Point of Sale

Point Of Sale - Overview
Perform cash and carry type transactions using Evosus as your cash register. Track all cash register functions: sales, returns, and payments on open orders/invoices at the front counter. Easy look-up features for customer account history and previous purchases shorten the time needed to process your transactions. All transactions require an em...
Rules for Proper Cash Management
We recommend that you follow these six rules for proper cash management. #1 - Open the cash drawer every morning and close it every night Not only does this process prevent mistakes and ensure proper cash management, but it keeps your bookkeeper/accountant happy. Since the application is an integrated software package, what you do in the cash...
Open Cash Drawer
Cash drawers must be opened before any transactions can be processed in Point-of-Sale (POS) or payments entered on customer orders, invoices, jobs or other AR transactions.  All cash drawers are opened from POS. Video - Opening/closing cash drawers You can set up a cash drawer to open automatically You can set up a cash drawer to automatica...
Close Cash Drawer
You should close your cash drawer at the end of each day. Cash drawers must be closed before payments will appear in Make Deposits and Merchant Card Sweep.  All cash drawers are closed from POS. Video - Open/close cash drawer You cannot change the processing date The processing date cannot be changed when opening and closing the cash drawer...
Process a POS Return Transaction
Click Return on the Transaction Type screen in POS if the customer wants to return an item that will be put back in inventory. Video - Returns and exchanges Step 1: Select a customer Selecting a customer is important because it associates the return with a specific receipt. This ensures that sales are tracked correctly, and the customer rec...
Add a Cash Drawer
When creating a new store, you can only add one cash drawer to the store. Once the store is created, use the Cash Drawers tab to add additional cash drawers. Add a Cash Drawer Open the Stores tab of the Administration-System screen (Administration > System > Stores > Stores). Double click on a store. Open the Cash Drawers tab. ...
Cash Drawer Isn't Automatically Opening
Problem Description When we print out a POS Sales Receipt the cash drawer does not open automatically. Resolution Log in with a Windows User account that has Administrative permissions on this workstation or server. Click on Devices and Printers to open your list of printers. Right click on your Star receipt printer and choose Printer ...
Over/Short Cash Drawer
Problem: Cash Drawers are opened or closed with the incorrect amount and someone needs to correct the issue. Resolution: Scenario 1:  Employee entered the incorrect amount when opening the cash drawer and when it was closed the correct amount was entered. The cash drawer closing posted to Cash on Hand and Over/Short. If the cash drawer was...
POS Transaction Under Wrong Customer
Problem: You need to correct a POS Transaction that was run under the wrong customer, but the application will not let you void/cancel the invoice since it's a POS Transaction. Solution: Log into POS and process a POS Return/Refund the same way the original payment was taken. Log into POS > Return > Select Original Customer. ...
Backdated POS Transactions
We do not recommend backdating a POS transaction. Payment might be included in a closed cash drawer session If this happens, the payment may be included in a cash drawer session that has been closed, so you will not be able to deposit the payment through the Cash or Checks screens in Make Deposits.  This means the cash drawer, if not deposite...
Set Up Cash Drawers
All payments recorded in Evosus will require the user to select a Cash Drawer for the payment to be applied under. This video teaches you how to setup a Cash Drawer in Evosus.
Enter a Sales Transaction - POS
Perform cash-and-carry type transactions using Evosus® as your cash register. Easy look-up features for customer account history and previous purchases shorten the time needed to process your transactions. Only sales transactions are done here. Sales transactions performed through POS will automatically remove items from inventory and deliver t...
Enter a Warehouse Order - POS
Create a warehouse order if a customer is purchasing an item from a retail location, but needs to pick up the product from the warehouse. A warehouse order is similar to using the Convert to Sales Order button since it creates an open order on the customer's account, but you can designate a distribution method, stock site and special inst...
Convert POS Sales Transaction to Open Order
Converting a Sales Transaction to an Open  Order (Sales or Service) allows you to leave the order open so that changes or updates can be made.  This is especially useful if the customer would like to purchase an item you do not have in stock or an item you need to special order.  Normally, you would have to finish selling the original items in ...
Enter a Return Transaction - POS
Click Return on the Transaction Type screen in POS if the customer wants to return an item that will be put back in inventory. Step 1: Select a customer Selecting a customer is important because it associates the return with a specific receipt. This ensures that sales are tracked correctly, and the customer receives the exact amount that the...
Enter an Exchange Transaction - POS
Exchanges are transactions that combine a return transaction and a sales transaction. See sales and returns for single transactions. You will be prompted to associate the returned item to the invoice that it originated from. If it is a default customer you will need to have the receipt so that you can enter the order ID to pull up the order and...
Cancel a Transaction - POS
Point of Sale transactions can only be canceled on the same day the transaction was created.  For POS transactions created in the past, you must create a Return.  All canceled POS transactions can be reviewed via the POS Cancelled Transactions report located in Administration > Reports > Sales > Orders and Invoices. The most common wa...
Put POS Transaction on Hold - POS
Point of Sale transactions can be placed on hold for completion at a later date.  This is useful when you're selling several items through POS and the customer realizes they forgot their wallet or want to continue shopping.  Rather than cancel the sale, just place it on hold.  You can pull the transaction back up once the customer is ready...
Price Check an Item - POS
Use the Price Check button in POS to perform an item price and availability check without leaving POS or starting a transaction.  You can manually search for items by typing in an item code or description or simply scan the barcode. What is the price of an item? Where is it in stock? Log into POS. Click Price Check on the Transaction Type...
Customer Payment on Account - POS
Use the Customer Payment on Account button on POS to quickly process customer payments for open orders, open invoices or layaways. Once the customer is selected all open orders and invoices for the customer will be displayed in a list. You can choose one or all and enter the amount of payment received. All orders will be updated and any balance...
Petty Cash - POS
Petty cash transactions may need to be performed through POS if employees are allowed to remove money from the till to pay for items that cost too little to pay with a check or for situations where a check is not appropriate. How do you allow petty cash transactions? Cash Drawers must be setup to allow Petty Cash transactions before the Petty...
My Transactions Today
Use the My Transactions Today option in POS (Point of Sale > My Transactions Today)  to view all of the transactions that you have processed in POS during the day. You can also use this option to do the following: Reprint a receipt - Reprint receipts for transactions completed on the current date. Cancel a transaction - Only transaction...