6 New quote.................................................................................................. 8
7 Cash balance..............................................................................................9 How to login
1 Login
Once you have been provided with your username and password, please
enter the data and click on the enter button indicated in the image.
If you are the administrator, the technician will provide you with your
username and password so that you can create users for the rest of the
employees.
1 the image may vary from the final system, it is for illustrative use only How to make a new bill
To
2 Create a new bill
create a bill, access the billing menu and then click on POS billing, the interface
you see in the image will appear.
Once there, click on the new bill button, the system will automatically create
a new one and you will be able to record the day's sales.
2 The image may vary from the final system, it is for illustrative use only How to search for a bill
3 Searching bills First, access the billing menu, and then click on billing history.
You must enter the ID of the invoice to search in the box indicated in the
image. The system will immediately show you the invoice data.
3 The image may vary from the final system, it is for illustrative use only How to generate an inform
4 Generating an inform After following the previous steps to search for the bill, click on the button to
generate report.
The system will generate a report with the sales that have been made per
month and will allow you to print it.
4 The image may vary from the final system, it is for illustrative use only How to cancel a bill
5 Canceling bills
If you want to cancel a bill, you can click the cancel button that appears in
the POS billing interface or in the invoice history interface.
The system will delete the bill you decided to cancel from your records
5 The image may vary from the final system, it is for illustrative use only How to make a quote
6 New quote
To create a new quote, access the billing menu and then click on quote, the
interface you see in the image will appear.
Once there, click on the new quote button, the system will automatically
create a new one and you will be able to add products to the quote, and if the
customer decides to make the purchase, you can click on the send to billing button
to continue with the transaction.
To cancel a quote, just follow the steps to cancel a bill.
6 The image may vary from the final system, it is for illustrative use only How to make a cash balance
2 1 2 3 3 1
4 4
7 Cash balance
To make a cash balance you must access the billing menu and click on
cash balance. Then in the box indicated in the image you must enter the date on
which you are making the balance.
Then you need to follow the steps below.
1. Enter the amount of the base with which you started the day in the box
that says initial base and in the box that says cash withdrawal.
2. Enter the amount of sales that were made on the day in the box that says
cash details and in the box that says sales of the day.
3. If you made any bill payment, the system will show it to you in the box
that says payments. Or if they made you a payment, the system will show it in the
box that says other income.
4. Click on the total button, the system will calculate the totals and the
difference between them. Once the value is zero you can click on the settle button
to finish the balance.
7 How to print documents on the system
Most of the system interfaces will allow you to print reports, invoices or
quotes.
To do this you must have previously connected a printer to your computer.
Once the printing services are connected, you must click on the print button
that should appear in the interface in which you are, and wait for the document you
need to print.
7 The image may vary from the final system, it is for illustrative use only 8 The image may vary from the final system, it is for illustrative use only Glossary
Cash balance: Cash balances are used to make withdrawals or balance
deposits in the cash register. That is, in case we need to make a withdrawal of the
money collected throughout the day, we can make a withdrawal of the cash
through the cash balance.
ID: The ID is the serial number that is given to a user, customer, invoice,
quote or cash register to make it easier to find or identify it
POS Billing: It consists of considering the invoice generated by the cash
register machine at the moment in which the payment of a good or service is made
