Performing a Transaction

Here, we will go over the parts of a transaction step by step.

Scan in the Items

Items can be scanned we’ll walk you through the steps to complete a transaction in BestPOS.

1. Scanning Items into BestPOS

First, you will need to add items to the BestPOS system. This can be done by scanning them in using the Item SKU field at the top.

• If the item is already in your system’s item database, the product information will populate automatically.

• If the item isn’t in your

• system’s item database,

• it will ask if you want to add the item under the scanned SKU.

This is also where Here, you can also search for prescriptions by patient, to pull up any that are ready to be dispensed.

The shortcut buttons on the right can be configured to act as quick links to items. They can be set up to ask for a dollar amount for the item, or to add to the quantity in the transaction every time the button is pressed. . For example:

• Clicking on the Qty for an item will let you quickly adjust how many of

• an item are being rung up.

• I

• You can also adjust the Unit Price, the Tax, and a percent or flat-rate Discount for the item using the shortcut buttons.

The transaction can also be put on hold or resumed using the Hold and Resume buttons at the bottom.

2. Selecting a Tender Type

Clicking “Tender” will open the Tender Type selection window. (These tender types are discussed more in the Tender Types article.)

There are also tender shortcuts near the bottom of the register screen allowing you select commonly handed amounts, as well as three shortcuts that will show , which allow you to:

• Quickly select from common amounts

• View the three most likely cash amounts to be taken for the transaction

Exact Cash will process the transaction assuming that the customer handed over the exact dollar amount needed.

3. Completing the Payment

Once the payment is complete, a window with will appear displaying the receipt and transaction information will appear, and depending . Depending on your settings, the receipt will print and trigger the register drawer will kick to open automatically. You can also email the receipt to the patient with using the Email Sales Receipt button.

• If you need to print the receipt again, you can use the Reprint Receipt button at the bottom.

• If the drawer needs to be reopened,

• the No Sale function can be used to open it back up.

4. Closing out the Register

To close out the your register batch for the day, press F11, or click Other the “Other” at the bottom right. If you don’t see the Other “Other” button, click the toggle [1|2] switch next to No Sale.

In Then, in the Other menu, select Closeout Register. You will be asked to confirm the closeout. Once you doconfirmed, the batch will be closed , and you’ll be asked if you want to settle the current credit card batch as well. Once this is

After it’s done, you’ll be able to print out an X Report, Z Report, or Card/Check Details Report right from the Closeout Register screen.

Clicking OK Then, just click “OK” on this screen will to close the BestPOS program.