2) Your First Sales (F & B)

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 print out the bill and process your customer’s payments.

To configure payment methods for your business, please refer to “Payment Methods Setup”.

a. Print Out Bill
b. Accepting Payments with Cash/Card
c. Accepting Payments with Points
d. Accepting Payment with Vouchers
e. Split PaymentsRead 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

how to void a transaction.

a. Void a Transaction from the POS
b. Allow the Cancellation of Sales While Offline

Void a Transaction from the POS

1. In order to void a transaction, you need to first add the button to allow your staff to void a sale in F&B POS.
2. Go to System Configuration. At the Sales tab under All Outlets, go to the FnB Point of Sale section. Check the Void Sale button under Dine In Table Function.
3. If you also wish to ensure that all voided sales come with a remark, check the button to “Enforce Void Sale/Sale Item with reason” under the same section.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 refund the customer or 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