Table of Contents

Receive Inventory / New Purchase Orders

Summary

This section describes receiving and selling items out of inventory from the Office. This is where you purchase from vendors or sell to customers(usually wholesale customers). There are several steps to follow, this section should be reviewed and completed by someone responsible for inventory, who has sufficient training in the regular operations of the POS System.

It is best to have the items to add and the vendors already input into the system.

Sections

New Purchase Order
Add Items to Purchase Order
Receive Order Into Inventory
Add New Inventory Item

Pre-Requisites

Pre-Requisites

New Purchase Order for Inventory

If this is a sale to a customer, make sure your customer has the 'Wholesale option“ selected for their price line look up. The vendor information screen in shown in Fig 1 below.

guide_posinvdis1.jpg

Fig 1: Vendor Information Screen in CCS

Add Items to the Order

To add items to the order:

  1. Enter by Product Name or SKU from the drop down field in the details section.
  2. You can edit the quantity, and price and cost of the items you are selling and receiving. If you want to adjust the overall cost of the items, you can enter that in the total cost field. The individual cost will be re-calculated.

If you are receiving inventory and your current count is less than zero, your count will not equal the amount you have rececived. right click on it and edit the items' count back to zero prior to receiving the order.

Receive Items Into Inventory

There are two options to receive your items; receive items one at a time, receive all items at once.

Receive Items One At A Time

A snapshot of the purchase order window with “Re” checked is shown in Fig 2 below:

guide_posinvdis2.jpg

Fig 2: Receive Items One by One

Receive All Items At Once

A snapshot of the Edit » Receive Order from within the Purchase Order Dialog Box is shown in Fig 3:

Fig 3: Receive Order in CCS

Pre-Requisites

Fig 4: Add New Item

For more information on copying items and the search window, go to the search window
See CCS Search Options Video: http://cafecartel.com/help-videos/35-retail-point-of-sale-terminal-operations/223-ccs-product-searching.html

Add New Purchase Order

A snapshot of the add new purchase order screen is shown in Fig 4 below:

Fig 4: Add New Purchase Order

Add New Vendor

Adjustment Item