How to log in and make a sale

The transaction screen is used to enter all sales, returns, layaways, payments, and various types of customer orders. The over all sales process is discussed first. Then other transaction types are covered.

Log In Screen

This log in dialog appears when the DB$ Retailer's Advantage is launched. Each user is assigned a user name and password. The user name is associated with a user type of clerk, supervisor, or manager each of which have access privileges to various parts of the system. The user type is assigned in the employee screen.

Enter user name and password and then click the "Log in" button.

Sales Screen

This is the screen displayed after successful log in.

To make a sale, a cash drawer is selected, items to be sold are added to the list, one or more payment methods are entered and applied, and the complete sale button is pressed. A receipt or invoice is then automatically printed, and the screen is then ready for the next sale. This process is illustrated on following screens.

Select a cash drawer

This screen is displayed when the "Select Drawer" button is clicked. If the user's drawer is listed, it may be selected or a new cash drawer opened if necessary.

Open a new cash drawer

This screen is displayed when the "New Drawer" button is clicked. The clerk (user) and date are preset and the user enters the beginning cash balance. A current cash balance as well as other payment amounts are maintained as sales are being made.

If a new drawer is opened, click the "Select" button after the new drawer is opened to return to the sales screen. The drawer number is then displayed below the "Select Drawer" button on the "Transactions" screen.

Choose a customer

If customer information is to be captured with the sale, click the "Find Customer" button. This screen is displayed. If the customer is not listed, a new customer record may be created. Select the customer record and click the "Choose" button. (double clicking the customer record in the list also chooses the customer).

The sales screen now displays the selected customer beside the customer label.

Choose a catalog item

Items may be added to the list in one of three ways - Enter item id in the field immediately above the list, scan the item using barcode scanner, or click the "Find Item" button to display this screen containing a list of all items in the catalog.

The search fields provide a powerful tool to find the catalog item. Enter characters in the search fields and select a category to show only records that match criteria entered.

If necessary a new catalog item can be entered here by clicking the "New Cat Item" button.

Add another catalog item

Additional items can be scanned in with a barcode reader, entered directly in the field above the list, or chosen from the select from catalog dialog.

Take payment and complete sale

Payments are entered using the take payment panel. The to pay field displays the amount remaining to be paid. Select a payment method, enter the amount for this method, and click the "Apply" button. If necessary continue entering payments until the full amount is paid.

This screen shows two payments - Visa of $200.00 and Check of $20.00. Note the cash back or change listed at the bottom of the totals.

If a payment method needs to be changed, select the payment, click the "Delete" button below the how paid, and reenter the correct payment.

When the amount paid is equal to or greater than the amount due, the "Complete Sale" button is enabled. Click this button to complete the sale and print a receipt, an invoice, or just complete the sale depending upon what is selected in the "Type Output" popup.

Print Receipt

Print Invoice

Ready for the next sale

When the sale is completed, this screen is displayed and is immediately ready for the next transaction.