Not only can you run Spire Point of Sale from Spire Desktop, but a web-based Point of Sales process can also be used for taking customer sales orders, creating invoices and receiving tendered payments. Web-based sales has the advantage of not being tied to Spire Desktop workstations and can be used on mobile devices.
The left side of the screen contains action tiles to quickly perform common tasks, and Customer and Item lists to easily search for and add information to a sale. The right side shows information about the current sale in progress, including the items, customer and sale totals.
Tabs
The Inventory list tab allows you to add an item to a sale simply by clicking on the row. The search function allows you to locate specific items easier than by scrolling through the list. And scanning inventory barcodes can be done from here, in addition to other places within the POS screens.
The Customer list tab also allows you to search for a customer and add their information to the sale with a single click.
An Edit Tabs button allows you to modify Settings such as tab placement, assigned tab colour, or action tile positioning.
Action Tiles
The remaining one or more tabs are all dedicated to quick function action tiles to perform common tasks with a single click, or a single tap when using POS on a mobile device. You can have multiple tabs in order to organize tiles with similar actions or whatever makes use most efficient. New action tiles can be added using the Create Action tile, and an initial set of common functions can be set up using the Import Default Layout tile.
The New Action screen has this list of pre-set functions available to pick from
Each function can have a colour assigned to the tile for easier identification, and many have additional information to fill in.
Add / Replace Customer – Choose a specific customer to add to the order. This works similarly to the Default POS Customer option but works independently to that.
Add Comment – Enter text that you want to add as a detail comment, with an option to open the comment in a window to make alterations before adding to the sale.
Add Inventory – Choose a specific item to add to the order, along with quantity and discount, when you have very common items to add to sales. Or simply have a window open from which you can search for and select an item.
Scan Item – Open the scanning tool to add an item to the sale. It could be integrated with a scanning device or the camera on your mobile device.
Edit Order – Open the current point of sale as a Sales Order, if information must be updated on the order that is not supported in the POS functions.
Apply Discount – Assign a specific discount percentage to the sale, which can be found in the sale total area. An option is available to open the discount screen if you want to change it here first.
Assign Salesperson – Assign a specific salesperson to the sale, which can be found on the customer screen. An option is available to open the salesperson screen if you want to change it here first.
Assign Ship Via – Assign a specific ship via to the sale, which can be found on the customer screen. An option is available to open the ship via screen if you want to change it here first.
External URL – Either set a particular website to open in a separate tab, or quickly load the default POS URL defined in Company Settings.
View Customer Order History – Open the customer information in a separate tab, which automatically positions to the Sales section within.
Clear Order – Removes the customer and all items from the sale, so that entry can be re-started from scratch.
Previous Sale – Opens the previously posted invoice in a separate tab, either the invoice record from Sales History, or the Closed Order if Batch Posting is enabled.
Save Order – Save the information to a Sales Order record, either to recall this sale at a later time due to interruption, or allow someone with access to Sales Order entry to work with this order in ways that Point of Sale doesn’t support, such as backorders or shipping addresses.
Retrieve Order – Bring a saved Sales Order into the POS entry area, perhaps when restarting entry after an interruption.