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Full Screen Cash Sale is very similar to the Cashsale except for the layout (covers the whole screen). Other than that, both functions allow users to enter cash, cheque, credit card payments for sales transactions to customers. Full Screen Cash sale 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.

TRADING > SALES > FULL SCREEN CASH SALE (FSCS)

  1. To switch a branch, select from drop down list and click "Set".
  2. To switch a salesman, select a salesman from drop down list.
    1. To link an item sale to a particular salesman, switch the salesman before adding the item.
    2. 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.)
    3. 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.)
  3. 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. 
  4. 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".
  5. 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.
    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".
    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.
  6. Similar to 5(customer), user can insert a registered membercard by using search widget or insert the membercard Assigned Card Number directly. (You may refer to Customer > Membership Program > MemberCard module for more details.)
  7. To insert specified billing recipient, key in the recipient details(e.g. name, address etc.) in "Bill To" textbox.
  8. 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".
  9. To perform other tasks such as change cash sale date or reprint cash sale, click "Optional" tab to proceed.
  • Click on 'Select Deposit Settlement' if the customer wants to use the deposit he/she paid earlier to offset the bill. Enter the amount under the Payment field of the respective receipt, click 'Submit'.
  • Notice that the amount will automatically appear under 'Paying' in Summary. Same goes for cash and credit card payments
  1. To reprint a previous cashsale made, click the optional button, enter a the cashsale number and click 'Reprint'.
  2. To change the date, click the optional button and Click 'Set'.
  3. To select which you want the cashsale to be printed, click optional button, select a format for which you want the cashsale to be printed. Click 'Set'.

 

FSCS


Customer Search Widget (5)

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