Table of Contents

The Top Row of the Function Buttons holds shortcut buttons to functions more commonly used in the program.

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top row of buttons (pictured below) are shortcuts to common functions used in BestPOS, including:

Price Check
Void
Hold
Return
Delivery
Customer
Drawer
Reprint reciept
No Sale

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We will review each shortcut button in more detail below.

Price Check F2

Click Clicking the “Price Check F2F2” button, or hit hitting the F2 key on the your keyboard to , will bring up a the price check function within BestPOS.

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Here, you can enter the Item SKU or scan the item with a using your barcode scanner to display the item’s price check information. You can add multiples of the same item Then, you can increase the item’s quantity, or scan additional items if you'd like to see what the entire transaction price per entire bill will be.

To scan check the price of different individual items by themselves make sure to items individually, just click the "Clear" button to clear remove the current screen and then scan your information before scanning the other items.

Void F3

Click Clicking the “Void F3F3” button, or the F3 key on your keyboard to , will void a transaction. The program (BestPOS will automatically void and cancel the current transaction when this function is used.)

Hold / Resume F4

Click Clicking the “Hold/Resume F4F4” button, or hit F4 on your keyboard to , will put a transaction on hold, or resume a held/delivery transaction.

The Using the Hold function simply takes immediately places the current transaction and stores it in the database transaction on hold,where it will be stored in your BestPOS system for future use, and does not offer a graphical interface of the function. The following outline the .

Next, we’ll walk through how to use the Resume function.

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When the “Resume” button is pressed, the above a screen will display appear (pictured above) listing all the transactions that are currently on hold. The “Hold Type will specify if it's ” indicates whether it’s a regular transaction or a delivery transaction. (The marking resume process is cosmetic only and the function of resuming a transaction is the same. When ready, the same, regardless of the hold type.)

Simply click on the transaction you 'd like to resume. You will see the screen as wan to resume and you’ll be taken to a new screen, pictured below.

This screen displays Here, you will see details of the transaction and the items within. To resume, simply click the Resume Transaction button or hit Cancel to cancel the function. You can , including all items associated with it. You can perform a variety of functions using the buttons along the bottom of the screen:

To continue, click the “Resume Transaction” button.
To cancel the process, simply hit the “Cancel” button to exit the screen.
To print a Delivery Ticket/Receipt for the transaction

on hold by clicking the appropriate buttons; the receipt will print automatically to the receipt printer. You can also
using the corrosponding buttons in the bottom right. (Receipts will automatically be sent to and printed from your receipt printer.)
To delete a transaction that
might have been
was accidentally placed on hold/delivery
in error by clicking Delete Transaction.
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Simply confirm by clicking Yes to delete the currently selected hold transaction. This will remove it from the list and CANNOT
, just click “Delete Transaction”. You will be asked to confirm the action before the transaction will removed the list because once deleted, it can’t be undone.
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Return F5
Click Clicking the “Return F5F5” button, or hit hitting the F5 key to start on your keyboard, initiates the return process.
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The return function requires a To complete a return, you will need to enter the Original Receipt number or Item SKU be entered to proceed with the return. NOTE: If Item Sku .
If this information is not available,
the return function allows for a return without SKU/Receipt. Click the
click the “Return Item without SKU” button. Then, enter the amount for the return and
proceed with
continue the
rest of the
return process as normal.
Returns without SKU or returns based on SKU alone are not eligible for credit card returns and can be returned as cash only.
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Click
(Please note, returns without a Item SKU, or that only have SKU information available, can not be refunded to a credit card, it can only be processed as a cash refund.)
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To continue the return process, click the check-box next to the item(s) being returned and specify the quantity for the return. Click OK when the quantity has been entered.
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When done selecting items and entering quantities, enter a Remark if desired, then click Return to initiate the return.
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The confirmation window will display asking if you're sure about returning the item(s). Click Yes to continue with the return. NOTE: Transactions of tender type other than cash will display an additional step where the tender type has to be selected.
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The window above will display how much money is owed to the customer. Click OK to finalize the return.
Delivery F6
Click the Delivery F6 button or hit F6 on your keyboard to .
Then, enter the quantity being returned and click “OK” when finished.
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You can also add comments in the Remark field, if needed.
Once all the information has been entered, click Return continue. Then, a confirmation window will appear.
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To proceed, click “Yes” and a window will appear, displaying the refund amount owed. The, simply click “OK” to complete the return.
(NOTE: Transactions for non-cash tender types will require an additional step; asking you to select the appropriate tender type.)
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Delivery F6
Clicking the “Delivery F6” button, or hitting F6 on your keyboard, will put a transaction on a delivery hold.
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This functions the same as a hold transaction with the difference being the ability to print a Delivery Receipt, Ticket, both or none when placing the transaction on a delivery hold. This is primarily designed and used to properly mark and record deliveries in the BestPOS system. When the delivery driver comes back after delivering items and obtaining money for the purchase, very similarly to a transaction hold, however here you additional printing options, including the ability to print:
The Delivery Receipt
The Delivery Ticket
Both the Receipt and Ticket
Not printing either
This is primarily used to flag/record deliveries in BestPOS. After the items have been delivered and payment has been obtained, you can use the Hold/Resume F4 function to resume and finalize a the delivery transaction.
Customer F7
Click Clicking the “Customer F7”,or F7 on your keyboard to , will bring up the Customer File.
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The customer file keeps record of all your customers' information. While the database is independent and fully capable if only using the BestPOS program, it does fully integrate into the BestRx database and utilizes those records in searches. When linked to the BestRx database, is where your customer information is stored. The BestPOS database can be used on its own, however, it is fully integrated with BestRx, so you can easily access customer information across both systems, including:
Utilizing the BestRx database/records during BestPOS searches
Automatically adding any new record you enter
will insert itself into the
in BestPOS into your BestRx customer database
for an easier, more convenient way to keep record of your customers across both systems
.
To search for a customer simply , type their name in the "Customer" field. You can narrow If needed, you can filter the results to only show charge (house) account customers by checking the "Show Only Acc/Rec Customers" box. If you wish to edit the record simply click the corresponding line. To .
On the Customer File screen, there are two tabs, Customer Details and Billing Details. The Customer Details tab is where their name, date of birth and other demographic information is kept.
To edit a customer file, just click on the line you’d like to edit.
If you need to add a new customer, simply click "Add Customer" in the upper left of the Customer File screen.
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When adding a new customer, some fields are required and others are optional. The required fields for entering a new customers are:
Customer Name
,
Family Name
and
Date of Birth
. Any other information is
All other fields in the customer file are optional.
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The Billing Info section is tab can be used primarily for:
Charge Accounts
and storing
Storing billing address information
, as well as storing a
Storing credit card
number for a card-less entry. The
information for future purchases*
*After saving the information, the credit card number and expiration become truncated after saving the customer record according to Federal FTC FACTA lawdate will be truncated, are unable to be shown again and can only be used during transactions when no card is present, in accordance with Federal FTC FACTA regulations.
Drawer F8
Click Clicking the “Drawer F8F8” button, or the F8 key on your keyboard to display the Drawer , will display your drawer functions.
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Add Cash to Register allows you to adjust the drawer
for cash that's been
when cash is added.
Take Cash from Register allows you to adjust the drawer
for cash that's been
when cash is removed.
Add Check to Register allows you to adjust the drawer
for
when a check
that's been
is added.
Adjustment to Vendor allows you to adjust the drawer based on money given or removed by a vendor or removed for a vendor.
This option will ask
You will also be asked to select a valid vendor to attribute the adjustment to.
Cash Paid to Vendor allows you to adjust the drawer for cash paid to a vendor. This option will
ask
also require you to select a valid vendor to attribute the payment to.
Lotto Ticket Winner allows you to adjust the drawer
based on a
when Lotto
Ticket
ticket winnings are removed from drawer.
Lotto Machine Winner allows you to adjust the drawer
based on a
when Lotto
Machine
machine winnings are removed from drawer.
When either option is selected, enter the Amount Paid value and Remark if desired then simply click Save to save the adjustment.
Reprint Sales Receipt F9
Click the Reprint Sales Receipt F9 button or the F9 key on your keyboard to reprint a sales receipt or delivery ticket for a transaction.
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In order to re-print a Sales Receipt, first select the criteria to base the search on; you have the ability to search by the Sales Date, or by Receipt Number. When you've entered the desired criteria, simply click "Search". When searching by date, the program will display all receipts for the selected date range. Choose the receipt you'd like to re-print by clicking it. The receipt should populate below and you will have the ability to print it again by clicking the "Print Sales Receipt" button. In addition, you can also "Print Gift Receipt", "Email Sales Receipt", "Add to Delivery Queue" and print the delivery ticket as well by clicking "Print Delivery Ticket".
Please note; the Email option will be also be available on the "Cash Back to Customer" window during those transactions; alternatively it's also available under Other > Reprint Return Receipt.
No Sale
Click the No Sale button to open the drawer without a sale.
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When pressed, a verification screen will display asking for a password to open the drawer. Enter the password and hit Verify to open the drawer.