Help | SalesPlay Help Center

Manage Sales Records - POS System

View Past Receipt

Go to 'POS App' → Select 'Main Menu' Icon → Select 'Sales' Menu Tab → Select 'Past Receipts' Link

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View Past Receipt - Image 01

Form Information
  • You are allow to search, print and customize the bill here
  • Click on View Button of selected receipt

View Past Receipt - Image 02

Form Information
  • All the details regarding the selected receipt is displayed here

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Cancel Receipts

Go to 'POS App' → Select 'Main Menu' Icon → Select 'Sales' Menu Tab → Select 'Past Receipt' Link

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Cancel Receipts - Image 01

Form Information
  • Click on View Button of selected receipt

Cancel Receipts - Image 02

Form Information
  • Click on Delete Icon

Cancel Receipts - Image 03

Form Information
  • Provide the Admin Password
  • Click on OK Button

Cancel Receipts - Image 04

Form Information
  • Successfully canceled the receipt

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Drawer Transaction (Pay In & Pay Out)

Go to 'POS App' → Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Cash Management' Link

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Drawer Transaction (Pay In) - Image 01

Form Information
  • Click on Drawer Transaction Tab

Drawer Transaction (Pay In) - Image 02

Form Information
  • Provide the Transaction Amount
  • Select the Reason 
  • Provide a Note here (Optional)
  • Click on Pay In Button

Drawer Transaction (Pay In) - Image 03

Form Information
  • Click on OK Button

Drawer Transaction (Pay In) - Image 04

Form Information
  • Successfully completed the transaction (Pay In)

Drawer Transaction (Pay Out) - Image 01

Form Information
  • Click on Drawer Transaction Tab

Drawer Transaction (Pay Out) - Image 02

Form Information
  • Provide the Transaction Amount
  • Select the Reason
  • Provide a Note here (Optional)
  • Click on Pay Out Button

Drawer Transaction (Pay Out) - Image 03

Form Information
  • Click on OK Button

Drawer Transaction (Pay Out) - Image 04

Form Information
  • Successfully completed the transaction (Pay Out)

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Delete Drawer Transaction

Go to 'POS App' →Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Cash Management' Link

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Delete Drawer Transaction - Image 01

Form Information
  • Select Drawer Transaction Tab

Delete Drawer Transaction - Image 02

Form Information
  • Click Delete Icon of selected transaction

Delete Drawer Transaction - Image 03

Form Information
  • Click on Yes Button

Delete Drawer Transaction - Image 04

Form Information
  • Successfully deleted the drawer transaction

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Proceed Credit Settlement

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

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Proceed Credit Settlement - Image 01

Form Information
  • Select Past Credit Receipt Tab
  • Select the Customer (Optional)
  • Click on the selected receipt

Proceed Credit Settlement - Image 02

Form Information
  • Credit Settlement Details according to the selected receipt is displayed here
    • Customer Name
    • Total Outstanding Amount & Percentage Amount according to the selected customer
    • Outstanding Amount regarding the selected receipt
  • Provide the Amount to be settle
  • Select the Payment Method
  • Click on Settle Button

Proceed Credit Settlement - Image 03

Form Information
  • Click on Yes Button

Proceed Credit Settlement - Image 04

Form Information
  • Successfully completed the Credit Settlement

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Cancel Credit Settlement

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

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Cancel Credit Settlement - Image 01

Form Information
  • Select Past Credit Receipt Tab
  • Select the Customer (Optional)
  • Click on the selected receipt

Cancel Credit Settlement - Image 02

Form Information
  • Credit Settlement Details according to the selected receipt is displayed here
    • Customer Name
    • Total Outstanding Amount & Percentage Amount according to the selected customer
    • Outstanding Amount regarding the selected receipt
  • Click on Delete Icon 

Cancel Credit Settlement - Image 03

Form Information
  • Provide User Password
  • Click on OK Button

Cancel Credit Settlement - Image 04

Form Information
  • Successfully canceled the settled receipt

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View Settled Receipt

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

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View Settled Receipt - Image 01

Form Information
  • Select Settled Credit Receipt Tab

View Settled Receipt - Image 02

Form Information
  • Select the Customer (Optional)
  • Click on selected receipt

View Settled Receipt - Image 03

Form Information
  • Credit Settlements regarding the selected receipt is displayed here

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View Customer Wise Pending Orders

Go to 'POS App' → Select 'Functions' Menu Tab → Select 'View Pending Orders' Link

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View Customer Wise Pending Orders - Image 01

Form Information
  • Click on Function Button

View Customer Wise Pending Orders - Image 02

Form Information
  • Select View Pending Orders 

View Customer Wise Pending Orders - Image 03

Form Information
  • Select the Order Date

View Customer Wise Pending Orders - Image 04

Form Information
  • Select Customer Wise Button
  • Customer wise details according to the order are displayed here

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View Employee Wise Pending Orders

Go to 'POS App' → Select 'Functions' Menu Tab → Select 'View Pending Orders' Link

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View Employee Wise Pending Orders - Image 01

Form Information
  • Click on Function Button

View Employee Wise Pending Orders - Image 02

Form Information
  • Select View Pending Orders

View Employee Wise Pending Orders - Image 03

Form Information
  • Select the Order Date

View Employee Wise Pending Orders - Image 04

Form Information
  • Select Employee Wise Button
  • Employee wise details according to the order are displayed here

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Assign Employee to Customer Order

Go to 'POS App' → Select 'Functions' Button

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Assign Employee to Customer Order - Image 01

Form Information
  • Click on Function Button

Assign Staff Employee to Customer Order - Image 02

Form Information
  • Select Assign Employee Tab

Assign Staff Employee to Customer Order - Image 03

Form Information
  • Select the Staff Employee

Assign Staff Employee to Customer Order - Image 04

Form Information
  • Click Create Customer Order to create an order
  • Click on View Pending Orders to view the pending orders

Assign Staff Employee to Customer Order - Image 05

Form Information
  • Select the Date
  • Select Employee Wise
  • Successfully assign the order to the selected Staff Employee

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Assign Sales Agent to Receipt

Go to 'POS App' → Click 'Functions' Button

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Assign Sales Agent to Receipt - Image 01

Form Information
  • Click on Function Button

Assign Sales Agent to Receipt - Image 02

Form Information
  • Select Assign Agent Tab

Assign Sales Agent to Receipt - Image 03

Form Information
  • Select the Sales Agent

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Create Reservations

Go to 'POS App' → Select 'Reserve' Icon 

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Create Reservations - Image 01

Form Information
  • Click on Reserve Icon

Create Reservations - Image 02

Form Information
  • Click on Create New Link Button

Create Reservations - Image 03

Form Information
  • Provide the Reservation Name
  • Provide Description
  • Click on Save Button

Create Reservations - Image 04

Form Information
  • Successfully created the reservation

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Issue Credit Note

Go to 'POS App' → Select 'Main Menu' Icon → Select 'Sales' 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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Cancel Credit Note

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

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Cancel Credit Note - Image 01

Form Information
  • Select Past Cash Refund/Credit Note Tab

Cancel Credit Note - Image 02

Form Information
  • Click on View Button of the selected receipt

Cancel Credit Note - Image 03

Form Information
  • Click on Delete Icon 

Cancel Credit Note - Image 04

Form Information
  • Provide the Admin Password
  • Click on OK Button

Cancel Credit Note - Image 05

Form Information
  • Successfully canceled the Credit Note

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Proceed Cash Refund

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

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Proceed Cash Refund - Image 01

Form Information
  • Click on Make Button of selected Receipt

Proceed Cash Refund - Image 02

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

Proceed Cash Refund - Image 03

Form Information
  • Select Cash Refund
  • Click on Confirm Button

Proceed Cash Refund - Image 04

Form Information
  • Click on Confirm Button

Proceed Cash Refund - Image 05

Form Information
  • Cash Refund is Successfully proceed & Cash Refund Id is displayed here

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Cancel Cash Refund

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

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Cancel Cash Refund - Image 01

Form Information
  • Select Past Cash Refund/Credit Note Tab

Cancel Cash Refund - Image 02

Form Information
  • Click on View Button of the selected receipt

Cancel Cash Refund - Image 03

Form Information
  • Click on Delete Icon

Cancel Cash Refund - Image 04

Form Information
  • Provide the Admin Password
  • Click on OK Button

Cancel Cash Refund - Image 05

Form Information
  • Successfully canceled the Cash Refund

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Turn On Shift End Mode

Go to 'POS App' → Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Cash Management' Link

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Turn On Shift End Mode - Image 01

Form Information
  • Click on Shift End Tab

Turn On Shift End Mode - Image 02

Form Information
  • Turn On Shift End Mode

Turn On Shift End Mode - Image 03

Form Information
  • Provide Admin Password
  • Click on Confirm Button

Turn On Shift End Mode - Image 04

Form Information
  • Click on Open Shift Button

Turn On Shift End Mode - Image 05

Form Information
  • Provide Opening Balance 
  • Click on OK Button

Turn On Shift End Mode - Image 06

Form Information
  • Successfully Turn On the Shift End Mode

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Turn Off Shift End Mode

Go to 'POS App' → Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Cash Management' Link

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Turn Off Shift End Mode - Image 01

Form Information
  • Click on Shift End Tab

Turn Off Shift End Mode - Image 02

Form Information
  • Turn Off Shift End Mode

Turn Off Shift End Mode - Image 03

Form Information
  • Provide Admin Password
  • Click on OK Button

Turn Off Shift End Mode - Image 04

Form Information
  • Successfully Turn Off the Shift End Mode

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Create Taxes

Go to 'Back Office' → Click 'Sale' Tab → Click 'Taxes' Tab

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Create Taxes - Image 01

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

Go to 'Back Office' → Click 'Sale' Tab → Click 'Taxes' Tab

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Add Products to Taxes - Image 01

Form Information
  • Click on Add Product Link Button

Add Products to Taxes - Image 02

Form Information
  • Select the Category
  • If you wish to select all the items in the selected Category, put a tick to All
  • If you wish to select the Items, put a tick here

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Create Charges

Go to 'Back Office' → Click 'Sale' Tab → Click 'Charges' Tab

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Create Charges - Image 01

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
  • Click on Save Button

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Attach Charges for Order Types

Go to 'Back Office' → Click 'Sale' Tab → Click 'Order Types' Tab

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Attach Charges for Order Types - Image 01

Form Information
  • If you wish to select the Order Type as default, Put a tick here
  • Click on Attach Link Button to attach Charges

Attach Charges for Order Types - Image 02

Form Information
  • Select the Charge Type
  • Attached Charges are displayed here
  • Click on Update Button

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Receipt History

Go to 'Back Office' → Click 'Sale' Tab → Click 'Receipts' 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 Search Button
  • You are allow to Delete Multiple Receipts by clicking on this button
  • You are allow to View, Print or Delete the receipt here

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Create Drawer Reasons

Go to 'Back Office' → Click 'Sale' Tab → Click 'Cash Drawer Reasons' Tab

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Create Drawer Reasons - Image 01

Form Information
  • Click on Create Drawer Reasons Button

Create Drawer Reasons - Image 02

Form Information
  • Provide the Cash Drawer Reason
  • Click on Save Button

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Create Reservations

Go to 'Back Office' → Click 'Sale' Tab → Click 'More' Tab→ Select 'Manage Tables' Tab

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Create Reservations - Image 01

Form Information
  • Click on Create Table Button

Create Reservations - Image 02

Form Information
  • Provide the Reservation Code
  • Provide the Reservation Description
  • Click on Save Button

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Add Alternative Currency

Go to 'Back Office' → Click 'Sale' Tab → Click 'More' Tab → Select 'Currency In Receipts'

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Add Alternative Currency - Image 01

Form Information
  • Click on Add Alternative Currency Button

Add Alternative Currency - Image 02

Form Information
  • Provide Currency Name
  • Provide Value
  • Click on Save Button

Add Alternative Currency - Image 03

Form Information
  • You are allow to Enable/Disable alternative currency by putting a tick here
  • You are allow to Delete and Edit the alternative currency here

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Create Payment Type

Go to 'Back Office' → Click 'Sale' Tab → Click 'More' Tab → Select 'Payment Type'

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Create Payment Type - Image 01

Form Information
  • Click on Create Payment Type Button

Create Payment Type - Image 02

Form Information
  • Provide the Payment Type
  • If you are allow to assign this payment type as free of charge, put a tick here
  • Click on Create Button

Create Payment Type - Image 03

Form Information
  • You are allow to Delete the Payment Type here

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Create Employee

Go to 'Back Office' → Click 'Sale' Tab → Click 'More' Tab → Select 'Bill Assign To Staff'

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Create Employee - Image 01

Form Information
  • Click on Create Staff Employee Button

Create Employee - Image 02

Form Information
  • Provide the Employee Id
  • Provide the Name
  • Provide the Contact Number
  • Select the Employee Type
  • Click on Save Button

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Create Employee - Bulk Upload

Go to 'Back Office' → Click 'Sale' Tab → Click 'More' Tab → Select 'Bill Assign To Staff'

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Create Employee - Bulk Upload - Image 01

Form Information
  • Click on Staff Employee Button

Create Employee - Bulk Upload - Image 02

Form Information
  • Click on CSV Upload Button

Create Employee - Bulk Upload - Image 03

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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Create Sales Agent

Go to 'Back Office' → Click 'Sale' Tab → Click 'More' Tab → Select 'Manage Sales Agent'

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Create Sales Agent - Image 01

Form Information
  • Click on Create Sales Agent Button

Create Sales Agent - Image 02

Form Information
  • Provide the Unique Reference Number
  • Enter the Sales Agent Name
  • Provide the Contact Number
  • Enter the Commission Rate 
  • Click on Save Button

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Create Sales Agent - Bulk Upload

Go to 'Back Office' → Click 'Sale' Tab → Click 'More' Tab → Select 'Manage Sales Agent'

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Create Sales Agent - Bulk Upload - Image 01

Form Information
  • Click on Create Sales Agent Button

Create Sales Agent - Bulk Upload - Image 02

Form Information
  • Click on CSV Upload Button

Create Sales Agent - Bulk Upload - Image 03

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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Create KOT Notes

Go to 'Back Office' → Click 'Products' Tab → Click 'More Options' Tab → Select 'Create KOT Notes'

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Create KOT Notes - Image 01

Form Information
  • Click on Create KOT Notes Button

Create KOT Notes - Image 02

Form Information
  • Provide KOT Note here
  • Click on Save Button

Create KOT Notes - Image 03

Form Information
  • Successfully created the KOT Note

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