Help | SalesPlay Help Center

Sales - Back Office

Past Receipt

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

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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

Make Sales

Go to ' SalesPlay POS App ' → Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

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Make Sales - Image 01

Form Information
  • Select an Item
  • Selected Item Name, Quantity and Price details are displayed here
  • Click on Charge Button 

Make Sales - Image 02

Form Information
  • Select the Payment Method 
  • Total Amount is displayed here
  • Click on Charge Button

Make Sales - Image 03

Form Information
  • Successfully Completed the Sale

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Cancel Receipt

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

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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

Make Sales with Credit Card

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

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Make Sales with Credit Card - Image 01

Form Information
  • Select an Item
  • Selected Item Name, Quantity and Price are display here
  • Click on 'Charge' button

Make Sales with Credit Card - Image 02

Form Information
  • Select the Payment Method as Card
  • Total Amount is displays here
  • Click on 'Charge' button

Make Sales with Credit Card - Image 03

Form Information
  • Your Sale is Completed Now
  • Click here to Start New Sale

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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

Make Sales with Cheque

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

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Make Sales with Cheque - Image 01

Form Information
  • Select an Item
  • Selected Item Name, Quantity and Price details are displayed here
  • Click on Charge Button    

Make Sales with Cheque - Image 02

Form Information
  • Click on More Button

Make Sales with Cheque - Image 02

Form Information
  • Click on More Button

Make Sales with Cheque - Image 03

Form Information
  • Select Payment Method as Cheque
  • Click on Charge Button

Make Sales with Cheque - Image 04

Form Information
  • Successfully Completed the Sale

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Delete Cash Drawer

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

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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

Make Sales with Staff

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

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Make Sales with Staff - Image 01

Form Information
  • Select an Item
  • Selected Item Name, Quantity and Price details are displayed here
  • Click on Charge Button

Make Sales with Staff - Image 02

Form Information
  • Click on More Button

Make Sales with Staff - Image 03

Form Information
  • Select Payment Method as Cheque
  • Click on Charge Button

Make Sales with Staff - Image 04

Form Information
  • Successfully Completed the Sale

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Credit Note / Cash Refund

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

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Form Information
  • Click on ‘MAKE’ 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

Issue Credit Note - Image 05

Form Information
  • Credit Note is Succefully Created & Credit Note Id is displayed here 

Make Sales with Credit

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

                              


Make Sales with Credit - Image 01

Form Information
  • Select an Item
  • Selected Item Name, Quantity and Price details are displayed here
  • Click on Charge Button

Make Sales with Credit - Image 02

Form Information
  • Select the Customer

Make Sales with Credit - Image 03

Form Information
  • Click on Add To Receipt

Make Sales with Credit - Image 04

Form Information
  • Customer is selected here
  • Click on Charge Button

Make Sales with Credit - Image 05

Form Information
  • Click on More Button

Make Sales with Credit - Image 06

Form Information
  • Select Payment Method as Credit
  • Click on Charge Button

Make Sales with Credit - Image 07

Form Information
  • Total Amount is displayed here
  • Click on Charge Button

Make Sales with Credit - Image 08

Form Information
  • Successfully Completed the Sale

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Outstanding Wise Credit Settlement

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

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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

Hold the Receipt and Update

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

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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

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Receipt Combo Product

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

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Form Information
  • Select a Combo Product
  • Item Remaining Amount is displays
  • Select an Item among these products
  • Item Remaining Amount is change
  • Selected Product is displays
  • Selected Item is displays
  • Click on Done button
  • Click on Charge button
  • Click on Charge button

Receipt Wise Credit Settlement

Go to 'POS App' → Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Credit Settlement' Link 

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Receipt Wise Credit Settlement - Image 01

Form Information
  • Select the Customer
  • Select Settlment Type as Receipt Wise

Receipt Wise Credit Settlement - Image 02

Form Information
  • Click on Complete Button of selected Receipt

Receipt Wise Credit Settlement - Image 03

Form Information
  • Click on Confirm Button

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Cancel Credit Settlement

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

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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

Make a Sale with Alternative Currency

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

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Form Information
  • Selected Product is displays here
  • Click on Charge button
  • Total Amount is displays
  • Select the Alternative Currency
  • Total Amount in alternative currency is displays
  • Click on Charge button

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Multi Payment

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

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Form Information
  • Click on 'Charge' button ( Refer Image 01 )
  • Total Amount is displays here ( Refer Image 02 )
  • Select the 1st Payment Method as cash / card ( Refer Image 03 )
  • Enter Lesser Amount (compared to total amount) for multi payment
  • Click on the Dollar Sign Icon to continue multi payment
  • Select the 2nd Payment Method as cash / card ( Refer Image 04 )
  • Enter the rest amount of the Total Amount
  • Click on the Dollar Sign Icon to continue multi payment
  • Remaining Amount is displays here ( Refer Image 05 )
  • Selected Multi Payments are display here
  • Click on 'Charge' button charge the amount

Assign Items to Tables

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

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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 )

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Make Advance Payment

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

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Form Information
  • Selected Items are display here (Refer Image 01 )
  • Click on this Icon button to do advance payment
  • Click on Advance Payment link button (Refer Image 02 )
  • The Full Payment amount is display here (Refer Image 03 )
  • Provide the Advance Payment amount (Refer Image 04 )
  • Click on 'Charge' button

Make Advance Payment - Extra Options

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

Form Information
  • You are allowed to View the advanced Payment here
  • You are allowed to Print the bill of the advanced Payment here
  • You are allowed to Complete the advanced Payment here

View Employee Wise Pending Orders

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

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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

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

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Complete Advance Payment

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

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Form Information

Note : The payment must be completed with only two procedures as advance payment and remaining payment.

  • Click on this Icon button to complete the advance payment (Refer Image 01 )
  • Click on advance Icon button (Refer Image 02 )
  • Click on this Icon to continue the process (Refer Image 03 )
  • Click on 'Charge' button (Refer Image 04 )
  • Remaining Amount of payment is displays here (Refer Image 05 )
  • Click on 'Charge' button to complete the payment

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)

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Add Discount to the Sale

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

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Form Information
  • Selected Item is displays here (Refer Image 01)
  • Click on the discount Icon
  • Select the Discount Type as value / percentage (Refer Image 02)
  • Provide the Discount Value / percentage
  • Click on 'Add' button
  • Subtotal is displays here (Refer Image 03)
  • Discount Amount is display here
  • Click on 'Charge' button
  • Total Amount after the discount is display here (Refer Image 04)
  • Click on 'Charge' button

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)

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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 Pre Bill

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

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Form Information
  • Selected Items are display here ( Refer Image 01 )
  • Click on this Icon button create pre bill
  • Click on 'Create Pre Bill' ( Refer Image 02)
  • Click on 'Save' button ( Refer Image 03 )

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Create Other Charges

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

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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

Close Pre Bill

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

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Form Information
  • Click on this Icon button to close the pre bill (Refer Image 01 )
  • Click on Pre Bill Icon button (Refer Image 02 )
  • Click on this Icon to continue the process (Refer Image 03 )
  • Click on 'Charge'  button (Refer Image 04 )
  • Click on 'Charge' button to close the pre bill (Refer Image 05 )

Close Pre Bill - Extra Options

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

Form Information
  • You are allowed to View the pre bill here
  • You are allowed to Update the pre bill here
  • You are allowed to Close the pre bill here

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Order Type

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

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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

Payment Customer Order

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

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Form Information
  • Click on this Icon button ( Refer Image 01 )
  • Click on this Orders Icon button to View the created orders ( Refer Image 02 )
  • Click on Update Icon button ( Refer Image 03 )
  • Selected Products are listed here ( Refer Image 04 )
  • Click on 'Charge' button
  • Click on 'Charge' button to confirm the payment ( Refer Image 05 )

Payment Customer Order - Extra Options

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

Form Information
  • You are allowed to View the customer order here
  • You are allowed to Update the customer order here
  • You are allowed to Complete the advanced Payment here

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Create KOT Notes

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

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

Add Line Discounts

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

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Add Line Discounts - Image 01

Form Information
  • Select an Item
  • Click in here

Add Line Discounts - Image 02

Form Information
  • Provide the Discount Amount
  • Select Discount Pattern

Add Line Discounts - Image 03

Form Information
  • Total Amount is displayed here
  • Discount Amount is displayed here
  • Click on Charge Button

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Create Tables

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

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

Add Other Charges Manually

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

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Add Other Charges Manually - Image 01

Form Information
  • Select an Item
  • Selected Item Name, Quantity and Price details are displayed here
  • Click on Function Button

Add Other Charges Manually - Image 02

Form Information
  • Select ' Add Other Charges/Tax ' here

Add Other Charges Manually - Image 03

Form Information
  • Put a tick to Selected Charge here
  • Click on Save Button

Add Other Charges Manually - Image 04

Form Information
  • Selected Other Charge is added Successfully
  • Click on Charge Button

Add Other Charges Manually - Image 05

Form Information
  • Select the Payment Method
  • Total Amount is displayed here
  • Click on Charge Button

Add Other Charges Manually - Image 06

Form Information
  • Successfully Completed the Sale

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Create Payment Type

Select 'Main Menu' Icon → Select 'Sales' Menu Tab → Select 'Payment Type' Link 

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Form Information
  • Provide the Payment Type name (Refer Image 03)
  • If you wish to save the payment type, click on 'Save' button

Split the Bill

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

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Split the Bill - Image 01

Form Information
  • Select an Item
  • Selected Item Name, Quantity and Price details are displayed here
  • Click on Charge Button

Split the Bill - Image 02

Form Information
  • Click on Splitt Button

Split the Bill - Image 03

Form Information
  • You are allow to increase the Splitting Amount by clicking on '+' Icon
  • You are allow to select the Payment Method here
  • Payment Amount is displayed here 
  • Click on Charge Button

Split the Bill - Image 04

Form Information
  • Received Payment Amount is displayed here
  • Provide Email Address
  • Click on Charge Button

Split the Bill - Image 05

Form Information
  • Confirmed Payment is displayed here
  • You are allow to confirm the payment as previous in here

Split the Bill - Image 06

Form Information
  • All the payments are confirmed here
  • Click on Done Button

Split the Bill - Image 07

Form Information
  • Provide the Email Address (Optional)
  • Complete Button Charge Button

Split the Bill - Image 08

Form Information
  • Successfully Completed the Sale

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Currency In Receipts

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Currency In Receipts' Link

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Form Information
  • Enter the Currency ( Ex : USD ) (Refer Image 03)
  • Enter the Value
  • If you wish to save the alternative currency, click on 'Save' button

Currency In Receipts - Extra Options

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Currency In Receipts'

Form Information
  • You are allow to Enable or Disable the alternative currency here
  • You are allow to select the Currency here

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Issue Credit Note

Go to 'POS App' → Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Credit Note/Cash Refund' Link

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Issue Credit Note - Image 01

Form Information
  • Click on Make Button of selected Receipt

Issue Credit Note - Image 02

Form Information
  • Put a tick to selected Item
  • Click on Create Button

Issue Credit Note - Image 03

Form Information
  • Select Credit Note
  • Click on Confirm Button

Issue Credit Note - Image 04

Form Information
  • Click on Confirm Button

Issue Credit Note - Image 05

Form Information
  • Credit Note is Successfully Created & Credit Note Id is displayed here

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Create Taxes

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

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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

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Add Products to Taxes

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

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Form Information
  • Put a tick to select the Product

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Create Charges

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

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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
 

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Attach Charges for Order Types

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

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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

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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

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Create Drawer Reason

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

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

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Create Tables

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

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

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Create KOT Notes

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

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

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Create Sales Agent

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

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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

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Create Sales Agent - Bulk Upload

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

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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

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