Navigating Brightpearl POS

As with everything in Brightpearl, PoS has been designed to be easy to use and have intuitive functions where you would expect to find them.

The main screen is split into two sections: a product look-up screen on the left and traditional till functionality on the right. As products are entered, either by scanning barcodes or typing details in, they will appear.

A quick tap on a product from the look-up screen will add it to the customer’s order, referred to as their basket, and the breakdown of what the customer is due to pay will appear at the bottom-right of the screen.

Alternatively a longer press will bring up a pop-up screen where you can choose to view your inventory levels for the product (in any of your warehouses) or information about the product (such as material, brand etc) direct from the product information page in Brightpearl.

TIP: You can reserve the goods for a customer who intends to pay later by clicking here (arrow to three dots) and clicking on Hold current basket. Then when they are ready to pay, just click the same part of the screen and recall the order.

When the order is complete, tap the Pay button and you will be taken to the payment screen. The customer basket will shift to the left-hand side and your payment methods set up in Brightpearl will be available on the right as well as several ‘quick cash payment’ buttons. Simply choose the payment method and the receipt will print if you have a printer connected.

TIP: Because POS is online, if your printer is connected to your network, you don’t need to be on the shop floor to print receipts. Customer calls up and pays for an order over the phone with you in the office? No problem, put the order through POS, email the receipt to the customer, and you can attach the printed receipt to the products ready for when they collect them or they are shipped.

After the sale has been completed, you have the option to assign the completed sale to an existing customer or a new one (if you have not done so from the basket), email a receipt to the customer or start a new sale.

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