In this section, you will learn how to create a Point of Sale (POS) transaction using SapphireOne Web Pack. This functionality allows you to efficiently process sales directly from the POS interface, ensuring a seamless transaction experience for your clients. The steps to Create a Point of Sale Transaction are as follows:
- Navigate to Web Pack > POS > Point of Sale.
- Use the navigation to bring up a list of relevant inventory. Alternatively, scan items using an electronic barcode scanner if an API is set up.
- Click on the “Start Payment” button located at the top right-hand side of the screen.
- Select the payment method (e.g., cash, EFTPOS).
- Ensure the outstanding balance is $0.00 to activate the “Process” button.
- Complete the Transaction
- Click the “Process” button to generate the invoice and record the transaction.
For more detailed information, refer to the Web Pack > POS > Point of Sale article.