The “Document — Sale” mode groups goods in one sale. Add an item with a barcode scanner or select it from the stock list; check the quantity and price before payment. If the customer has a discount card, select the customer before checkout. A sale can include goods in different sizes and services. Whether a manual discount is available depends on the seller’s permissions and store settings.
This video dates from 2015. The program’s design has changed considerably, and it has gained more features. However, the way many modes work has stayed the same or remains very similar. We are updating the knowledge base and video lessons. Since 2022, videos have been exclusively in Ukrainian.
How to process a sale now
After checking the items in the receipt, click “Оплатити” and choose cash, cashless, or mixed payment; the program records the payment and deducts the goods from stock. Sales on credit, bonus payments, and fiscal receipt printing depend on the features configured. Process a return in a separate document linked to the original sale. Daily reports help reconcile sales, money, and sellers’ work. The old video shows a different interface, so check button names in the current help materials.
Video contents
- 00:11 Brief overview
- 00:35 Document — Sale mode
- 00:57 Adding an item to a sale with a barcode scanner
- 01:23 Adding an item to a sale manually
- 02:08 Ways to select an item manually from the full product list
- 04:22 Selling size-based goods and selecting the required size
- 05:41 Adding paid services to a receipt
- 06:30 Selling small items
- 07:01 Returning goods
- 08:34 Removing an item from a sale
- 09:13 Controlling item removal from a sale
- 10:01 Editing a sale
- 11:03 Sorting items in a sale
- 12:05 Adjusting the amount due
- 12:41 Using discount cards when making a sale
- 13:14 Paying for goods with bonuses
- 14:20 Creating an invoice from a sale
- 14:54 Paying for goods
- 16:17 Additional sale window
- 17:27 Daily cash register report
- 18:16 Daily goods report
- 19:20 Tracking each seller’s sales
- 20:32 Additional option: seller payroll calculation
- 21:08 Summary
More details: Current sales procedure; Returning goods; Features of the “Реалізація” mode
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