When the Point-of-Sale system is accessed, you are prompted to enter your Operator ID (code). You must enter your operator code, and password if required, before you can proceed with the Point-of-Sale transaction.
There are a number of ways to proceed with the creation of a parts WIP from this point, but it is recommended that you begin by loading the customer details onto the WIP before the input of any parts information. Loading the customer first has the benefit of loading the correct pricing and discount structures for the transaction. This ensures that any prices you quote are correct. Even if the sale is a cash sale, for Marketing purposes you may want to record a customer name for future reference.
Note: You will be unable to place parts on order or record lost sales information without customer information on the WIP.
The Operator form is displayed when you select the Point-of-sale option from the POINT OF SALE menu, and select the Parts or Service option. Within this form you must enter your operator code, and password if required, before you can proceed with the Point-of-Sale transaction.
Log in:
Within the first field of the Log in group box, enter the Operator code. The input is checked and validated against the POS operators table. A list of valid operators is available from the drop-down menu.
Tip: To change the operator before you load parts or labour onto the WIP, click the
icon.
Password: It is possible that a password may be required to ensure that each user is correctly identified. If this is the case, this field is enabled, and you must enter the password before you can proceed. The password entered is not displayed on-screen for security purposes but is compared to the password held in the operator file. When your password is accepted, you are taken into the Point-of-Sale form where you can proceed with the POS transaction.
Note: The password is case-specific, meaning that a password of ABC123 is different to abc123.
Loading Customer and Vehicle Information
Service Point-of-Sale Operation
