1. DBSellPoint

2. Overview
DBSellPoint is a point of sales app developed to handle over the counter and retail sales transactions for stocked inventory items. Payments can be made with cash, check or credit card, and the Sales Journal entries are automatically made in SAMPro. Customer receipts can be ed and/or printed as the customer desires. Sold parts will be accurately accounted for in Inventory, so you’ll always know the status of your stock.
DBSellPoint also allows the user to quickly process returns for a client while adjusting inventory stocking levels.
With an Android tablet, credit card scanner, barcode scanner, and a cash drawer, the point of sale process is even easier.

3. DBSellPoint
Data Flow

4. DBSellPoint Hardware List Required: Android Tablet
Android Tablet
Open Edge Magtek Bullet Credit card reader
Optional:
Socket Mobile Barcode Scanner
APG Cash Drawer
Star DK-Air Cash Drawer Wireless Interface
Lockable / Rotating Tablet Stand
Bluetooth Keyboard

6. Login
Launch the app from your device. When you first login, you will enter your username, password and host name to log into the application. After the first login, DBSellpoint will remember your username and host so that you only need to enter your password.
Does the ‘Host’ field ever fill in?

7. Main Menu
The Main Menu will now be displayed. Tap Point of Sale to begin making sales transactions.

8. Transactions
Your first step is to verify that customer account information is correctly complete. By default, the cash account (for walk up sales) is selected. To select an existing customer for an on-account sale, tap the Search button to look up the customer.

9. Selecting An Account
Enter some text to search on in your list of customers. The following fields will be searched for the text that you enter:
Site Name
Site Id
Site Alpha Id
Site Address
Which fields in the client site record does the search use?
Next, tap SEARCH to look up the customer.

10. Refining the Search
This search returns a long list of matches; the text you searched for is highlighted in yellow. At this point, you can either attempt to find the customer site on the list, or refine the search by entering additional text in the Refine Further field.
Which fields in the client site record does the search use?

11. Refining the Search
Which fields in the client site record does the search use?
Entering ‘Avon’ found our ‘Bank’ site in the city of Avon. Tap the site to select it.

12. Site Selected
The customer Account is now completed correctly. At this point, the Sales Rep could be changed if needed via the drop-down box.
At this point, parts may be scanned in or entered manually.
I created a new jpg showing the site selected. I assume this screen would be displayed again after selecting the site.

13. Barcoding and Scanning Items
The Inventory Item’s barcode field should be completed with the barcode id (which can be found under the barcode stripes).
If more than one of the same Item is being purchased, the cashier has three options to scan multiple Items:
1- Scan the Item, then tap the transaction line to edit the quantity.
2- Tap the Qty field to edit the quantity before scanning an Item.
3- Scan each Item.

14. Manual Entry
Tap the Manual Entry button to ring up a part without scanning it.

15. Manual Entry
On the manual entry screen, tap the Part Lookup button to find the part you need to ring up.

16. Part Lookup
The search will return a list of parts that meet your search criteria, with the matching search term highlighted. Description, Extended Description, Group Id, and Barcode Id are listed for each search result in the list.
Swipe up and down the screen to scroll through your search results, and tap the part you wish to add to the transaction.

17. Manual Entry
After confirming the part you wish to select, you may edit the quantity or price, or add a note to the sale.
Edit the quantity of the item you are ringing up by tapping and editing the Qty field.
TIP: A Note entered at this point in the transaction will be added to the description field on the AR Sales Journal Costs child tab and the customer’s receipt.
The View Documents button allows you to view any Documents attached to the Inventory Item in SAMPro.
Tap the Save button to add this line to the transaction.

18. Checkout
Tap any line of the active Transaction to edit quantity, price, or add a line note that will be printed on the receipt.
Your order must have a Sales Rep assigned in order to begin the Checkout process.
Once you have finished ringing items, tap Checkout to begin the payment process.

19. Checkout
If the customer should have a discount applied to the Transaction, tap the Discount button to add or edit the discount amount/percentage.

20. Checkout- Discount
If a discount should be applied, enter the discount amount (as a percentage or flat amount) and a description, then tap Save.

21. Checkout
Back at the Checkout screen, the Discount should be reflected in the new Subtotal. Tap Add Payment next.

22. Add Payment - Check
Flag the Full Payment? field if there will only be one payment with exact change used for this transaction. This will auto-populate the Amount field with the transaction total.
If multiple payment types will be used for this transaction, or if the total won’t be paid exactly, fill in the Amount field.
After completing the Amount field, select a Payment Type. In this example, we have selected ‘Check’ and entered the check number as the Reference Number.
Tab the SAVE button when the Payment has been correctly recorded.

23. Complete Order
Once you have entered and saved the payment method, tap COMPLETE ORDER to finish the transaction.

24. Making Change
The Point of Sale app will also direct you to make change if necessary. At this point in each transaction, the cash drawer will also open, even if no change is due. Tap Ok when you have given the customer change or are ready to continue if no change is due.

25. Receipt
Customers can choose to have their receipt printed or ed (or both). Select the desired option here to complete the transaction.

26. Receipt
Receipts (both printed and ed) can be customized with your company’s header and footer.

27. Point of Sale
After printing or ing the invoice, DBSellpoint will return to the Point of Sale screen, ready to process your next transaction.

28. Handling Returns
DBSellpoint supports the return as well as the sale of parts.
Items which were sold via DBSellpoint may be returned via DBSellpoint.
Items originally sold via a SAMPro Work Order or COP Order must be return via the SAMPro terminal.
Items sold via a legacy system will also be managed on the SAMPro terminal as according to your firm’s guidelines.
Items are defined as Returnable if the Returnable flag is checked in the Inventory Item record in SAMPro. If the Returnable flag is not checked, the part is NOT eligible for return in DBSellpoint.

29. Non-Returnable Items
In DBSellpoint, this warning appears when ringing up a non-returnable Item.

30. Accessing the Returns Screen
From the Point of Sale screen, tap the Back button to access the Main Menu.

31. Main Menu
From the Main Menu, select Review / Returns to begin the return processing of an item originally sold via DBSellpoint.

32. Returns
You first step in processing a return is to identify the original DBSellpoint invoice. In this example, we will search using the Invoice number.

33. Returns
With the Invoice option selected, enter the Invoice number and then tap the SEARCH button.

34. Invoice Selected for Return
The original DBSellpoint invoice has been located; the next step will be to specify the number of items to be returned.

35. Return
1. In this example, we will enter a Return Qty of 1 on the first line. The second item, , is not returnable as the asterisk following the part number indicates.
2. We will also tap the Restock Fee box to In this example, we will enter a Return Qty of 1 on the first line.
4. Tap the CONTINUE button to complete the return.
3. Enter the restocking fee as a percentage.

36. Return Payments
Verify that the Returns amounts are correct and then click SUBMIT RETURNS.

37. Return
Have the customer sign for the return and click the SAVE button to continue.
John Doe

38. Return
The amount to return is displayed.

39. Return
Select whether to and Print, , or simply Print the receipt.

40. Main Menu
From the main menu, select Toolbox to retrieve data or enter the EOD drawer count.

41. Toolbox
The Toolbox allows you to retrieve or send data, and lists the number of pending uploads that will be sent to SAMPro with your next sync.
Tapping Retrieve Data will manually sync your Inventory list with SAMPro. The The Send Data button allows sales and return data to be sent to SAMPro in case of a temporary loss of connectivity. It should only be used at the direction of Data-Basics Support or your company’s IT administrator.
The REPORTS button allows a manager to generate reports on this drawer at any time. Tapping this button displays a keyboard for the manager to enter his or her PIN.

42. Toolbox
After entering the PIN, the manager would click OK to access the management reports on this device.

43. Toolbox
Reports generated from this screen will automatically be set to the server for evaluation
Navigate back to the Main Menu by tapping your device’s Back button.

44. End-Of-Day Cash Drawer Checkout Process
At the end of the day or shift, tap the Toolbox option from the Main Menu to enter your drawer count. Tap ENTER DRAWER BALANCE to count out your drawer.

45. End-Of-Day Cash Drawer Checkout Process
Count out your drawer, entering the amount of each bill and coin in your drawer, including checks. The total is displayed at the bottom. Tap Ok when you’re finished. This sends a report to management with the totals.

46. Main Menu
At the end of the day or shift, Logoff DBSellpoint after counting your drawer.

47. DBSellpoint FAQ’s
I have started a transaction but the customer has changed their mind. How do I clear it?
Clicking the three dots on the right-hand side of the screen opens a small menu allowing you to clear all lines from the transaction or refresh the screen for a brand new transaction.
How do I add a note to my order that that will print on the customer’s receipt?
The Add Note button near the top of the Point of Sale screen allows you to add an Order Note, which will be added as a Note to the Sales Journal, and Invoice Master entries. This Note will also be printed on the receipt given to the customer. Notes added to individual lines will appear on the customer’s receipt.