Billing screen


Discussed below are various sections from the billing screen. This screen can be divided into four main parts (see figure 1):


1. Billing cart

2. Item List

3. Product category pane

4. Buttons pane


(Figure 1 - Billing screen and the sections)


1. Billing Cart


To add items to cart simply select the item name from the product pane.


To change the sales order type, select the sales order type from the drop down (see figure 2).


(Figure 2 - Sales order type)


To select an existing customer, enter the customer's phone number/name in the below field (see figure 3).


(Figure 3 - Select customer)


To add a new customer, enter the customer's phone no and press enter. This will open the Add Customer window where the Customer type, Name and Phone Number can be entered (see figure 4).


(Figure 4 - Select customer)

NOTE: To access the customer master page, enter the customer phone no/name and click on customers.


To add a table number select table from drop down in the below field (see figure 5).


(Figure 5 -Select Table type)

To view details if a table is occupied or available, select the table icon .


To change product quantity and add discount, click on the product name in the cart and specify the quantity and select a discount if you want to provide one. You can also check stock availability in bin locations as defined at the time of inventory updated in different bin locations mapped with the item and Update (see figure 6).




(Figure 6 - Product quantity, Price, Discount edit sections)

To delete a product from cart, select the product and click on the delete icon - .


To add products to the cart through barcode scanner, you can use the barcode icon -

.


2. Item List

You can search for a particular item item from the search icon - . Type the item name in the search box to view the items in the product pane.
Set product alias names in different languages - . To know how you can set alias name for an item, refer Product Alias page.

Switch between different price catalogues/lists - . To know how you can switch between price catalogues, refer Price Catalog page.


Check product details. To know how you can check product details, refer Products master page.


3.  From the Categories section, select a category to view products under that category. For example, if you select Chocolates category, it will show all the Chocolates in the list of products (see figure 7).


(Figure 7 - Product categories sections)


4.  The billing screen has many buttons available towards the bottom of the screen. Based on the Sales Flow Mode selected under Settings > Application Settings, below are the buttons available:


                    

(Figure 8 - Button sections)

  1. Recall - You can recall bills that were put on hold and the ones on which orders were taken. For more details on how to recall a bill, please refer Recall page.
  2. Return - You can initiate return against an product from this button. For more details on how to return a product, please refer Return page.
  3. Cancel - You can cancel a bill from this button. To cancel a bill, simply click on the Cancel button after products have been added to the cart.
  4. Tax & Discount - You can give Invoice level discount from this button. For more details on how to add discount, please refer Invoice Level Discount page.
  5. Hold - You can put a bill on hold from this button. To put a bill on hold, please refer Hold page.
  6. Payment - You can collect payment from this button. For details on how you can collect payment, please refer Payment page.
  7. Dashboard - You can go back to home page when you click on Dashboard.


To refresh the screen, click on Just Billing icon at the top left corner of the billing screen (see figure 8).


(Figure 8 - Refresh)