4. Register and Sales
Checkout Performance Best Practices in BEST POS
Summary This guide consolidates best practices to keep BEST POS fast and stable: pre-opening prep, mid-day habits, weekly maintenance, and network/peripheral monitoring. It covers fast startup, latency reduction (scan, tender, print), workstation ...
Offline Sales and Synchronization in BEST POS
Summary This guide explains how to use BEST POS in offline mode during network/server outages and how to reconcile and synchronize sales once connectivity is restored. It covers readiness, offline limitations (inventory, pricing, card tenders), data ...
Payment Incidents: Card Declines, Timeouts and Recovery in BEST POS
Summary This article covers common payment incidents at checkout (card declines, timeouts, pending/unknown status, duplicates) and how to diagnose, secure the sale, recover or void the operation properly, then retry payment. It explains terminal ...
End of Day: Register Close and Z/X Reports in BEST POS
Summary This article covers the end-of-day routine: cash drawer count, tender reconciliation (cash, cards, checks), generating Z/X reports, closing and archiving. It also includes variance controls, preparing the float for the next day, and audit ...
Void Line Item and Void Entire Transaction in BEST POS
Summary This article explains how to void a line item from the basket and how to void an entire sale in BEST POS. It covers permission requirements, impacts on inventory, taxes, and payments, plus audit and security best practices. Step-by-step ...
Invoice References (PO/Job) at the Register in BEST POS
Summary This article shows how to enter, display, and control invoice references (PO, Job, work order) directly at the register. You’ll learn to enforce reference required for selected customers, print it on the receipt, include it in exports, and ...
Loyalty Programs: Enroll a Customer and Use Points in BEST POS
Summary This guide explains how to enroll a customer in a loyalty program, earn points during a sale, check the balance, and redeem points as a discount at the register. It also covers accrual rules, expiration, item exclusions, and end-of-day ...
Gift Cards: Sell, Load, Redeem and Check Balance in BEST POS
Summary This guide covers gift card operations in BEST POS: sell/load a new card, reload, redeem as payment, check balance, and void/refund per policy. It also explains audit controls, fraud prevention, and liability reporting. Step-by-step ...
Returns and Exchanges at the Register in BEST POS
Summary This guide shows how to process a return (partial or full refund) and an exchange (return + new sale) at the register: find the original sale, select lines, apply fees/credits, handle serials/IMEI, recalc taxes and totals, then refund per the ...
Special Orders and Deposits in BEST POS
Summary This guide shows how to create a special order for non-stock or order-only items, take a deposit, place procurement (PO or transfer), receive the items, notify the customer, then convert to an invoice / delivery. It also covers cancellations, ...
Quote: Create, Send and Convert to Invoice in BEST POS
Summary This article explains how to create a quote at the register or BackOffice, send it (print/email) with validity and terms, then convert it to an invoice without retyping. It covers adjustments (prices, taxes, discounts), optional deposits, and ...
Park / Hold a Sale (Suspended Sale) in BEST POS
Summary This guide shows how to park/hold a sale, resume, edit, or void it in BEST POS. It covers labeling (name, customer, note), multi-register handling, constraints (partial tenders, expiry), and best practices to avoid variances. Step-by-step ...
Tips: Enable, Enter and Adjust in BEST POS
Summary This article shows how to enable tips, enter a tip at the register (amount or %), edit/remove a tip before completion, and reconcile at end of day. Steps cover permissions, payment terminal entry, and tax behavior. Step-by-step Instructions ...
Split and Multiple Payments in BEST POS
Summary This guide shows how to take a sale with multiple tenders in BEST POS: split the balance across different methods (card, cash, check, bank transfer), enter exact amounts per tender, adjust allocations, and complete the transaction with no ...
Payment Methods: Cash, Card, Check, Bank Transfer, Mixed in BEST POS
Summary This article explains how to tender a sale in BEST POS with different payment methods: cash, card, check, bank transfer, and mixed payments. It covers entering amounts, calculating change, removing a tender before completion, and ...
Taxes at the Register: One-time Exemption and Tax Group Selection in BEST POS
Summary This article explains how to manage taxes at the register: apply a one-time exemption (line or basket), change the tax group based on customer or ship-to address, review the tax breakdown, and recalculate before tender. It covers permissions, ...
Price Overrides and Price Corrections in BEST POS
Summary This article explains how to manually override a line price and how to correct a price (rounding, unit, input error) while respecting permissions, approvals, and audit logs. It also covers how overrides interact with promos/coupons and tax ...
Promo Codes and Coupons: Entry, Stacking and Restrictions in BEST POS
Summary This article explains how to enter a promo code or scan a coupon at the register, verify eligibility (items, dates, thresholds), handle stacking with promotions and discounts, apply restrictions (single use, exclusions), and complete tender. ...
Discounts at the Register: Line, Basket, Percent and Amount in BEST POS
Summary This article shows how to apply discounts in BEST POS at the line or basket level, by percent or amount, with permission controls, stacking rules for promos/coupons, and audit logging. It includes tips to avoid tax and priority mistakes. ...
Attach a Customer During the Sale in BEST POS
Summary This article explains how to search and attach a customer to an in-progress transaction to apply price levels (P1–P4), taxes, account terms (On Account), and references (PO/Job). It also covers quick create at the register and pre-tender ...
Quick Sale: Scan, Search and Add Items in BEST POS
Summary This article explains how to create a quick sale: scan barcodes, search by SKU or description, add variants (size, color), set quantities and units, add line notes, and subtotal before tender. It includes performance tips and price/tax ...
Cash Float: Deposit, Count and Open the Drawer in BEST POS
Summary This article explains how to initialize the opening float, count cash at start of day, open the cash drawer safely, perform a safe drop during the day, and manage cash variances in BEST POS. Step-by-step Instructions 1) Prerequisites Cashier ...
Open a Register Session and Sign In to BEST POS
Summary This article shows how to open a register session in BEST POS: sign in (user, password or PIN), select the store and register, verify the float, open the cash drawer if needed, and confirm the payment terminal status. It also includes ...
Finalize a Sale in BEST POS (direct payment, mandatory amount, split tenders)
Summary This guide covers three settlement flows in BEST POS: direct payment (close by tender key), mandatory amount (enter amount received before tender), and split tenders (distribute balance across multiple tenders). Steps include validations ...
Subtotal and Customer Display in BEST POS (Retail)
Summary This article explains how to show the subtotal at any time during a sale without finalizing it, and how to ensure the customer display reflects amounts correctly. Steps cover discounts, taxes and fixes—no screenshots needed; labels and paths ...
Apply a discount (closed / open) in BEST POS (retail)
Summary This article explains how to give a discount in BEST POS: closed discount (preset value) and open discount (free-entered value, % or $), either on a single line or on the subtotal. It also covers access controls (HALO, manager approval) and ...
Price Levels (P1–P4) and Price Override in BEST POS (Retail)
Summary This guide shows how to sell using price levels P1–P4 (forced price) and how to override the item price at the point of sale. It also covers quick price maintenance for price #1–#4 at the register, with access and compliance notes. ...
Sell by PLU (direct, manual, barcode) in BEST POS (Retail)
Summary This article explains three ways to ring sales by PLU in BEST POS: via the PLU key (direct), by manually keying the code, and using a barcode scanner. It also covers repeating the last item and handling weight-based PLUs (scale). No ...
Sell by Department in BEST POS (Retail)
Summary This article explains how to record a sale by department in BEST POS, with or without a scale, while respecting HALO limits. It includes useful checks (subtotal, tender) and quick recovery actions if a keying error occurs. No screenshots are ...