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Manage Sales Records - POS System

View Past Receipt

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

                 


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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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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View Employee Wise Pending Orders

Go to 'POS App' → 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

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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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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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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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

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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

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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

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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

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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 '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 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

                


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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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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