If you have your own access (username and password) to Point of Sale, and the "POS Save Menu (F11) settings" in System options (Back-office) allows it, you will be able to create an Invoice, Pro Forma, Quote, Job Card, Refund, Sales Order or Consignment Note. 


The process to create Point of Sale documents are as follow:



1. In Advantage Point of Sale, search for a customer


NOTE: Learn How do I search for a customer in Point of Sale?


NOTE: Learn How do I recall a previously saved document?


2. Search for the product/s.


NOTE: Learn How can I search for a product in Point of Sale?

3. Before adding a product, if required, change the following: Unit Price, Quantity, Discount %, and/or Discount amount: 

4. Press the "Tab" button on your keyboard. 

5. Click on the Add button. 

6. The products that have been added to the document will be displayed on the left-hand side:

NOTE: You can learn How do I remove a product from a document I am busy creating (unsaved) in Point of Sale?

 

7. Enter an Order No.

8. Enter the vehicle registration in the Asset field.

9. Enter Transaction Comments

NOTE: You can learn What is the Transaction Comments option in Point of Sale?

10. If required Change Delivery/ Invoice Details.

NOTE: Learn How do I change the customer's details on an invoice/ proforma/ quote/ jobcard/ sales order/ consignment note / refund or credit note that has not been saved (a document I am busy creating)? AND/ OR How do I change the customer's details on an invoice/ proforma/ quote/ jobcard/ sales order/ consignment note / refund or credit note that was previously saved?

11. If required, select a sales rep by clicking on the Sales Rep F4 button. 


NOTE: You can learn How can I save a document in point of sale, on another user or person's behalf?

12. Click on the Save F11 button. 

13. Select the document type (Invoice, Pro Forma, Quote, Job Card, Refund, Sales Order or Consignment Note) that you would like to save, from the drop-down list:


NOTE: You can also learn How do I prevent / disable users from saving a Proforma, Quote, Jobcard, Refund, Sales Order, Consignment Note or Account Payment in Point of Sale?


NOTE: Learn Why is there no print preview for a document I have saved in Point of Sale?