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 print SO 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 print SO 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.

Payment Tab 

The blue Payment Tab (3), accessible at the bottom of the Point Of Sale or by pressing the hotkey 3 when on the Point Of Sale homepage, allows users to access all necessary payment options in order to complete the Sale Order. Payment options include Cash, Credit, Debit, Check, Trade-in, Text2Pay, Use Deposit, Cash on Acct, and multiple other payment methods.  The tab also allows users to create Quotes, or make Copies of the SO.

• Note that once the Order is processed, the blue Payment (3) tab is renamed to Actions (3) 
• Also, after processing, there are limited functions in the Actions tab and only include Reprint, Reverse, Return, and Copy
  • The Sale Order will need to be reversed first before changes with Payments are made

How to add payment with Cash

Users can add payment with cash by clicking the cash button, or pressing C, on the Payment tab. 

1. After clicking, a tab to add payment to sales order pops-up with cash selected as the payment method
2. Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, amount tendered, and amount applied to transaction
3. Review the change due and then click apply payment or apply payment & process

How to add payment with Credit Card

Users can add payment with pre-saved Credit Cards by clicking the Credit Card button, or pressing R, on the Payment tab.

1. After clicking, a tab to Add Payment to a Sales Order pops-up with Credit as the selected payment method
2. Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, customer card, option for store card, credit machine, and amount applied to transaction
3. Check the appropriate box if there is a card fee
4. After entering and reviewing all credit card information, press initiate payment, or initiate payment & process
5. If the credit card needs to be manually entered, click the Key-in Card button at the bottom of the pop-up menu
6. Once Initiate Payment is clicked, the Gravity Payments credit card portal will populate creating a card token, and credit card information will be securely stored within Gravity Payments if Store Card was selected

 

How to add payment with Keyed-in card

Users can add payment by manually entering a credit card using the Keyed-in Credit button, or by pressing K, on the Payment tab.

1. After clicking, a tab to Add Payment to Sales Order pops-up with Keyed-in Credit as the selected payment method
2. Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, all credit card information, and amount applied to transaction
3. To save the credit card information to the customer’s records, select the Store Card box
   • The customer’s credit card information can now be seen on their customer dashboard
4. Check the appropriate box if there is a card fee
5. If a credit card machine is used, click the use machine button
6. After reviewing, click the initiate payment & process button
7. Once Initiate Payment is clicked, the Gravity Payments credit card portal will populate creating a card token, and credit card information will be securely stored within Gravity Payments if Store Card was selected

How to add payment with a Debit Card

Users can add payment using debit by clicking the Debit button, or by pressing D, on the Payment tab.

1.  After clicking, a tab to Add Payment to Sales Order pops-up with debit as the payment method that is selected
2. Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, credit machine, and amount applied to transaction
3. Check the appropriate box if there is a card fee
4. After reviewing, click the initiate payment & process button

How to add payment with Check

Users can add payment using check by clicking the Check button on the Payment tab

1. After clicking, a tab to Add Payment to Sales Order pops-up with check as the payment method that is selected
2. Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, and Amount Applied to Transaction
   • *NOTE* Flyntlok recommends entering the Check Number in the Reference Number field
3. After reviewing, click the Apply Payment, or initiate payment & process button

How to add payment with Trade-In

Users can add payment using Trade-In by clicking the Trade-In button on the Payment tab.

1. After clicking, a tab to Add Payment to Sales Order pops-up with Trade-In as the payment method that is selected
2. Fill the rest of the payment tab with the correct information such as the reference number, authorized user, and mobile notification number
3. Also, fill in the trade item information such as the Make, Model, Serial Number, Location, Acquisition Type, Date Manufactured, Previous Machine, Trade-in value(Amount applied to transaction), and Overallowance
   • Overallowance is the margin between the trade in value and the actual cost of the machine
   • The True Value, displayed in the bottom left of this tab, will take into account the Trade-in Value, as well as the Overallowance
4. If there is a Payoff Amount on the Trade-In machine, i.g., if the customer has a lien remaining on the machine, then you can include the remaining balance owed in the Payoff Amount
   • Also, enter the name and relevant information of who the debt on that machine is owed to in the Pay To section
   • NOTE that the Payoff Amount will subtract from the value which the customer receives from trading in the machine on the Sale Order
5. Review all amounts listed at the bottom of the Trade-In Payment tab including the Net Trade Value to Customer, the Net Machine Cost, Payoff Liability, and the Overallowance Expense
6. After reviewing, click the Trade Machine, or Trade Machine & Process button

 

How to add payment with Text2Pay

Users can add payment using Text2Pay by clicking the Text2Pay button on the Payment tab.

1. After clicking, a tab to Add Payment to Sales Order pops-up with Text2Pay as the payment method that is selected
2. Fill the rest of the Text2Pay with the correct information such as the reference number, authorized user, mobile notification number, and either Contact Phone Number or pre-saved customer contact
3. After reviewing the Amount Applied to Transaction, click the Sent Text Message, or Send Text Message & Process button
4. A text, along with the displayed message, will be sent to the customer including the option to pay using an easy-to-use process on their mobile phone

How to add payment with Use Deposit

Users can add payment using a deposit by clicking the Use Deposit button on the Payment tab

1. After clicking, a tab to Add Payment to Sales Order pops-up with Use Deposit as the payment method that is selected
2. Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, and Amount Applied to Transaction
3. After reviewing, click the Apply Payment, or Apply Payment & Process button

 

How to add payment with Cash on Account

Users can add payment using Cash on Account by clicking the Cash on Account button on the Payment tab.

1. After clicking, a tab to Add Payment to Sales Order pops-up with Cash on Acct as the payment method that is selected
2. Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, and Amount Applied to Transaction
3. After reviewing, click the Apply Payment, or Apply Payment & Process button

Other ways to add payment

Users can add other methods of payment by clicking the Other button on the Payment tab.

1. After clicking, a tab to Add Payment to Sales Order pops-up without a preselected payment method
2. Use the tabdown menu below Payment Method to filter and choose the desired payment method
3. Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, Amount Applied to Transaction and any other prompted payment information relevant to the chosen payment method
4. After reviewing, click the Apply Payment, or Apply Payment & Process button

 Other payment methods include but are not limited to Outside Debit, ACH check, JD Financial, Bobcat/Doosan Financial, Sheffield, Element, JD Revolving, Vendor Credit, and Government.

How to create a Quote

Users can create quotes by clicking the Quote button on the Payment tab.

1. After clicking, a tab to Convert to Quote pops-up
2. Enter the correct expiration date and click Submit
3. After clicking Submit, the sales order will save as a quote
   • As a quote, the blue Payment (3) has changed to an Actions (3) tab and only allows limited features, such as Reprint, Modify Quote, Reject, Accept, and Copy
4. By clicking Modify Quote, the Quote will be converted back to a Sale Order
5. By clicking accept or reject, the quote will either convert back to an accepted SO or be marked as a rejected quote
   • NOTE that once the quote has been accepted, the Sale Order can-not be turned into a Quote again

How to Reprint a Sale Order

Users can Reprint a Sales Order they wish to Reprint by following these steps:

1. Once when the Sale Order is in delivered status, open the Payment tab and click Reprint
2. Once Reprint is clicked, a tab will pop-up asking to either email or print the Sale Order
3. Click either of these two options to go to a new email or print page

How to Reverse a Sale Order

Users can Reverse a Sales Order they wish to Reverse by following these steps:

1. Once when the Sale Order is in delivered status, open the Payment tab and click Reverse
2. Once Reverse is clicked, a notification will confirm, and the page will be redirected to the Reversed Sale Order
3. This new Sale Order will be changed to Draft status, ready to be edited and then pushed through again

How to create a Return

Users can create a new Return Order from the Sales Order they wish to make the Return Updated Trade-In from by following these steps:

1. Once when the Sale Order is in delivered status, open the Payment tab and click Return
2. Choose what percentage the restock fee, if you are wanting to charge the customer a certain percentage for the return, and press Return to confirm
3. This will create a new return sales order, though with negative quantities, which means if inventory item, is returning to Quantity On Hand
4. Click the X on unwanted items' item lines to delete them off of the Return Order
   • Items and machines that are being sold to the customer can also be added to this Return Order, i.g., if parts or machines are being exchanged
5. Then, choose how to give payment to the customer in the Payment tab and then click the order button to complete the return
6. All items and machines from the machine automatically return to inventory
   • NOTE, check returned machines to make sure that their machine dashboards display the appropriate status, i.g., Down/Available/Sold

How to create a copy of a Sale Order

Users can create copies of a SO by clicking the Copy button on the Payment tab. After clicking, the page redirects to a copy of the Sale Order in a new page. 

How to have a customer electronically sign an invoice?

Users can have their customers electronically sign an invoice by clicking the signature hub icon. 

1. After clicking, use the search bar to look up and select the customer’s name to open the signature box 
2. The customer can use the mouse, or other connected devices such as touch screens to sign their name
3. Click the Page Icon in the top right to open up the external Sales Order sheet
   • The bottom of the sheet will contain a signature on the Acceptance line 
   • For further instruction on Electronic Signatures, go to the article: How can a customer electronically sign an invoice