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The settlement interface allows users to clearly track the subtotal, taxes, discounts, and total amount during transactions. The system dynamically updates these fields based on user input and selected payment methods, ensuring accuracy. The Z Report, accessible via the interface, provides a comprehensive overview of transactions within a specified date range, offering filters for branches and settlement methods to enable granular analysis. These features enhance the system’s utility for daily operations and reporting needs.
Main Interface Sections
1. Top Section
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This section houses essential buttons for initiating and managing transactions:
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Reprint: Use this to retrieve and reprint previously created documents. Ideal for scenarios where a customer requests a duplicate receipt or an error occurs during the initial print. Steps:
Click "Reprint."
Search for the document by ID or date.
Select the document and click "Print."
Branch: Allows authorized users to change the branch associated with a transaction. This feature is useful for companies operating multiple branches. Steps:
Click "Branch."
Select the desired branch from the dropdown.
Confirm the change.
Sales Agent: Automatically links to the logged-in user. If manual changes are allowed, users can select a different sales agent to reflect the correct person handling the transaction. Configuring this ensures accountability and traceability in sales operations.
Other Details: Add reference notes, remarks, or "Bill To" information. Use this to customize receipts for specific customers, such as adding their company name or special notes.
Customer: Search for existing customers or create/edit new customer accounts. This streamlines customer management by providing options to:
Search by name, email, or phone number.
Add new customers with complete details like address and contact information.
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Payment Methods: Select from available options like cash, credit card, or e-wallets. Configure default methods for faster processing.
Partial Payments: Combine multiple payment methods for a single transaction. For example, split a payment between cash and a voucher.
Contra: Apply deposits or sales returns to balance the bill. This feature ensures seamless integration of prior payments.
4. Contra Section
Use this to attach contra documents such as sales returns or deposits directly to the transaction. It ensures accurate reconciliation of customer accounts.
5. Attachment Section
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Finalizing Transactions
Final and Final & Email
Complete transactions with the "Final" button.
Use "Final & Email" to send a receipt to the customer via email.
Ensure all customer email addresses are pre-configured for seamless delivery.
Settlement Validation
Ensure total payments match the transaction amount.
Use multiple settlement methods if required.