Sales | SalesPlay Help Center

Sales - Back Office

Create Taxes

Click 'Sale' Tab → Click 'Create Taxes' Tab

 
Form Information
  • Select the Tax Type as attach to Invoice or attach to Products
  • Enter the Tax Code
  • Mark the check box as Vat Receipt or not
    • If you mark the check box, you have to enter Vat Registration Number & Company Registration Number
  • Select the Apply to Invoice Type as automatically or manually
    • (after select tax type as attach to invoice, you will have this selection)
  • Enter the Tax Value
  • Select the Tax Status as Enable or Disable
  • If you wish to save the tax, click on 'Save' button
Create Charges

Click 'Sale' Tab → Click 'Create Charges' Tab

Form Information
  • Provide the Charge Name
  • Select the Type as Value and Percentage
  • Enter the Value
  • Select Apply to Invoice option as Automatically or Manually
  • Select Apply to option as Sub Total or Grand Total
  • Select the Status as Enable or Disable
  • If you wish to save the charge, click on 'Save' button
 
Attach Charges for Order Types

Click 'Sale' Tab → Click 'Attach Charges for Order Types' Tab

Form Information
  • You must save one of the order type as Default, tick the check box (default)
  • Click on' Attach' button to attach charges to the selected order type
  • Select the Other Charges Type
  • Click on 'Update' button to attach the charge type to selected order type
Receipt History

Click 'Sale' Tab → Click 'Receipt History' Tab

Form Information
  • Select the From Date in selecting period
  • Select the To Date in selecting period
  • If you wish to list the receipts in selected time period, click on 'Submit' button
Create Drawer Reason

Click 'Sale' Tab → Click 'More' Tab → Select 'Create Drawer Reason'

Form Information
  • Provide the Reason here
  • If you wish to save the drawer reason, click on 'Save' button
Manage Tables

Click 'Sale' Tab → Click 'More' Tab → Select 'Manage Tables'

Form Information
  • Enter the Table Code
  • Enter the Table Description
  • If you wish to save the table details, click on 'Save' button
Manage KOT Notes

Click 'Sale' Tab → Click 'More' Tab → Select 'Manage KOT Note'

Form Information
  • Provide the Note
  • If you wish to save the KOT Note, Click on 'Save' button
Create Sales Agent

Click 'Sale' Tab → Click 'More' Tab → Select 'Create Sales Agent'

Form Information
  • Enter the Unique Reference ( Agent NIC )
  • Provide the Sales Agent Name
  • Enter the Contact Number
  • Enter the Commission Rate
  • Click on 'Save' button to save the sales agent
Create Sales Agent - Bulk Upload

Click 'Sale' Tab → Click 'More' Tab → Select 'Manage Sales Agent'

Form Information
  • Click on 'Download' button to download the CSV template
    • Here you can edit the CSV file and can add sales agents according to the template ( Refer the CSV Formatting Guidelines)
  • Click on 'Browse' button to browse the file from your device
  • If you wish to upload the sales agent details , click on 'Upload' button

Sales - POS System

Manage Taxes

Select 'Main Menu' Icon → Select 'Products' Menu Tab → Select 'Manage Tax' Link

Form Information
    • All the Taxes are listed in this page

    • You are allow to create taxes by logging to Sales Play Back Office ( Refer how to create taxes )
Create Other Charges

Select 'Main Menu' Icon → Select 'Sales' Menu Tab → Select 'Other Charges' Link → Select 'Plus' Icon

Form Information
  • Provide the Charge Name
  • Select the Charging Type ( Value / Percentage )
  • Enter the value amount or percentage amount here
  • Select the Applying Receipt type (Automatically / Manually)
  • Select the Applying Method (Grand Total / Sub Total )
  • You can enable or disable the Charge here
  • If you wish to save the charge, click on 'Save' button
Order Type

Select 'Main Menu' Icon → Select 'Sales' Menu Tab → Select 'Order Types' Link 

Form Information
  • Select the Order Type
  • If you choose this order type as Default, put a tick here
  • If you suppose to add charges, turn on the Attach Charges
  • Select the charges here
  • Click on 'Attach' button to attach the charges
  • Click on 'Save' button
Cancel Receipt

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Cancel Receipts' Link

Form Information
  • Click on 'View' button of the selected receipts (Refer Image 02)
  • Click on 'Delete' icon button to delete the receipt (Refer Image 03)
  • Provide the Admin Password (Refer Image 04)
  • Click on 'OK' button to confirm the deletion
Credit Note / Cash Refund

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Credit Note' Link

Form Information
  • Click on ‘View’ button of the selected receipt (Refer Image 02)
  • Mark the selected Product (Refer Image 03)
  • Click on ‘Create’ button
  • Provide a Comment here (Optional) (Refer Image 03)
  • Select the Method (Credit Note/ Cash Refund )
  • Click on ‘Confirm’ button to continue
Drawer Transaction

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Drawer Transaction' Link

Form Information
  • Select the Transaction Type here (Cash In / Cash Out) (Refer Image 02)
  • Enter the Transaction Amount
  • Select the Reason here
  • Provide further Description (Optional)
  • Click on 'Save' button to continue the transaction

Drawer Transaction - Extra Options

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Drawer Transaction' Link

Form Information
  • You are allow to add new reasons by clicking on 'New' button
  • You are allow to view the transaction details report by clicking on 'Take Me To Report' link button
KOT Notes

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'KOT Notes' Link

Form Information
  • Provide the KOT Note here (Refer Image 03)
  • Click on 'Save' button to save the KOT note
Credit Settlement

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Credit Settlement' Link 

Form Information
  • Select the Customer here (Refer Image 02)
  • Select the settlement type Outstanding-Wise or Receipt-Wise
  • Enter the Settlement Amount
  • Select the Payment Type ( Cash / Cheque / Card )
  • Click on 'Save' button to do the settlement
  • Total Outstanding and Customer Outstanding is display here
Cancel Credit Settlement

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Cancel Credit Settlement' Link

Form Information
  • Click on 'Cancel' button of the selected receipt (Refer Image 02)
  • Provide the Admin Password (Refer Image 03)
  • Click on 'OK' button to confirm the credit settlement cancelation
Manage Table

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Manage Table' Link

Form Information
  • Enter the Table Code (Refer Image 03)
  • Provide the Table Description
  • If you wish to 'Save' the table, click on Save button
Delete Cash Drawer

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Delete Cash Drawer' Link

Form Information
  • If you wish to delete cash drawer, click on the Delete icon button (Refer Image 02)
  • Provide the Admin Password (Refer Image 03)
  • Click on 'OK' button to confirm deletion
More Options

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'More Options' Link

Form Information

You are allow to Enable or Disable the following pages of the POS Plus App

      • Drawer Transactions
      • KOT Notes
      • Credit Settlements
      • Manage Tables
      • Currency In Receipts
      • Manage Employees
      • Order Types
      • Cancel Credit Settlement
      • Delete Cash Drawer
Assign Items to Tables

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • Selected Items are display here (Refer Image 01)
  • Click on this Icon to assign the items to a table
  • Select the Table (Refer Image 02)
  • Click on 'Save' button
  • Click on 'Charge' button to continue ( Refer Image 03 )
  • Click on 'Charge' button ( Refer Image 04 )
Hold the Receipt and Update

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • Selected Items are display here (Refer Image 01)
  • Click on this icon to Assign The Items to a table
  • Select a Table (Refer Image 02)
  • Click on 'Save' button
  • Click on this icon button to Hold The Receipt (Refer Image 03)
  • Select Hold Receipt (Refer Image 04)
  • Click on 'OK' and confirm holding (Refer Image 05)
  • Click on this icon button to Update the receipt again (Refer Image 06)
  • Select the Hold icon button (Refer Image 07)
  • Select the Required Receipt here
  • Add another items (Refer Image 08)
  • You can Add More Items here
  • Click on 'Charge' button (Refer Image 09)
  • Click on 'Charge'  button to complete the sale

Hold the Receipt and Update - Extra Options

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • You are allowed to View the hold receipt here
  • You are allowed to Update the hold receipt here
  • You are allowed to Print the hold receipt here
Create KOT / BOT Order - Method 01

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information

Note : Follow the steps on Sales Play Back Office User Manual to setup KOT

Method 01:

  • Selected Items are display here (Refer Image 01 )
  • Click on this icon button to Create KOT
  • Select Create KOT (Refer Image 02 )
  • Click here if you wish to add a KOT Note (Refer Image 03 )
  • Put a tick on selected KOT Note (Refer Image 04 )
  • Click on 'OK' button
  • Click here to select Assign a Table (Refer Image 05 )
  • Select the Table here (Refer Image 06 )
  • Click on 'Save' button to assign the table
  • Selected Table is display here (Refer Image 07 )
  • Click on 'Create' button
  • Click on 'OK' button (Refer Image 08 )

Create KOT / BOT Order - Method 02

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
    • You can generate KOT Receipt Directly regaridng the KOT items without moving to further processes as below :

Create KOT / BOT Order - Extra Options

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • You are allowed to View the KOT receipt here
  • You are allowed to Update the KOT receipt here
  • You are allowed to Print the KOT receipt here
Update KOT order

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • Click on this Icon button ( Refer Image 01 )
  • Click on this Icon button to View the created KOT ( Refer Image 02 )
  • Click on Update icon button
  • You are allow Add More Items here, all the added items are listed ( Refer Image 03 )
  • Click on this Icon button
  • Select a KOT Note, if you wish to add ( Refer Image 04 )
  • Click on 'Next' button
  • You are allow to select a Table here ( Refer Image 05 )
  • Click on 'Create' button
  • Click on 'OK' button to confirm the updating ( Refer Image 06 )
Close KOT

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • Click on this Icon button ( Refer Image 01 )
  • Click on this Icon button to View the created KOT ( Refer Image 02 )
  • Click on Update Icon button of selected KOT
  • Click on 'Charge' button (Refer Image 03)
  • Click on 'Charge' button to complete the sale (Refer Image 04)
Cancel KOT

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • Click on this Icon button ( Refer Image 01 )
  • Click on View icon button of selected KOT ( Refer Image 02)
  • Click on Delete icon button ( Refer Image 03)
  • Provide Admin Password ( Refer Image 04)
  • Click on 'Confirm' button to confirm the deletion
Past Receipt

Select 'Main Menu' Icon → Select 'Functions' Menu Tab → Select 'Past Receipt' Link

Form Information
  • Click on 'Function' button (Refer Image 01 )
  • Click on 'Past Receipt' button (Refer Image 02 )
  • Click on this Icon (Refer Image 03 )
  • Select the Cashior (Refer Image 04)
  • Select the Terminal here
  • Select the Time Period
  • Click on 'Done' button

Past Receipt - Extra Options

Select 'Main Menu' Icon → Select 'Functions' Menu Tab → Select 'Past Receipt' Link

Form Information
  • You are allowed to Search the receipt via receipt number here
  • You are allowed to Print the receipt here
  • You are allowed to View the selected receipt here
  • Total Sales Amount is display here
Assign Employee to the Receipt

Select 'Main Menu' Icon → Select 'Functions' Menu Tab → Select 'Assign Employees' Link

Form Information
  • Click on 'Functions' ( Refer Image 01 )
  • Click on 'Assign Employees' ( Refer Image 02 )
  • Select the Employee here (Refer how to create employees) (Refer Image 03)

Manage Queue - Extra Options

Select 'Main Menu' Icon → Select 'Functions' Menu Tab → Select 'Manage Queue' Link

Form Information
    • You are allow to Delete the order here
Assign Agent to the receipt

Select 'Main Menu' Icon → Select 'Functions' Menu Tab → Select 'Assign Agents' Link

Form Information
  • Select the Agent here (Refer How to create sales agents on Sales Play Back Office User Manual) (Refer Image 03)
View Employee Wise Pending Orders

Select 'Main Menu' Icon → Select 'Functions' Menu Tab → Select 'View Pending Orders' Link

Form Information
  • Click on 'Functions' ( Refer Image 01 )
  • Click on 'View Pending Orders' ( Refer Image 02 )
  • Select Employee-Wise here ( Refer Image 03 )

View Customer Wise Pending Orders

Select 'Main Menu' Icon → Select 'Functions' Menu Tab → Select 'View Pending Orders' Link

Form Information
  • Click on 'Functions' ( Refer Image 01 )
  • Click on 'View Pending Orders' ( Refer Image 02 )
  • Select Customer-Wise here ( Refer Image 03 )