- Home /
- Products /
- Epicor Financials /
- Point of Sale (POS)
Faster Counter Sales Processing
Epicor’s Point of Sale software streamlines your counter sales transactions for faster and better efficiency
What is it?
Point of Sale (POS) is delivered by Precise Business Solutions for Kinetic customers. It combines the speed and simplicity of a traditional retail system with the capabilities associated with extended supply chain functions. Point of Sale software integrated with your Kinetic system may not be the obvious choice, but it makes a lot sense.
- Process your counter sales transactions faster in an easy to navigate user interface
- Print your dockets and invoices instantly, or automatically email them to your customer
- Create, recall, and convert quotes to a sale in a flash
- Quick and easy product selection
- Centralized management and scalable deployment
- Granular security and authorizations
Benefits
Tight Integration with Your Kinetic System
Point of Sale was built to extend the functionality of the Kinetic software. It has tight integration hooks with your Kinetic system, giving your staff a seamless experience when it comes to the Kinetic data that POS uses and the transactions it creates.
- All products, customers, pricing and other POS related data configured in Kinetic are available in the POS application.
- Support of Sale Kits, Custom Kits, and changes to assembly items.
- Support of product serials, lots and bins.
- POS will automatically create all associated invoices, credits, orders and payments in Kinetic.
- Complete transaction audit trail from point-of-sale through to general ledger.
Process your counter sales transactions faster in an easy to navigate user interface
How many tabs and screens do your staff have to navigate in Kinetic to process a simple sales transaction, let alone more complex transactions like exchanges? Imagine being able to do this in one screen that has been configured to suit the needs of your staff
- Large, configurable buttons with touch-screen capabilities can be added, sized, removed, colored and sorted to provide your staff with an uncluttered and customized experience.
- Items can be added to the transaction by scanning barcodes, entering a product code or easily searching in the product drill-down.
- Configure ‘Fast-Keys’ to short cut the selection of regularly sold items or transactions combinations, such as staff discounts or promos with a predefined reason code.
- Easily change quantity, price or apply discounts (if security permits).
- Customer details can be added or changed from within POS
An easy way to process an RMA
A common challenge for Kinetic users is processing the return of items as a credit or in exchange for something else. RMA’s and Credit Returns need to be processed separately in Kinetic and take an excessive amount of time, especially when the customer is at the counter waiting.
- Process returns and exchanges easily processed in one screen.
- Auto Returns allows you to enter or retrieve the original transaction number from a search and all of the associated lines will be loaded, ready for the applicable items to be returned.
- Add new items to the same transaction, making this process so much faster than doing this manually in Kinetic.
Quotes can be created, recalled and converted to a sale in a flash
When customers request a quote, they are expecting this in writing with a commitment to the price quoted for a certain period of time.
- Easily create quotes using all of the quick and easy navigation steps as processing a sale.
- Quickly recall the quote and convert it to a sales transaction with the touch of a button. Managing this process directly in Kinetic takes many more steps.
Precise Point of Sale (POS) Demo
Integrate and Automate Counter Sales with Epicor Financials
View this video to discover how you can enhance Epicor Financials using a counter sale automation tool that automates sales order creation, verifies stock availability, applies discounts, and generates, prints, and emails invoices. The application features touch-screen-friendly buttons to accelerate the workflow.
Capabilities
POS offers comprehensive point of sale functionality including product and customer management, cash and account sales, RMA’s, exchanges, quotes, orders, cash out, paid outs, retail promotions, loyalty and gift cards. Sell to both ‘cash sale’ customers and account customers interchangeably. Easily deal with multi-currency pricing and payments
Create and manage customer records at point-of-sale. Process on-account sales with AR credit checking.
- Enforce specific business rules by customer type.
- Automatically apply trade discounts and special pricing for customers.
- Process account payments right at the counter.
With POS, you can create, ship and receive Transfer Receipts. You can also create PO’s for miscellaneous/special purchase items, receive PO’s. Easily do full and partial shipment of customer orders. Perform ad hoc and physical Stock Counts, and Inventory Adjustments
Centrally configure and manage POS across the entire enterprise. Deploy across multiple locations quickly and easily. POS is designed to scale from single station to large multi-station stores.
- System wide visibility of log files with automatic email notification options.
- On-line and off-line processing allowing for disconnection from the core ERP system, including mobile sales, pop-up stores and conventions where connectivity is spotty or simply unavailable.
You get a group-based security model with granular functional permissions so you can define authorizations and overrides for price changes, discounts, credit limits, gross profit, minimum price, returns, store credits and more. Centrally grant or revoke user access as needed.
Let's Talk
Thousands of enterprises rely on Epicor software to help them grow and scale. Bring us your questions. Tell us what's working and what's not. We'll work with you to curate the right solution for your business.