Point of Sale Help



AEA Portal has accumulated a collection of helpful tutorials for QuickBooks POS. Select a tab below to view the description and then follow the navigation.

ReceivingShelf TagsEnd of DaySalesAlternate UPCUnits of Measure and UPCsGenerating ReportsProcurement

 

Help for Receiving Items with QB POS

Description

Receiving allows your warehouse receiving clerk to check in the new product as it comes in through the dock.  When you receive products, you place those products in the inventory system. Behind the scenes, QB POS is crediting Accounts Receivable and debiting Inventory. This process goes rather quickly when you have hardware such as a bar-code scanner, especially a wireless bar-code scanner.  It is best used when there is a purchase order in the QB POS system.

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Help for Printing Shelf Tags with QB POS

Description

Shelf tags allow you to print small price tags from the QB POS database. This functionality allows you to quickly print one tag for each item available for sale in your store. The system allows you to adjust the number of tags that are printed on each sheet of paper and what will be displayed on each tag. The price tags are created from the vouchers available in the system.

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Help for Running End of Day Reports with QB POS

Description

At the end of the day, the store manager should run this report. If QB POS is connected to QuickBooks Financial (the accounting software), the report will automatically update all of the appropriate accounting fields in QuickBooks. Otherwise, you will either print out this report or save the file for the accountant to update the books manually. Running End of Day reports on a daily basis is extremely important because QB POS has been known to crash, and the EoD reports could help rebuild the database when all else fails.

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Help for Processing Sales with QB POS

Description

This is the most basic function of QB POS. This section explains some of the ins and outs of making the sale through the QB POS system. It’s also probably the primary reason you purchased the software in the first place, right?

The section shows how to use a bar-code scanner to record a sale, record a discount on an item or entire order, and recording the sale as an account sale or as a direct payment.

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Help for Adding Alternate UPCs with QB POS

Description

QB POS allows you to set up alternate UPCs for your system for the same product. This is often helpful for retailers since manufactures sometimes use different UPCs for the same product that is manufactured in a different location for example. Managing multiple UPCs for one product allows you to make price changes to that product only once. When there are two UPCs for the same product that are stored as unique items, sales may record incorrectly, causing records to show stock outages for one product while another product is showing a larger quantity than actually exists.

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Help for Establishing Different Units of Measure with QB POS

Description

Different units of measure are used in many retail establishments for selling the same product that is packaged in different quantities. Beer, for example, can be sold individually, by the 6-pack, by the 12-pack, and by the case (24 cans or bottles). It is also purchased by the pallet or case. You can record all of these different units of measure in QB POS along with their respective UPCs, price them differently, and establish “order by” and “sell by” defaults.

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Help for Generating Reports with QB POS

Description

QB POS has an arsenal of reports to pick from.  Reports such as the best and worst sales, peak traffic hours, inventory, out of stock items, customer sales, vendor sales, and much more. If you can’t find the report you need, QB POS allows you create your own reports and customize them to some of the most intricate details.  You can filter data, select departments, add columns, and much more.

There are some combinations of fields that QB POS 10.0 does not allow you to run reports for. Combining sales for an item and the quantity in stock currently cannot be done without exporting the database and working with the reports in a database program like MS Access. This help file will briefly this situation also.

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Help for using Procurement with QB POS

Description

This help file will enable you to easily procure items for inventory from your vendors. It will show you how to establish a new purchase order and order in quantities sufficient to satisfy your sales needs during the period you specify. QB POS calculates your average sales over the period of time you specify.

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