POS module - Point of Sale / Service
Vitalware provides Point Of Sale/Service (POS) facilities for all aspects of Registry business. Workflow is built in to handle business transactions received from the web, through mail or taken at a business counter.
At the heart of Vitalware's POS facilities is the POS module, which is designed to operate across all registration modules and their associated products. Full transaction details can be entered in a POS record, including the applicant’s name and address. Any number of individual line items can then be attached to the transaction. Line items are interactively created and allow the operator to browse the associated registration modules to select the appropriate record. One or more products can then be selected for identified registrations. Separate delivery addresses can be recorded for each line item.
The transaction record includes a total of the cost of production of each line item in the transaction. The final section of the transaction record is the financial details. This can include cash, che
On commitment of the transaction, any electronic products are automatically generated. A receipt for the transaction is also produced.
The POS system accepts cash, che
Where necessary (e.g. at the counter or over the web), receipts are issued for all payments taken.
Vitalware allows for refunds of requested service. The way that refunds are processed may be configured to suit a Registry’s financial processing. For example, electronic payments could receive an electronic refund while all other payment types are refunded by che
Vitalware provides the ability to print refund che
The POS financial section includes support for acceptable over and under payment, the recording of refunds due and the suspension of a transaction due to insufficient funds. Each transaction is assigned a unique identifier that can be used in any subsequent correspondence, balance or audit process.
The POS system allows for invoicing some or all transactions to accepted external agencies. The invoice period for each agency can be configured to suit their business needs. Additionally, where one agency (e.g. a funeral home) has many locations but one cent
Note: Vitalware provides the ability to integrate with other financial systems such as Oracle Financials or SAP.
The POS system includes a suite of reports which range from daily summaries by payment type, product and location, to end of day reporting with bank deposit summaries and slips for performing the daily banking.
All financial activity within the system is fully audited, allowing government audit processing to be thorough and complete.
Note: Point of Sale staff use the POS module to manage security stock.
Note: As every institution is able to customi
Note:
Use the Field Level Help to find a description of a field as it is used in your organi
Tab | Description |
---|---|
Single Sale |
Records details about a single order. |
Sales |
Records details about one or more orders. |
Applicant |
Records details about applicants. |
Identification |
Records details about the type of identification provided, e.g. driver's license, passport. |
Payments |
Records payment details. |
Refund |
Records details about refunds. |
Invoice |
Records details of the address to which an invoice will be sent. |
Communications |
See Communications tab for details. |
Validation |
See Validation tab for details. |
Tasks |
See Tasks tab for details. |
System Notes |
See System Notes tab for details. |
User Notes |
See User Notes tab for details. |
Multimedia |
See Multimedia tab for details. |
Security |
See Security tab for details. |
Audit |
See Audit tab for details. |
Admin |
See Admin tab for details. |