The point of sale (POS) screen is the main sales register screen where you can add payments to receive deposits and complete sales. The same screen is used whether you are taking money for a parts or service invoice, a deposit, or a deal.
Sales Register Screen
The sales register screen is designed to move you through the process of taking money quickly.
Customer Information
In the upper left of the sales register is the customer information section. If the cashout is coming from a deal or an invoice that has the customer entered, their information will show.
Summary
Below the customer section is the summary. The sale items are itemized in this area, with details about amounts paid that update as they are updated.
Cash Out Settings
The cash out settings section will show the cash drawer that the logged in user can access. This field may be a dropdown where you can choose the drawer you wish to use, or this may be grayed out depending on your security permissions and settings.
The credit card terminal field may be a dropdown where you can choose the terminal you wish to use, or this may be grayed out depending on your security permissions and settings.
Payment Types
The different payment types set up for your dealership will show in this area. There may be many options available and may not all show, so you might need to scroll down the page to see additional options.
You can collapse this section by clicking the small arrow to the right of the payment amount at the top of this section. This is helpful when you are taking multiple forms of payment on one transaction.
On the right side of this section will show the payment details. These will change based on the payment type you select. Your options when selecting a credit card may look different if you have integrated credit card processing.
Check |
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Credit Card |
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To the right of the amount field, you will see a dollar sign. Clicking this will populate the entire amount due into the amount field.
Add Payment Button
You can add multiple forms of payments to a single sales register transaction by clicking the add payment button in the lower right of the cash out screen.
Using the Sales Register
When you have opened the cash out screen from the parts point of sale, a parts invoice, service invoice, or a deal deposit, follow these steps to take payment.
Single Payment Method
- Select the payment method by clicking over the applicable icon.
- Enter the payment amount. If this is the only source of payment, you can click the dollar sign to have MotilityAnywhere fill in the entire amount.
- Choose the Print button at the bottom of the screen. This will open a new tab on your browser and show a copy of the receipt.
- Click the printer icon in the upper left to print.
Multiple Payment Methods
- Select the payment method by clicking over the applicable icon.
- Enter the payment amount. You can collapse this section by clicking the small arrow to the right of the payment amount shown at the top of the payment method section.
- Choose the Add Payment button in the lower right. This will add a new payment method section.
- Select the payment method by clicking over the applicable icon.
- Enter the payment amount. If this is the last source of payment, you can click the dollar sign to have MotilityAnywhere fill in the entire remaining amount. Otherwise, you may follow steps 3-6 to continue adding payment methods.
- Choose the Print button at the bottom of the screen. This will open a new tab on your browser and show a copy of the receipt.
- Click the printer icon in the upper left to print.