POS Module

Overview of the POS Module #

• The Point of Sale (POS) Module enables businesses to process payments for transactions conducted in-store.

Adding Products to a Transaction #

• Access the POS Module.
• Select products by:
  • Navigating through specific categories.
  • Scanning barcodes for the desired products.

Associating a Customer with the Transaction #

• Search for a specific customer to tie them to the transaction.
• View the customer’s loyalty points and apply any loyalty program discounts to their purchase.

Applying Discounts #

• Apply loyalty program discounts or generic discounts (e.g., $10 off or 12% off).
• Example: Apply a 25% loyalty discount, reducing the total by $3.25, making the final amount $10.94.

Processing the Payment #

• Checkout options include:
  • Credit Card
  • Cash
  • Check
  • Virtual Terminal
  • Pay-By-Link
• Select the register where the transaction is being processed.

Example of Cash Payment #

• Select Cash and enter the tendered amount (e.g., $20).
• The system will calculate the change due (e.g., $9.06).
• Accept the tender to complete the transaction and receive confirmation.

Providing a Receipt #

• Print a physical receipt for the customer.
• Alternatively, send the receipt via email or text message.

Conclusion #

• The POS Module in Delta First simplifies transaction processing, offering flexibility with multiple payment methods, discount applications, and customer loyalty integrations.