Do you run a brick-and-mortar store and want to handle retail sales directly in ABRA Flexi? What about doing it in the web application?

If your answer is yes, let's take a look at the Point of Sale module, which provides exactly this functionality.

You can easily find the module using the search,

or in the All modules overview.

You can also add the Point of Sale to the left menu. If you plan to use it often, it's definitely worth it.

To create a sales receipt, you need to specify which cash register and which settings you want to use. This is what the records in the list of cash registers are for. You can find it under Settings › Records › Documents › List of Cash Registers.

If you have been working with ABRA Flexi for some time, the records in the list of cash registers are actually sales receipt types.

You can find a detailed explanation of document types and how to use them in our other guide. In short, a document type is a template for the individual documents you issue. It contains a number of values that are transferred to the document when you select it. It also helps categorize and organize the module.

Once your cash register is set up, let's look at how to create a sales receipt. You can easily customize how the module is displayed, and you can set up and save the list columns and filters in a view.

After opening the Point of Sale module, click the New button in the upper right corner.

The new sales receipt form opens. The cursor is in the Price list field, so the form is ready for scanning items with a barcode reader. You can show or hide form fields in the form settings.

Is the customer buying on behalf of a company, or do you want to enter their name for your records? Fill in the Company field on the right side of the form. You can also optionally enter a discount in the Discount [%] field.

You can add items to the Point of Sale in two ways: manually (select an item in the Price list field, enter the Quantity, and click Add item) or by using a barcode reader. You can find complete instructions for using a reader in the article Barcode Readers. The Remove 1 pc, Add 5 pcs, and Delete last controls let you quickly adjust the most recently added item. When the cursor is not in the Price list field, the items are displayed as barcodes that you can scan directly with a reader. The Action history shows what has happened with the sales receipt.

The form is designed primarily for use with a reader. If the cursor leaves the form, you will see the message Your barcode reader is not currently writing to the form. Use the Enable reader input button to return the cursor to the form, or the Disable reader support button to turn off reader support.

Once you have added the items in the correct quantities, you can continue. You can convert the sales receipt to an invoice using the Convert to invoice button (used, for example, for payments over CZK 10,000), pay it, or simply save it.

In everyday practice, however, you will use the Payment button. This saves the sales receipt and opens the Payment panel with two payment options: Cash and Payment card.

For a cash payment, enter the amount the customer gave you in the Pay field. The panel automatically calculates the change due. In the example, the customer is paying CZK 409 and hands over CZK 500, so you need to give back CZK 91.

For a card payment, the remaining amount of the sales receipt is automatically filled into the Pay field, so the operator doesn't have to enter it manually. You can optionally fill in the Card number.

Is the customer paying partly in cash and partly by card? No problem, payments can be combined freely, and the Amount due, Paid, and Change summary takes both payment types into account. In the example, the customer paid CZK 200 in cash and CZK 209 by card.

Once the payment for the sales receipt is set, confirm it with the Save button. Saving the payment saves the entire sales receipt and immediately opens a new, empty one. This way, the operator doesn't have to create a new sales receipt manually.

At the end of the day, you want to post the daily sales: cash payments to the cash desk, and card payments as an other receivable. You can then match the other receivable with incoming bank payments.

In the list of sales receipts, click … (More functions) in the footer and select Post sales receipts.

In the Post sales receipts panel, fill in the following details:

Click the Finish button to generate the corresponding documents. If both payment types occurred on the given day, both a cash document and an other receivable are created. In the example, a cash document for CZK 200 and an other receivable for CZK 209 were created.

Can I use the Point of Sale module in the desktop application as well?

Yes, there is a guide for the desktop application. Compared to the web interface, it also offers the option to connect to a hardware cash register or a payment terminal.

Can I print receipts from the web interface?

If a cash register (hardware) is connected, receipts can only be printed from the desktop application. Without a connected cash register, you can print the sales receipt as a PDF from the web interface as well.

Does a sales receipt automatically issue goods from the warehouse?

Yes, by default. Whether a delivery note is generated automatically is determined by the cash register (sales receipt type).

How do I use a barcode reader to create a sales receipt?

Instructions are available in the article Barcode Readers.