Simplifying the Transaction Screen

Chapter Topics
How to Simplify the Sales Screen
Observations on the Design of the Sales Screen
Fast Cash Sales

How to Simplify the Sales Screen
XpertMart  has the functionality to permit you to do virtually any operation at the Point of Sale. We believe that it is important for a POS program to give you this power. If you want to use all of the options available at the POS then you will find quite a few elements on the POS screen. If you only need some of these POS functions and not others, then you can configure XpertMart so that it only shows on the screen the elements that correspond to the functions you actually want to use.

In this screen shot we see all of the POS functionality of XpertMart enabled. The large red numbers show the elements that can be hidden if you do not need the functionality that they offer.

1) This element is the Purchase Description assigned to a Style. This is a second description after the actual style name. If you do not want to see this element on the POS screen, you turn in off in the Station Configuration.

2) This element is the Second Size of an item. If you are not going to use second sizes or don’t wish to see them on the POS screen, you can choose to not display this in Station Configure.

3) The elements: %Discount, Discount ($) and Net Price allow you to discount a particular item on a sale. If an employee does not have permission to make discounts on sales and you do not allow managers to authorize discounts, these items will not show up. If the employee will be making discounts, then you will need these elements on the screen.

Note: In Station Configure, you specify whether managers are allowed to authorize discounts or not.

4) The Credit Charge type and Credit/Charge amounts also only appear if the employee has permission to make discounts on sales. (Because the Credit/Charge amount will be subtracted from the sale subtotal if it is negative.) If the employee is not allowed to make discounts and you do not allow managers to authorize discounts, these elements will not appear on the sales screen.

5) The invoice discount elements %Disc, and Discount ($) will also only appear on the sales screen if the employee has permission to make discounts or you allow managers to authorize discounts. If the employee is permitted to make discounts, he will need these elements to make a discount on a sales invoice.

If we choose to turn off all these options and an employee with no permissions to discount goes into the sales screen the employee will see this much simpler screen:

Observations on the Design of the Sales Screen
1) The XpertMart  sales screen displays on one screen all the information that could possibly be printed on an invoice in a form similar to how it would look on an invoice. This makes XpertMart  more logical to learn and use for people who are familiar at least with a sales invoice and what it looks like.

2) In antique DOS based systems, if the screen had 20 options then usually you were forced to hit <Tab> or <Enter> 20 times to get down to the final element and print your invoice. While XpertMart  lets you tab through the sales screen in the old fashioned way…it remains an old fashioned way. With our true windows-based interface you can use the Function keys (F3, F4, F5...etc.) to jump directly to the part of the sales screen you want to enter data in and ignore the rest of the elements. You can also use a mouse to click on any part of the sales screen and enter or modify data at that point. (The mouse is slower, but very intuitive and easy for employees to use with very little training.)

Fast Cash Sales
For fast and simple cash sales, XpertMart  has the ability to sale with just five clicks or actions:
1) Hit <F5> to go to the item entry section.
2) Scan the bar code of the product to sale
3) Hit <F10> to go to the payments section
4) Hit <Enter> to select Cash by default. (You select this option in Station Configure.)
5) Hit <F12> to print the invoice.

Copyright © 2002 XpertMart

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