Sales entry

1 Adding items
- 1.1 Scan
- 1.2 Search
- 1.3 Browse
2 Modifying items
- 2.1 Remove item
- 2.2 Modify quantity
- 2.3 Modify price
3 Out of stock
- 3.1 Non stocked items
- 3.2 Alternate warehouse sales
- 3.3 Retail products
4 Sale options
- 4.1 Customer
- 4.2 Salesperson
- 4.3 Sundry charges
- 4.4 Discounts
- 4.5 Saving a sale to recall later
5 Sale payment
- 5.1 Payment methods
- 5.2 Delivery methods
- 5.3 Finalise the sale

The sales screen is split into two halves, on the left the product search / entry, on the right the sale.

The product search layout options are configured in the settings screen, products can be displayed in a list, or in a grid (product images are also displayed with this option).

Adding items

The various ways of adding products to the sale are described below. When a product is added, the current sale prices are obtained from Commerce, if the connection is unavailable then the prices synced at login are used instead. Adding a product multiple times increments the quantity.

Scan

‘BARCODE’ should be shown on the toggle button in order to scan.

Scan a product’s barcode to add it to the sale, if the barcode cannot be read it can be manually entered into the ‘Barcode’ field at the top of the screen.

Search

Press the ‘BARCODE’ button to toggle to the ‘PRODUCT’ entry option, which allows searching by product code or description with the on-screen keyboard.

Browse

Alternatively browse by selecting one of the ‘Categories’ displayed on the left side (black) menu, where a sub-category will be displayed. Click that to display all of the matching products in the adjacent column & press the desired product to add it to the sale.

Reset Search will undo the category selections.

Modifying items

Using the third column on screen.

Remove item

Press the item in the ‘QTY’ column use the red delete button to remove.

Modify quantity

Press the item and use the numeric keyboard, press OK.

Modify price

Press the item and then ‘CHANGE PRICE’ button. If the logged in user is a Manager the price can then be amended immediately, alternatively the Manager login prompt will be displayed allowing a manager to enter their credentials and amend the price on behalf of the user.

Out of stock

Non stocked items

Sales for stocked items have an order created in Commerce which is automatically allocated and delivered. If a sale is processed for an item which is not in stock in the shop’s warehouse, a Commerce order will be created but a user will have to allocate and deliver manually it.

Alternate warehouse sales

Refer to: https://visionsoftware.atlassian.net/wiki/spaces/VC/pages/2716336135

Retail products

‘Retail products' are those such as a glass of wine, a spirit with mixer, a plate of food i.e. “part products” (not the whole bottle or case of wine) or products which are made of a number of other products. These are generally not stocked in Commerce, so we tick the product’s ‘Is Retail Product?’ tick box. During a sale of these products although there won’t be any stock, Horizon won’t alert users to it because it’s expected. Sales for these when posted to Commerce be allocated and delivered against “dummy” stock records.

Sale options

Sale options are defined in the rightmost column.

Customer

The customer is defaulted to the account defined in the settings, this is usually a generic customer account for sales to be recorded against for the shop.

To allocate the sale to an alternate customer account, use the search button to find them in Commerce. The Commerce order created will then be recorded against the selected customer’s account.

To create a new account press the + button.

Salesperson

Commerce sales can be allocated to a a particular salesperson, this is defaulted to the customer’s Account Manager but can be overridden with the ‘Salesperson’ option on screen.

Sundry charges

Add a sundry charge to the order using the ‘SUNDRY ADDITION’ on the right side. Sundries are loaded from Commerce, alternatively users can directly enter a sundry charge value which will be added to the order total.

Discounts

Press ‘ADD DISCOUNT’ on the right side and enter a discount value to apply to the order.

Saving a sale to recall later

Often used in a bar/restaurant environment, items consumed can be added to an order and saved, recalled later, modified, repeat until finally the payment is made.

Add an item to the order and press ‘Save’, the user enters a ‘tag name’ (i.e. table number or person’s name), press OK.

Press ‘Recall’ and then select the sale to recall.

Sale payment

Press ‘PAY' on the sales entry screen to proceed to payment.

Payment methods

Enter the value
Press the selected payment method below. The method & value are added to the sale and the balance is reduced.
Repeat if required for additional payment methods (e.g. if combining ‘Voucher' with ‘Cash’ for payment)

Some payment methods require a reference to be stored, i.e. voucher, credit card payment. Tick the box against the payment method to enter it. If you forget, you’ll be reminded when finalising the sale.

Delivery methods

The customer will be assumed to be taking the goods now, to change to a delivery select ‘Customer delivery’ and confirm / edit their address.

Finalise the sale

Press ‘PROCEED’ to finish the sale, this is posted to Commerce as an order along with the payment.