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Overview
The POS General System is a comprehensive platform designed to streamline sales operations, enhance customer management, and ensure secure handling of payments and discounts. Its intuitive interface simplifies daily operations with features like real-time settlement tracking, flexible billing, advanced reporting, and seamless integration with the Voucher Management Applet for managing gift cards and vouchers. This manual provides a detailed guide on utilizing these features effectively, including the settlement interface, reporting tools like the Z Report, and other operational enhancements.
Introduction
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.
POS General Features
The POS General system offers a range of tools to manage transactions efficiently. This section explains key features of the system and how to use the interface effectively.
Settlement Interface
The settlement interface, as shown in the screenshot, displays critical transaction details such as:
Subtotal: The total amount before taxes and discounts.
Tax: Automatically calculated based on configured rates.
Discount: Applied to the transaction either manually or automatically.
Total: The final amount payable by the customer.
Paying & Change: Tracks payment amounts and calculates change to be returned.
Core Actions
Below the settlement section, several action buttons enhance workflow efficiency:
Reprint: Allows reprinting of invoices or receipts.
Member: Access member-specific details for the transaction.
Sales Agent: Assign or modify the sales agent responsible for the transaction.
Customer: Add or update customer billing details.
Return Options:
Return by Cash Bill: Initiate returns associated with a cash bill.
Trade-In: Manage trade-in items as part of the transaction.
Sales Tab
The Sales Tab in the POS General interface allows users to:
Scan or manually enter item codes.
View real-time stock availability and pricing.
Apply unique discounts or price adjustments based on permissions.
Hold Bill Feature
Transactions can be temporarily paused using the "Hold Bill" feature, allowing users to manage multiple customer sessions simultaneously.
Operational Guidelines
Role-Based Permissions
Restrict discounts, price editing, and settlement methods to specific roles.
Configure permissions to maintain operational security and prevent abuse.
Duplicate Prevention
Assign specific sales drawers to user IDs to avoid duplicate sales or settlement entries.
Ensure permissions are set to restrict unauthorized access.
Reporting
Cashier Collection Report: Provides an overview of transactions processed by individual cashiers, including the branch, settlement methods, and total amounts. Reports can be exported as PDF or Excel files.
Z Report: A detailed report that summarizes all transactions within a selected date range. It includes options to filter by branch and settlement method for granular analysis.
Voucher Management Applet integrates with the POS General system to offer enhanced functionality for payment promotions and gift card management.
Voucher Management Applet (Related to POS General)
The Voucher Management Applet works in tandem with the POS General System, allowing seamless handling of vouchers and gift cards for enhanced payment flexibility and promotional tools.
The Voucher Management Applet integrates seamlessly with the POS General system, allowing efficient handling of vouchers and gift cards for payments and promotions.
Core Features
Create, Issue, and Redeem: Manage vouchers and gift cards efficiently.
Track Usage: Ensure proper usage and avoid duplication.
Serial Number Management
Import existing serial numbers for vouchers and gift cards to ensure a smooth transition from legacy systems.
Permissions
Restrict voucher creation, redemption, and reporting to authorized users based on roles.
Integration with Settlement
Activate vouchers only after they are GRN (Goods Received Note) approved.
Combine vouchers with other payment methods during settlement.
Related Features Between POS General and Voucher Management
Integration with Settlement
Vouchers in POS General: Vouchers can be applied during settlement alongside other payment methods like cash and credit cards.
Activation in Voucher Management: Vouchers are activated only after being approved (GRN - Goods Received Note).
Reporting Tools
POS General: Use the Z Report for comprehensive transaction summaries, including voucher usage.
Voucher Management: Generate specific reports for voucher issuance, redemption, and tracking usage trends.
Conclusion
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