In order to open the list of all trade documents issued on a given POS workstation, the user needs to select the [Trade Documents] tile in the main menu.

The list of trade documents contains the following columns:

• Number
• Status – it may be defined as Confirmed, Printed on Receipt Printer, Unconfirmed (see Parking lot (list of unconfirmed documents)), Canceled, Paid
• Customer
• Total
• Created On
• Associated Documents – it presents the numbers of other documents associated with a given document. For instance, a receipt may be associated with a correction document; the correction’s number would be displayed in this column.

Hidden by default:

• Handled By
• Secondary Customer
• Payment Form – it presents a payment form used to settle a given document
• Columns corresponding to attributes assigned to a given trade document type

The upper part of the window contains the text filter field, enabling the user to search the trade document list by:

• A document’s system number or a part of it. In the case of documents issued on other workstations, a full number must be given.
• A part of a customer’s name preceded with the % symbol
• A UPC code

To narrow down search results, the user can apply the following drop-down filters:

• Value
• Date of Issue
• Type – with the following values available: Receipt, Invoice, Advance Invoice, Receipt Correction, Invoice Correction, Advance Invoice Correction, Debit Memo, Tax Free
• Status

The list of trade documents also contains the following buttons:

• [Print]
• [Preview] – it opens the preview window of a selected document
• [Reprint] – it allows reprinting a trade document on a receipt printer in case of a receipt printer failure
• [Correction] – it generates a quantity correction of a selected R, SI, or ASI document
• [Manual Correction] – it adds a manual quantity correction, that is a correction of documents which cannot be accessed on a given POS workstation
• [Tax Free] – it generates a tax free document from a receipt printed on a receipt printer
• [Invoice] – it generates a complete invoice from a receipt. If a given receipt has confirmed corrections, the invoice will be generated for all items of the original receipt, while an invoice quantity correction (SIQC) will be generated for the corrected receipt items.
• [Associated Documents] – it opens a window with the list of all documents associated with a selected document

• [Confirm Export] – it confirms export in a tax free document

Reprinting a document on a receipt printer

Once the user selects a document and clicks the button [Reprint], the application displays a window containing two options:

• Mark as printed on receipt printer – it only marks the document as Printed on Receipt Printer in the system, but does not print it on a receipt printer
• Validate and print – it marks the document as Printed on Receipt Printer and prints it on a receipt printer

Associated documents

The list of trade documents contains a column Associated Documents. If there are more than three associated documents, a Show More link is displayed that allows the user to open the list of all documents associated with a given document, similarly as the [Associated Documents] button.

The list consists of the following columns:

• Number
• Status
• Customer
• Total
• Created On
• Attributes (hidden by default)

The upper part of the window contains the text filter field allowing the user to search through the associated document list on the basis of:

• Any part of a document’s system number. In the case of documents issued on another workstations, it is necessary to enter the full document number
• A fragment of a customer name preceded by the % symbol
• Current document status
• Date created
• Total amount

The list of associated documents contains the following buttons:

• [Print] – it prints a given document
• [Preview] – it opens the preview of a given document
• [Refresh] – it refreshes the list without performing synchronization with the ERP system
• [Close] – it closes the list of associated documents and returns to the trade document list

Document preview

Once the user selects a document and clicks the button [Preview], it is possible to (not in the case of all document types):

• Print the document
• Generate a correction
• Generate an invoice
• Generate a complaint
• Open the list of payment details (the button [Payment Details] is hidden by default)
• Display all coupons used in the document
• Confirm export in a tax free document
• Display the document’s digital signature
• Verify the total quantity of document items

Payment detail list

The list of payments contains the details of all payment forms used to pay for a given document. The list contains the following columns:

• ID
• Number
• Type (hidden by default)
• Payment Form
• Value
• Payment Amount
• Exchange Rate
• Created On

The list may be sorted by the columns Id, Payment Form, and Exchange Rate.

Rules for online verification when generating corrections and invoices (Comarch ERP Standard)

Rules for increasing control over the generation of corrections and invoices for trade documents are parameterized. This function is designed to fully protect against, among other things, issuing multiple invoices for the same receipt in the case of concurrent execution of operations on different workstations or in different systems.

The verification is carried out during:

• The generation of invoices from receipts
• The creation of corrections to invoices or receipts

In Comarch ERP Standard, a section Document Verification Mode is available in the configuration of the POS workstation. Three modes are available for invoices generated for receipts:

• Offline – no additional control (default)
• Online if possible – it enables online control if it is possible. If connection with the ERP system is not established, the following notification is displayed on the POS workstation upon invoice generation: “Cannot fully verify the current receipt status in the offline mode. Would you like to continue, nonetheless?“
• Always online – it enables mandatory online control with the blockade of operations in the offline work mode. If connection with the ERP system is not established, the following blocking notification is displayed on the POS workstation upon invoice generation and confirmation: “No connection with the central system. Failed to generate – the selected document is currently blocked by another user.”

If the Always online option is selected and a selected receipt is canceled, the following notification is displayed when the user attempts to generate an invoice from that receipt: “Cannot generate an invoice from a canceled receipt [receipt number].”

If the Always online option is selected and an invoice or tax free document has been issued for a selected receipt, the following notifications are displayed when the user attempts to generate a new invoice: “[Invoice number] invoice has already been generated for [receipt number]” or “Cannot generate an invoice – the [tax free document number] tax free document has been generated for the [receipt number] receipt.”

Three modes are available for corrections generated to sales documents:

• Offline – no additional control (default)
• Online if possible – it enables online control if it is possible. If connection with the ERP system or Comarch POS Agent service is not established, the following notification is displayed on the POS workstation upon correction generation: “Cannot fully verify the current status of the corrected document in the offline mode. Would you like to continue, nonetheless?“
• Always online – it enables mandatory online control with the blockade of operations in the offline work mode. If connection with the ERP system or Comarch POS Agent service is not established, the following blocking notification is displayed on the POS workstation upon correction generation: “No connection with the central system.”

If the Always online option is selected and a selected sales document is canceled, the following notification is displayed when the user attempts to generate a correction: “Cannot correct a canceled document.”

If the Always online option is selected and an invoice or tax free document has been issued for a selected receipt, the following notifications are displayed when the user attempts to generate a correction: “Cannot create a correction – the [receipt number] receipt is associated with an invoice. Correct the associated [invoice number] invoice” or “Cannot create a correction – the [receipt number] receipt is associated with the [tax free document number] tax free document.”