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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