POS Sales
POS Sales is used to process
transactions by retail customers.
- POS SALE LISTS (5.4.A): Lists of sale that we have created.
- PAYMENT DETAILS (5.4.B)
Item
Description
Flow
1. Add
Payment
To
add payment of the sale
· Multiple Add:
Select data in the list => Go to header button => Click on Add
Payment(1) => Specify the fields =>
Click on Add
· Single Add:
Click on box Actions => Click on Add Payment(3)
=> Specify the fields => Click on Add
Note:
Adding payment details will be shown in the Add Payment Form (5.3.C)
2. View
Payments
To view
payment details of sale
Click
on box Actions => Click on View Payment(2)
Note:
The details will be explained in Payment Details (5.4.B)
3. Return
Sale
To
return the sale
Click
on box Actions => Click on Return Sale(4)
=> Specify the fields => Click on Submit
Note:
Returning details will be shown in the Return Sale Form (5.6.E)
-
PAYMENT STATUS (5.4.C)
Payment Status
Description
1.
Pending
The
salesman hasn't accepted the payment yet
2.
Partial
The salesman
has accepted a partial payment amount
3.
Paid
The
salesman has accepted the entire payment amount
- OPENING REGISTER FORM (5.4.D): After clicking on Add Sale.
Field
Description
1. Cash in hand
Specify the cash in hand amount
2.
Open Register
Open
register
- POS LAYOUT (5.4.E)
Item
Description
Flow
1.
View Full Screen
To view
full screen
Click on (1)
2.
View Bill Screen
To view bill screen
Click on (2)
3.
Shortcuts
To view shortcut keys
Click on (3)
4.
Suspended Sales
To view suspended sales
Click on (4)
5.
Register Products
To view register products
Click on (5)
6.
Register Details
To view register details
Click on (6)
7.
Close Register
To close register
Click on (7)
8.
List Open Registers
To view list of open
registers
Click on (8)
9.
Scan/Search Product
To scan/search product by
name/code
Go to search bar(9) => Enter name/code you search for
10.
Categories
To view categories
Go to (10)
11.
Products
To view products
Go to (11)
12.
Scan Membership Code
To scan
membership code
Go to (12)
13.
Customer
To select, view, add
customer
Go to (13)
Note: The details will be shown
in Customer Module (8.3)
14.
Warehouse
To select the warehouse
Go to (14)
15.
Edit Product
To edit product details
Click
on (15) => Specify the fields =>
Click on Submit
16.
QTY
To edit quantity of the
product
Go
to (16)
17.
Delete
To delete the current order
Click on (17)
18.
Order Tax
To edit order tax
Click
on (18) => Specify the field =>
Click on Update
Note:
The details will be shown in the Edit Order Tax Form (5.4.F)
19.
Discount
To edit order discount
Click
on (19) => Specify the field =>
Click on Update
Note:
The details will be shown in the Edit Order Discount Form (5.4.G)
20.
Shipping
To add shipping
Click
on (20) => Specify the field =>
Click on Update
Note:
The details will be shown in the Shipping Form (5.4.H)
21.
Suspend
To suspend sale
Click
on (21) => Specify the field =>
Click on Submit
Note: The details will be shown
in the Suspend Sale Form (5.4.I)
22.
Bill
To print the bill
Click on (22)
23.
Payment
To finalize sale or add
payment
Click
on (23) => Specify the fields =>
Click on Submit
Note: The details will be shown
in the Finalize Sale Form
(5.4.J)
- EDIT ORDER TAX FORM (5.4.F)
- EDIT ORDER DISCOUNT FORM (5.4.G)
- SHIPPING FORM (5.4.H)
- SUSPEND SALE (5.4.I)
- FINALIZE SALE OR ADD PAYMENT FORM (5.4.J)
|
Item |
Description |
Flow |
|
1. Add
Payment |
To
add payment of the sale |
· Multiple Add:
Select data in the list => Go to header button => Click on Add
Payment(1) => Specify the fields =>
Click on Add · Single Add:
Click on box Actions => Click on Add Payment(3)
=> Specify the fields => Click on Add Note:
Adding payment details will be shown in the Add Payment Form (5.3.C) |
|
2. View
Payments |
To view
payment details of sale |
Click
on box Actions => Click on View Payment(2) Note:
The details will be explained in Payment Details (5.4.B) |
|
3. Return
Sale |
To
return the sale |
Click
on box Actions => Click on Return Sale(4)
=> Specify the fields => Click on Submit Note:
Returning details will be shown in the Return Sale Form (5.6.E) |
-
PAYMENT STATUS (5.4.C)
|
Payment Status |
Description |
|
1.
Pending |
The
salesman hasn't accepted the payment yet |
|
2.
Partial |
The salesman
has accepted a partial payment amount |
|
3.
Paid |
The
salesman has accepted the entire payment amount |
- OPENING REGISTER FORM (5.4.D): After clicking on Add Sale.
Field
Description
1. Cash in hand
Specify the cash in hand amount
2.
Open Register
Open
register
Field
Description
1. Cash in hand
Specify the cash in hand amount
2.
Open Register
Open
register
- POS LAYOUT (5.4.E)
|
Item |
Description |
Flow |
|
1.
View Full Screen |
To view
full screen |
Click on (1) |
|
2.
View Bill Screen |
To view bill screen |
Click on (2) |
|
3.
Shortcuts |
To view shortcut keys |
Click on (3) |
|
4.
Suspended Sales |
To view suspended sales |
Click on (4) |
|
5.
Register Products |
To view register products |
Click on (5) |
|
6.
Register Details |
To view register details |
Click on (6) |
|
7.
Close Register |
To close register |
Click on (7) |
|
8.
List Open Registers |
To view list of open
registers |
Click on (8) |
|
9.
Scan/Search Product |
To scan/search product by
name/code |
Go to search bar(9) => Enter name/code you search for |
|
10.
Categories |
To view categories |
Go to (10) |
|
11.
Products |
To view products |
Go to (11) |
|
12.
Scan Membership Code |
To scan
membership code |
Go to (12) |
|
13.
Customer |
To select, view, add
customer |
Go to (13) Note: The details will be shown
in Customer Module (8.3) |
|
14.
Warehouse |
To select the warehouse |
Go to (14) |
|
15.
Edit Product |
To edit product details |
Click
on (15) => Specify the fields =>
Click on Submit |
|
16.
QTY |
To edit quantity of the
product |
Go
to (16) |
|
17.
Delete |
To delete the current order |
Click on (17) |
|
18.
Order Tax |
To edit order tax |
Click
on (18) => Specify the field =>
Click on Update Note:
The details will be shown in the Edit Order Tax Form (5.4.F) |
|
19.
Discount |
To edit order discount |
Click
on (19) => Specify the field =>
Click on Update Note:
The details will be shown in the Edit Order Discount Form (5.4.G) |
|
20.
Shipping |
To add shipping |
Click
on (20) => Specify the field =>
Click on Update Note:
The details will be shown in the Shipping Form (5.4.H) |
|
21.
Suspend |
To suspend sale |
Click
on (21) => Specify the field =>
Click on Submit Note: The details will be shown
in the Suspend Sale Form (5.4.I) |
|
22.
Bill |
To print the bill |
Click on (22) |
|
23.
Payment |
To finalize sale or add
payment |
Click
on (23) => Specify the fields =>
Click on Submit Note: The details will be shown
in the Finalize Sale Form
(5.4.J) |
- EDIT ORDER TAX FORM (5.4.F)
- EDIT ORDER DISCOUNT FORM (5.4.G)
- SHIPPING FORM (5.4.H)
- SUSPEND SALE (5.4.I)
- FINALIZE SALE OR ADD PAYMENT FORM (5.4.J)
- SUSPEND SALE (5.4.I)
- FINALIZE SALE OR ADD PAYMENT FORM (5.4.J)
|
Field |
Description |
|
1.
Date |
Specify the date |
|
2.
Branch |
Specify the branch |
|
3.
Project |
Specify the project |
|
4.
Paid Amount |
Specify the paid amount in
USD, KHR, and THB |
|
5.
Quick Cash |
Specify the quick cash to
add paid amount in USD |
|
6.
Add More Payment |
Tap to add more payment methods |
|
7.
Submit |
Tap to finish payment |