Point of Sale stands for:
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- Under Invoice format, select the area in which a template is to be assigned.
- Next, select the created/existing template.
- Finally, you can also specify whether this template should always be proposed as default:
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Please note that the templates defined by the seller are always used when printing the invoices. |
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The next steps explain how to create a new POS group that allows you to group several POS systems.
Group Name: Name of the POS group.
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The result at the cash desk then looks like this:
Registration at the POS
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| Warning |
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The "registration" is saved immediately after the 1st attempt. If you want to change/exit the group or the device, you can do this with the button If you change to a different group or seller, you must note that not every seller can sell the same item stock. If you are in the wrong group, it may appear that no items are available, please change the group or add the desire article. |
Display options
If you want to add more information to the cash keys, you can do so under POS → Settings → General Settings → choose a POS group → Display Settings.
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Here something is indicated only then if under the product administration a "characteristic"/"facet" is deposited. e.g..: Pullover checkered, beige, and size XL. This information is then displayed as follows: checkered, beige, XL. |
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If you don't use them or if you have a 2nd POS group with nothing stored, you can add them by following the path described above.
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Absolute is used if a more precise specification is required (e.g. 19 €). |
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- With the + button
- If there is no open ticket, in which you simply select an article directly
Here you have the possibility to see the outstanding invoices for the selected Customer!
Select customers
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There are several ways to further edit and customise customize the ticket:
- Overwrite the name of the article (click into the name)
- Change quantity of article (click into quantity)
- Adjust the price of the item (click into the price)
- "Personalise": ticket only for you to see (user-related)
- Lock: ticket can only be edited by you (user-related)
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Example: I want to delete one of 5 different products.
This product is selected on the left side of the page (numbering) (which makes it recognisablerecognizable) and then go to Delete.
Discount
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(Screenshot above): On the right side you can see the symbols, %, and € which you can activate by clicking on them. Additionally, you can see on the outside (next to the amount you want to enter) what will be applied. |
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Under Product Management → Settings → Direct Debit Mandate you can define this now:
With the usual + button, you can indicate whether this is to place as 'on behalf of' and/or as 'on account of' invoices:
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If you want to overwrite an existing deputy, you only have to click on it (if one already exists), enter the desired supplier, and save it. However, if the deputy comes from the product category, you cannot remove it (you can overwrite it at any time). |
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In the display options 'Group by' Chronological, Payment type, the User name is sorted in ascending order by date. |
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| Term | Explication | Note |
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| Date from & to | The period for which you want to narrow down your search | |
| Customer | For a specific customer | |
| User | Logged in user | Searching for users is very helpful, should not use multiple users 1 account (who billed when/what...). |
| Amount from & to | Limiting desired amounts | |
| Payment method | Filtered according to certain payment types | |
| Agent | Filter by invoices with set agent | The sales agent can be stored as a 'sales agent' or a 'customer' in an invoice. |
| Item | Filter by a specific item | Only when grouping by-product or booking reference. |
| Item category | Filter by a specific item category | Here all articles are shown which are assigned to this category. Only when grouping by-product or booking reference. |
| Include Cash Book? | Filter by cash book entries or POS invoices | If, for example, you need to print a report, you can explicitly filter by which areas your entries are from. |
| Representation | Filtering with or without representation | |
| Representative | Filter by specific representatives on whose behalf you sell | Here you can search for an individual representative. |
| Text search | Only when grouping by-product or booking reference. | |
| Discount | Filter by discounted bills | Only when grouping by-product or booking reference. |
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At the height of the column ''Payment method'' you have the possibility to change it afterward. |
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