Sell Items - Retail

The Sell Items page is the main page of the application — this is where you select items and issue receipts. Once the shift is open on the Working Day page, the screen is enabled and looks like this:

Sell Items Screen

The page consists of two parts:

• Order Overview — the left part, with the current order's items and payment options
• Item Selection — the right part, for quick item picking

Order Overview

The left part of the Sell Items screen shows the current order:

Order Overview (left part of the page)

Item Search and Add Items to the Order

To add an item to the order, use the Search field:

Field for searching all items

You can search for items by:

• item name
• item code
• barcode
• GTIN

When the system finds the item, click it to add it to the order. In the example we search for Carlsberg beer:

Item search result

Clicking the offered item adds 1 unit to the order:

Sell Items screen after adding an item to the order through search

The order now contains:

1 unit of Carlsberg beer at a price of 340 RSD

Additional information about the order is displayed at the bottom of the screen:

• Buyer (none yet)
• Sum
• Discount (none yet)
• To pay

Options to modify receipt item

An item that is already on the order can be changed. Click the item and the following options appear:

Options for managing the item

The offered options are:

• Quantity
• Discount
• Price
• Comment
• Exempt from tax
• Delete item

Quantity

The Quantity option opens a small window with a calculator, where you enter how many units of the item you want on the order:

Window for entering the item quantity

In the example we change the quantity from 1 to 5 units: enter the number 5 and click OK. The window closes and the screen looks like this:

Screen after changing the quantity of items

The order now contains:

5 units of Carlsberg beer at a price of 1700 RSD

You can change the quantity as many times as you like — click the item, select Quantity, and enter a new number.

Tip

If you enter a quantity of 0, the item is removed from the order entirely.

Discount

The Discount option opens a calculator window for entering a discount in percentages.

In the example we add a 10% discount to 5 units of Carlsberg beer — enter the number 10:

Window for entering a 10% discount

Next to the original price you also see the calculated discount and the total amount to pay. Clicking OK adds the discount and closes the window:

Status of items on the order after adding a 10% discount

The discount amount is now visible in the item section, marked in the accent color (highlighted relative to the other rows).

Item: Price

The Price option lets you change the item's original price that was entered in the system. Clicking it opens a window for entering a new price:

New price for the item

In the example the price of one item was 380 RSD, and a new price of 420 RSD is entered. Clicking OK saves the new price:

Status of items on the order after the price change

Comment

The Comment option adds a comment to the item — for example about discounts, special requests, or packaging type:

Window for adding a remark for the item

Clicking CONFIRM saves the comment and closes the window. In the item list on the order, an item with a comment is recognized by the bubble icon:

Status of the item on the order after adding a comment

Exempt from tax

The second-to-last option, Exempt from tax, exempts the item on the order from a chosen type of tax.

Delete item

The final option, Delete item, removes the item from the order.

Add a Buyer to the Order

To add a buyer to the order, click the Buyer option:

Button for adding a buyer

A window for selecting the buyer opens. You pick a buyer from the list of clients you previously added under client addition in Options. A new client can also be added right here — click the Add button in the upper right corner and the client form opens.

Select the buyer and click CONFIRM — the buyer is added to the order.

Note

Adding a buyer is not mandatory.

Add a Discount to the Entire Order

To add a discount to the entire order, click the Discount button:

Button for adding a total discount to the order

Enter the total discount and click OK.

Payment Method

For quick order issuance, click either CASH or CARD, depending on how the customer pays:

Once all the items are on the order, the receipt can be charged using the following methods:

• Cash
• Credit card
• Invoice (transfer to account)
• Check
• Voucher
• Instant payment
• Other noncash

or additionally as:

• Mixed payment
• No Payment (sale without compensation)

Cash and Credit card are available directly through the CASH and CARD buttons; the remaining methods are selected in the receipt details, described below.

Details

For additional receipt settings — the receipt type, a reference to a previously issued receipt, the payment method, the payment deadline, and similar — click the DETAILS button:

Receipt details

There are three types of receipts:

• Sales
• Advance
• Proforma invoice

Each of these three receipt types can have its own separate settings. For each receipt type it is possible to define the buyer, the payment method and a reference to a previously issued receipt. It is also possible to define the Services / products provision period and add a note related to the receipt. The settings for Sales are shown on the screen above. After selecting the receipt type — in the example, Sales — clicking NEXT starts the receipt issuance.

The Paid by options are:

Payment methods

Cash and Credit card were explained earlier; the remaining methods follow.

Transfer to account

To charge a receipt using the transfer to account method (wire transfer), select the Invoice payment option.

To pick an existing buyer, find them in Search for customers and select them by clicking the buyer's name:

Completed form for an invoice receipt

Once all the mandatory fields are filled in, click NEXT. The program shows what the invoice receipt will look like; clicking CONFIRM in the top right corner finally issues and fiscalizes it:

Preliminary look of the invoice receipt

The receipt in the slip format:

Preliminary look of the invoice receipt in the regular format

Clicking OK issues the receipt.

Advance

To issue an advance receipt, click DETAILS and select Advance in the menu at the top. Enter the buyer, the advance payment method, a note, the start and end date, the advance payment date, and the reference number and reference time. A completed advance form looks like this:

Completed form for an advance receipt

Clicking NEXT generates the receipt:

Preliminary look of the advance receipt in the regular format

Other payment methods

In addition to the previously described methods, a receipt can also be paid using:

• Check
• Voucher
• Instant payment
• Other noncash

or additionally as:

• Mixed payment
• No Payment (sale without compensation)

Selecting one of these methods automatically issues and fiscalizes the receipt. An example of a receipt paid with a Voucher:

Preliminary look of a voucher receipt in the regular format

Proforma

For the selected items you can also issue a proforma invoice, based on which a receipt can later be issued. Selecting that option (the last of the three) at the top of the window opens the form:

Form for a proforma invoice

The fields for the buyer and the proforma invoice number are mandatory; the rest are optional. The proforma invoice number is used for internal record keeping.

Fill in the desired fields and click NEXT — the program shows a preliminary preview of the proforma invoice. Once you have checked that all the data is correct, clicking ISSUE RECEIPT issues it:

Preliminary look of the proforma invoice in the regular format

Item Selection

The right part of the Sell Items page is for quick item picking:

Item Selection

It consists of three sections:

• KEYPAD
• BUTTONS
• LIST

Keyboard

The KEYPAD section is used for finding items by their code.

Buttons

The BUTTONS section contains fields representing your most common items or groups of items, for easier and faster selection.

Adding Frequent Items

To add a frequent item or group, click an empty field:

Options for creating a group or item

Select Add Item — a window for adding the item opens:

Window for adding an item

Enter the item name in the Search field and click the found item to select it. Clicking CONFIRM takes you to the button color selection:

Selecting a color for the item button

Pick a color (in the example: blue) and click CONFIRM — the item is added to the buttons grid:

Buttons grid after adding an item

From now on there is no need to search for that item — clicking its field adds it to the order. Each click adds one unit; for 3 units, click three times:

Order after adding 3 instances of the item

The added item is managed the same way as described in Options to modify receipt item.

Add Groups

Besides items, you can also add a group — it helps organize a large number of different items (e.g. a Beer group with the most frequently used beers). Click an empty field and select Add Group — a window opens for the group's name and button color:

Window for creating a group

In the example the group is named Beer and colored red. Clicking CONFIRM creates the group button:

Button for the Beer group

Then add items to the group: click the group field (it gets a white border):

Selected button for the Beer group

then click one of the other empty fields and select Add Item. The process is the same as for adding a single item — the item will be added to the group.

To see all the items in a group, click the group field — the fields of all items belonging to it appear:

Group items

List

The last section is LIST — a list of all items available in stock:

List

Clicking an item adds it to the order — each click adds one unit.