Full Screen Cash Sale

• Select Branch and click "Set"
• 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 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.
• Key in Specific Customer PKID or click on CUSTOMER for search function

1. 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

• Untick → Show the Identity Number or IC Number

• Key in Registered Member card ID or click MEMBERSHIP for search function
• Refer to Membership Program module for more 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

• Untick → Show the IC Number

• 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

• 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. 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.

• Key in group discount in Amount or Percentage
• The discount will be automatically result in related GL code

• Key in the Item Code or click ITEM for search function
• Click "Submit"
• Scan the Serial Number (if any) and click "Submit"

• Insert item search criteria or keyword in the 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. 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. 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 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
• Key in Qty (PCS) which refers to the quantity to be sold.
• 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 after adding the discount
• 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 

• Balance Qty (PCS) shows the current balance of the related item in the branch set
• Remarks(optional) text box can be used to put additional information of the sale of the related item
• Click Save Changes

• System will calculate and show Total Sales Exclude Tax at the main page

• Enter the Payment Methods (Cash, Credit Card, Other or Multi Payment)
• For Card Payment, CC Approval Code and CC Batch are optional. please refer to Credit Card Maintenance (Merchant / Card Payment Config
• ALWAYS PRESS "ENTER" TO SAVE THE PAYING AMOUNT

• 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

• 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

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. 

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

• 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'

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

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