For more about working with entering balances at POS, see the section entitled Conducting a Point-of-Sale Transaction.
For most service records such as repairs, custom jobs, special orders, and appraisals:
1. Pull a record of such transactions from your old system.
2. At The Edge POS window, pull up the customer record for each transaction.
3. Specify a deposit equal to all funds collected for this service so far. These payments can also be backdated if needed.
4. Select a payment method and complete the sale.
Layaways are slightly different because you cannot enter them without an item number. Make sure the item is tagged as part of inventory. For layaways:
1. Ensure the item is in inventory or add it if necessary.
2. Locate the customer and scan or find the item to sell.
3. Select Layaway as the tender method.
4. Specify a deposit equal to all funds collected for this layaway so far. These payments can also be backdated if needed.
5. Select a payment method and complete the sale.
If you’re a converted store and sales data was converted, your pending layaways may have converted as completed sales. This must be corrected manually.
1. Find the transaction.
2. Select Supervisor ► Void. This will delete the old record so you can create a fresh, correct record as described above.
These are best practices. Manually re-entering these transactions is for reference and easy transition into The Edge.