On this screen you record the sale at the counter. On the left you find the products and put them into the basket, on the right you see the contents of the basket, the total and the customer data. After payment the system issues a receipt or, if the customer asks for an invoice, takes you to the invoice form. The items stay only in your browser until the payment window opens; the receipt is created when you click the RECEIPT button and it becomes part of the turnover of the open cash day, so it is worth opening a day before you start selling.
The possible statuses of in-store sales are: Draft, Closed, Cancellation, Cancelled. You can follow the status of issued receipts on the list page.
Click Main menu / Sales / In-store sale / New to open the sales screen; you can reach the same screen with the New button of the list. The screen has two parts. On the left is the product search (tabs Search and Additional functions), on the right is the basket with the tabs Sales, Customer comment, Internal comment, Settings and Custom fields. At the bottom you find the row of large action buttons: FUNCTIONS, PREPARED, RECEIPT and INVOICE.
Type the item number into the search field on the left or scan the barcode; the refresh button next to it reloads the results. The extended search button opens further filters: Category, Web category, Manufacturer and the product parameters. The results appear as tiles; the selected product goes into the basket with a quantity of 1, which you can change later. If a product is not in the list, you can add one in a new tab with the New product or New partner buttons on the Additional functions tab.
The system warns you in two cases. If no sale price is set for the product, you get a message that the product cannot be sold in the in-store sale function; in that case enter the price at the product first. If there is no free stock, a warning window about missing free stock appears: with the Hungarian-language Igen, hozzáadom (Yes, add it) button you can put the product into the basket anyway, with the Mégsem (Cancel) button you discard it.
On the Sales tab on the right, the table shows the items row by row: the Name and Item number column shows the name and item number of the product, the Quantity column shows the quantity (with the stock information Készlet: ... db below it, which stays Hungarian), and the third column shows the Gr. disc. price and the Gr. unit price; if the price differs from the base price, the original price is shown struck through.
The arrow at the left end of the row expands the details of the item: base net price, discount / surcharge, net unit price and gross unit price (these captions are shown in Hungarian). After you select a row, the Modify item button lets you edit the item and the Delete item button deletes it; the system asks for confirmation before deleting. The totals are shown below the table: Total gross sum, Discount and Gross total.
On the Sales tab you can choose a partner in the Partner company name / Name field; at the counter, for an anonymous customer, you can leave it empty. With the buttons next to the field you can open the partner sheet or add a new partner, whose data the system fills into the document automatically. If the partner has loyalty points, the Usable points field shows the available amount and in the Points to use field you enter how many you redeem; this reduces the amount to pay. On the Customer comment and Internal comment tabs you can record free text, and on the Settings tab you can set the Billing address, the Cash register and the Sales representative.
When you click the RECEIPT button, the system creates the receipt and the payment window opens. Here you see the Gross total, the points credited after the purchase and the currently usable points, and below them the payment methods (for example cash, bank card) with check boxes. Tick the payment method used and enter its amount; several payment methods can be combined. The window shows the Amount received, the Remaining amount and the Change. In forint, the cash amount is rounded to 5 forints. If no payment method is selected, no amount is entered or the amount received is too low, the system shows an error message (in Hungarian). To close the sale you can choose from three buttons:
The captions of the payment window and of the windows shown after closing appear in Hungarian regardless of the language of the interface.
If the customer asks for an invoice, the INVOICE button takes you to the invoice form, where you can issue an invoice from the items of the basket. The FUNCTIONS button opens the cash register functions page (day opening, day closing, money movement) in a new tab, the PREPARED button opens the prepared barcode collector list, and the cable icon on the left starts the direct connection of the cash register.
You can set the behavior of the product search per user: on the In-store sale tab of the Interface section of your personal settings you can set the Product display for new retail sale (No, 50, 100 or All), the Listing of products in stock, and whether to Add automatically in case of a single match.
For fast service, switch on the automatic adding in case of a single match and use a barcode scanner: the scanned item number goes straight into the basket and the focus returns to the search field, so the next product can be scanned in one move.
The fields of the sales screen and of the payment window:
| Field / Element | Required | Description |
|---|---|---|
| Search field (item number) | The item number or the scanned barcode by which the system looks for the product. | |
| Category, Web category | Filters of the extended search by the category and the web category of the product. | |
| Manufacturer | Filtering the results by the manufacturer of the product. | |
| Partner company name / Name | The customer; can be left empty at the counter for an anonymous purchase. | |
| Usable points | The loyalty points of the partner that can be redeemed now (view only). | |
| Points to use | The number of points to redeem; the amount to pay is reduced by this. | |
| Customer comment, Internal comment | Free text: the first is a comment concerning the customer, the second is an internal note. | |
| Billing address | The billing address of the partner to which an invoice would be issued. | |
| Cash register | The cash register to which the sale is booked. | |
| Sales representative | The sales representative assigned to the sale. | |
| Payment method | Selected with a check box in the payment window (for example cash, bank card); several can be ticked. | |
| Amount received | The amount taken from the customer per payment method; the system calculates the Remaining and the Change from it. |
The columns and total rows of the basket:
| Column | Description |
|---|---|
| Name / Item number | The name of the product, with its item number below it. |
| Quantity | The quantity sold, with the current physical stock below it (Készlet: ... db). |
| Gr. disc. price / Gr. unit price | The discounted and the original gross unit price; if they differ, the original price is shown struck through. |
| Base net price, discount / surcharge, net unit price, gross unit price | The details of the expanded item row (captions in Hungarian). |
| Total gross sum | The gross amount of the items before discount. |
| Discount | The discount given on the items and by redeeming points. |
| Gross total | The gross amount to pay. |
Until the RECEIPT button the content of the basket exists only in your browser: if you leave the page before that, the items that have not been saved are lost.
The menu item only appears if the in-store sale permission is assigned to your user and your package includes the module. If you cannot find In-store sale under Main menu / Sales, ask your system administrator to check your permissions.
If no sale price is set for the product, the system does not let you sell it in an in-store sale and shows a warning. Enter the sale price at the product (see Itemized price list) and try again.
Yes, but the system first warns you about the missing stock. With the Igen, hozzáadom (Yes, add it) button you can still put the product into the basket, with the Mégsem (Cancel) button you discard it. The Készlet: ... db note next to the item shows the current stock.
There are three common reasons: you did not tick a payment method, you did not enter an amount received, or the amount received is lower than the gross total. For cash payments in forint the total is rounded to 5 forints, so that is the minimum amount you have to take.
Put the products into the basket, choose the partner and then click the INVOICE button instead of RECEIPT: the system takes you to the invoice form. If the receipt has already been issued, you can also create an invoice from it on the list page with the document management menu.
Under Main menu / Sales / In-store sale / List you find all receipts, where you can search them by document number, partner, date or payment method. The turnover of the current day is shown under Main menu / Sales / In-store sale / Cash register machine history.
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