Point of Sale

How to setup and use Bikedesk Point-of-Sale system

You can set up as many different payment types that you want in the Point of Sale module.

  1. Go to settings.
  2. Go to the tab “POS” in the top.
  3. Click +Payment type.
  4. Add the Payment type you want.
  5. Click “save”.

Now the payment option is shown in the payment window of the Point of Sale module and you can see the amount coming from the payment type on the “End of day” receipt.

In the POS module, you can do a “End of day Procedure”.

Here you can count the cash and tell the system if you take out cash to the bank or if you add cash from the bank to the drawer.

The End of day sales report will show the turnover, tax, and different payment types and is used for book keepings.

The sales report can be printed on a receipt or a4 and it is store digitally in the system, so you or your accountant can find it in the future as well.

 

How to do it:

  1. Go to POS.
  2. Select “End of day procedure” in the menu top right.
  3. Click “New end of day procedure”.
  4. Put in the amount of cash that is in your drawer. Note: you can see the expected amount by the system.
  5. If you take out cash to the bank/safebox or add cash to the drawer you can put this in below.
  6. Click Finish.
  7. Now you can print the sales report and it is shown in the overview.

In Bikedesk it is easy to make a return sale.

You can both return single products or a whole receipt.

  1. Go the POS menu.
  2. Click Sales history in the top right side.
  3. Find the receipt that you want to return.
  4. Click on the Receipt in the overview.
  5. Click “Return sale”.
  6. You can now see all the items in the POS windoes with a minus in front of the amount.
  7. You can now add og remove products if you need too.
  8. Click on “Pay”.
  9. Select the payment option that you return their money through.
  10. The products are now back in your inventory and you can see the returned sale in the sales history overview.

 

If it is a customer registered Bike Sale that you return, you will also need to find the customer and delete the Bike from this customer, so it is no longer registered to the customer.

To delete the bike from the customer:

  1. Find the customer.
  2. Go down to the “Bikes registered”.
  3. Click show details.
  4. Click “Edit” on the Bike ticket. This is the one containing a small price tag as symbol.
  5. Go to “Show details” in the ticket for the bike sale.
  6. Click on Delete.
  7. Done.

 

In Bikedesk you can give a discount on the product or on the whole bill.

Discount on the product:

  1. Add a product to the bill in the POS
  2. Click on the product on the bill
  3. Now set the percentage discount you want to give
  4. The discount is now shown on the bill

Total discount on the whole bill

  1. First you need to create a product called “Discount” in products.
  2. Add the product Discount to the bill in the POS window.
  3. Now set the amount of discount you give: e.g.: £ -15.00

 

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