Automated Retail Sales

Overview

Here you will find out how to register sales in the automated POS.
Cash is transferred to POS from the company's cash account. This transaction is registered in the system by the Outgoing payment - Cash account document.
To start sales, you need to open the register shift. During the shift, retail sales are registered with the Receipt document. Once the shift is closed, the Retail report is generated automatically.
To register a sales return from the retail customer, you can use two documents: Receipt and Sales return credit note. If the customer returns goods during the same register shift, you usually need to register the Receipt document. If the customer returns goods after the end of the register shift, you need to register the Sales return credit note document with the Return from retail customer operation. In some cases, you'll have to use the Sales return credit note document to register the return during the same register shift. For example, if you want to use another payment method for the return.
You can open and close register shift any time. One shift cannot last longer than 24 hours. If several cashiers use one cash register within one day, a cashier who finishes their work closes the shift and logs out. A new cashier logs in under their own name and opens a new shift.
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Transferring Money to Cash Registers

To transfer money from the company cash account to the cash register, use the Outgoing payment - Cash account document:
If you want to do it in one step:
  1. Go to Treasury and bank > Cash account > Outgoing payments - Cash account.
  2. Click Create > Issue to cash register.
  3. Specify the Cash account from which you want to transfer money, the Cash register to get money to, and the Amount.
  4. Click Post and close.
Once the document is created, the money will be transferred to the cash register from the cash account.
If you want to do it in two steps:
  1. Go to Treasury and bank > Cash account > Outgoing payments - Cash account.
  2. Click Create > Issue to other cash account.
  3. Specify the Cash account from which you want to transfer money, the Receiving cash account (your cash register) to get money to, and the Amount.
  4. Click Post and close.
  5. Go to Sales > Point of sale workplace.
  6. Click Cash register transactions > Put cash in and enter the amount to put.
  7. Click Put into cash register.

Sales in Point of Sale Workplace

To open the register shift:
  1. Go to Sales > Point of sale workplace.
  2. Click Cash register transactions at the bottom of the form and then click Open shift.
To serve retail customers:
  1. Go to Sales > Point of sale workplace.
  2. Add the goods to the tabular section:
  • Scan a barcode of products. If you need to enter the barcode manually, click Barcode at the top.
  • Add products manually.
  • Click Search and use a product selection tool.
  • Add items from Quick goods or use keyboard shortcuts.
3. To apply automatic discounts, click Calculate discounts at the bottom.
4. To apply manual discounts, click Discount adjustment and enter the discount amount in the Discount adjustment field.
5. If selected in the POS workplace settings, specify the sales associate. Click Change sales associate at the bottom and select the User.
6. Register a payment from the customer, clicking the corresponding button at the bottom:
  • Pay in cash
  • Payment by card
  • Pay with gift card
  • Multiple payment methods
7. Enter the payment amount and click Issue cash receipt. The receipt will be created in Sales > Receipts.
8. To register a new cash receipt, click New receipt at the top.
If the sale was not completed, a cashier can postpone the receipt registration. When you close the Point of sale workplace, the following options are available in this case:
  • Put on hold without reservation. The receipt will be saved as a draft without adding records to registers. The items specified in the receipt will be available for sale. In the future, you can get back to your receipt by clicking Other transactions > Continue receipt.
  • Reserve until... The receipt will be saved, and the items specified in it will be unavailable for sale in other receipts. It is used if the product is highly likely to be sold to this buyer. This option is available only if the Control available inventory checkbox is selected in the corresponding retail warehouse.
  • Remove receipt. The receipt will be deleted without closing the cashier workplace.
  • Close. The receipt will be deleted, and the cashier workplace will be closed.
  • Cancel. You will continue working with the current receipt.
To close the register shift at the end of the day:
  1. Go to Sales > Point of sale workplace.
  2. Click Cash register transactions at the bottom of the form and then click Close shift.
Once the shift is closed, the Retail report is generated automatically.

Cash Register Adjustment Voucher

If there are any mistakes found in the Receipt, register a Cash register adjustment voucher.
To create it:
  1. Go to Receipt in Sales > Receipts.
  2. Select the adjustment type:
  • By prescription
  • Independently
3. Make the changes you need on the Goods tab. You can change only an item and VAT rate, not price or quantity. These changes will be automatically reflected on the Discrepancies tab.
4. Click Post and close.

Transferring Money from Cash Registers

There are two ways to transfer money from the cash register to your company cash account.
If you want to do it in one step:
  1. Go to Treasury and bank > Incoming payments – Cash account.
  2. Click Create > Withdrawal from cash register.
  3. Specify the Cash account to which you want to receive money, the Cash register to withdraw money from, and the Amount.
  4. Click Post.
Once the document is created, the money will be transferred from the cash register to the cash account.
If you want to do it in two steps:
  1. Go to Sales > Point of sale workplace.
  2. Click Cash register transactions > Take out cash and enter the withdrawal amount.
  3. Click OK.
  4. Go to Treasury and bank > Incoming payments - Cash account and open the To receive tab.
  5. Select the record with the amount you took and click Register payment to create an Incoming payment – Cash account with the Transfer from another cash account operation.
  6. Post and close the document.
Note: If the Automatic cash deposit/withdrawal checkbox is selected in Master data and settings > Point of sale workplace and devices > Point of sale settings: current workplace, the cash withdrawal record is created automatically when shift is closed.

Goods Return During Register Shift

To register the goods return during the register shift:
  1. Go to Sales > Point of sale workplace.
  2. Click Return.
  3. In the Register return form, select the receipt based on which the refund is made and click Register return.
  4. Depending on the payment method used for sale, the Void payment by cards, Return mixed payment, or Return cash buttons will be available. Click the required button, enter the return amount and click Issue cash receipt. The Refund receipt will be created. You can access it in Sales > Receipts.
This is the easiest way to register returns, but it has a number of limitations:
  • It is applicable only if the full amount is returned by receipt.
  • The payment is made from the operating cash register.
  • It is not applicable to non-automated POS and when the equipment is connected in Offline mode.
  • You can only register returns during the same register shift when the sale was made.

Goods Return After Register Shift

To register the goods return after the shift closure, use the Sales return credit note document.
If the retail customer has provided a receipt, register the refund based on the receipt:
  1. Go to Sales > Receipts.
  2. Select the required receipt and click Generate > Sales return credit note.
  3. On the More tab, make sure the Return from retail customer operation is selected.
  4. Specify the Currency and Taxation.
  5. On the Main tab, specify your Company and Warehouse.
  6. The Customer field on the Main tab will be filled in a predefined Retail customer (your partner). You can specify who exactly returns the goods in the Counterparty field by registering a new individual as a counterparty.
  7. On the Goods tab, click Fill > Fill items from sales documents. Specify the Period. The list of products sold during this period will appear.
  8. Select the goods you need and click Add to document.
  9. Click Post and close.
Based on the Sales return credit note document, you can issue an Outgoing payment - Cash or Bank account with the Refund to customer operation.