Introduction: Point of Sale

Tyler’s Point of Sale (POS) system is a robust, real-time application designed to meet the diverse needs of your customers. With POS, you can:

  • Sell merchandise
  • Return/exchange merchandise
  • Create special orders
  • Ship an order (via Order Processing)
  • Maintain an order (via Order Processing)
  • Make payments to an A/R account
  • Make layaway payments
  • Cancel an order
  • Generate a price quote for a customer
  • Convert a price quote into a regular transaction
  • Sell and redeem gift certificates
  • Create and sell a new inventory item
  • Return merchandise to the supplier
  • Create, finalize and inquire on a work order (via Service Department Automation)

Transaction Types

There are a number of transaction types available in Point of Sale. Let’s discuss Take With and Delayed Delivery transactions first, as they are the two most popular.

Take With

Take With (TW) transactions are used when a customer is purchasing merchandise and taking it with them immediately. A TW transaction starts and ends in POS. When you collect the money and the customer takes the merchandise, the transaction process is complete.

Delayed Delivery

Delayed Delivery (DD) transactions, also known as orders, are used when a customer is purchasing merchandise and, at a later date, either picking that merchandise up or having it delivered. Like a TW, a DD transaction starts in POS but is finished in Order Processing, where shipping then takes place. Money can be collected at the time of sale (in POS) or when the order is shipped.

In some cases, a customer wants to take some of the items on a DD order with them immediately. In this situation, you can specify an individual line on the order as a Take With.

Other Transaction Types

In addition to Take With and Delayed Delivery transactions, there are number of other transactions you can process with POS. You can control which of these are available for use in POS with the Trans Entry Pre-Prompt (02-18-01) selection.

ML – Apply Payment to Order
This option is used to make a Middle Layaway Payment to an open DD or SO order (merchandise is not being picked up).

DZ – Ship Order
Choose this to ship open orders or customer pick-ups using the Quick Ship selection in Order Processing.

This option is also used when a customer is making a final payment and picking up merchandise at the same time.

DI – Maintain Order
View an open order and/or make changes to it using the Order Maintenance selection in Order Processing.

SO – Special Order
The special order type is used to create a new item number through POS. Final processing is performed through Order Processing, similar to a DD transaction.

CO – Cancel Order
Cancel an existing, but not yet delivered, order with this transaction type.

RA – Payment on A/R Account
Use this option to apply a payment to an A/R account, sell a gift certificate, receive payment for a bad check, or receive a payment on shipped and updated orders.

RS – Return to Supplier
Use this option to make adjustments for damaged or defective merchandise that will be returned to supplier.

QT – New Quote
Choose this to create a price quote (Quote Ticket) for the customer. This transaction is entered like a regular TW transaction but it does not affect committed inventory quantities.

RQ – Maintain/Accept Quote
Maintain a previously created quote ticket and/or convert it to a regular sales transaction with this transaction type.

RC – Rental Contract Entry
This option takes you to the Rental Contract Entry selection. When you are finished, the system returns you to POS.

RR – Rental Contract Return
This option opens the Rental Contract Return screen. When you are finished, the system returns you to POS.

RP – Rental Cash Receipt
This option takes you to the Rental Cash Receipt selection. When you are finished, the system returns you to POS.

PI – Installment Cash Receipt
This option opens the AR Installment Cash Receipt Entry screen. When you are finished, the system returns you to POS.

PR – Revolving Cash Receipt
This option takes you to the AR Revolving Cash Receipt Entry selection. When you are finished, the system returns you to POS.

WO – Work Order Entry
Select this option to create a new work order using the Work Order Entry selection in Service. When work order entry is complete, the system returns you to POS.

WI – Work Order Inquiry
Use this transaction type to view an existing work order with the Work Order Inquiry selection in Service. When the inquiry is complete, the system returns you to POS.

WI – Work Order Finalize
Choose this to finalize a work order with the Work Order Finalization selection in Service. When finalization is complete, the system returns you to POS.

WI – Work Order Maintenance
Select this option to make changes to a work order using the Work Order Maintenance selection in Service. When inquiry is complete, the system returns you to POS.

LP – Loaner Processing
Use this transaction type when loaning merchandise to a customer. For example, if a customer brings in a piece of merchandise for service, your company might give the customer a loaner item to use while the item is being repaired. When you finish creating an LP transaction in POS Entry, the item quantity is committed, and the ticket moves to Order Processing. Loaner items are released to the customer (and returned from the customer) using Order Maintenance. When released, the status of the loaner changes to ‘On Loan’ and the quantity on hand is reduced (and no longer committed). When it is returned, the status changes to ‘Returned’ and the quantity on hand is increased. If you need to sell the loaner item to the customer, the Quick Ship selection (02-08-03) is used. The Loaner Processing app contains many reports to help you track your items. Please see the Loaner Processing documentation for more information.

Payment Types

There are a number of payment methods available in Point of Sale:

Cash
Use this payment type when the customer is paying for part or all of the merchandise in cash or when money is being refunded to the customer in cash.

Check
This option is used when the customer is paying for all or part of the merchandise with a check.

Credit Card
Select this payment type when the customer is paying for part or all of the merchandise with a credit card or money is being refunded to the customer’s credit card.

A/R Charge
Use this option to charge all or part of the transaction to a customer’s existing A/R account (house account). You can also use this option when refunding money to the customer.

Finance
Use this selection when the customer is paying for part or all of the merchandise with a finance contract from a finance company. Money can also be refunded/credited to a customer’s finance contract with this option.

Credit Memo
Select this option when the customer is paying for merchandise using a previously issued credit memo or gift certificate. Additionally, you can use this option to issue a store credit refund to the customer.

COD
This option is used on a DD or SO transaction where the customer is paying for part or all of the merchandise upon delivery.

Office Refund
Select this only when all or part of the transaction is being refunded to the customer via a check issued from the main office.
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