Creating a POS Batch

Before you can access the Onsite Sales page, you must create a POS batch. If you attempt to access the Onsite Sales page before opening a POS batch, you will receive an error message.

The recommended practice is to have one batch per station per work period. This could be one per day or two per day if there is a closeout of the registers that needs to be reconciled more often than once a day.

The batch can be either Direct or Deferred Posting. Make sure all the receipt types the cashiers are allowed to handle are included in the batch. This could include credit cards, cash, checks, travelers checks, etc.

To create a POS batch:

1. From the Accounting menu in the left navigation, select Create Batch.
   
2. The Create a New Batch page displays. Enter and/or select the information as desired within the fields at the top of the page. For more information, please see Creating a New Batch.
3. Set the Designate as POS Batch toggle to YES. The Point of Sale Information and Onsite Sales Information sections display, as shown below.
   
4. From the Point of Sale Information section, perform the following:
   • Select the POS Country from the drop-down.
   • Select the POS State from the drop-down.
   • Enter the POS County.
   • Enter the POS City.
   • Enter the POS Zip Code.
   • Select the POS Warehouse from the drop-down.
5. From the Onsite Sales Information section, perform the following:
   The values selected within this section will be set as defaults on all orders placed within the batch.
   1. Search for and select a Market Code.
   2. Select the Order Method from the drop-down.
   3. Select the POS Station Number from the drop-down.
6. The grid at the bottom of the screen populates with the receipt types marked as "Default for New Batch", as defined on the Organizational Unit Maintenance > Receipt Types and Cash Accounts screen in ThreeSixty for the org/org unit of the logged in user. You can add additional receipt types as necessary.
7. Select Save to save your batch, then select Open Batch from the Actions menu on the Batch Summary.
   

Screen Element	Description
Point of Sale Information
POS Country	Drop-down. The country defined for the POS batch. By default, the country with the lowest Display Order as defined on the Country and State Code Maintenance screen is selected.
POS State	Drop-down. The state defined for the POS batch.
POS County	Text box. The county defined for the POS batch. POS Country and POS State must be selected before you can choose the POS County.
POS City	Text box. The city defined for the POS batch. POS Country and POS State must be selected before you can choose the POS City.
POS Postal	Text box. The zip code defined for the POS batch.
POS Warehouse	Drop-down. The warehouse defined for the POS batch. Warehouses available for selection are defined on the Warehouse Definition screen.
Onsite Sales Information
Market Code	Identifies the source of an order if it is based on a promotion created for a marketing campaign. Market codes are validated against the order detail date. Please note that the market code selected here will be applied to each applicable line item in the order. To apply a market code to a single line item, see the previous step. For more information on market codes, please see Defining a Market Code. If you select an active market code that qualifies the order for free shipping, if the market code is linked to an active free-shipping definition, that FREE_SHIPPING_ID is used; otherwise “MARKET_CODE” is set as the FREE_SHIPPING_ID. If you next enter a coupon that is also linked to free-shipping rule, the system will ignore the coupon because the order has already qualified for free shipping. If the order qualifies for free shipping based on order amount before the market code or coupon is entered on the order, then that FREE_SHIPPING_ID will be used as the free-shipping qualification, and the system will ignore rules associated with the market code or coupon if the market code or coupon are later added.
Order Method	User-defined code that identifies how the order was placed. For example, Web, Mail, Phone, Fax, Walk-In. Values are defined within the ORD ORDER_METHOD system type and code.
POS Station Number	User-defined code that identifies the POS station number the order was placed from. For example, Station 1, Station 2, etc. Values are defined within the ORD POS_STATION_NUMBER system type and code.