Point of Sale stands for:
...
| Info | ||
|---|---|---|
| ||
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. |
...
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.
| Info |
|---|
Absolute is used if a more precise specification is required (e.g. 19 €). |
...
However, if both are not defined, the selection must be made manually.
You can 
, provided, however, that it is not defined as an invoice or postal address.
In addition, you can go back and leave the entries as they were on 
.
If you effect a change to an existing address, you can save this within the customer data + in the ticket 
.
Create a 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'.
...
- 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)
Ticket - Discount/delete/change items individually
...
You have 3 different possibilities of how you can change the price of the selected article:
...
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):
...
You must have entered the 3rd person as a supplier in the system. How you can create the supplier you can find under Product Management - Merchandise Management - Suppliers.
Under Product Managemnt Management → Settings → Direct Debit Mandate you can define this now:
...
You can also cancel only a part of the invoice, according to the same principle. You create a new ticket → add individual items with quantity -1 → complete the ticket. Here is an example:
First, we conclude a ticket for our example with the following content:
...
| Term | Explication | Note |
|---|---|---|
| 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. |
...
| Info | ||
|---|---|---|
| ||
The cash book is also reflected in the daily ticket - in the filter Group by 'Payment type' + 'User'. In the filter 'Articles - the Main category' the cash book is not shown, because you do not refer to any articles in the cash book. Since these do not have a POS ticket number, some fields are 'empty'. |
...
As you can see from the figure below, there are 49 movements in the spot and the view setting is limited to 10. Therefore, the total only takes into account the 10 entries displayed.
In the following figure, you can see 49 movements in the cash register again. Here, however, '50' has been set for the display. Thus all movements are calculated and displayed.
...
Here you see the opening balance (balance from the last cash settlement), the closing balance (balance from the current cash settlement) and all sales flows flow of category Cash (= all payment types for which you have defined category Cash).
...
Financial report
Here again, all turnovers are indicated to you, between last and current cash balance, grouped after cash/bar and payment methods.
...
Sales group report
Here again, all turnovers are indicated to you, between last and current cash balance, grouped after-tax rates + cash receipts and cash issues from the cash book.
...