Setup

• Retail POS for Mac or PC

Steps

Creating a Special order placeholder product

1. Click Products
2. Click Add Product
3. Under Name, click Enter product name
4. Type in Special Order
5. Click Track Inventory for this product to ensure that it is unticked
6. Scroll down to the Tax section
7. Under Tax, select No Tax
8. Under Retail Price enter 0.50
9. Click Save

Processing the order

1. Click Sell
2. Click Add a customer
3. Start typing in the name of the customer
4. Select the customer from the list, or click the green plus to add them as a new customer
5. Click Start typing or scanning
6. Type in the name of the product you want to add to the sell screen
7. Select the product from the menu
8. Repeat steps 9 to 11 until you have added all the products the customer wants to the order
9. Click Start typing or scanning
10. Type in Special Order on your keyboard
11. Select the Special Order from the menu
12. Click Pay
13. Click on the price in the top right corner of the screen
14. Subtract 50 cents from the price and enter the resulting amount in the box
15. Click on the payment type that the customer is paying with for their initial deposit (if they are making an initial deposit)
16. Click Layby

Finalizing the order when the customer comes to collect their products

1. Click Sell
2. Click Sales History
3. Find the sale in the list (if necessary you can filter by receipt number)
4. Click on the arrow to the right of the sale
5. Click Start typing or scanning
6. Type in Special Order on your keyboard
7. Click on the line item on the right of the screen
8. In the Quantity field type in -1
9. Click Pay
10. Select Cash