Using the Point of Sale Utility

System Location: System > Miscellaneous Utilities > Point of Sale

This document explains the purpose and steps of this application JobBOSS2 SHOP. There is a breakdown of the concepts and functionality as well as specific instructions for using the application. If you need any additional information on this application, see the Additional Topics links to the right.

About the Point of Sale Utility

The Point of Sale utility allows you to create one specific job number through which you can perform point of sale transactions without having to create multiple orders, packing lists, or invoices. You can reuse the job number when you create invoices for the parts sold, and then the utility will run through the invoices with the Point of Sale job number and update the inventory count that matches the products sold.

Create an Order with a reusable job number for all Point of Sale parts.
  1. Go to the Data Entry tab, open the Orders dropdown menu, and select Order.
  2. Click New in the upper right bar of action buttons.
  3. Create a Customer Code called Point of Sale.
    1. Click Add New from the Customer Code dropdown field.
    2. Fill in the Customer Name (Point of Sales), Customer Code (POS), and the Currency Code.
      • The Quickbooks Customer Code will auto-populate from the customer name.
    3. The other fields are optional for a Point of Sales customer code.
  4. Enter a Part Number named Point of Sale Part.

  1. Click Process to generate a Point of Sale Job Number.
    1. This Point of Sale Job Number will be added to all Point of Sale invoices. You will not need to make this order again.
Manually create an Accounts Receivable Invoice for the parts sold.
  1. Stay on the Data Entry tab, open the AR dropdown menu, and select Billing.
  2. Click New in the upper right bar of action buttons.
  3. Select the Customer Code of the customer who purchased the parts.
  4. Enter the Part Number of the item you actually sold.
  5. In the Job Number field, enter the number of the POS job you created.
    1. The POS Utility will recognize this number.

  1. Click OK to save the invoice.
    1. A new invoice must be created for every Point of Sale transaction.
Run the Point of Sale Utility
  1. Go to the Settings tab, open the Misc Utilities dropdown menu, and select Point of Sale.
  2. Select the Date Range for the utility to process.
    1. This is typically done at the end of every business day.
  3. Enter the Point of Sale Job Number you created in the Job Number field.

  1. Click Process.
    1. This utility will now go back through the invoices for the selected dates and job number to update the inventory count levels for all part number that match the criteria.
  2. A Transfer All Available Materials page will appear. Make changes as needed and click OK.
  3. If you process a Point of Sale utility and there are no items in stock for the part you sold, a job requirement will appear on the Point of Sale order. You must manually delete the job requirement and adjust your inventory.

Your Point of Sale transaction is complete.

The maximum number of Job Material items is 1500. If the limit is exceeded for a Job Number, the invoices must be updated with a new Job Number in order to use this utility.