End Sale (F2)
Once all items have been entered and the customer is ready to complete the invoice, click End Sale or press the F2 key to proceed to payment. Accepted payment types can be managed in System | Company Setup | Payment Types.
Once the payment type is selected, you may be required to enter more information depending on the customer and your store's settings.
Authorized Person
If the customer only allows purchases to be made on his or her behalf by an authorized person, you are prompted to select the customer from the authorized purchaser list. Only contacts with a check in the Authorized column are authorized to make purchases.
This step cannot be bypassed. If you do not select a customer, an error message opens.
You can also add an authorized purchaser on-the-fly. Enter the new purchaser's first and last name, and click Select.
You are asked to verify that you wish to add the purchaser to the list of Authorized Purchasers.
Jobs
If the customer requires purchases to be applied to particular jobs, you are prompted to select a job from the list.
You can also add a job on-the-fly. Enter the new job information in the fields on the right side of the screen, and click Select. Only the job name and sales tax fields are required for entry. Be sure to delete all information pertaining to a different job.
You are asked to verify that you wish to add the job to the customer's list.
Account Charge
If the customer requires a PO to be entered, you are prompted to enter it. Enter the PO number, and click Accept.
For more information on Authorized Person, Jobs, and Purchase Order Required, see POS | Ring Sale | Basic Functions | Customer.
Contractor Sales Order
If a customer is designated as a contractor, an additional screen may open to select a sales order to apply the purchase to.
When the payment process is complete, an invoice prints to the designated printer.
The End of Sale screen opens, from which you can re-enter the Ring Sale screen, return to the main menu, or reprint the invoice, load ticket, or delivery ticket. After a period of time, you are automatically returned to the main menu.
