List of ERP systems that work with Comarch POS 2025.0

Support for multiple languages

Until now, Comarch POS and POS Agent configuration tool were available in Polish, English (US), German, French, Italian. The language options for these applications have been expanded to include now the following languages:

• Czech
• Slovak
• Portuguese
• Dutch
• Japanese

Support for discount coupons with variable value (Comarch ERP: Enterprise)

In response to the needs of the French market and the need to dynamically adjust discounts to changing market conditions and customer preferences, variable-value discount coupons are now supported.

External systems (e.g., Comarch Loyalty Cloud) allow dynamic calculation of discounts based on individual customer data (e.g., purchases over a certain period of time, age, purchase history). Such discounts cannot be predefined in Comarch POS system, as their value is changeable and depends on many factors. With such discounts handled in the system, it is possible to maximize the potential of promotions that are calculated based on each customer’s unique data, thus the personalization of product offering and customer loyalty.

Due to the above requirements, a Value field has been added to enter the amount of discount for a single coupon code.

In order to define a discount value, the discount coupon must be linked with a sales promotion with activated parameter:  Use values from other sources. When such a promotion is linked with the discount coupon, the Discount Value field becomes editable to enter a  specified value there.

If the coupon does not communicate the discount value or this information is missing, the discount system treats the value of 0.00 PLN as no discount.

Changes related to sending logo to OPOS printers (Comarch ERP Enterprise)

Logo sending to the OPOS printer has so far been IngenicoFR module-dependent, which manages Ingenico EFT in an integrated mode (using C3 and AXIS servers).  Since not all customers use Ingenico EFT (some use other EFT models or do not use EFT at all), it is now possible in Comarch POS to manage logo sending. The functionality of logo sending to the OPOS printer is, thus, available to all clients, regardless of whether they use Ingenico EFT.

POS Agent offline mode – shortage management (Comarch ERP: Standard)

From 2024.0 version with current QF files, the operation of Comarch ERP Standard using Comarch POS Agent Broker for communication with POS Agent has been streamlined in case no Internet connection is available. It is now possible to issue warehouse documents in the ERP system even when POS Agent/POS Agent Broker service is unavailable.

This solution has been extended to support shortages. In case of synchronization problems related to insufficient resources, a shortage will be created for documents issued in Comarch POS, so as the documents could be synchronized to the ERP system. This is parameterized, the Sell below stock levels and POS Agent – support offline mode parameters must be activated.

Changes to credit limits (Comarch ERP: Standard)

In order to better manage credit limits and introduce additional validation of past due date, new configuration parameters have been added, which are synchronized to Comarch POS.  This is to automatically reduce a customer’s credit limit in case they exceed the acceptable days past due. These functionalities are designed to minimize financial risk and enable better control over credit limits granted to customers.

In Comarch ERP Standard, there is a new parameter on customer/vendor form -> Credit Limits tab, which affects credit limit calculation in POS.

• Acceptable days past due – this parameter validates the maximum number of days past due. If the payment is late by more than the specified number of days, the system reacts as if the credit limit has also been exceeded for the open credit limit option.

In connection with the new parameter, the following has been added in Comarch POS:

• additional information about exceeded days past due
• when selecting a customer in the document, a new notification is displayed to inform about exceeded acceptable days past due

If credit limit is activated for a customer, then the system validates whether it is exceeded and whether there are any overdue payments. The amount of debt does not increase the value of the credit limit used. However, it does affect document confirmation capability.

Verification of voucher service availability prior to card payment in the payment window (Comarch ERP: Standard, Enterprise, XL)

This feature is related to additional verification of voucher service availability prior to payment by card so as to eliminate the problem with the voucher service unavailability after payment is made to a document and after the payment window is closed.

Parking a document before continuing to the payment window (Comarch ERP: Standard, Enterprise)

When processing a sales transaction, a document is saved as unconfirmed (parked) before continuing to the payment window. Once the document is confirmed, it is removed from the parked document list.  With this mechanism, the document is temporarily saved but not finalized until the payment process is completed. This way, it is possible to cancel the transaction before approval or repeat the payment in case the process terminates unexpectedly.

Sales promotion for identical products (Comarch ERP: Enterprise)

A new promotion type: promotion for identical products is now supported. It is calculated automatically when several identical items (previously predefined) are added to a sales document. The promotion is defined in the ERP system as a fixed bundle.

Export transactions (Comarch ERP: Standard, Enterprise, XL)

0% VAT rate has been introduced to the export of goods and intra-Community supply of goods under the EU and national VAT system to ensure tax neutrality in international trade and facilitate the free movement of goods. According to the law, the following conditions must be met to process such sales:

• Export (non-EU customer)
  • Goods must physically leave the territory of the European Union
  • The export of goods must be confirmed by the customs authority using a special electronic document (IE-599), or alternatively a paper document (SAD)

• Intra-Community supply of goods (ICS) (EU customer)
  • Goods must physically move between two European Union countries
  • The delivery of goods must be confirmed, for example, by waybills issued by the carrier or a specification signed by the recipient

Furthermore, in order to benefit from the 0% VAT rate on export or intra-Community supply of goods, presenting the documents specified in the VAT law is not enough. The goods must actually be delivered to a specific and identifiable recipient. Both the vendor and the customer must be VAT-registered entities – whereby both entities must be located in different EU countries for ICS, whereas the customer must be outside of the EU for export.

The following changes have been made to enable the registration of export transactions at a point of sale:

• editable customer type (National|EU|Non-EU) and their synchronization
• editable transaction type (National|EU|Non-EU) and its synchronization for the above-mentioned document types
• synchronization of the defined VAT rate for export transactions from the ERP system
• update of the VAT rate tables for export transactions
• automatic update of VAT rates in documents and VAT rate tables in case customer type or transaction type is changed

Changes on customer form

On customer form, a Type parameter has been added with selectable options:

• National – default value when adding a new customer
• EU
• Non-EU

Changes on the customer list

A new filter Customer Type has been added on the customer list. By default, it is set to Any with selectable options: Domestic, EU, Non-EU. This filter can be used to limit the search results to a customer type.

Export sales in documents

Export sales is now handled in the following document types:

• Sales invoice
• Sales invoice quantity correction
• Advance sales invoice
• Advance sales invoice correction
• Sales order
• Sales quote
• Sales order release

In the field with document attributes, there is a new field Transaction Type with the following selectable values:

• National
• EU
• Non-EU

Changes to labeling process (Comarch ERP: Enterprise)

As requested by customers mainly from the French market, changes have been made to the label printing process. With the implemented solutions, it is now possible to print multiple different price labels used for specific product groups.

In the ERP system, a print definition can be assigned to:

• item
• sales item category (product group)

In response to customer needs, the system has been expanded to include the option of printing labels during the receipt of goods. This solution works especially well when the labels have not been printed beforehand by the vendor or the central warehouse.

Owing to the introduced changes, a POS operator can do the following:

• print labels when taking receipt of goods using the button in the delivery receipt screen (receipt from PO or manual POS)
• print labels upon receipt confirmation (in previewed RDR)

In addition, labels can be printed from the delivery receipt document list (and the parked document list) if the delivery status is Received.

Searching for sales orders online (Comarch ERP: Enterprise)

In response to situations, where sales quotes and orders are created in the online store and processed/updated in the stationary store, the option of searching online for sales orders in the ERP system database has been introduced.

To achieve the best and most convenient search results, at the point of sale you can define the parameter(s) on the basis of which the search will take place.

The parameters are available on the list of orders and sales quotes in the text filter field.

 Once the parameter is selected in Comarch ERP system, the system searches for a document first in the local POS database and then in the ERP system database. If no document is found in the local POS database, the following message is displayed: “No search results found. If you want to search in the global document database, please check that the searched phrase contains at least 3 characters and that you selected the parameter of the document which the phrase refers to.” If at least one matching document is found, the following question is displayed at the bottom of the list: “Do you want to continue searching also in the ERP system?” After selecting the [Search Online] button, the system will search the ERP database of the organization to which the point of sale is assigned.

Blocking invoice generation without TIN number (Comarch ERP: Standard, Enterprise, XL)

In response to client needs, an option has been introduced to block the issuance of a sales invoice without a specified TIN number assigned to the customer.

When the blockade to issue a sales invoice without TIN is activated, the TIN number is verified when issuing a sales invoice for:

• business entity and retail customer,
• newly added sales invoices and sales invoices generated from sales orders
• manual corrections

Japanese market  (Comarch ERP: Enterprise)

Value precision for Japanese market

As requested by clients on the Japanese market, value precision is now fully supported in Comarch POS in accordance with local currency standards.  The changes include both the user interface and calculation mechanisms, so as to correctly process amounts without decimals.  In Japan, the smallest denomination in circulation is a 1 Yen coin, which means that values must be rounded to whole units especially for cash payments. Accordingly, the system automatically adjusts the presentation and conversion of amounts.

In order to properly handle rounding in yen (JPY), necessary settings to value precision must be made so as to round item values.

The value precision settings for rounding will apply to:

• subtotals
• totals
• VAT values

Value precision works for:

• sales quotes and sales orders
• receipts and sales invoices
• corrections, including manual corrections
• issued, generated and parked documents
• documents created in the exchange process
• SO releases

Below are examples of how rounding should work according to decimal settings and the rounding method settings.

• Mathematically

x <0.5 -> rounded down

x <0.5 -> rounded up

Example:

Precision set to 0 decimals

Value: 34.76 -> rounded to 35.00

Value: 34.28 -> rounded to 34.00

Value: 34.50 -> rounded to 35.00

• Rounding down

decimals are ignored

Example:

Precision is set to 0 decimals

Value: 34.76 -> rounded to 34.00

Value: 34.28 -> rounded to 34.00

Value: 34.50 -> rounded to 34.00

Attachments (Comarch ERP: Enterprise)

As requested by clients mainly those operating on the Japanese market, attachments are now handled at points of sale.

The setting of the attachment-related parameter is uploaded to a point of sale from the ERP system.

Attachments can be added to the following document types:

• Receipt
• Sales invoice
• Sales order release

Attachments are saved to disk in the folder specified in the POS configuration file, the default location is C:\Retail\POS2\Data\Attachments. They are uploaded to the ERP system along with a link to the document.

Attachments can be added both to currently edited documents and to already confirmed documents.

Attachments can be added to a document, previewed and deleted. However, it is not possible to delete an attachment if the document has already been uploaded to the ERP system. The number of attachments that can be added to a document is 15 maximum.  One file cannot exceed 5 MB.

If no attachments are yet added to a document, selecting the button opens the attachment selection window: [Select file]. If attachments are already added to the document, the button redirects to a modal window with a list of attachments.

The following attachment information is presented in Comarch POS application:

• File Name – the name of the attached file and its extension
• Type – attachment type. It takes the following values:
• Document – for documents (e.g., PDF, Word, Excel)
• Image – for graphics (e.g. jpg, jpeg, png, webp)
• Other – for other files
• Date the attachment was added (time including seconds)

Billing items (Comarch ERP: Enterprise)

In response to the expectations of clients operating on the French market, a new type of item – billing items – is now supported at a point of sale to ensure comprehensive order processing.

Billing items are supported in the following documents:

• Sales quote
• Sales order
• Receipt
• Sales invoice
• Advance sales invoice
• Receipt correction
• Sales invoice correction
• Advance sales invoice correction

At the point of sale, item search can now be limited on the item list to the new new type – billing item.

Price

As expected, the price of a billing item can be positive or zero. The price (and value) of a billing item can be changed and a discount can be applied to it according to the item settings in the ERP system. A billing item without a specified price can also be added to a document with a price of 0, and it can be changed manually at the point of sale.

Quantity

Adding to a document

A document may contain multiple billing items – such an item may be added in the document together with other items of various types, or it may be the only item in the document.  A billing item can be removed from the document in the same way as other item types.

Online verification of correction generation to sales document – extended to value corrections (Comarch ERP: Standard)

In reference to clients’ expectations, the verification of generating a correction to a sales document in the Comarch POS application has been extended to include the  verification of value corrections issued to a sales document.

Depending on the settings of the Generate correction to sales document parameter in the ERP system, at the point of sale it is possible to verify with the ERP system any associations to sales documents when generating a correction.

With the introduced changes, if the parameter is set to, for example, Online when possible or Always online and you generate a sales invoice value correction (SIVC) in the ERP, then when generating a sales invoice quantity correction (SIQC) at the point of sale, the system displays a blocking message:

Item sales blocked (Comarch ERP: Enterprise)

In response to client expectations, it is now possible to block items for sale.

Information about blocked item sales is displayed at the point of sale in the previewed item form.

To make it possible to search for such items on the item list in the Comarch POS application, a new column Usage Status has been added.

The item list can also be filtered by the Usage Status filter values.

Generating documents

Items with usage status Blocked cannot be added to a document. When attempting to add such item, a message about blocked sales is displayed.

 Items can be blocked for sale for the following documents:

• Receipt
• Sales invoice
• Sales order and sales quote
• Exchange process (document correction and manual correction)
• Sales order release

Parking documents

Items can also be blocked for sale in the case of parked documents. However, the following conditions must be met:

• the document is not associated with another document
• the document is parked
• the document contains items that were blocked for sale after its generation

When such a parked document is opened for continuation, the system displays a message that the items in question are blocked for sale.

Checking VAT status of business entities  (Comarch ERP: Standard, Enterprise, XL)

As requested by clients, it is now possible to check the VAT status of a business entity. EU business entities can be checked as to whether they are active in the VIES database.

Checking VAT status on customer list and customer form

To check a business entity for its activity as a VAT payer, use the [Check VAT Status] button. The button checks the status for Polish business entities and for EU business entities.

You can also check the VAT status manually:

• on the edited business entity form
• when adding a customer
• on the customer list after highlighting the selected business entity

Querying the tax portal for Polish business entities returns information on whether the entity is registered as an active VAT payer, an exempt VAT payer or not registered as a VAT payer.

Checking VAT status when issuing a trade document

To streamline the VAT status verification process, it is now possible to automatically check the VAT status of a business entity when issuing a trade document.

VAT status is verified for the following documents:

• Sales invoice
• Advance sales invoice
• Sales invoice correction, advance sales invoice correction
• Manual sales invoice correction

The VAT status is checked only for business entities. It is checked after selecting a business entity for a document, changing a business entity in a document, or changing a TIN number in the document.

Closing complaints at a point of sale (Comarch ERP: Standard, Enterprise, XL)

In order to precisely track the processing time of complaints by the service department and to better control the quantity and time of claimed or unclaimed goods, it is now possible to close Completed complaints at a point of sale, similarly to the process applicable for the statuses Accepted and Rejected.

Integration with  Mettler Toledo scale (type: Ariva) (Comarch ERP: Enterprise)

The purpose of integrating the POS system with the Mettler Toledo scale is to improve the efficiency of customer service and increase the accuracy of transactions. The POS system can now be configured to directly connect to the commercial scale. Goods can be weighed at a point of sale during key sales processes, such as:

• when issuing a receipt
• issuing a sales invoice
• exchanging items

The read weight information will be automatically added into the sales document in the Quantity field, and the value of the item will be calculated based on that weight, which eliminates the risk of errors and increases the accuracy of pricing.

For goods to be weighed, two conditions must be met:

• the scale must be correctly configured at the point of sale
• the product must be a weighed item.

The quantity in the document is rounded according to the unit of measure settings in the ERP system. When weighing, the units of measure assigned to the product are used.

The point of sale user can edit the quantity read from the scale. Furthermore, if several items are added to the document, weighing activates automatically for the first weighed product.

To weigh more products, navigate to the Quantity field and start weighing manually using the [Weigh] button.

In response to customer expectations, tare weight functionality has also been supported.

The tare selection section is available on the right side of the window. It shows a list of packages and their weight.  The values in the list are imported from the ERP system. The cashier at the point of sale can select a package by clicking on the item in the list, which is the tare of the weighed product.

The list includes the following information:

• Code
• Packaging name
• Weight
• Barcode

The point of sale user can search for the packagings associated with the item. Packagings are searched for in all columns of the list and are sortable by each column.

Rounding up payments for the Belgian market (ERP: Standard, Enterprise)

As required by the clients from the Belgian market, cash payments are now rounded up at a point of sale in the currency of that country. In Belgium, the official currency is Euro (EUR), denoted by the symbol €, where 1 EUR is 100 cents. Coin denominations of 1 and 2 euro cents are being phased out of circulation. Total cash payments for the sale of goods and services are now rounded to the nearest 5 cents. As required, if the price ends with 1 or 2 cents, the payment is rounded done, and if it ends with 3 or 4 cents, the payment is rounded up.  Similarly, price endings of 6 and 7 cents are rounded down, and those of 8 and 9 cents are rounded up.

Payment rounding is available for the following document types:

• Receipt
• Invoice
• Advance sales invoice
• Receipt correction
• Invoice correction
• Advance sales invoice correction

Item counting mode in the inventory count report (Comarch ERP:  Standard, Enterprise, XL)

Until now, manually added item into an inventory count report added the item with a quantity of 0.  In response to expectations, a new item addition mode is now available. In that mode, items can be added manually in the report with a quantity of +1.

The item addition mode can be set as required:

• Existing mode:

1. • Item is added to a report with a quantity of 0.
   • When attempting to add the same item, the following message is displayed:
     In order to change the number of items to be reported, edit it in report item details.

• New item addition mode:

1. • Item is added to a report with a quantity of +1.
   • Each time, when attempting to add the same item, its quantity increases automatically by +1 in the report.

Loyalty card fees (Comarch ERP: Enterprise)

The functionality of loyalty cards has been expanded to include the option to pay for the loyalty card directly in the store. The payment can be made both at the time of loyalty card activation and periodically, as a fee for participation in the loyalty program.

If the loyalty card requires an activation fee, after selecting and confirming the card number, the system opens a payment window that displays the amount to be paid. Once the payment is successfully confirmed, the system automatically generates a sales document (receipt or accounting note) with an item of Service type associated with the loyalty card.

 It is also possible to pay for a loyalty card using the [Pay Loyalty Card] button in the customer registration or edition view.

If a loyalty card is already assigned to a customer and has been defined as a recurrently paid card, it is possible to pay for the card or block it. The corresponding buttons [Pay Loyalty Card] or [Block Loyalty Card] are available under the [Card Details] button in the previewed customer form.

It is not possible to generate a correction to a document created when making payment for a loyalty card. When selecting the [Correction] button in the trade document list, the following message is then displayed: The loyalty card fee is not refundable.

Integration with the Fiskaly platform (Comarch ERP: Enetrpise)

Fiskaly is a cloud-based fiscal solution that enables businesses in Austria to meet current requirements without the need of using the traditional cash registers.

The system works fully digitally – it records transactions, secures them with digital signatures that comply with Austrian regulations, and transmits the data to the local tax office.

To comply with local regulations and streamline the sales process, Comarch POS has been integrated with the Fiskaly solution. Each transaction receives a unique digital signature that protects the data from tampering. It is then stored in the cloud and automatically reported to the tax office. Once it is validated, the POS system receives a confirmation, allowing it to generate an e-receipt or print a paper receipt.

The QR code of the document and the data in the transaction registered in Fiskaly can be viewed under the  [Fiskaly Data] button in the previewed document.

Canceling an inventory sheet without modifying resources (Comarch ERP: Enterprise)

 Inventory or inventory sheets can now be canceled at point of sale without modifying the resources.

This functionality supports two options:

• necessary cancellation of inventory or inventory sheet as informed in the listed task from the ERP system
• cancellation as decided by POS operator, without a request from the ERP system.

Cancellation applies only to inventories/inventory sheets in the Confirmed status.

For cancellations requiring requests from the ERP system, a corresponding task will be added in the task list:

• Inventory to cancel – opens the inventory list filtered to line items marked for cancellation
• Inventory sheet to cancel – opens the inventory sheet list filtered to line items marked for cancellation