EPOS sales

If you have the EPOS module installed then you can quickly and simply create sales at a till point in store using a bar codes scanner or by searching manually through your products.

1. Log in to Pearl at the start of the day via the normal login screen
2. Click Home - Open EPOS console from the main menu
3. Choose the department to which you would like to allocate sales. This will be remembered for the next sale.
4. Returning customer: search for their details by name.
   New customer: enter their details on the right hand side of the screen
   Anonymous customer: click “use default customer”
5. Add items to the sale (see below)
6. Amend the prices, add more items until you are ready to take payment
7. Choose a payment method
   If cash, enter the amount taken into the “cash taken” box
8. Click “complete sale” to close the sale and print a receipt

You will need to have defined a printer type for the department you are using on the Setup - Other - Departments screen in the main administration area. When the receipt is printed Pearl will also attempt to automatically open your cash drawer; please see the “Retail” information pack for more details on receipt printers and cash drawers.

Setting a discount for any item will apply that discount to the list price, and override any price you type directly into the price box.

To add items to an EPOS sale, use either of the following methods:

• Type the numerical product code into the barcode box and hit “Enter”
• Make sure the cursor is in the barcode box and scan the Pearl barcode with a barcode scanner
• Click the “search for products” link and browse for the item, or search by text

You can enter negative numbers into the “quantity” box if the customer is returning an item.

At any point you can leave the sale, serve another customer (click “new sale”) and then return to the parked sale by clicking the link at the bottom of the EPOS screen.

You can add text to display at the bottom of your receipt, for marketing purposes perhaps, by adding the text on the Setup - Other - Departments screen.

Website sales

Any of the Pearl website packages will enable your business to sell automatically online, 24 hours a day.

Sales made online will appear in the administration area along with sales created by any other method. Customers add items to a shopping cart then progress through a registration screen, shipping and payment options then confirmation screen. Depending on the payment method chosen by the customer, they will be directed to a third party website at this point (such as PayPal) or their order will be confirmed directly.

To set up your website for e-commerce, please read the “website” information pack.

Sales made via the website can be opened and amended using the administration area until the point at which they are posted to accounts.

All sales made via the website are automatically assigned to the “webshop” department.