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Gokila Vani Selva Rajah

Gracia Surialim

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Menu Path: Trading > Sales > Full Screen Cash Sale (FSCS)

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Full Screen Cash Sale (FSCS)
is very similar to the Cash Sale except for the layout (covers the whole screen). This FSCS has many functions that can be performed in one Transaction
  is a function that allows all the complete transaction be performed in one click. FSCS are to be used when payment is received from the customer immediately, for bill yet to receive payment, use Create Invoice. The distinctive features that can be observed in this FSCS layout are as the below list:
  • Able to entitle points or rewards to the existing Members.
  • Able to Hold Bill and Recall Bill
Other than that, both functions allow users to enter cash, cheque, credit card payments for sales transactions to customers. FSCS is useful for cashiers because of the wide layout of the screen
, as everything is presented on the same screen
. This helps the cashier enter and extract information easily and quickly. Apart from that, shortcut buttons are also available for the convenience of the cashiers. The FSCS always supports multiple methods of payment


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Note:
Prior to performing Cash Sales, Items need to be added or create. Therefore, proceed to this page Add Item to add item.
Next, navigate to this link: Direct Receiving Stock to generate the items created earlier to be added as inventory.
To include points or rewards for cash sales, progress to Rewards to create Campaign and Create Member Card to create Member Card prior to performing FSCS.


User may get access to FSCS through the navigation path below:

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The main interface of FSCS is shown as below. Red marked fields are important fields to be filled in.

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The steps to key in the values are as below. Once information has been entered, click the Confirm and Save button, located on bottom right of the page.

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The new enhancement:

  1. Email to Customer 
    1. This features are user basis.
    2. It allows the Invoice to be sent to the respective email in a PDF attachment or format, upon clicking the confirm and save button.

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2. Added two new fields:

    1. Added on two new fields to Full Screen Cash Sales
    2. Customer Name and Customer Contact Number added
    3. Creating cash sale with customer 500 are now available with different customer names and phone numbers

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3. Decimal Item Type:

    • The image below shows the section of this function that has been made an enhancement.
    • The enhancement now ensures there's new option to allow Rounding option when adding item.
    • Example below:
      The system allows to choose the Encoded Item Type and take note that the system allows decimal item type / quantity to be keyed in.
    • By default it is 4 decimal places and the new configuration allows up to 12 decimal places.

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Below shows the example of the Tax invoice that will be generated upon the transaction made.

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To edit the payment method again, click or choose the option labelled as Other / Multi Payment, that can be found within the FSCS page.

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4. Added new permissions to view two fields:

    • The image below shows the section of this function that has been made an enhancement.
    • The enhancement now ensures there's new permission that allow user to view two new fields under Stock Details Tab 
    • The two fields are:
      • Maximum Purchase Price
      • Minimum Purchase Price
    • Image below shows the example captured on EMP for respective function:

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Click numbers below for more information.  

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To switch a branch, select from drop down list
  • Select Branch and click "Set"
.
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To switch a salesman, select a salesman from drop down list.

  • To link an item sale to a particular salesman, switch the salesman before adding the item.
    • Select Salesman 
      • Tick "Assign to Items" to link all the items to the(one) respective salesman. (e.g. In one cash sale, all the items are sold by salesman A.)
      • Untick "Assign to Items" if the cash sale is made by multiple salesmen. (e.g. In one cash sale, item A sold by salesman A, item B sold by salesman B.)


    Customer Search Widget (5)

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    To hold a cash sale, click "Hold Bill" to save the current unsettle cash sale to the "Recall Bill" drop down list beside. System will automatically perform a "Reset Form*" after it hold a bill.

    1. To recall the previous hold bills, click the "Recall Bill" drop down list and select a previous unsettle bill. (e.g. After adding item A, B and C in one cash sale, "Hold Bill" to perform another cash sale. Then, click "Recall Bill" drop down list and select previous cash sale that consists of item A, B and C to load it.)
    2. Please mind that "Recall Bill" drop down list will ONLY SHOW THE TIMESTAMP generated when "Hold Bill" is performed in descending order(i.e. latest hold bill will be at the first row of the drop down list and the previous bill will be in subsequent rows). 
    3. Once recall the bill, the cash sale WILL NOT BE REAPPEARED IN THE "Recall Bill" DROP DOWN LIST unless "Hold Bill" is performed AGAIN. 
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    Users can click "Home" and be redirected to homepage after the cash sale. To view the permission settings under FSCS, click this and proceed to "Permissions".

    Number 2
    • Customer is a compulsory input for cash sale. By default, one time customer or walk-in customer will be treated as normal cash account (e.g. 500) where registration is unnecessary.
    User can insert registered customer by using search widget or insert Account PKID(as in 5.c.). (Please refer to Customer > Maintenance module for more details.) To insert a customer, click CUSTOMER to open search widget.
    • Key in Specific Customer PKID or click on CUSTOMER for search function
      1. Insert customer details or keywords in text box to do a fuzzy search. Otherwise, similar operation can be performed by inserting the search criteria in text box beside CUSTOMER. To filter customer status (i.e. all / active  / inactive), choose the option accordingly in the drop down list before enter a "Search".
        * Customer listing can't be deleted. Especially those with transaction. 
      2. To add an account, click "Add Corporate Account" or "Add Personal Account" to create a corporate and personal customer respectively.
      3. Key in this Account PKID in FSCS page to load a customer.
      4. To select a customer from the search result, click the customer Account Name to use that customer in cash sale.
      5. To add a contact person to a customer, click "Add Contact Person" to proceed. The contact person created will be recorded in the respective customer account.
    • To Hide the Identity Number or IC Number form the Full Screen Cash Sales, please go to Control Panel → System Admin → EMP Configuration → Point of Sales → Hide IC Number
      • Tick → Hide the Identity Number or IC Number

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    • Untick → Show the Identity Number or IC Number

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    NOTES:

    • Refer to Trading (Permission) to enable user to see ALL Customer which include other salesman's 
    • System will show error when the permission is disabled

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    Similar to customer(5), user can insert a registered Member card by using search widget or insert the member card Assigned Card Number directly. (You may refer
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    Number 3
    • Key in Registered Member card ID or click MEMBERSHIP for search function
    • Refer to Membership Program module for more
    details.)
    • details

    • To insert specified billing recipient, key in the recipient details (eg: name, address etc) in to "Bill To" 

    • Key in specified mobile number

    Sample of search item for registered Member

    If apply membership# (Note that performing transaction via CASH user will not yield any loyalty rewards), when key in (search for) items, by default the reward scheme will be automatically applied for this member card. User can check the reward amount at 'Optional Details' tab under Loyalty Points section.

    NOTE: If for reason that reward points are not being rewarded to customer, click on 'Exclude Rewards' button before you click the 'Submit' button.

    • To Hide the IC Number form the Full Screen Cash Sales, please go to Control Panel → System Admin → EMP Configuration → Point of Sales → Hide IC Number
      • Tick → Hide the IC Number

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    • Untick → Show the IC Number

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    To insert specified billing recipient, key in the recipient details(e.g. name, address etc.) in "Bill To" text box.
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    Number 4
    • This feature allows the Invoice to be sent to the respective email in a PDF attachment or format, upon clicking the confirm and save button.
    • It optional feature that given to customer and configuration needs to be set under EMP Configuration for the email to be sent out. 


    Select Deposit Settlement (8a-c)

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    Number 5
    • To contra the cash sale from deposit or credit memo created before (as paying mechanism), click "Select Deposit Settlement" or "Select Credit Memo Settlement" respectively.
      1. Select branch from drop down list and click "Submit". You may select multiple branches by using CTRL button or all branches by "Select All" button. (Credit Memo Settlement layout may vary.)
      2. When the receipt list generated, select the equivalent receipt used to contra the cash sales. Key in the amount under "This Payment" column.
      3. To proceed, click "Submit" button below.

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    To apply group discount(i.e. discount over grand total amount), simply enter the discount percentage or amount in the textboxes respectively.
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    Number 6
    • Key in group discount in Amount or Percentage
    • The discount will be automatically result in related GL code
    . You may ignore GL Dimension(Header) and Sales Lead drop down list.
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    For cash payment, one click = system generates amount equals to grand total amount(as in 13); otherwise, change the amount manually if the customer makes Multi Payment(as in 12).

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    To enter card payment, insert the card information accordingly. Merchant drop down list will show all the card payment types and related charges (please refer to  Credit Card Maintenance (Merchant / Card Payment Config) for more details). CC Approval Code and CC Batch are optional. ALWAYS, REMEMBER TO PRESS "ENTER" TO SAVE THE PAYING AMOUNT.


    Other Payment Methods (12a-d)

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    For other payment methods, simply click OTHER and proceed to Payment Method windows.

      1. For cheque payment, key in the cheque amount in number textbox, cheque number at Cheque # textbox, and select the related cash book(i.e bank account, please refer to  Accounting > Maintenance > Configuration > Cash Book Configuration for more details). Same goes for PD cheque.
      2. If customer uses a coupon in cash sale, user can key in the coupon serial in Serial# textbox. (For coupon creation, please refer to Inventory > Item module for more details)
      3. Alternatively, if there is any other form of cash discount applied, enter the amount in the number textbox and select the related cash book(as in 12a).
      4. After confirming all the details, click "Submit" to proceed.
      5. For more than one coupon payment or multiple cards payment(at most 2 coupons and cards), proceed to Multi Payment. 
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    After the payment details are keyed in, here will show all the payment summary, includes total payable amount, paying amount and change(if any).

    Item Search Widget (14a-c)

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    To add item, simply key in the Item Code in the textbox and click "Submit" to load the item. Alternatively, click the ITEM SEARCH(S) to item search widget to search item.To begin search,
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    Number 7
    • Key in the Item Code or click ITEM for search function → Need to be more than 2 characters

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    • Insert item search criteria or keyword in the
    textbox.To refine search, you may refer to descriptions below
    • text box
    • Tick on options box:
      • Allow search for description option allows search the item description. Untick this option will make the search result includes only the Item Code.
      • Show Average Cost option allow the display of result to show an additional column of Average Cost/Moving Average Cost of the items.
    Untick
      • Click on View/Hide for this option will hide such information.
      • Show Last Cost option allows the display result to show an additional column of Last Purchase Cost of the items.
     Untick
      •  Click View/Hide for this option will hide such information.
      • To filter item status (i.e. all / active / inactive), choose the option accordingly in the drop down list before enter a "Search".
      • To filter item type (e.g. inventory, service, GL code etc), choose the option accordingly in the drop down list before enter a "Search". Default option (i.e. "All") will search all the item types.

    Item Edit Widget (14c.i-c.iii)

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    To add the item, click either Item Code and Item Name  to select that item. Click Details will lead you to item editing page(please refer to Inventory > Item > Edit Item module for more details).Item Name show the item name as preset when create new item (please refer to Inventory > Item > Add Item module for more details), any changes here will update the related item in the system. 
    - Red sentence below Item Name text box is the Sales Prompt from item details, it can be configured at Inventory > Item > Edit Item, under Other Details > Sales Prompt.

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    • Item Name will follow item code which configured under the Item Maintenance. 
    • FOC refers to Free of Charge. Tick this box to sell the item as free item
    .
    - Qty
    • Key in Qty (PCS)
     refers - Select Pricing drop down list shows all the pricing options(e.g. List Price, Wholesale/Dealer Price and Discount Price 1, 2, 3, it can be configured at Inventory > Item > Edit Item, under Pricing and Costing).
    - Promotion shows the options of available Pricing Matrix(please refer to Inventory > Pricing Matrix>Create for more details). Select one option and click Add to apply the related promotion.
    - Discount of item can be inserted in - Amount(in absolute value, e.g. 10.00 = MYR 10.00 of discount amount) or - Percentage(in percentages, e.g. 5.00 = 5% of unit price discount) and click Add to apply the discount.
    - Recalculate
    •  which refers to the quantity to be sold.
    - Price (MYR) refers to the selling price. It can be changed manually (if permission allows, please refer to - Control Panel for more details), or select from Pricing drop down list beside(as in 14c.iii).
    - Discount (MYR) will shown upon inserted in right column (Amount or - Percentage as in 14c.iii) .
    - Net Price (MYR) equals to Price minus Discount.
    • Price will follow item code which configured under the Item Maintenance. It can be changed manually (if the permissions given) or select from Pricing drop down list which configured under the Item Maintenance
    • Promotion also shown at Pricing Drop Down list which configured under Pricing Matrix
    • Discount will shown upon inserted in AMOUNT or PERCENTAGE 
    • Recalculate Discount applies if user change the item 
    price 
    • price after adding the discount
    .
    - Remove
    • Remove Discount to remove all the discount added, including Promotion/Pricing Matrix
    .
    • Net Price equals to Price minus Discount
    • Serial Number List text box allows you to insert one serial number manually.
      - Otherwise, for selling multiple serialized same items, user can use this Delimiter column. Copy the multiple serial numbers from data source to the big text box, and order by available delimiter choice.
      - New Line: one line one serial number, click "Enter" to insert new line
      - Comma: "," as delimiter
      - Tab:
      - Semi Colon: ";" as delimiter
      - Pipe: "|"(Shift +\) as delimiter
      - Space: " " as delimiter
      Click Add after pasting the serial number with correct delimiter to add them into the cash sale list.
      Click Remove to 

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    • Balance Qty (PCS) shows the current balance of the related item in the branch set
    (as in 1).
    - Remarks
    • Remarks(optional) text box can be used to put additional information of the sale of the related
    item.
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    To perform other tasks such as change cash sale date or reprint cash sale, click "Optional" tab to proceed.

    1. To reprint a previous cash sale made, click the optional button, enter a the cash sale number and click 'Reprint'.
    2. To change the date, click the optional button and Click 'Set'.
    3. To select which you want the cash sale to be printed, click optional button, select a format for which you want the cash sale to be printed. Click 'Set'.
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    Items will shown in details within this area.

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    The purpose of other information recording and tracking.

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    Trade In Function and Gross Profit Viewing by clicking the buttons.

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    • item
    • Click Save Changes

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    • System will calculate and show Total Sales Exclude Tax at the main page
    • Major Industry Code by item available upon search item function at Optional Tab

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    • Stock Details Tab shows stock information which guided by permissions

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    • Average Cost → show the MA cost
    • Last Cost → last Direct Receiving Stock
    • Reset MA → show the last Reset MA done
    • Minimum & selling price, replacement cost, minimum & maximum purchase price → set up under Item level


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    • Click OTHER for Cheque, PD Cheque, Coupon and Other/Contra Payment Methods
    • Key in the Cheque amount and Cheque Number. Same goes for PD cheque
    • Key in the Coupon amount and Coupon Serial (if any). For coupon creation, please refer to Add Item module for more details
    • Key in Other /Contra iif there is any other form of cash discount applied, enter the amount in the number textbox and select the related cash book(as in 12a).
    • Click "Submit"
    • Please refer to Finance Permission for the Cashbook dropdown list
    • The cashbook selection will follow the configuration under Cashbook Maintenance
    • For more than one coupon payment or multiple cards payment(at most 2 coupons and cards), proceed to Multi Payment


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    • Click Purchase with Purchase if the configuration has been done
    • Click Reset Form if want to delete all information
    • Payment Summary will be shown which includes total payable amount, paying amount and change(if any)
    • Click on Confirm and Save after the Payment Methods
    • The Printable that been configured will be shown upon confirm and save
    • Click Print and System will auto back to Full Screen Page after print

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    To hold a cash sale, click "Hold Bill" to save the current unsettle cash sale to the "Recall Bill" drop down list beside. System will automatically perform a "Reset Form*" after it hold a bill.

    1. To recall the previous hold bills, click the "Recall Bill" drop down list and select a previous unsettle bill. (e.g. After adding item A, B and C in one cash sale, "Hold Bill" to perform another cash sale. Then, click "Recall Bill" drop down list and select previous cash sale that consists of item A, B and C to load it.)
    2. Please mind that "Recall Bill" drop down list will ONLY SHOW THE TIMESTAMP generated when "Hold Bill" is performed in descending order(i.e. latest hold bill will be at the first row of the drop down list and the previous bill will be in subsequent rows). 
    3. Once recall the bill, the cash sale WILL NOT BE REAPPEARED IN THE "Recall Bill" DROP DOWN LIST unless "Hold Bill" is performed AGAIN. 


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    • Users can click "Home" and be redirected to homepage after the cash sale. 


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    • Click "Optional" to:
      • Reprint a previous cash sale made → key in the invoice number and click 'Reprint'
      • Change the date → click the optional button and click 'Set'
      • Load Jobsheet → key in the jobsheet number and click 'Load'
      • Load previous Invoice → key in the invoice number and click 'Load'

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    • Key in the Details for recording and tracking. → if any

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    • Click Trade In Function and Gross Profit Viewing 
    • This function and report viewing guide by permission

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    NOTES:

    • System allows to show Rounding option when adding item → base on configuration
    • By default it is 4 decimal places and the new configuration allows up to 12 decimal places
    • Major Industry Code by item available upon search item function at Optional Tab

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    • Stock Details Tab shows stock information which guided by permissions

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    • The item type search might be different from each user as system is "memorizing" the user's FIRST selection

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    Related Wiki Pages:

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