2) Your First Sales (Retail)

After your staff logs into Xilnex at the beginning of the business day, they may need to add some cash into the register. Follow these steps to learn how to perform a cash float in.

Cash Float In

1. Open the Point of Sale. Near the payment button on the bottom, press Function until you see Cash In Out.Read More


You can add an item to a sale in a few ways. This article will briefly show you how to add an item to sale via barcode lookup, or manually searching for it in the system. Easily change the total quantity according to the customer’s purchase.

This article is divided into sections:
a. Lookup items with Barcode
b. Lookup items without Barcode
c. Lookup serialized/matrix items
d. Configuring Item Details in POS
e. Add Quick Items to Sale

Lookup items with Barcode

1. Open the Point of Sale. You can immediately scan in the barcode of the item into the Item Code box.Read More


Add a customer to your sales and returns in order to build an in-depth understanding of your customer base.

Lookup Clients

1. Open the Point of Sale. You may add a Client to your sale by inputting their name/ membership ID/ Identity Card Number/ Registration Code into the Client box.
2. The customer’s information will appear on the right.Read More


Learn how to add a discount to a sale in the POS.

You may configure how much discount each user groups are allowed to offer (i.e. cashiers can give up to 10%; managers up to 15% etc). Refer to the article User Staff Accounts.

Apply a Discount to a Sale

1. Open the Point of Sale. You may manually add a discount for your customer by clicking on the Disc % box.Read More


Follow these steps to process your customer’s payments.

To configure payment methods for your business, please refer to “Payment Methods Setup”. This article has two parts:

a. Accepting Payments with Cash/Card
b. Accepting Payments with Points

Accepting Payments with Cash/Card

1. Once you have added all the customer’s items they wish to purchase in the Point of Sale, select Payment for a list of all payment options. You may also directly select “Cash” or “Credit Card” buttons for a faster way of payment.
2. Always remember that cash should be the last payment option. If the customer wishes to pay half with a card and half with cash, process the card payment first.Read More


Sales orders are created when you have insufficient quantities to accommodate the customer’s request, or if a customer wishes to make an order but will only pay later on. You can use a sales order to collect a deposit. Follow these steps to learn how to generate a sales order, collect a deposit, and then post it to a sales invoice.

a. Create a Sales Order
b. Collect a Deposit
c. Post to Sales Invoice

Create a Sales Order

1. Under Sales tab, select Sales Order.Read More


Occasionally a situation may arise in which you need to void a previous sales transaction and refund a customer. Follow these steps to learn how to void a transaction:

a. Void a Transaction from the POS
b. Pre-set a Few Reasons for Voiding Transactions
c. Allow the Cancellation of Sales While Offline

Void a Transaction from the POS

1. In order to void a transaction, simply click on the top right function button. A drop-down will appear. Select Search Sales.
2. Input the previous Sales ID as per the customer’s receipt. If you need to pull up this data, go to Sale Invoice List under the Listing icon to search for the past sales transaction.Read More


In some cases, a customer would like to return the item bought for certain reasons. Allowing returns for an item would mean that this item would flow back into your inventory. You may also allow the customer to exchange it for a different item. Follow these steps to learn how to process a return, both an open return (without a sales invoice number) and a normal sales return (with a sales invoice number), and also how to process an exchange:

a. Process a Normal Sales Return
b. Process an Open Return
c. Process an Exchange
d. Restrict Returns
e. Track your Sales Returns

Read More


Once you have processed a sale, you may print a receipt for your customer as confirmation of payment. Follow these steps to print a receipt or to reprint a receipt.

a. Print a Receipt
b. Re-print an Old Receipt
c. Auto Print Receipts
d. Disable Receipt Print Preview

Print a Receipt

1. Once you have completed a sales and collected payment from the customer, a print preview tab of the receipt will immediately appear.
2. Select the print icon to print.Read More


At the end of the business day or shift, POS registers should be closed for reporting purposes. Follow these steps to perform a shift closure or EOD (end-of-day) closure so that you can accurately compare your business’ sales performance. This article also includes information on how to configure for “blind” cash declarations.

a. Close a Register
b. How to allow blind cash declarations

Close a Register

1. When you are ready to close a register at the end of the shift/day, simply press on Cash Declaration button found above Payment.
2. Select user login name and fill in your password.
3. Enter a reason for closing the register, like “EOD”.Read More


Follow these steps to learn how to bring up past transactions.

How to find past sales transactions.

1. Go to Sales Invoice List under the Listing tab.Read More


A sales quotation is issued when the customer simply needs a quotation from you on your goods. If they are agreeable to the quotation, the sales quotation will be routed to a sales order and then a sales invoice. Follow these steps to learn how to create a sales quotation. To find out more on how to process a sales order, please refer to Creating a Sales Order.

How to create a sales quotation

1. Select the Quotation icon under the Sales tab.Read More