Sales person ID
Who served the customer (could be up to four). The Edge uses this to analyze sales performance and compute commissions. The sales performance reports will serve to help make your sales team better.
The bright green is signaling the operator that the customer they are currently assisting has six items they might make a payment on. Clicking on that button would reveal the six products. Selecting any or all of them would add them to the receipt so funds can be accepted against them.
This bright green button says that there are four items that can be picked up because they are ready (i.e. an appraisal or repair is finished or a special order has arrived). Clicking this button will enable the user to choose which items to deliver at this time.
This indicates what brought the customer into the store. In this case it is indicating they brought their 2013 Birthday Card in for the special offer it contained. Why-In is a great way to determine what advertising and media is working to attract customers to your store.
Name & Address
The name and address block contains pertinent information about the customer. You can see in the example that The Edge is reminding the user to obtain the customer’s email address and also showing a couple of important dates in the customer’s life. Note: The system can be set to show these events always or for just a period of time when they are relevant (i.e. three weeks before and after the event). The numbers at the bottom of the block represent the number of purchases, the dollar amount of those purchases, the number of service transactions, the total dollars spent with the store and the date they became a customer. This data is valuable for marketing and can come in handy at POS to know how valuable the customer has been to the store.
The bright green button signals that there is a note on this customer’s record. Clicking the button reveals the note(s). The user can add new notes or modify existing notes as well as change customer contact info from this button.
This is a standard sale line. Scanning the barcode on the jewelry tag would create this line. If need be, four different discount methods (a percentage, a straight dollar amount, an adjusted price at retail or adjusted after tax in which case the appropriate recalculation of the tax is performed) are possible in the price block on the right of the line. Note the item menu button is green. It is signaling the user that this item has been pre-appraised and they can print the appraisal right now at time of purchase.
A repair intake of an Amethyst Ring to be sized. The image was capture during take-in by integrated software. See repair envelope below.
A layaway of this diamond pendant. You can see the amount of deposit required in the tender box at the bottom of the screen. A layaway originates like any sale; just scan the barcode then click the layaway button while on that line in the POS screen. It is that easy.
A special order line. This line is a result of the user filling in the special order form that pops up for this purpose. When a special order item is received into inventory, The Edge identifies the customer to the entry person and the item is connected to that customer.
To illustrate how easy it is to take payment, three methods have been used here, some cash, some by a check and the remainder by credit card.