Point of Sale

Maximise your customer’s experience, take control of inventory and secure your POS system at every level and point of access. Create an audit trail for ‘track and trace’ so you can see who, when, where and how access took place, what was sold and to which customers. Achieve the flexibility you require by individually configuring POS stations and users around your sales process to benefit customers and sales operators rather than change your processes to fit the system.

Key benefits

  •  Easy setup
  •  Maximised data entry efficiency
  •  Set-up POS stations the way your business operates
  •  Immediate access to sales, inventory and customer information across your business
  •  Improved customer service

You can set the parameters that control each data entry point by operator, station, branch and company to ensure that all transaction activity is managed, tracked, recorded and traceable. Passwords and logins ensure only approved operators are able to access the transaction entry program whilst the POS station is allocated to a branch location. Stations can be locked to ensure no unauthorised access occurs in the approved operator’s absence.

You have the peace-of-mind of knowing that you have control over who can access the POS system and the parameters and mechanisms in place to manage how and identify where access took place.

USING GREENTREE TO SPEED-UP POS SERVICES

Maximise data entry efficiency

Greentree’s POS system has been designed to maximise data entry efficiency by minimising the number of keystrokes required to enter a sales transaction, with many time-saving factors built into Greentree POS.

For example, if your products are bar coded, a scanner will help save time since sales people don’t need to enter data at the check-out. If you don’t use a bar code system then ‘hotkeys’ enable instant access to options and forms during data entry. And in the event a customer transaction or enquiry looks like it might hold-up customers the operator can politely ask if they mind waiting while the enquiry is dealt with then ‘park’ the transaction, continue with the next customer and retrieve the transaction later. This means shorter queues and much happier customers by the time they get to the check-out operator.

Data entry can be configured to a user’s personal preferences. You can also use a POS purge transaction option which helps keep the size of your database to an optimal level thus further improving the speed of data entry and processing.

Set-up POS stations the way your business operates

Being able to individually configure a POS station to a bank account will make it easy to identify and reconcile the originating branch transaction against your bank statement. This means staff time is better spent analysing key sales data rather than wasting time reconciling bank statements.

Managers also have the option of extracting multiple reports to assist with reviewing daily sales at a station or system level which further enhances the business decision making process.

Online access to key information creates options for customers and users

Several tasks can be undertaken during POS transaction entry, which help improve customer flows and service. For example, you can create a new customer account, save a pending sale for recall later or convert a quote into a sale on-the-fly. Operators can also access live inventory information so customers can be provided price and availability, at all locations within your business!

You can set-up your account customers via Accounts Receivable so the POS module recognises this and defers payment. This means your cash sale customers are not held-up in a queue whilst your check-out operator gets approval and processes the ‘on account’ sale.

Printing an invoice takes no more time than printing an EFTPOS receipt. Customer account payments can also be made through Greentree POS to keep it simple for operators and increase accuracy.

EFTPOS integration ensures immediate payment

Greentree POS integrates with selected EFT POS systems so that credit or debit card payments can be automatically processed through the entry of a sale and receipt transaction in Greentree POS. This saves time for the customer, ensures accuracy as no re-keying is required and ensures you immediately secure payment. Greentree POS also supports flexible configuration of cash drawers and docket printers.

INTEGRATION WITH OTHER GREENTREE MODULES

Greentree’s modular system builds upon and integrates with all other modules to ensure that every drop of business intelligence is extracted from every transaction right across the business – nothing goes to waste. This translates into aggregated business value and you need only purchase the modules that best fit your business.

Inventory & Accounts Receivable are highly integrated core business modules whilst POS completes the picture to create the most efficient integrated ‘live’ environment within the Greentree suite of modules.

Avoid time consuming setup and data uploads

Because Greentree POS is fully integrated to Accounts Receivable and Inventory, there is no data upload requirements to be operational, the data is already available for sales action and enquiry.

Sales analysis, customer profiling and inventory reorder requirements are based on a total picture of your business operation, not just what is happening at the sales counter. This ensures the right decisions are made and that customer demand is always satisfied with inventory on hand at all times.

POS integrates in real-time with other Greentree modules:

  • Inventory
  • Accounts Receivable
  • General Ledger

KEY FEATURES

Comprehensive Integration

Uses the powerful features built into Greentree’s Accounts Receivable and Inventory modules, which enables the backoffice control to be done at head office and simplifies POS setup and avoids duplicating data and additional data uploads.

A single form for all transaction entry

Access to all transaction entry requirements (sale, return, quote, receipt and refund) and additional related functionality is done from the same form, simplifying training for staff and resulting in time savings.

Selectable data entry options

The functionality actually available to a user during transaction entry is controlled from the levels of the form itself e.g. user preferences, station set up and module control. POS integrates with the Accounts Receivable and Inventory modules for additional data entry options.

Easy to find inventory items

Barcode entry by scanner is fast and Greentree also provides search by inventory code or description and advanced search facilities are also available for more complex searches.

Automatically created transaction references

All POS transaction references are created automatically, and the ranges can be set up right down to station level. This enables transactions to be entered directly from the line detail level. In fact POS transactions can be set up to be done through inventory item selection alone.

Multi-level transaction security

Transaction entry security can be controlled from the levels of individual transaction line detail, individual transaction line, individual transaction, transaction type, and station access.

Flexible System Configuration

POS can be configured to suit very simple business structures, or complex structures such as those with a head office and multiple ‘off-site’ locations or branches.

Read About Greentree4 Products In Our Ebook

We’ve got big companies who have a lot of stores nationally set up as parent companies with child accounts. Now we can run reports and see sales in individual stores. Pulling out single-store figures in the previous system was just horrendous; now it’s easy as can be!

Trevor Porter
Financial Controller
Technika

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