Do you have a brick-and-mortar store and want to handle the retail sales process directly in ABRA Flexi? How about 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.
Where can I find the point-of-sale module?
The module can be found easily using the search bar;
or from the all-agendas overview.
You can also easily add the point-of-sale module to your quick access. If you use it frequently, it is definitely worth doing.
Point-of-Sale Registers
To create a specific sales receipt, you need to specify which register and which settings you want to use. This is managed through records in the "Point-of-Sale Registers" agenda.
If you have been working with ABRA Flexi for some time, the records in the point-of-sale register list are essentially sales receipt types.
A detailed explanation of document types and their usage options can be found in our other guide. In brief, a document type acts as a template for individual documents issued. It contains a number of fields whose values are transferred to the document when the type is selected. It also serves for categorization and keeping the agenda organized.
Point-of-Sale Register
Now that we have the point-of-sale register configured and have successfully located the agenda, let's walk through creating an actual sales receipt.
If the appearance of the agenda does not suit you, you can easily customize it. If unwanted columns are displayed, or you need to filter the records shown, that can also be done easily.
After opening the point-of-sale agenda, click the "New" button in the top right corner.
You are likely already familiar with forms in the web interface; even so, it is worth noting that form fields can be freely shown or hidden. This can be done in the form settings.
Is the customer making a business purchase, or do you simply want to record their name for tracking purposes? If so, fill in the customer details in the right-hand section of the form.
Optionally enter a discount if one applies, and then you can proceed to adding line items. Items can be added to the point-of-sale register in two ways — manually or using a scanner. A complete guide to using a scanner is available on our website.
The form is primarily designed for use with a barcode scanner. If the cursor focus changes, it will alert you that the scanner is writing to a different field.
Once the line items have been added with the correct quantities, you can proceed to the next steps. These may include converting the sale to an invoice (used, for example, for payments exceeding CZK 10,000), settling the payment, or simply saving.
In everyday practice, however, the "Payment" button will typically be used. It offers two payment options — cash and card.
For cash payment, you must enter the exact amount tendered by the customer. The form will automatically calculate the change due.
For card payment, the sales receipt amount is automatically populated so that the operator does not need to enter the amount manually.
Is the customer paying part in cash and part by card? No problem — payment methods can be freely combined, and the total takes both payment types into account.
Once the payment for the sales receipt is set up, you can save the form. Saving the payment will save the entire sales receipt and immediately open a new, blank one. This happens so that the operator does not need to manually initiate the creation of a new receipt.
The web interface version of the point-of-sale module does not currently support integration with a hardware cash register or a payment terminal. This is currently only available in the desktop application.
Posting Sales Receipts
At the end of the day, you want to post the daily revenue — cash payments to the cash register, and card payments as other receivables. Other receivables can then be matched against incoming bank payments.
In the point-of-sale agenda, select the option to post sales receipts. It is located in the services section at the bottom.
After opening the form, you will be presented with several fields to fill in:
Post sales receipts from date: The date from which sales receipts will be posted. This is determined by the receipt's issue date.
Receipts from register: The receipt type to be posted. If there are multiple registers, the posting process must be repeated for each.
Cash register: The cash register to which cash payments should be posted.
Cash document type: The type of cash document to be used when posting the cash payment.
Receivable type: The type of other receivable to which card payment revenue should be posted.
Create cash document for zero amount: In some cases, it may be desirable to track from the cash register's perspective that cash revenue was zero on a given day. Enable this option if that is the case.
Print created cash document: Generates a PDF of the posting.
Once completed, the corresponding documents will be generated. If both payment types are present on a given day, both a cash register transaction and an other receivable will be created.
FAQ
Can the point-of-sale module be used in the desktop application as well?
Yes, a guide is available on our website. Compared to the web interface, the desktop application also supports integration with a hardware cash register or a payment terminal.
Does the sales receipt automatically issue goods from the warehouse?
By default, yes. Whether a goods issue document is automatically generated is defined by the point-of-sale register configuration (i.e., the receipt type).
How do I use a barcode scanner to create a sales receipt?
A usage guide is available on our website.