Manual Sales POS

Overview

The manual sales function is often used by the retailer when they have sales that are not present in the database. This allows the store to post the sales to the CAS without having to ring up the sales on the POS. The quantity is the units sold and not the finishing quantity.

To import manual sales details into the database it is a two step process. First the transaction number must be generated using the manual sales import and then the actual manual sales item details must be processed. This two step process will only initiate the manual sale, an authorized user must commit the manual sale to complete the process. Make sure that the item you are selling is in the store that the transaction is being applied to. A common error is to check the venue warehouse balances for the item but not confirm that is in the store.

Note: Once successfully completed, the manual sale will be initiated. The user must now complete the transaction by committing the manual sale using the CAS Transaction>sales>commit manual sales.  Commit Manual Sales

STEP ONE:

Manual Sales:

Date: MM/DD/YYYY (Effective date of the manual sale) (Mandatory)

Venue ID: This is the ID of the Venue where the manual sale is taking place. (Mandatory) 

Store ID: This is the ID of the store where the manual sale is taking place. (Mandatory)

RegisterID: This is the ID of the register where the manual sale is processed. (Mandatory)

Employee ID: This is the ID of the employee who is processing the manual sale. (Mandatory)

Remark: This is where user enters the remarks/comments for the particular sale. (Mandatory)

TaxExempt: 0 is taxable, 1 is tax exempt (Mandatory)

Customer Number: This is the Customer Number of the customer who is purchasing the items

 
Actions performed on successful import:
On successful import of the manual sales details, a transaction number is generated and the user must note it down to proceed to the second step of the import.

STEP TWO:

Manual sales items:
Transaction#:  Enter the transaction number that was generated in the previous step (Mandatory)
ItemID#: Enter the Item ID of all of the items in the manual sales transaction (Mandatory)
Quantity: The number of each item that is sold (NOT the Final Quantity in the transaction) (Mandatory). Example being there are 100 units in stock, you sold 30. You would enter 30 into the Quantity field. You can enter a negative quantity to indicate returns.
Discount ID: This is the discount code ID if any that's attached to the item (if there is no discount cell can be left blank)

Actions performed on successful import:
On successful import of the manual sales item details the sale is processed. These two steps will initiate the manual sale. The next step is for the user to go to the CAS and commit the manual sale with the payment mode and complete the transaction.