Page Comparison

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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

Button Functionalities

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Reprint: Displays a list of previously created documents for reprinting.

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. Top Section

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This section houses essential buttons for initiating and managing transactions:

• 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:

  1. Click "Reprint."

  2. Search for the document by ID or date.

  3. 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:

  1. Click "Branch."

  2. Select the desired branch from the dropdown.

  3. Confirm the change.

• Sales Agent: Automatically links to the logged-in user.

  Configurable to restrict manual changes.

  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: Adds custom referencesAdd reference notes, remarks, and customer information.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

  .Create

  or create/edit new customer accounts.

Discount Button

• Apply discounts to the entire transaction.

• Can be restricted by role to prevent unauthorized usage.

Hold Bill

• Temporarily save a bill with remarks.

• Retrieve saved bills from the “Hold Bill” menu.

Gross Profit

• Displays gross profit percentage of the current transaction.

• Can be hidden to prevent unauthorized access.

Trade-In

• Manage trade-in items for buying or selling.

Settlement Buttons

• Represent payment methods such as:

• Bank Transfer

• Cash

• Cheque

• Credit Card

• E-Wallet

• Membership Points Redemption

Voucher

This streamlines customer management by providing options to:

1. Search by name, email, or phone number.

2. Add new customers with complete details like address and contact information.

2. Sales Section

This section facilitates item selection and editing:

• Adding Items: Use the "+" button or a barcode scanner to add items quickly. Search functionality allows locating items by name or SKU.

• Editing Items: Adjust item details such as:

  1. Quantity: Update based on customer purchases.

  2. Price: Adjust pricing if discounts or special offers apply (requires permission).

  3. Discounts: Apply item-specific or multi-level discounts.

• Serialized Items: Select and manage serial numbers for serialized products, ensuring accurate inventory tracking.

3. Settlement Section

Handles payment processing:

• 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

• Attach files, such as invoices or customer agreements, for record-keeping. This section can be hidden if not required.