Actions

The Point of Sale includes all necessary Actions and Features that provide customers with a wide range of options when checking out. Many of the POS features can be found by their relatable icon in the top right corner including Reverse Line-Item Order, Email SO Sheet, Print SO Sheet, View Packing Slip, Apply Percentage Discount to the Entire SO, View Internal Pricing Information, Fulfill as Many Items as Possible, Modify Tax Rules, Adjust Payment Posting Dates, Most Commonly Sold Items, Sell a Machine, Export to Excel, and Create Label.

How to Reverse Line-Item Order

To Reverse Line-Item Order, click

in the top right corner of the POS. Once clicked, item lines will reverse order in POS table.

How to Email Sale Order

To email the Sale Order, click

or press the hotkey E when on the Point Of Sale.

1. After clicking, an Email Report will open in a new tab that includes default email options such as recipients and subjects as well as a display of the SO Sheet
   • The SO Sheet includes a heading that has company, basic SO and Salesperson information
   • The body of the SO includes shipping, billing, customer PO, contact, item list, and payment information
2. After reviewing the email and SO sheet, click the Send button and the email will be sent within 5 minutes.

How to Print Sale Order Sheet

To printSO sheet, click

.

1. After clicking, the page will redirect to a printable SO sheet
   • The SO sheet, same as the sheet created when emailing, includes a heading that has company, basic SO and salesperson information
   • The body of the SO includes shipping, billing, customer PO, contact, item list, and payment information
2. Choose the print or download options in the top right corner of the page to continue

How to Print Sale Order Receipt

To printSO receipt, click

.

1. After clicking, the page will redirect to a printable SO receipt which includes company, basic SO, invoice, date, and customer information
   • The body of the receipt includes descriptions, quantities, and price information, invoice subtotal, tax and total amounts as well as an ID number in a barcode form
   • The SO is easily accessible by scanning the barcode ID in Flyntlok’s search bar
2. When on the receipt page, choose the print or download options in the top right corner of the page to continue

How to Create a Packing Slip

To create a Packing Slip, click

.

1. After clicking, the page will redirect to a printable Packing Slip
   • The Packing Slip heads with company, basic SO, invoice, date, and customer information
   • The body of the slip includes addresses, product, descriptions, order quantities, ship quantities, and receive dates
2. Choose the print or download options in the top right corner of the page to continue

How to Apply Percentage Discount to the Entire Sale Order

To apply a percentage discount to the entire order, click

.

1. After clicking, a pop-up page will appear prompting a discount to be applied
2. Fill in the appropriate reason and percentage, and check above cost if selling a specific percentage above the cost of an item
3. After selecting the correct discount information, click Apply and the discount will appear as its own item line on the POS
   • The amount docked from the total order will appear in the far-right cell under Rate/Amount

How to View Internal Pricing Information

To view internal pricing information, click

.

1. After clicking, two new columns, Internal and Discount, will appear in the POS table
   • The Internal and item line cell will display cost, extended cost (ext. cost), average cost (avg. cost), and MSRP
   • The Discount and item line cell will display the discount applied to the specific item.

How to Fulfill as Many Items as Possible

To fulfill as many items as possible, click

.

1. After clicking, all items with sufficient inventory quantities for ordered quantities will be fulfilled
   • Quantities in the fulfilled column will change to their correctly fulfilled value, and a green check mark will appear in the Actions column of each completely fulfilled item
   • No check mark will appear if item was only partially or not fulfilled at all

How to Modify Tax Rules

To modify tax rules, click

.

1. After clicking, a pop-up menu will appear prompting to edit tax rules
2. Use the search bar to search for tax types in this menu, then select the checkbox next to all applicable tax types
3. If all listed tax types are applicable, click the top checkmark box just left of where it says tax type
4. If there are exemptions, select them in the tab-down menus to the right of each tax type
5. Click the Save to Customer button and confirm the notification to save the tax types to the customer associated with the SO

How to Adjust Payment Posting Dates

To adjust payment posting dates, click

.

1. After clicking, two new columns, Received and Paid, will appear in the POS table
2. The Received and item line cell contains a date that can be edited by clicking the pencil icon
   • The Paid and Payment line cell also includes an editable date

How to view Most Commonly Sold Items

To view most commonly sold items, click

.

1. After clicking, a pop-up page will appear displaying the most common parts associated with the customer
2. Adding commonly purchased items can be done by clicking Add buttons left of each item
3. Item dashboards can be accessed by clicking on each item’s part number

How to Sell or Quote a Machine

To sell a machine, click

.

1. After clicking, a pop-up page, Sell Machines, will appear
2. Use the search bar to enter a machine, as well as the tab down menus to select primary and secondary salespeople
3. Click the Add icon to create a new machine, and then the Sell or Sell & New buttons to add the machine to the SO

Another option in the Sell Machines page is quoting a machine

1. To do this, click the Quote Model tab and enter all necessary model, price, and quantity information
2. If a purchase request is required, select the Generate Purchase Request box
3. Then, click the Quote & New or the Quote buttons

How to Export to Excel

To export to Excel, click

.

1. After clicking, a file automatically downloads from the browser and can be opened with spreadsheet applications such as Excel, and google sheets
2. Once opened, a spreadsheet is automatically created with 7 headers: Vend, Product/service, Description, Qty, Fulfilled, Rate, and Amount
3. All lines of the SO, such as item lines, machine, discount, tax, shipping & handling, and payment will populate in the spreadsheet

How to Create Label

To create a label, click

. The tab will redirect to a .php file that lists all Labels for each item on the Purchase Order, as well as the optionable QR Code, or Barcode.