Due dialog displays. 6. Press Tab. At Check, type the amount of the check. 7. Press Tab. At Number, type the check number. 8. Press Tab. At ABA number, type the ABA number. 9. Press Enter. Your next steps depend on your store procedures. If your store does Check Guarantee, then follow the prompts on the screen to enter additional customer information and then receive a verification message. If your store policy is to endorse checks, then follow the prompts on the screen to endorse the check. 10. A receipt may print on the receipt printer. An invoice may also print or a dialog may display asking if you want to print an invoice. Follow the prompts on the screen to complete the transaction. Bankcard Sale Post items to a sale transaction and take a bankcard (Visa, Mastercard, etc.) as the payment. 1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User (Shift+F3). 2. Position the cursor at Item (SKU). Type the SKU number for the item or scan the item. If you need additional information about the SKU, press Display (KPad/). 3. At Quantity, type the quantity that you are selling. Press Enter. The item is posted to the transaction. 4. Repeat steps 1 through 3 to sell additional items. 5. Press Total (KPad+). The Total Due dialog displays. Press Tab twice to position the cursor at Bankcard. 6. Your next steps depend on your store procedures. If your store does Credit Authorization, swipe the bankcard. The purchase amount and card number are automatically entered. Follow the prompts on the screen to enter additional customer information and then receive a credit authorization message. If your store does not use Credit Authorization, at Bankcard, enter the amount of the sale and press Tab. At Number, type the bankcard number. Press Enter. 7. A receipt may print on the receipt printer. An invoice may also print or a dialog may display asking if you want to print an invoice. Follow the prompts on the screen to complete the transaction. Epicor Software Corporation, January, 2012 5

Charge Sale Post items to a sale transaction and charge the transaction to the customer s store charge account. 1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User (Shift+F3). Position the cursor at Customer. Type the customer number and press Enter. If you don t know the customer account number, use either of the following methods to look it up. Drop-down list of customer numbers/names On the right edge of the Customer field is an arrow. Press Alt+down arrow to display the customer list in customer number order. Scroll up or down this list using the arrow keys on the keyboard. Highlight the customer you want to select and press Enter. Customer Viewer Press Viewer (F9) to display the Customer Viewer. Press Lookup (F5) to select from the View By list the lookup criteria (such as phone number). Use the arrow keys to highlight your choice and press Enter for OK. Fill in the field for the criteria you selected, press Enter, verify that the correct name is highlighted and press Enter. Or, press Alt+down arrow key to display a list, scroll up or down this list using the arrow keys on the keyboard, highlight the customer you want to select, and press Enter. 2. Respond to any dialogs that may display, such as the Customer Detail dialog. 3. To display a list of names authorized to charge to this customer account, position the cursor at Customer and press Menu (KPad ) to display the Header Menu. Type 3 for Enter charge authorization. From the list that displays, use the arrow keys to highlight the name. Press Enter for OK. 4. Position the cursor at Item (SKU), type the SKU number for the item or scan the item. If you need additional information about the SKU, press Display (KPad/). 5. At Quantity, type the quantity that you are selling. Press Enter. The item is posted to the transaction. 6. Repeat steps 4 and 5 to sell additional items. 7. Press Total (KPad+). The Total Due dialog displays. Press Tab three times to position the cursor at Charge. 8. Press Enter to charge the total due amount to the customer account. 9. A receipt may print on the receipt printer. An invoice may also print or a dialog may display asking if you want to print an invoice. Follow the prompts on the screen to complete the transaction. Credit Memo The customer is returning one or more items. This is a credit transaction only, not a mixed document (which includes both returned items and purchased items on the same transaction). 1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User (Shift+F3). Position the cursor at Customer. Type the customer number and press Credit (KPad*). For how to look up a customer accountnumber, refer to step #1 in the previous procedure, Charge Sale. 2. At Apply To, type the document number of the invoice transaction and press Enter. If you don t have the invoice number, leave the Apply To blank. Review any customer information dialogs that might display. 3. At Item (SKU), type the SKU number for the item being returned or scan the item. If you need additional information about the SKU, press Display (KPad/). 4. At Quantity, type the quantity being returned. Press Enter. At Price, enter a price for the item or review the price that displays. 5. The Type of Return dialog displays. Type the reason code (R, D, or E) for the return of this item. Use reason code R if the item will be placed back in stock. Use code D if the item is defective and will not be placed back in stock. Use code E if the item being returned is defective and the customer is taking another one of the exact same item. 6. Repeat steps 3 through 5 to return other items on this credit memo transaction. Epicor Software Corporation, January, 2012 6

7. Press Total (KPad+). The Refund Total dialog displays. 8. Press Tab to position the cursor at the appropriate refund type (cash, check bankcard, charge) and type the refund amount. Press Enter. 9. A receipt may print on the receipt printer. An invoice may also print or a dialog may display asking if you want to print an invoice. Follow the prompts on the screen to complete the transaction. ROA Received on Account Apply a payment to a customer account. 1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User (Shift+F3). Position the cursor at Customer and press ROA (F7). The normal Posting screen changes to the ROA format. 2. At Customer, type the customer number and press Enter. For how to look up a customer account number, refer to step #1 in the Charge Sale procedure. 3. Review any customer information dialogs that display, such as the Customer Detail dialog. The bottom of the screen provides balance information for the account. 4. Position the cursor at Payment. Type the amount the customer is giving you and press Tab. 5. At Discount, type a discount amount that you are allowing, or leave it blank. Press Tab. 6. At Reference, type a reference note for this payment, or leave it blank. 7. If this is an Open Item type of account, then the Apply To field displays on the screen below the Payment field. Press Tab. At Apply To, type the invoice number that this payment applies to, or leave it blank. Press Tab. At Apply To Store, type the store number that this payment applies to, or leave it blank. Press Enter. The payment is posted to the screen. If you didn t enter an apply to number, the system prompts you to enter the number, or to press Enter to post the payment as unapplied. If this is a Balance Forward type of account, then the Apply To field doesn t display. Press Enter. The payment is posted to the screen. 8. Press Total (KPad+). The Total Due dialog displays. Position the cursor in the appropriate tender type field (Cash, Check, Bankcard). Type the amount the customer is giving you and complete the transaction. 9. A receipt may print on the receipt printer. An invoice may also print or a dialog may display asking if you want to print an invoice. Follow the prompts on the screen to complete the transaction. Epicor Software Corporation, January, 2012 7

Change Customer During a Transaction Use this procedure to change the customer account number after items have been posted to the transaction. 1. POS Posting screen, press Customer (F11). 2. Type the customer number and press Enter. If you don t know the customer account number, use either of the following methods to look it up. Drop-down list of customer numbers/names On the right edge of the Customer field is an arrow. Press Alt+down arrow to display the customer list in customer number order. Scroll up or down this list using the arrow keys on the keyboard. Highlight the customer you want to select and press Enter. Customer Viewer Press Viewer (F9) to display the Customer Viewer. Press Lookup (F5) to select from the View By list the lookup criteria (such as phone number). Use the arrow keys to highlight your choice and press Enter for OK. Fill in the field for the criteria you selected, press Enter. Verify that the correct name is highlighted and press Enter. Or, press Alt+down arrow key to display a list, scroll up or down this list using the arrow keys on the keyboard, highlight the customer you want to select, and press Enter. 3. Continue with the transaction. Enter Cash Customer Information Display a dialog in which you can enter information about a Cash Customer that is normally not saved, such as address or product serial number. This dialog may be set up to display automatically on your system. 1. POS Posting screen, at Item (SKU), press Menu (KPad ) to display the Posting Menu. Or, from the Totals screen, Menu (KPad ) to display the Totals Menu. Press 6 for Enter cash customer information. 2. The Cash Customer Information dialog displays. Fill in any or all of the fields. 3. Press Enter for OK. The dialog closes. Epicor Software Corporation, January, 2012 8

Posting This tabbed section includes ways for looking up item information and other procedures to a transaction. Look Up Item Information 10 Look Up a SKU Using UPC, Mfg #, Serial #, or the Inventory Viewer 10 Look Up a SKU with QuickFind 10 Insert a Line-Comment or SKU 11 Sell Multiple Items from the Inventory Viewer 11 Display All Postings of a SKU 12 Discount or Promo an Item 12 Override a Price or Sell an Item at No Charge 12 Change the Tax Status of an Item 12 Return an Item During a Sale Transaction 13 Add Special Order Items to a Sale Transaction ( Mixer ) 13 Calculate Subtotals 14 Price an Item in Multiple (for example, 3 for $1.00) 14 Sell an Item with Multiple Selling Units (MSUs) 14 Sell Substitute Items 15 Sell Serial Number Items 15 Epicor Software Corporation, January, 2012 9

Posting Look Up Item Information 1. POS Posting screen, position the cursor at Item (SKU). 2. Type the SKU number for the item or scan the item. 3. Press Display (KPad/). A small window displays with basic item information. Press Display (KPad/) for more information, including recent promo prices, matrix prices, and quantity break prices. Look Up a SKU Using UPC, Mfg #, Serial #, or the Inventory Viewer POS Posting screen, position the cursor at Item (SKU). Then do any of the following: UPC: Type the UPC (barcode) number in the Item (SKU) field. Press UPC LU (Ctrl+U). The item information displays. Mfg #: Type the manufacturer part number in the Item (SKU) field. Press MFG LU (Ctrl+L). The item information displays. Serial #: Type the serial number in the Item (SKU) field. Press UPC LU (Ctrl+U). The item information displays. Inventory Viewer: With the cursor at Item (SKU), press Viewer (F9). The Inventory Viewer displays. Press Lookup (F5) to select from the View By list the lookup criteria (such as Description). Use the arrow keys to highlight your choice and press Enter for OK. Fill in the fields for the criteria you selected, press Enter. Or, press Alt+down arrow key to display a list, scroll up or down this list using the arrow keys on the keyboard, highlight your selection, press Enter, and press Enter again to display the items. Look Up a SKU with QuickFind QuickFind information displays in a grid. There are two types of grids, image and text. 1. POS Posting screen, position the cursor at Item (SKU). 2. Press Q.Find (F6) to display the QuickFind window. 3. From the window, press Tab to locate the main group of the item you are looking up. Press Enter. 4. From the sub-group list, press Tab to locate the sub-group of the item. Press Enter. 5. From the list of items, press Tab to locate the SKU and press Enter. 6. The QuickFind window closes and the item is copied to the Item (SKU) field. Epicor Software Corporation, January, 2012 10

Insert a Line Comment or SKU Insert a Comment Line Do the following to insert one or more comment lines immediately after posting an item. 1. POS Posting screen, at Item (SKU), press Comment (F3) to display the Comments and Notes dialog. 2. Type your comments or leave it blank if you want to insert a blank line. To start a new line, press Ctrl+Enter. 3. When done typing comments, press Enter for OK. Insert a Comment or SKU Between Two Lines of a Transaction Do the following to insert a line between two existing lines of a transaction. The line you insert can be a comment line, or you can post a SKU. 1. POS Posting screen, at Item (SKU), press Menu (KPad ) to display the No Sale Menu. 2. Type 2 for Insert a line. A dialog displays, at Line Number, type the line number after which you want the system to insert the new line. 3. Press Enter for OK. The dialog closes, the cursor is at Item (SKU), and message displays at the bottom of the window that a line will be inserted. 4. At Item (SKU), post a new SKU as you normally would. Or, to post a comment line, press Comment (F3) to display the Comments and Notes dialog. Sell Multiple Items from the Inventory Viewer Use this procedure to display a list of items in the Inventory viewer, enter the quantity in the viewer, then automatically copy the items to the Posting screen. 1. POS Posting screen, position the cursor at Item (SKU). Press Viewer (F9) to display the Inventory Viewer. 2. If the view that displays does not include the Posting Quantity column, then load the correct view from the File menu. 3. Press Lookup (F5) to select from the View By list the lookup criteria you want to use to display items in the viewer. Or, press Misc (KPad ) to display the Miscellaneous Menu and then type 2 for Custom SKU List. 4. After displaying items in the viewer, locate the Posting Quantity column. For each item that you want to post to POS, type the quantity to sell in this field. 5. After entering all posting quantities, Select (F4). The items are posted to the POS transaction. If an item can t be posted, a dialog will display for you to resolve the posting issue. Epicor Software Corporation, January, 2012 11

Display All Postings of a SKU Use this procedure to display all occurrences of a specific SKU posted to a transaction. 1. POS Posting screen, at Item (SKU), press Menu (KPad ) to display the Posting Menu. 2. Type S for Show all occurrences of SKU. In the Find SKU dialog, type the SKU and press Enter for OK. 3. The posting screen changes to only display that SKU, all occurrences for this transaction. 4. Press Enter for OK to close the dialog. Review the SKU postings and then press Clear (F12). All lines on the transaction are again displayed. Discount or Promo an Item Do the following to post an item with a discount price or promo (promotion) price. Promo an item only if it isn t currently on promotion in the system. 1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. If you need additional information about the SKU, press Display (KPad/). 2. At Quantity, type the quantity. To discount the item, press Disc (Ctrl+D). To promo the item, press Promo (Ctrl+P). A dialog displays. Enter one of the following: Discount/Promotion Percent To deduct a percent off the retail price, type the percent. The system then calculates the price. Discount/Promotion Price To specify the discount/promo price, type the price. Discount/Promotion Amount Off To reduce the retail price by a specific amount, type the amount. The system then calculates the price. 3. Press Enter for OK. The item is posted at the discount/promo price. For a discount price, the letter D displays in the Codes column. For a promo price, the letter P displays in the Codes column. Override a Price or Sell an Item at No Charge Do the following to override the system price for an item or to sell the item at no charge. 1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. If you need additional information about the SKU, press Display (KPad/). 2. At Quantity, type the quantity. 3. To post the item at no charge, press Menu (KPad ) to display the No Sale Menu. Type 4 for Sell item at no charge. The item posts with a price of 0.00 and a second line posts with the description of NO CHARGE. 4. To override the system price, press Tab to move to the price field. At Price, type the price that you want to use instead of the system price. Change the Tax Status of an Item Charge tax on an item that is normally non-tax 1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. If you need additional information about the SKU, press Display (KPad/). 2. At Quantity, type the letter T and then type the quantity. For example to sell three of the item as taxable, type T3. 3. Press Enter to post the item. Epicor Software Corporation, January, 2012 12

Do not charge tax on an item that is normally taxable 1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. If you need additional information about the SKU, press Display (KPad/). 2. At Quantity, type the quantity. 3. Press No Tax (Ctrl+T). The item is posted with an N in the Codes column to indicate non-tax. Return an Item During a Sale Transaction If your store policy allows, you can mix credit items with sale items on the same transaction. 1. Start a Sale transaction and post all the items that are being sold. 2. At Item (SKU), type the SKU number for the item being returned or scan the item. If you need additional information about the SKU, press Display (KPad/). 3. At Quantity, type the quantity being returned. At Price, enter a price for the item or review the price that displays. 4. Press Credit (KPad*) twice. The Type of Return dialog displays. 5. Type the reason code (R, D, or E) for the return of this item. Use reason code R if the item will be placed back in stock. Use code D if the item is defective and will not be placed back in stock. Use code E if the item being returned is defective and the customer is taking another one of the exact same item. 6. Repeat steps 2 through 5 to return other items on this transaction. 7. Press Total (KPad+). The Total Due or Refund Total dialog displays. 8. Press Tab to position the cursor at the appropriate type (cash, check bankcard, charge) and type the amount. Press Enter. 9. A receipt may print on the receipt printer. An invoice may also print or a dialog may display asking if you want to print an invoice. Follow the prompts on the screen to complete the transaction. Add Special Order Items to a Sale Transaction ( Mixer ) Follow this procedure to add special order items to a sale transaction (also known as a mixer transaction). 1. Create a sale transaction as you normally would. Then continue with the next step to add special order items. 2. At Item (SKU), type the SKU number and press Special Order (F4). Change any of the item information fields, then press Enter to post the item. The letters SO display in the Description field. 3. Continue to post regular or special order items to the transaction, then press Total (KPad+). Note: Once you press Total, you cannot go back to posting items. However, you can void the transaction and start again. 4. In the Deposit Amount dialog, type a deposit amount or leave it blank. Press Enter for OK. If a customer wants to split tender (i.e. they want to put the deposit on a bankcard but pay cash for the sale items), then do the following. If not doing a split tender, continue with step 5. Don t enter a deposit amount in the Deposit dialog. Tender the payment due for the sale of the regular items to complete the transaction. Then recall the special order and press Total (KPad+). The Deposit dialog displays,type the amount of the deposit and complete the transaction. 5. In the Total Due (or Deposit + Sale Total) dialog, enter the amount tendered (the amount the customer is giving you, including the deposit, if any). Press Enter. Note: You can not use alternate tender on a mixer transaction. Epicor Software Corporation, January, 2012 13

Calculate Subtotals Complete the following to calculate and display subtotals for a range of lines that you specify. 1. POS Posting screen, at Item (SKU), press Menu (KPad ) to display the No Sale Menu. 2. Type 8 for Calculate and show range subtotal. The Subtotal Recap dialog displays. 3. At From #, type the line number from which to start the subtotal calculation. Press Tab. 4. At To #, type the line number at which to end the subtotal calculation. Press Enter for OK. 5. The subtotal amount displays in the dialog. Press Enter for OK. 6. To calculate subtotals for a different range of lines, repeat steps 3 through 5. 7. When done calculating subtotals, press Tab until Cancel is selected, and then press Enter. Price an Item in Multiples (for example, 3 for $1.00) Post an even quantity of an item that is priced in multiples. An even quantity is a multiple of the selling quantity. For example, if the price is 3 for $1.00, then the selling quantity is 3, and even quantities are 3, 6, 9, etc. Another example, if the price is 4 for $1.79, then the selling quantity is 4, and even quantities are 4, 8, 12, etc. 1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. If you need additional information about the SKU, press Display (KPad/). 2. At Quantity, type the total quantity you are selling. For example, the price is 3 for $1.00, you are selling 6, type 6 at Quantity. Press Tab. 3. At Price, type / (a forward slash) followed by the total price for this quantity. For example, the price is 3 for $1.00, you are selling 6, so the total price is $2.00, type 2.00 at Price. 4. Press Enter to post the item. Sell an Item with Multiple Selling Units (MSUs) 1. POS Posting screen, at Item (SKU), type the SKU number for the item or scan the item. 2. At Quantity, type the quantity and press Enter. 3. A dialog displays with a list of the various selling units for this item. Use the arrow keys to highlight the correct selling unit for this transaction. Press Enter for OK. Epicor Software Corporation, January, 2012 14

Sell Substitute Items If set up on your system, use this procedure to sell a substitute item when an item is not available. 1. POS Posting screen, at Item (SKU), type the SKU number or scan the item that is not available. 2. Press Menu (KPad ) to display the Posting Menu. Type X for Show Substitutes. 3. In the dialog that displays with a list of substitute items, use the arrow keys to highlight the item to use. Press Enter for OK. The item is copied to the Posting screen. Sell Serial Number Items 1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. 2. At Quantity, type the quantity and press Enter. 3. A list displays with available serial numbers. Use the arrow keys to highlight the correct serial number and press Enter for OK. If the correct serial number does not display in the list, press Tab until Add is selected and then press Enter. Type the serial number and press Enter. Epicor Software Corporation, January, 2012 15

Total The procedures in this tabbed section describe what you can do after posting items and then totaling the transaction. Discount a Transaction 17 Split Tender/Accept Multiple Payments Types 17 Pay With an Alternate Tender 17 Issue a Store Voucher 18 Epicor Software Corporation, January, 2012 16

Total Discount a Transaction 1. Post all items to the transaction. Press Total (KPad+). The Total Due dialog displays. 2. Press Disc (Ctrl+D). The Trade Discount dialog displays. Enter one of the following: Discount Percent To deduct a percent off the subtotal price, type the percent. The system then calculates the subtotal. Dollars Off To reduce the subtotal price by a specific amount, type the amount. The system then calculates the subtotal. 3. Press Enter for OK. The new total due amount displays. The trade discount amount displays (above the Sales Tax field at the bottom of the screen). Split Tender/Accept Multiple Payment Types 1. Post all the items to the transaction. 2. Press Total (KPad+). The Total Due dialog displays. 3. Position the cursor at one of the tender types that the customer is using. Type the amount that the customer is paying with that tender type. For example, if the customer is paying $50 by check and the remaining in cash, type 50.00 at Check. 4. Press Enter. A message displays with the remaining amount that is due. 5. Position the cursor at the next tender type that the customer is using. Type the amount that the customer is paying with that tender type. 6. Press Enter. If there is still an amount due, a message displays, repeat step 5. 7. Complete the transaction. Pay with an Alternate Tender (Gift Card, Store Credit, etc.) An alternate tender is a non-standard form of payment that a customer may use to pay for a transaction. The following steps assume the alternate payment types are already set up for your store. 1. After posting all items to the transaction, press Total (KPad+). The Total Due dialog displays. 2. Press Alt Tend (F2). The dialog displays with a list of alternate tenders. 3. Use the arrow keys to highlight the alternate tender type to use. Press Enter for OK. 4. Type the dollar amount for the alternate tender and press Enter for OK. 5. To enter additional tender types, repeat steps 2 through 4. Epicor Software Corporation, January, 2012 17

Issue a Store Voucher This procedure uses an alternate tender type to issue a store voucher. The following steps assume the alternate payment types are already set up for your store. 1. Post items to a credit memo transaction, or post returned items to a sale transaction. 2. Press Total (KPad+). The Refund Total dialog displays. 3. Press Alt Tend (F2). The dialog displays with a list of alternate tenders. 4. Use the arrow keys to highlight the store voucher alternate tender type. Press Enter for OK. Epicor Software Corporation, January, 2012 18

Voids Void an Item 20 Void a Transaction 20 Reverse a Transaction/Post Void 20 Reverse an ROA 21 Epicor Software Corporation, January, 2012 19

Voids Void an Item Void one or more items on a transaction, but not the entire transaction. 1. From the Posting screen, position the cursor at Item (SKU). 2. Press Void (F10) to display the Void item dialog. 3. At Void Line Number, type the line number of the item you want to void from the transaction. Press Enter for OK. On the screen the Description changes to **Item Voided**. 4. To void other items on the transaction, repeat steps 1 through 3. 5. Continue to post any remaining items and total the transaction. Void a Transaction During a transaction, you can void the entire transaction at almost any time, even after you press Total. But once you enter payment information, you can t void the transaction. Instead, complete the transaction and then use the Reverse a Transaction procedure. 1. From the Posting screen, position the cursor at Item (SKU). 2. Press Void Trx (Shift+F10) to display the Void Transaction dialog. 3. Type the number (1, 2, or 3) for the reason that corresponds to the void. The screen clears. Reverse a Transaction / Post Void Reverse (undo) a completed transaction, also called a post void. Requires the QuickRecall application. 1. From the Posting screen, position the cursor at Item (SKU). 2. Press Menu (KPad ) to display the No Sale Menu. Type R for Reverse Transaction and display the Transaction Reversal dialog. 3. At Transaction Number, type the invoice number of the transaction to be reversed. 4. Press Enter for OK. 5. The transaction displays on the screen, verify that this is the correct transaction that you want to reverse. 6. Press Total (KPad+). In the Refund Total dialog, fill in the amount in the correct tender type and press Enter. Epicor Software Corporation, January, 2012 20

Reverse an ROA Reverse (undo) an ROA (received on account) taken at POS. Not all ROA payments can be reversed using this procedure. 1. From the Posting screen, position the cursor at Customer. At Customer, type the customer number and press Enter. For how to look up a customer account number, refer to step #1 in the Charge Sale procedure. 2. Review any customer information dialogs that display, such as the Customer Detail dialog. 3. Press Start Trx (F2). From the Start Transaction Menu, press 9 for ROA Reversal. The Payment Selection dialog displays. 4. Use the arrow keys to move up and down the Payment list, highlight the payment to be reversed. Press Enter for OK. 5. A dialog displays a message that the reversal was successful. Press Enter for OK. 6. Press Clear (F12) to clear the customer number field and display the default cash customer number. Epicor Software Corporation, January, 2012 21

No Sales This tabbed section describes various no sale procedures. Cash a Check 23 Print a Raincheck 23 Print a Gift Receipt 23 Open the Cash Drawer 24 Enter a Paid In or Paid Out 24 Reprint an Invoice 25 Test Form Alignment for Invoice 25 Change Customer Display Message to Closed 25 Epicor Software Corporation, January, 2012 22

No Sales Cash a Check 1. POS Posting screen, position the cursor at Item (SKU). 2. Press Menu (KPad ) to display the No Sale Menu. Type 4 for Cash a check and display the dialog. 3. At Check Amount, type the amount of the check. Press Tab. 4. At Check Number, type the check number. Press Tab. 5. At ABA number, type the ABA number (if required by your store policy). 6. Press Enter for OK. 7. If prompted, complete the process to endorse the check. 8. The cash drawer opens. After dispensing the cash, close the cash drawer. Press Enter for OK to close the dialog that displays. Print a Raincheck This is the procedure for a regular raincheck. Regular rainchecks are not saved by the system. For saved rainchecks, refer to the Saved Transactions tabbed section. 1. POS Posting screen, position the cursor at Item (SKU). 2. Press Menu (KPad ) to display the No Sale Menu. Type 6 for Create raincheck. 3. Type the Customer number or press Enter. The Rain Check dialog displays. 4. At Good until, if you need to change the date, do one of the following: Type a new date, in the format of mmddyy. Click the down-arrow to display a calendar and select a date from the calendar. 5. Press Tab. At Phone, type the customer phone number. 6. Press Tab. At Cust Name, type the customer name. 7. Press Enter for OK. The rain check prints on the receipt printer. Print a Gift Receipt 1. POS Posting screen, position the cursor at Item (SKU). 2. Press Menu (KPad ) to display the No Sale Menu. Type G for Print gift receipt. The dialog displays. 3. At Store, leave the store number that displays, or type another store number. Epicor Software Corporation, January, 2012 23

4. At Document, the most recent transaction number displays. If this is the correct transaction, continue with step 5. For a different transaction from today, press Tab until the Q.Recall button is selected and press Enter. Use the Quick Recall viewer to find and highlight the correct transaction, then press Select (F4). The viewer closes and the transaction number is copied to the Document field. If you have Quick Recall, you can also print a gift receipt from a previous day. Press Tab until the Q.Recall button is selected and press Enter. Use the Quick Recall viewer to find and highlight the correct transaction, then press Select (F4). The viewer closes and the transaction number is copied to the Document field. 5. If you want to view the document, press Tab until the Viewer button is selected and press Enter. The Document Viewer displays the transaction. Press Esc to close the viewer. Repeat steps 1 through 4. 6. At Number of copies, type the number of copies. 7. Press Enter for OK. The gift receipt prints. Open the Cash Drawer 1. POS Posting screen, position the cursor at Item (SKU). 2. Press Menu (KPad ) to display the No Sale Menu. Type 1 for Open cash drawer. 3. The No Sale Menu closes and the cash drawer opens. The receipt printer prints a record of the cash.drawer opening. Enter a Paid In or Paid Out 1. POS Posting screen, position the cursor at Item (SKU). 2. Press Menu (KPad ) to display the No Sale Menu. For a paid in, type 9 for Enter paid in. For a paid out, type 8 for Enter paid out. 3. A reason list displays. Type the number that corresponds to this paid in/out. 4. At Paid In/Out Amount, type the amount of this paid in/out. 5. Press Enter for OK. 6. The dialog displays the amount and the reason, press Enter for OK. Epicor Software Corporation, January, 2012 24

Reprint an Invoice 1. POS Posting screen, position the cursor at Item (SKU). 2. Press Menu (KPad ) to display the No Sale Menu. Type 2 for Reprint, view invoice. 3. At Store, leave the store number that displays, or type another store number. 4. At Document, the most recent transaction number displays. If this is the transaction you want to reprint, continue with step 5. For a different transaction from today, press Tab until the Q.Recall button is selected and press Enter. Use the Quick Recall viewer to find and highlight the correct transaction, then press Select (F4). The viewer closes and the transaction number is copied to the Document field. If you have Quick Recall, you can also reprint an invoice from a previous day. Press Tab until the Q.Recall button is selected and press Enter. Use the Quick Recall viewer to find and highlight the correct transaction, then press Select (F4). The viewer closes and the transaction number is copied to the Document field. 5. If you want to view the document, press Tab until the Viewer button is selected and press Enter. The Document Viewer displays the transaction. Press Esc to close the viewer. Repeat steps 1 through 4. 6. Press Tab. At Printer, type the printer number. 7. Press Enter for OK. A copy of the invoice prints. Test Form Alignment for Invoice 1. Load the invoice forms in the printer. Verify that the printer is powered on and is online. 2. POS Posting screen, position the cursor at Item (SKU). 3. Press Menu (KPad ) to display the No Sale Menu. Type 3 for Test form alignment. 4. A test pattern prints on the invoice. Do not try to adjust the invoice form while it is printing. When the test pattern is done printing, adjust the position of the form in the printer. 5. Repeat steps 2 through 4 until the invoice is aligned correctly. Change Customer Display Message to Closed 1. POS Posting screen, position the cursor at Item (SKU). 2. Press Menu (KPad ) to display the No Sale Menu. 3. Type 5 for Open/Close Customer Display. 4. Press Enter for Yes to display the Closed message. Epicor Software Corporation, January, 2012 25

Miscellaneous This tabbed section describes other procedures that you can complete at POS. Look Up a POS Transaction with Quick Recall 27 Suspend a Transaction 27 Recall a Suspended Transaction 28 Recover an Aborted Transaction 28 Offline POS 28 Epicor Software Corporation, January, 2012 26

Miscellaneous Look Up a POS Transaction with Quick Recall From POS, use Quick Recall to display archived POS transactions. From Quick Recall, you can also print archived POS transactions. Do not delete transactions from the Quick Recall viewer. Use the Post Void procedure if you need to undo a transaction and refund the customer. 1. POS Posting screen, position the cursor at Item (SKU). 2. Press Q.Recall (Ctrl+R) to display the Quick Recall viewer. In the viewer window, the transactions display with the most current at the top of the grid. Search and select the archived transactions using any available grid search methods, including the following: Use the vertical and horizontal scroll bars to search for the transaction. Right-click on any of the column headings and select how you want to view the data in that column. Use the fields at the top of the viewer, (Cust #, Job #, SKU, Store, Short ID, Cutoff Date) to filter the search. 3. After locating and highlighting the transaction, do either of the following: To view the transaction, press Display (F6). Continue with step 4. To reprint, fax, or view the transaction, press Select (F4). Go to step 5. 4. After pressing Display (F6), the document displays in the Document viewer window. From this viewer, you can: View detail information about a SKU. Use the arrow keys to highlight a SKU and then press Display (F6). View customer account information. Press Drill (F3). 5. After pressing Select (F4), the Reprint or View this Invoice dialog displays. To view the document, press Tab until the Viewer button is selected and then press Enter. To print the document, type a printer number at Printer. Press Enter for OK. Suspend a Transaction In the middle of a transaction, you can suspend a transaction. This saves the transaction and allows you to start another transaction. Later that day, you can recall the transaction to complete it. 1. From a transaction already in progress, press Total (KPad+). The Total Due dialog displays. 2. Press Suspend (Ctrl+S) to display the Suspended dialog. 3. At Reference, type a unique reference ID (up to 20 characters) for this transaction. For example, use the customer name as the reference ID. 4. Press Enter for OK. 5. The Document Number dialog displays the document number assigned to the transaction. Press Enter for OK. Epicor Software Corporation, January, 2012 27

Recall a Suspended Transaction In the middle of a transaction, you can suspend a transaction. This saves the transaction and allows you to start another transaction. Later that day, you can recall the transaction to complete it. With a barcoded receipt 1. Position the cursor at Customer. 2. Scan the barcode on the receipt to recall the suspended transaction. 3. Continue with the transaction as you normally would. Without a barcoded receipt 1. From the Posting screen, press Suspend (Ctrl+S) to display a list of suspended transactions. 2. Press the arrow keys until the transaction you want to recall is highlighted. 3. Press Enter for OK. The transaction displays. 4. Continue with the transaction as you normally would. Recover an Aborted Transaction Follow this procedure to recover and continue a transaction that was aborted. For example, the POS station was unexpectedly shutdown or restarted in the middle of a transaction (the transaction was not yet totaled and completed). This procedure can only be used on the same day that the transaction was aborted. 1. POS Posting screen, position the cursor at Item (SKU). 2. Press Menu (KPad ) to display the No Sale Menu. Type X for Recover in process transaction. 3. A dialog displays, type 2 for Recover Sale transaction in process. This selection also applies to credit memo transactions. 4. A dialog displays a list of transactions. Use the arrow keys to highlight the correct transaction. Press Enter for OK. Or, at Trx #, type the transaction number and press Enter for OK. 5. The dialog closes and the transaction displays. Complete the transaction as you normally would. Offline POS If POS is not available (for example, the server is down), use offline POS to continue processing POS transactions. The procedures in offline POS are the same as online POS. However, in offline POS, you can t access the QuickRecall viewer, credit card authorization, or maintain saved transactions. Enter offline POS 1. From the Windows desktop, click the Start button, point to Programs, point to the Eagle, and then click Offline Point-of-Sale. Review any messages that display. 2. Offline POS opens and the Sign-In dialog displays. The background of the screen clearly indicates that the system is in Offline mode. 3. Sign on with your Clerk and Password. Epicor Software Corporation, January, 2012 28

Exit offline POS After completing a transaction, exit offline POS as you normally would online POS, using any of the following methods: Press Alt+F4. On the Posting screen, from the File menu, select Exit. Click the [x] button in the upper-right corner. Credit cards in offline POS While credit card authorization is not available in offline POS, if you have ProtoBase level 4.81 or higher installed and the setup steps for offline have been completed, you can enter credit card transactions. Two methods are available, check with your store manager to find out which one to use. Method #1 Upload offline charges and follow normal settlement procedures 1. For a sale transaction, use an alternate method to obtain authorization. For example, use other devices (such as verifone, omnipac, hypercom), or call the processor for voice authorization. 2. In offline POS, swipe the card. At Authorization Code, type the code. For credit transactions, leave this field blank. Press Enter. 3. If the card won t swipe, type the credit card number and press Enter. Type the expiration date and press Tab. At Authorization Code, type the code. For credit transactions, leave this field blank. Press Enter. 4. After returning to online POS, clear the other device of the transactions. Do not use the other device to settle the transactions. After returning to online POS, the offline transactions are uploaded and the charge transactions will be processed during the normal daily settlement procedures. Method #2 Use an alternate device to settle offline charges 1. To use this method, this option in Option Configuration must be set to No Offline Credit Authorization for ProtoBase. 2. In offline POS, ring up the transaction and tender the sale as a credit card. 3. Use the other device (such as verifone, omnipac, hypercom), to process the credit card transaction. 4. After returning to online POS, the offline charge transactions are not uploaded for processing during the daily settlement procedures. You must use the other device to settle the offline POS charge transactions. Epicor Software Corporation, January, 2012 29

Layaways This tabbed section describes procedures for layaway transactions. Create Layaways 31 Recall Layaways 31 Modify Layaways 31 Take Payments on Layaways 33 Take the Final Payment on Layaways 33 Delete Layaways 33 Epicor Software Corporation, January, 2012 30