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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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 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 04
Form Information
- Successfully completed the transaction (Pay In)
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 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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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
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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
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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 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 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 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 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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Create Reservations
Go to 'POS App' → Select 'Reserve' Icon
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Create Reservations - Image 03
Form Information
- Provide the Reservation Name
- Provide Description
- Click on Save Button
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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 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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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 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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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 Off Shift End Mode
Go to 'POS App' → Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Cash Management' Link
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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
- Click on Browse Button to browse the file from your device
- If you wish to upload the sales agent details , click on Upload Button
- Here you can edit the CSV file and can add sales agents according to the template ( Refer the CSV Formatting Guidelines)
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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
- Click on Browse button to browse the file from your device
- If you wish to upload the sales agent details , click on Upload button
- Here you can edit the CSV file and can add sales agents according to the template ( Refer the CSV Formatting Guidelines)
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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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