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Here something is indicated only then, if under the article administration a "characteristic" is deposited. e.g..: Pullover check beige and size XL. This information is then displayed as follows: check, beige, XL. |
POS discount assignment
Path. POS Administration Select group POS → Administration → Select POS group → tab POS discount assignment (see image below).
In the POS group which you get from us by default, many are already created/assigned by default.
If you don't use them or if you have a 2nd POS group with nothing stored, you can follow them in the path described above.
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Individual is used if a more precise specification is required (e.g. 19 € or 77%). |
POS Templates Assignment
Path. POS Administration Select "Group POS → Administration → Select "Group" → POS Templates Assignment
In principle, templates are possible for the following areas:
- Invoices ( Invoices - Backoffice)
- Invoice items (Invoices - Backoffice#Backoffice export of invoice items with individual design)
- POS (Use POS to cash in)
- Customer administration (members - customer administration)
- Membership (Members - Customer Administration#Customer Administration-Membership Editing)
- Voucher (article management - merchandise management vouchers)
- Articles (article management - merchandise management)
The principle of the templates is structured as follows:
You create a template and define in it for which area (see list above) it is intended.
You define a seller for whom this template is intended (more on this under Cash Seller) - This step is only necessary for templates, for the area Invoices & POS!
In addition, as shown in the figure below, you have the option of overwriting the settings made by the seller. However, these settings only affect your POS group.
This enables you to make standard settings for the 'Invoices' area (for example, for prescriptions) that differ from those stored in the POS.
If you want to undo these settings, you can also execute them 
.
Payment method Allocation
The principle of the payment types is the same as for the templates:
- You define the desired payment type with the seller.
- This must be set so that it is available at the POS.
- You can then set up the payment methods for your POS group differently from the seller's default settings:
Legend:
represents a payment type that is stored with the seller, but has been deactivated with the POS group (by simply selecting, this process is reversed).
is a payment type in which the 'Retour money' function is activated (this means that when you select this payment type, you can enter a higher amount than is to be paid).
this payment method is stored as default.
by clicking (+ hold) this icon, you can change the order of the payment methods.
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If you do not want to select the payment method and enter the open amount, a standard payment method (see screenshot - Cash payment) must also be selected. |
POS use
Since the configuration has already been shown, the following is a concrete use case:
Create ticket
To create a ticket, you have 2 possibilities:
- With the + button
- If there is no open ticket, in which you simply select an article directly
Select customers
After the ticket has been created, we enter a customer (here you can also select a "placeholder", e.g. "day guest"). This is useful if you want to create many tickets for which you are not interested in the name of the customer.
The automatic setting of a certain customer can be set under "Configure cash" (1st step).
As soon as you set the focus (shown in the figure below) you can search locally for your existing customers.
Creating Customers via the Association
If you would like to search for a customer via the association, navigate to the height at which you can deposit the customer (figure below) and press the + symbol (only appears when you move the mouse).
Now you can search for the customer via the association interface:
If the customer cannot be found there either, you can click on the "man" symbol to carry out the customer's creation locally:
A check is also performed here to exclude duplicates of the customer (see red marking in the screenshot).
Address of the customer
You can now change all customer details directly in the ticket.
The "Hackerl" next to the address is important here. This means that this address will be used for the ticket.
For existing addresses you can (as soon as it has been 'opened' on the page) use the address 
and 
.
To create a new address or this must first be created and saved.
By default, the billing address is always selected at the POS.
If there is only one postal address, then this is used.
However, if both are not defined, the selection must be made manually.
You can 
do this provided that it is not defined as an invoice or postal address.
In addition, you can leave the entries 
(in addition to the open address).
If you effect a change to an existing address, you can save this with in the customer data + in the ticket 
.
Create new address
Here you can decide if you want to be used only in this 'POS (ticket)' or if the 'customer address is created in the database'.
After the address has been selected and the address view is collapsed, you will now also see the selection (without having to look up again which one is defined):
Edit ticket
There are several ways to further edit and 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)
- Change the position of the article (click on the marked button and move it to the right)
- "Personalize": ticket only for you to see (user related)
- Lock: ticket can only be edited by you (user related)
Ticket - Discount/delete/change items individually
The logic used here is as follows:
If no single article is selected, each function affects the whole ticket.
Example: I want to delete one of 5 different articles.
This article is selected on the left side of the page (numbering) (which makes it recognizable) and then go to Delete.
Discount
You have 3 different possibilities how you can change the price of the selected article:
- After selecting the item, click into the Price field and adjust it. The price of the item will only be changed for this one ticket and will be displayed on the receipt/invoice accordingly:
- You select the item or an article and apply a percentage discount:
In this example { see below }, the discount is applied to 2 articles. You can also combine these with several articles by also selecting them. If you do not select an item, the discount will be applied to all items.
- You can do the same with an absolute value ( € amount = e.g. 17,20 € 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. |
As soon as you confirm your entry with 
, it will be applied.
In summary, you can change the price by clicking :
- Change the price
- The position Discount via % Specification
- The position Discount via € indication
Delete discount
If you want to cancel all discounts in the ticket, you can remove them as well 
.
If you only want to remove the discount for certain items, you must select them and remove them again (in this example, the discount for items 1 + 2 is deleted):