Interface for creating/editing a sales template. It consists of Data (1), Default Settings (2) and Additional Settings (3):
Data (1)
In the Code field, enter the template code.
In the Arrangement Number field, you specify in which order your templates should be displayed. We recommend that you use numbers, leaving a few ones in between, so that future changes can use them more easily. You can put them in 10 units- 10/20/30/40/50, etc., and in this case the pattern with the number 10 will always come out first. So, in case you assign more than one type of sale to a POS, and use the above numbering, the template with order number 10 will always come up first. This field is mandatory.
In the Name field, you specify a name for the template in free text. This field is mandatory.
Default settings (2)
In the fields you specify what the possible options in the sale will be and thus control what stock, financial and payment documents the merchants using the template can work with.
- Tax transactions and default tax transactions
You choose which tax transaction or transactions your template will work with. As a reminder, depending on the tax transactions and tax models, the VAT value is formed. You can read more about it here.
You must also select which tax transaction will be used by default in the template. If you have only selected one in the Tax Transactions field, it is automatically carried over to the default field. If you select more than one, the first one selected is automatically carried over. If you select all with the “select all” checkbox, no transaction will be carried over to the default field, but must be selected manually.
- Stock operations and default stock operations
You choose what stock operations will be possible in your sales template. The possibilities are:
– Check out – directly takes the goods out of the warehouse
– Dispatch from warehouse – an order for the goods to be dispatched to the warehouse. Intermediate operation to be completed with discharge.
– Delivery – by own transport or by some of the forwarders. When selecting a warehouse operation “Delivery”, next to the default warehouse operation field, another field “Default delivery method” appears, which can be filled in if desired.
– Deferred – which does not generate any stock transaction for the time of sale.
You must also select which stock operation will be used by default in the template. If you have selected only one, it is automatically carried over to the default field. If you select more than one, the first one selected is automatically carried over. If you select all with the “select all” checkbox, no operation will be carried over to the default field, but must be settled manually.
- Financial operations and default financial operations
The next thing to set up is what financial transactions will be possible in your template from:
– Cash voucher
– Invoice
– Receipt
You must also select which financial operation will be used by default in the template. If you have selected only one, it is automatically carried over to the default field. If you select more than one, the first one selected is automatically carried over. If you select all with the “select all” checkbox, no operation will be carried over to the default field, but must be settled manually.
- Payments and default payments
Choose what payment methods will be possible in the template. These can be as follows and may vary according to your needs:
– In cash
– C card
– By bank transfer
– Cash on delivery
– Postal money order
You must also select which payment type will be used by default in the template. If you have selected only one, it is automatically carried over to the default field. If you select more than one, the first one selected is automatically carried over. If you select all with the “select all” checkbox, no type will be carried over to the default field, but must be settled manually.
- Currencies and default currencies
Select the currency or currencies of the template from those already entered in the system.
You must also select which currency will be used by default in the template. If you have selected only one, it is automatically carried over to the default field. If you select more than one, the first one selected is automatically carried over. If you select all with the “select all” checkbox, no currency will be carried over to the default field, but must be settled manually.
Additional settings (3)
In the fields you make additional configuration of the template when creating and closing the sale.
Settings when creating the sale
- Entering prices – you determine how prices are entered in the sale – with or without VAT.
The type of sale attached to an integration system must be priced with VAT!
- Minimum price is visible – if you put a checker, the minimum price per item/service will be visible when creating the sale.
- Minimum price used- – if you put a checker, the system will keep track of your price list set as minimum from Price Lists by Customer Type and will not allow the user to add a line with a lower price than the minimum in the sale.
- Only with stock selected – if you put a checker in the interface to add items/services to the sale, you will only be shown items with stock at the time of making the sale.
- Automatic Blocking – if you put a checker, the items in each sale will be automatically blocked in the corresponding warehouse.
- Change the price in the customer/contract price list- if you put a checker and sell a good/service at a price different from the customer/contract price list, the new price you sold at will be recorded in the price list.
Settings at closing of sale
- Opening the sale file – each time you use the template, after confirming the sale, you will be taken to the file of the sale you have already created.
- Automatically open a new sale – every time you use the template, after confirming the sale, you will be taken to the interface to enter a new sale.
- If you select both options, it will also open the file of the already created sale, and the interface for a new sale will open behind it.
All changes are saved with the Confirm button.