Receipt and sales invoice (Enterprise, Standard)

In order to add a new receipt (R) or sales invoice (SI), the user needs to select the button [New Document] in the main menu.

[New Document] tile
Note
To add a new receipt/sales invoice, the user needs to be granted relevant permissions in the ERP system.

By default, the application displays a new receipt form. To change the document type, it is necessary to select the button [Change to Invoice]/[Change to Receipt].

Note
If the operator has no permissions to issue receipts but is permitted to issue sales invoices, selecting the [New Document] button opens a new sales invoice form.
New receipt form

A new R/SI document form contains the following fields (particular points correspond to areas marked in the figure above):

1. Order – the field is editable

2. Search Item – it enables the user to search and add a document item

3. Document Item List, containing the following columns:

  • Name
  • Price
  • Quantity
  • Value

Hidden by default:

Note
Owing to the Total Price and Subtotal Price columns, the user may verify prices, even if a document has been issued with subtotal VAT direction.
Note
Discounts are only presented for prices corresponding to a document VAT direction.

4. Handled By – it presents an employee issuing the document

5. Item Handled By

6. Customer – it makes it possible to select a (primary and secondary) customer in the document. In SI documents, selecting a customer other than Undefined is required.

7. Summary – it presents the total value of all entered document items:

    • Total – displayed for documents with the VAT direction specified as On Total
    • Subtotal – displayed for documents with the VAT direction specified as On Subtotal
    • Base Total – the sum of all document items at a base price, including the quantity of each item
    • Price Difference – a difference between the value of items at a base price and at a regular price
    • Discount
    • Mark-Up
    • Prepayments
    • VAT – displayed for documents with the VAT direction specified as On Subtotal
    • Credit Limit – depending on configuration in the ERP system, this field presents the value of a credit limit granted to a given customer which either is or is not reduced by the document’s value
    • The overall sales value after considering a discount/mark-up/VAT
Note
A VAT direction may be defined on the ERP system’s side.

8. Document Item Details – it presents detailed information on a document item and enables the user to change the item’s quantity, regular price, etc.

9. Attributes – it presents attributes assigned to a given document type

The form of a new receipt or sales invoice contains the following buttons:

  • [Park] – it saves the document as unconfirmed to enable its completion later or on another workstation
  • [Confirm] – it confirms the document
  • [Print] – it prints the document (hidden by default)
  • [Coupons] – it displays discount coupons
  • [Calculate Promotions]/[Promotions] – it calculates/deletes bundle promotions
  • [Advance Invoices] – it opens the list of existing advance invoices issued for the selected customer

In the ERP system, it is possible to specify whether a trade document which contains at least one document item with a zero price can be confirmed on the POS workstation.

Note
The functionality allowing the confirmation of a sales invoice for an undefined customer is not available in cooperation with Comarch ERP Standard.

The application makes it possible to confirm SI, SIQC, ASI, and ASIQC documents for an undefined customer. The functionality may be activated on the ERP system’s side.

Example
A customer wants to buy several items at a point of sale. In order to issue a receipt, the operator selects the tile [New Document] in the main menu. Next, the operator scans the item’s UPC codes. After confirming the document, the operator selects a relevant payment form in the payment window and confirms the transaction. An integrated receipt printer prints the receipt.
Note
Due dates in trade documents are set as current dates. In the case of payment forms without deposit, a due date is retrieved from a customer’s settings (defined in the ERP system).

According to changes in Polish legal regulations, Comarch POS should verify the process of invoice generation. As of 1 October 2020, receipts up to 450 PLN total with a customer holding a TIN number should be treated as simplified invoices. Therefore, generating invoices to such receipts is blocked when an appropriate parameter is activated in the ERP system.

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