This applet is used to manage the payment of products and services at a store. There are three modules in the applet which are Cash Bill, Cashier Collection and Z Report. This applet allows users to create Cash Bill, view the Cashier Report and Z Report. Users are able to export the Z Report to PDF format. Steps: Create, Edit & Hold Cash Bill > View Cashier Collection Report > View and Export Z Report Settings: Add New Settlement Method
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
Reprint: Displays a list of previously created documents for reprinting.
Branch: Allows branch selection if the user has permission.
Sales Agent:
Automatically links to the logged-in user.
Configurable to restrict manual changes.
Other Details: Adds custom references, remarks, and customer information.
Customer:
Search for existing customers.
Create or edit 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
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