Barcode Sales Detail – Tender

• Click the Tender button that can be seen on the Sales Detail form to tender transaction.  A “tender button” in the context of a Point of Sale (POS) system typically refers to a button or option on the POS interface that is used to finalize a transaction and tender the payment. It is the button that the cashier or user presses when the customer is ready to pay for their purchases.
• When clicked, a tender form shows where it asks the buyer’s payment amount. The EasyPOS system accepts multiple payment types. Other payment types require additional information, excluding the payment type Cash.  Just click the OK button to save the additional information.
• To finish the sales transaction, just click the Tender button from the Tender form, the system will now print an Official Receipt, and recreate a new Sales detail.

Activity – POS Touch

• POS Touch is good for restaurants, cafes, etc. as long as it caters Dine In.

User Interface

POS Touch Buttons

• Red button → represents the printer stations which will navigate the user to their respective table, when pressed, it will show table locations.
• Gray button → represents the location of the tables in which the dine-in customer(s) will sit in.
• Two Green large buttons → represents if the transaction is for Walk-In customers or for delivery.
• Red large button with “Tender All” label → represents tendering all sales.
• Blue button → navigating the table groups to left and right.
• Clock icon → represents the attendance feature.

POS Touch Sales List

• Sales list for POS Touch consists of three(3) tabs:
• Open → display list of Touch sales that are still open which means, not yet billed or collected. Also, system users can still delete the created sales detail here.





• Billed Out → display list of sales that are already locked but not yet collected. Here, the user can print Bill Out or Partial Bill.





• Collected → display list of sales that are already tendered.

POS Touch Sales Detail

• There are 3 ways on how to navigate the sales detail:
• Via Dine In Table
• Select a table group, under it, select a table code or number where the customer wants to sit in.





• After selecting, you will be redirected to the Sales Detail. To add a Sales line item, select an item from the food menus beside the sales line item list. Then, a popup Sales Item will appear. Provide all the necessary information such as quantity and discount. To save, hit the Enter button from your keyboard or click the Save button.







• Walk-In button
• Click the green button with the Walk In label.
• The same process with the Dine In table, you will be redirected to the Sales Detail. To add a Sales line item, select an item from the food menus beside the sales line item list. Then, a popup Sales Item will appear. Provide all the necessary information such as quantity and discount. To save, hit the Enter button from your keyboard or click the Save button.







• Delivery button
• Click the green button with the Delivery label.
• A Delivery Customer Information will popup, provide the necessary information then click the Ok button.
• The same process with the Dine In table, you will be redirected to the Sales Detail. To add a Sales line item, select an item from the food menus beside the sales line item list. Then, a popup Sales Item will appear. Provide all the necessary information such as quantity and discount. To save, hit the Enter button from your keyboard or click the Save button.

Applying Discount

• Click the “Discount” button on the upper right side of the Sales Detail Form.
• A discount form/window will pop-up where you can choose what discount to give for that particular transaction by clicking/tapping the “Drop-down” icon on the right most side of the word “Discount” line.

POS Touch Sales – Tender

• A “tender button” in the context of a Point of Sale (POS) system typically refers to a button or option on the POS interface that is used to finalize a transaction and tender the payment. It is the button that the cashier or user presses when the customer is ready to pay for their purchases.
• There are 3 ways on how to tender sales:
• Via Sales Detail page
• Assuming that you are in the Sales Detail page, click the Tender button that can be seen on the Sales Detail form to tender transaction.
• When clicked, a tender form shows where it asks the buyer’s payment amount. The EasyPOS system accepts multiple payment types. Other payment types require additional information, excluding the payment type Cash. Just click the OK button to save the additional information.
• To finish the sales transaction, just click the Tender button from the Tender form, the system will now print an Official Receipt, and the sales detail will be moves to the Collected tab.





• Via Open and Billed Out tab
• From the Open or Billed Out tab, select a sales order number that you want to tender.
• A POS Touch window will display, then select Tender or simply press F4.





• When clicked, a tender form shows where it asks the buyer’s payment amount. The EasyPOS system accepts multiple payment types. Other payment types require additional information, excluding the payment type Cash. Just click the OK button to save the additional information.
• To finish the sales transaction, just click the Tender button from the Tender form, the system will now print an Official Receipt, and the sales detail will be moved to the Collected tab.



• Via Tender All button
• From the Open or Billed Out tab, look for the Tender All red button.
• A confirmation message will popup, then click Yes.





• A tender successful message will display then all the Sales Order from the tab will be moved to the Collected tab.

POS Touch Sales – Service Charge

• To Set service charge
• Open POS Information



• Select unlock, input service charge amount, then lock it again.
• Go to POS -> must be on POS Touch Setup
• Make a transaction and add a service charge
• Take a look on the Service Charge Column
• The amount should be aligned right, Standard format with 2 decimal places.

POS Touch Sales – Gift Certificates

• Gift Certificate
• Punch In orders from the customer.
• Settle the transaction via Gift Certificate
• Input the Gift Certificate #
• Print the Receipt
• Check the official receipt & collection detail report (csv excel, PDF & User Interface Report)

Activity – POS Quick Service

• POS Quick Service is good for stalls or any shops that only cater take outs or for quick serving types of order, this is typically used by fast-food restaurants/chains and mall stalls or can be used as take out kiosks.

User Interface

POS Quick Service Definition of Buttons

• Two Green large buttons → represents if the transaction is for Walk-In customers or for delivery.

POS Quick Service Sales List

• Sales list for POS Quick Service consists of three(3) tabs:
• Open → display list of Quick Service sales that are still open which means, not yet billed or collected. Also, system users can still delete the created sales detail here.





• Billed Out → display list of sales that are already locked but not yet collected. Here, the user can print Bill Out or Partial Bill.



• Collected → Display list of sales that are already tendered.

POS Quick Service Sales Detail

• There are 2 ways on how to navigate the sales detail:
• Walk-In button
• Click the green button with the Walk In label.



• You will be redirected to the Sales Detail. To add a Sales line item, select an item from the food menus beside the sales line item list. Then, a popup Sales Item will appear. Provide all the necessary information such as quantity and discount.
• If the Item has Item Add-ons, a form will pop-up for the item add-ons.





• To save, hit the Enter button from your keyboard or click the Save button.
• Delivery button
• Click the green button with the Delivery label.
• A Delivery Customer Information will popup, provide the necessary information then click the Ok button.



• The same process with the Dine In table, you will be redirected to the Sales Detail. To add a Sales line item, select an item from the food menus beside the sales line item list. Then, a popup Sales Item will appear. Provide all the necessary information such as quantity and discount. To save, hit the Enter button from your keyboard or click the Save button.

POS Quick Service – Tender

• A “tender button” in the context of a Point of Sale (POS) system typically refers to a button or option on the POS interface that is used to finalize a transaction and tender the payment. It is the button that the cashier or user presses when the customer is ready to pay for their purchases.
• There are 3 ways on how to tender sales:
• Via Sales Detail page
• Assuming that you are in the Sales Detail page, click the Tender button that can be seen on the Sales Detail form to tender transaction.
• When clicked, a tender form shows where it asks the buyer’s payment amount. The EasyPOS system accepts multiple payment types. Other payment types require additional information, excluding the payment type Cash. Just click the OK button to save the additional information.
• To finish the sales transaction, just click the Tender button from the Tender form, the system will now print an Official Receipt, and the sales detail will be moved to the Collected tab.





• Via Open and Billed Out tab
• From the Open or Billed Out tab, select a sales order number that you want to tender.
• A POS Touch window will display, then select Tender or simply press F4.





• When clicked, a tender form shows where it asks the buyer’s payment amount. The EasyPOS system accepts multiple payment types. Other payment types require additional information, excluding the payment type Cash. Just click the OK button to save the additional information.
• To finish the sales transaction, just click the Tender button from the Tender form, the system will now print an Official Receipt, and the sales detail will be moved to the Collected tab.





• Via Tender All button
• From the Open or Billed Out tab, look for the Tender All red button.
• A confirmation message will popup, then click Yes.





• A tender successful message will display then all the Sales Order from the tab will be moved to the Collected tab.

Canceled Transaction

• A “canceled sale” refers to a transaction that was initiated but, for some reason, did not reach completion and was subsequently voided or canceled before finalization. This can happen for various reasons, and the POS system needs to be able to handle and record these events accurately.
• Here are some common scenarios in which a sale might be canceled in a POS system:
• Customer Change of Mind: A customer may decide to cancel a purchase after items have been scanned but before the transaction is completed.
• Item Unavailability: If an item scanned during a transaction is found to be out of stock or unavailable, the sale may be canceled.
• Payment Issues: Problems with payment processing, such as declined credit cards or issues with the payment terminal, can lead to canceled sales.
• Pricing Errors: If there are pricing discrepancies or errors in the transaction, a sale may be canceled and corrected.
• Employee Errors: Mistakes made by the cashier or other staff during the transaction process may lead to a sale being canceled and reattempted.
• When a sale is canceled in a POS system, the system typically performs the following actions:
• Void Transaction: The POS system voids the transaction, ensuring that it doesn’t affect inventory levels or financial records.
• Return of Items to Inventory: If items were scanned or removed from inventory during the canceled sale, the POS system should return those items to stock.
• Cancellation of Payment Authorization: If payment was initiated but the sale was canceled, the POS system should cancel any authorization or hold on funds.
• Recordkeeping: The canceled sale is often recorded in the system for auditing purposes, maintaining a record of the attempted transaction and its cancellation.
• To cancel transaction, select order number in the collection tab
• Click the cancel button and input the remarks on the popup cancel remarks form.





• Click Ent – OK to cancel the transaction
• It will automatically generate the cancel receipt

Exchange Rate

• It is where the user can add exchange rate for the specific currency

Exchange Rate List

• Shows the list of added exchange rates
• Delete button will proceed to deleting unlocked exchange rate record detail.
• Add button will proceed to adding new exchange rates.
• Edit button will proceed to updating exchange rate detail.
• Close button will proceed to closing the exchange rate list page.

Exchange Rate Detail

• Assumption: Add button is already clicked on the upper right corner in the Exchange Rate list.
• Fill up the Exchange rate and select Exchange Currency
• If the exchange rate is greater than the base currency, check or uncheck the checkbox .
• Click the Save button to successfully add the exchange rate.

Official Receipt

• Reference for official receipt

Dine-In : Bill Out Number