Performing a Transaction

Here, 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.

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. 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, 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 will appear displaying the receipt and transaction information. Depending on your settings, the receipt will print and trigger the register drawer to open automatically. You can also email the receipt to the patient 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 your register batch for the day, press F11, or click the “Other” at the bottom right. If you don’t see the “Other” button, click the toggle [1|2] switch next to No Sale.

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

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

Open

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