INVOICES
Here, you can view invoices generated when you click the “Checkout” button in POS. In POS, the system will generate invoice and receipt at the same time. To access the page, please go to Back Office > Invoices.
Picture 2.4.1: “Back Office” display menu
When you click the Invoices button, you will see the following page where you can view the list of invoices generated by the system:
Picture 2.4.2: Invoices list display
| A | You can search with reference number INV/2017/2. |
| B | You can also search using location if you have more than one location. |
| C | You can search using account registered in CRM or POS. |
| D | You can search using the start date until end date. |
ORDERS
Here, you can view orders made but no payment yet to be received from customers. The purpose of “Orders” is if a customer has yet to payment directly (for instance a customer ordered food and payment will only be received when customer is done eating), you can choose the order and select the order to make the payment transaction. System will reload the POS display with all data entered into the selected “Order”.
Pictures 2.4.3: List of Orders
After clicking the “Orders” button, you will see the page as below:
Picture 2.4.4: Orders’ list
| A | You can search using the reference number OA/2017/1. |
| B | You can also search using location, if you have more than one location. |
| C | You can search using account. |
| D | You can search using the start and end date. |
RECEIPTS
Here you can view the list of receipts generated in POS.
Picture 2.4.5: List of receipts generated in POS
You will be able to view the generated invoices and receipts simultaneously. If you are a GST compliance company, this is the section where you can view invoice information for tax invoice.
Picture 2.4.6: List of receipts generated in POS.
Description:
| A | You can search using reference number REC/2017/12. |
| B | You can search using location, if you have more than one location. |
| C | You can search using account. |
| D | You can search using start and end date. |
STATEMENTS
You can view the statements for each active counter. To access the page, please go to POS > Back Office > choose Statements and click on Statements (Overall).
Picture 2.6.2: Configuration Menu
When you click on Statements (Overall), you will see the page below:
Picture2.6.3: List of Counter Statements
| A | If you want to view details of the counter, click on “details”. |
| B | If you want to delete counter, click on “delete”. |
| C | To download statement if PDF, click here. |
SALES RETURNS
Sales returns means item returned by customer due to certain reason, for instance damage item. You can view the list of sales returns as per the picture below.
Picture 2.4.7: List of Sales Returns
After clicking on the “Sales Return” button, you will be brought to the following page:
Picture 2.4.8: List of Sales Returns
| A | You can search using reference number SR/2017/1. |
| B | You can search using location if you have more than once location. |
| C | You can search using account registered in CRM or POS. |
| D | You can search from the start until the end date. |
DASHBOARDS
In this section you can view reports related to your sales such as Trends, Sales, Inventories, Most Selling Products, Product’s Profit Margin, By Salesman, Total Sales Turnover and Daily Inventory Balance.
Please select the required report from menu as follow:
REPORT
Example for page By Invoice. So, you can choose which want you want going to print:
Picture 2.4.10: By Invoice
Example for page By Invoice Item. So, you can choose which want you want going to print:
Picture 2.4.11: By Invoice Item