POS Operations

The following page outlines the process for managing sales ledger activities on the Aztec Point of Sale terminal, including charging to accounts, settling accounts and balance checks.

Charging to Ledger Accounts

Follow these steps to charge to ledger accounts:

• Tap Charge Ledger

• Tap an Account button or Search as required

• Tap Yes to confirm the correct account is selected

• Input the Amount for Charge

• Tap Enter

• Tap Accept Signature to complete or to cancel Decline Signature

Posting Settlements

Follow these steps to post a settlement:

• Tap Settle Ledger

• Tap an Account button or Search as required

• Tap Yes to confirm the correct account is selected

• Input the Amount for Settlement

• Tap Enter

• The settlement will be added to the order display with an outstanding balance

• Complete a payment as normal to finalise

• You maybe required to complete Match Settlement in the sales ledger module depending on the account class setup

Balance Checks

Follow these steps to complete a balance check:

• Tap Ledger Balance

• Tap an Account button or Search as required

• The following information is displayed

  • Account Name

  • Ledger Code

  • Credit Limit

  • Current Balance

  • Available Credit

• Tap Print for a printed summary or OK to finish the balance check