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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