The Point of Sale Administration tab allows administrators and assigned managers to easily edit POS settings. These settings options include setting Invoice Sources, Shipping Methods, Delivery Types, Tax Types, Discount Reasons, Discount Structures, and more. To access the POS Administration tab, go to the Wrench in the top right -> Point of Sale -> select the necessary tab option.
Invoice Sources are the origins of your Sale Order such as Walk-in, Phone, Service, and Purchase Order. You can Edit Invoice Sources by:
Shipping Methods include all freight types or other ways ordered items get to customers. Examples of Shipping Methods include UPS, FedEx, ground freight, air freight, Stock, and Will Call. Important columns in the Shipping Methods table includes short and long name, Shipping percentages, Min. and Max., Shipping Clerk, Ship-out, and Ship-in. Any disclaimers can be accessed by clicking the three dots in the far right. To edit Shipping Methods,
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Tax Types are the different kinds of taxes applied to certain transactions. These types may include State Sales Tax, County, Local, or other. To change these Tax Types:
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Discount Structures are automatic customer discounts and allow for default discounts to be set on a per customer basis. Users can Edit, Add, or Delete discount structures from this page by clicking the appropriate button. Once Edit or Add is clicked, a pop-up page will prompt ID, Name, Alias, Description and other structure information. Click Save and the changes will be updated on the table.
To assign a discount to a customer, enter the discount on the Discounts text box when editing the Customer dashboard. [See here(Hyperlink to other article)] for more information.
Discount Reasons are the reasons behind the creation of a customer. Whether the customer is a walk-in rental, walk-in parts, or called the store, the Discount Reasons are edited here. Once Edit or Add is clicked, a text box will prompt the Reason, and then click Save to record the Reason to the customer dashboard. But I couldn’t find it in the dashboard??
Customer-Salesperson Relationship Types are the different relationships that the customer has with the dealership. You can edit these relationships by clicking the + icon, as well as the Edit and Delete buttons.
Invoice Payment Types are the different types of payments which customers and users can choose during check out. These not only, but do include Debit, Credit, Check, Cash, Account etc… These can be edited are added to by clicking the Edit, Delete or + buttons. To include Invoice Payment Types in the Other tab when adding Payment to a Sales Order, edit the Payment Types and click the Other check box. To see if the Invoice Payment Type is an Item Reference, Groups Transactions, or is Auto Approved, click the three dots in the far right.
The Activity tab, which opens when the hotkey A is pressed on the Point Of Sale, gives users access to Notes, SMS, and Audit Logs.
Once in the Activity tab, use the text box provided to write notes and then click Add Note to create. Notes appear in the space below with the most recent first. Notes are editable by clicking the pencil right of each note.
To create an SMS, click the SMS tab at the top of the Activity tab, and use the tab down menu to select the desired contact. To create a new contact, click Add New Contact and enter the name, as well as their phone number, along with any message before clicking Send SMS.
To access, click the Audit Logs button at the top of the Activity tab. The logs page for the invoice will populate in a new page and will include the users, messages and timestamps of all actions made in the sale order. Users include the Flyntlok System as well as each person altering the sales order. Messages will include created, changes, processes, calculations, invoice information, quantities, and more. These log entries are ordered most recent timestamp to latest.
The blue Customer tab allows users to enter the necessary Customer, Contact, and Machine information associated with the Sales Order. When a user creates a Sales Order, the initial tab opened is the Customer (4) tab. The Customer tab opens automatically when the hotkey 4 is pressed on the POS. The remaining information on the Customer tab includes changing the Source of the Sales Order, Type, Salesperson, Location, and Consignment type. These features appear underneath the Customer, Contact, and Machine drop-down menus of the Customer tab.
Users can add a customer to the Sales Order by following these steps:
Users can add a contact to the Sales Order by following these steps:
Users can click the View button underneath the Customer and Machine dropdown menus to access their coinciding dashboards. These dashboards will automatically open in a new tab.
Customer dashboards give a detailed report of customer information such as customer ID, contact, company, deposit, payment, rental, recent sale orders information, and much more.
Machine dashboards give a detailed report of machine information such as machine ID, physical location, description, work order, sale order, recent notes, finance information, and much more.
Located next to the View button, the Edit button allows users to edit customer, contact, and machine information in their coinciding dashboards.
The Common button, located below the Customer and Machine drop-down menus, can be used to view commonly purchased parts by customer and machine. Once selected, either the Customer Common Parts or the Machine Common Parts pop-up menus appear where users can scroll and add desired parts to the Sales Order by clicking the + button in the left column. Added part items will propagate in the line items of the Sales Order.
The Add button, located below the Customer, Contact, and Machine drop-down menus, can be used to add new customers, contacts, and machines quickly from your POS. After clicking the Add button, the Quick Create Customer, Add Contact, or Quick Create Machine pop-up menus appear where you can fill in the required information and press the Create button to finish the add new process. The Quick Create Customer and Quick Create Machine menus have an Advanced option that directs the user to the Manage Customer and Manage Machine menus in a new tab. These menus offer more detailed customer and machine information options.
In the blue Customer tab of the POS, click the Source tab down menu and select to change the source of the customer affiliated with the sales order. The source provides an origin of the customer and default options in the Source tab down menu include Walk in, Phone, Service, and Purchase Order.
Click the Type tab-down menu and select the desired type to change the type of sales order. The type helps Flyntlok classify this sales order. You can also set up your sales order ID’s to contain a prefix / suffix that contains the type designation.
Click the Salesperson tab-down menu and select the salesperson being credited for the Sales Order.
Click the Location tab-down menu and select the desired location of where the Sales Order took place to change to the correct location. You can also set up your Sales Order ID’s to contain a prefix / suffix that contains the location designation. The default location is whichever location your user is assigned to.
