By attaching one of our receipt printers and cash drawers to a computer, you are ready to use BookManager's Point-of-Sale in place of a traditional cash register. Whether your business is retail or wholesale, the same POS screen is used for invoicing customers, processing payments, reserving books and managing online orders.
BookManager's POS is fast and rich in features. The design has been carefully constructed so that part-time or unskilled staff can complete basic transactions with ease. That being said, advanced users have many tools to complete even the most complex transactions.
Starting a Sale
A transaction may be as simple as selling a miscellaneous item such as a bookmark for a single cash payment, or as complex as a hundred-item order worth thousands of dollars purchased with multiple forms of payment. Products to be individually tracked are scanned, entered by ISBN or by title. Miscellaneous product can be entered by price and department. Non-book items are tracked by UPC code or product number of your choice.
If you link a sale to a customer, their pre-set discount (if applicable) and other related information is automatically used to customise the transaction. You also have the option to activate a Customer Frequent Buyer program, which gives store credit to your regular customers. The conditions and amount of store credit is based on the amount spent by the customers and is customisable by you.
BookManager also has the ability to sell and track Gift Cards. To learn about this great addition to BookManager click here.
Several methods of payment can be used to complete a sale. Customers have the option to receive a cash register style receipt or an invoice printed on either plain paper or a professional looking form. You can also fax or email a receipt or invoice in a few simple keystrokes.
Stages of a Sale
Note: If any amount of a transaction is placed on-account, the amount due
becomes part of the accounts receivable system managed from the Customers file.
Every transaction is permanently stored and instantly retrievable. Corrections are easy to make and fully tracked for auditing and security. There are five stages of a sale:
Any transaction in progress can be put into a Held status for an indefinite amount of time. When customers phone to reserve in-house stock, a point-of-sale "held" transaction can be created. Held transactions can also be automatically created when specially ordered stock or customer backorders are received from suppliers. This important feature allows the Inventory screen to show staff when stock is being "held" and whom it is for - this prevents you from overselling stock. To complete a sale that is on hold, the transaction is found by either searching for that customer's name, or by using the barcode scanner to scan one of the books that is held. Then the transaction for the customer (which may contain several other books) can be quickly finalized or modified.
A locked transaction can be created if you want to ensure that a held sale remains untouched from new items being added to it.
An online order is created by a customer placing an order from your BookManager WebStore. You are flagged by your BookManager software when you have received an order, and you can then search your point of sale to show all online orders received.
These are the sales you have conducted throughout the day. They can be edited or erased by any staff member that has the password rights to do so.
The sales that have been totalled off at the end of the day go into History. These entries are then locked so they cannot be changed.
Off Site / Remote
Using a feature within BookManager's backup routines, a full working copy of your data can easily be created for book fairs or other offsite events. This non-live copy will provide all the information needed to sell books within your point-of-sale (including customer linked transactions) and generate invoices. When your off-site sale is over, sales are then transferred back into your live copy of BookManager allowing you to total them separately from sales done in-store.
End-of-day (or end of sales period) POS reporting is detailed and will track your sales by product and customer type, group #, hourly and by clerk. A large operation with multiple registers can group computers for separate totalling requirements. End of day totals are automatically posted to your General Ledger module. When Month-end occurs it consolidates the month's activity into one POS report.
Tabdelim Invoice file
Within your Point-of-Sale you have the ability to create a file for export to a program outside of BookManager (i.e. Excel). This is a great features for those creating invoices for bill-to accounts where reporting may be needed after the fact.
Date Range Point-of Sale Subtotal
Similar to the end-of-day receipt tapes, this report provides you with the necessary sales, revenue, tax, and General Ledger data to analyze your sales according to a specified date range.