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Point-of-Sale Essentials

Connected Sale is Connected Business' retail point-of-sale solution. The app version is installed on an iPad (and allows for secondary diplays) and the web desktop version can be opened on any touchscreen device. It connects directly to your company database allowing you to sell anything from your inventory and pull up customer accounts and transactions whenever needed. The app is free to download on iTunes.

Terminologies

  • Sales Quote - A document that lists items and current price inquired by the customer. This is usually followed by a sales order.
  • Sales - A document that lists items that were ordered and paid for by the customer.
  • Sales Order - A document that lists items that were ordered by the customer. With a sales order, a customer may reserve an item and pay when they come to pick up  their order.
  • Invoice - A document that lists items that are payable by the customer. With a sales invoice document, a customer may pick up orders from the store and pay for their purchases later.
  • Pickup Orders - Orders for pickup by the customer. Customers can place orders online or over the phone and have the option to pick up their order from the store.
  • X-Tape - printed receipt of all sales that occurred from opening to the point that the X-Tape is printed.
  • Z-Tape - printed receipt of all sales that occurred from opening to until the end of the day.
  • Sales Day Book - Report of all sales transactions that occurred during the day.
  • RMA - Or Returned Materials Authorization - is a document that records goods returned by the customer. This is usually followed by a Credit Memo or Refund.
  • Gift Card - A discount scheme that allows customers to load up gift cards and reload if needed. Gift cards can be used to purchase items from the store.
  • Gift Certificates - A  discount scheme that allows customers to use gift certificates. This can be used on web orders, on-site orders and phone-in orders.
  • Coupon - A discount scheme that allows customers to use coupon codes. This can be used on web orders, on-site orders and phone-in orders.
  • Loyalty Points - A discount scheme that allows customers earn points from purchases and redeem them when they have accumulated enough points. This can be used on web orders, on-site orders and phone-in orders.
  • Stock Adjustment - A process that adds to or deducts from the stock quantity.
  • Substitute and Accessory - Additional information that allows the clerk to suggest a substitute when an item is unavailable or add accessories to the purchased item.

Features

With the Selling features of the Connected Sale app, you can:

  • Sell any item from your inventory.
  • Sell to walk-in customers and repeat customers.
  • Process a sale - scan items, accept payment and print receipts.
  • Process a sales quote, sales order or invoice transactions.
  • Process customer returns.
  • Suspend and resume transactions.
  • Void or cancel transactions.
  • Accept cash or check or swipe credit cards. You can put a sale or order on account and record payment later.
  • Apply gift cards / certificates or loyalty points.
  • Apply discount coupons and negotiated discount.
  • Add customer signature and notes.
  • Process pickup orders from your web store.
  • Process orders for shipping.
  • Pull up customer transactions and update, complete or send receipts.

With the Customer Management tools of Connected Sale, you can:

  • View customer account information, contacts and notes.
  • Create new customer accounts, add contacts and track loyalty points.
  • Add customer shipping addresses.

With the Product Management tools of Connected Sale, you can:

  • Create new products, update price, earn points, add unit measures, accessory and substitute items.
  • Include accessory or substitute items.
  • Define new units of measure and assign to products.
  • Set up product categories and items and assign to products.
  • Enter opening stock count for new items.
  • Create stock adjustments to record additions or reductions to the stock quantity.
  • Receive new stock.
  • Set up new locations.

With the Reporting tools of Connected Sale, you can:

  • Print net sales by the hour, day, week, month or custom criteria.
  • Print tenders by clerk, date, workstation or location.
  • Print reports for orders, invoices or returns  processed for the day.
  • Print outstanding orders.
  • Print credit card receipts.
  • Print X-tapes/Z-tapes.
  • Print stock take sheets.

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