Sales Management

Sales Order

1. What is a Sales Order?

Sales Order is a document given by the supplier to the buyer against a Purchase Order by the buyer.

A sales order contains the buyer invoicing details, delivery details, products, quantities, pricing, tax, discounts, payment terms, payment details, shipping charges if any, and other notes.

Once the buyer agrees on the sales order, goods are shipped by the supplier.

Sale order has multiple statuses: Ordered, Partial, Completed

2. Enabling Sales Order

To enable Sales Order, follow the below steps:

⬤ Go to Settings -> Business Settings
⬤ Sales tab -> Enable Sales Order
⬤ Save it.

3. Using Sales Order in Look POS Application

Creating sales order After Enabling sales order, inside Sales you’ll find the Sales-Order menu.

⬤ Go to add sales order, fill in all the details and save it.
⬤ Stocks are not deducted for sales orders.
⬤ Once a sales order is created you can print it and send it to the buyer for approval.

4. Converting Sales Order to Sales

On approval of sales orders, you can create sales from the sales order.

⬤ Go to Sales -> Add sales, select the business location & Customer.
⬤ On Selecting it will populate the list of all sales orders related to the customer on the “Sales Order” dropdown.
⬤ Select the Sales Order, it will autoload products for that order with product’s price, tax, discounts applied automatically.
⬤ You can increase or decrease the quantity.

1- Selecting Customer:

By default, there is “Walk-In Customer”. You can search for a customer by name/customer id or phone number or can add new customer by clicking the plus (+) button “Add Customer”.

2- Searching & Adding Product:

Enter Product Name Or scan the barcode to search the product. If multiple products are matched then it displays the dropdown of products, selects the product from it. Or if there is a single product then it directly gets added to cart.

3- Changing Product Price, Tax & Discount for a product

After the products get added, click on the product name to modify product price, tax & discounts.

NOTE: Option for different tax in products will be shown only if Inline tax is enabled. You can enable it from Business Settings -> Tax -> Enable Inline Tax in purchase and sell

4- Selecting Lot number for a product

If lot number is enabled then it will show the option to select lot number. (Enabling Lot number)

5- Selecting Expiry for a product

Expiry Date: If the expiry date is enabled then it will show the option to select lot number. (Enabling expiry)

6- Cancel Sales:

To cancel the sales click on the cancel button. Cancel invoices are not saved in the system, so no stock will de deducted.

To finalize the invoice click on Finalize – Add the payment options and save it. On save it will display an invoice printing option.

NOTE: For invoice to print correctly – The Margins options should be set to “Default”.

List of sales can be viewed from Sell -> List Sales.
List of drafts can be viewed from Sell -> Drafts.
Both Sell & Drafts can be edited to make any changes.

Express Checkout: Express Checkout means the sale will be marked as Paid and the payment method will be cash. No separate payment screen will be displayed. Printing of invoice depends on the business location settings.

7- 100% Credit Sales

To sell on credit to the customer you first need to enable this button by going to Settings -> Business Settings -> POS -> Show Credit Sale Button

Then on the POS screen, you will be able to see a button “Credit Sale”, simply click this button to make sales on credit.

8- Half Credit & half payment Sales:

Suppose invoice amount is $1000, customers pays $700 cash and $300 is credit amount on him, then follow these steps:

1. Click on multiple pay button.
2. Select the payment method and enter the amount paid by the customer. ($700 in our example)
3. Click finalize payment.

Now, the pending amount is automatically added as credit amount on him (or amount to be taken from the customer)

9- Draft & Quotation

This is useful if you want to create a quotation before sales.
Marking a sales as Draft or Quotations will not deduct the available stock.
You can view all Quotations & Drafts from List Quotation or List Draft respectively. Existing draft/Quotation can be edited to make it as final sales.

10- Suspended Sales

Suspend Sales means unfinished sale or hold Sale. Suspended sales stock gets deducted from available stock.
You can view all suspended sales by clicking on the Yellow Color button present in very top right of screen (above the date).

11- Some Use Case of Suspended Sales

In a grocery store, if you have suspended button, you can suspend particular customers sales and entertain another customer, when his comeback you can proceed with his sale.

In Restaurant, you can suspend the order of customers if not yet paid, and finish it when they finish eating and paid their order, so you can proceed to final sales. You can put Table 1, Table 2, Table 3… so when they finish it’s easy to identify table 3 going to pay.

In hotel lots of customers check in stay for 2 nights and order some foods and customers say, just charge to room 024. So you can suspend their orders and edit if there is some additional order and suspend again. Until final it when they pay their bills. on Hotel, on Reference Number: Room 009, Room 012

12- Card / Multiple Pay / Cash

Multiple Pay: Used when the customer wants to pay with different payment methods like some amount by card, some by cash and some other payment methods. This option is also used when the customer doesn’t pay the exact tender amount and you need to calculate the Return Change.

Card: Used when the customer wants to pay the complete invoice by card.

Cash: Used when customer pay the exact amount of invoice by cash. If the customer pays less or more amount then the invoice amount then use Multiple Pay to get change return.

13- Adding payments from Contact

Go to contact -> Suppliers. Click on actions for the supplier and it will show “Pay Due amount”, click on it and pay the amount. “Pay Due amount” this option is not displayed if there is no payment due.

14- Adding/Editing Payment Method or Pay-Via

Follow Add/Edit Pay-Via / payment method.

15- Rounding Mechanism for total Sales amount or total payable

Rounding helps to round the total payable to nearest currency exchange available.

To enable rounding go to Settings -> Business Settings -> Sales and choose the Amount rounding method

Amount rounding method

Round to nearest whole number: It will round the payable value to nearest whole number. For example 1.49 will be rounded to 1.00, and 1.51will be rounded to 2.00

Round to nearest decimal (multiple of 0.05): It will round the payable value to nearest decimal number which is multiple of 0.05. For example 1.49 will be rounded to 1.50, 1.51 will be rounded to 1.50, 1.59 will be rounded to 1.60, 1.54 will be rounded to 1.55

Similarly all other round to nearest decimal number works as per the multiplier.

Featured Products in Look POS screen at any Location

Adding featured products helps you quickly access some products which are frequently or most commonly sold.

To add featured products follow these steps:

1- Go to Settings -> Business Locations.
2- Add/Edit any business locations
3- In add/edit screen you can select multiple products that can be featured in pos for this location.
4- Select feature products in add/edit business locations

Featured products will be on your Look POS Screen

Selling of your Business Services

⬤ Exclusively for Services or

⬤ Exclusively for Product Selling (trading) Or

⬤ Combination of Services & selling of Products.

Selling Services

Services are Intangible products.
Example: Repairing, Salon & Spa services, Web Development, Accounting, banking, cleaning, consultancy, education, insurance, expertise, medical treatment, transportation and a lot more.

1. To add service Go to Add New Products.

2. Add the name of your Service, Like Computer Repair, Accounting, E-Commerce Development, Consulting, Plumber, Saving, Hair Cutting, etc.

3. While adding service-based products uncheck the “Manage Stock?“ option. When Manage stock is unchecked or disabled the stock for such products is not managed, because such a product doesn’t have a stock count with it.

4. If you want to add a description for such service like for example in computer repair you want to describe the problem for such service then check the “Enable Product description, IMEI or Serial Number” checkbox.

Now to create invoice or receipt for such service:

1. Go to Add Sales or POS screen.

2. Enter the name of the service.

3. If you have enabled “Enable Product description, IMEI or Serial Number”, then it will show you a popup to add a description. If you haven’t enabled description you can click on the button as shown the image below.

4. To print the description in the invoice, go to Setting -> Invoice Settings -> Invoice Layout. And click on the layout you’re using. Enable “Show sale description“. And Click on “Update” to update the invoice layout.

Now it will display the Description you entered on the invoice or receipt.

Sales Return

There are 2 ways of adding sales return

First way:

Edit existing invoice for the sales by going to edit the invoice and remove the product or reduce the quantity of the product. And save it. The system will automatically add the returned quantity back to stock. This is a simple & recommended way of doing.

Second Way:

Follow the screenshot below:

SCREENSHOT1

SCREENSHOT2

Question: Why sell return value not decrease the payment value from the parent invoice?

⬤ Look POS will adjust these values in the Profit & Loss report.

⬤ Regarding payment, users have to add a transaction for receiving payment from the customer and then paying them back. This way all the transactions are recorded.

Sales Subscriptions

Enabling Subscriptions:

To enable subscription, go to Modules -> Check the “Enable Subscriptions” and save it.

IMPORTANT: For subscription invoice to auto-generate cron job must be set up.

Using Subscriptions:

1- Subscriptions can be added from both POS sales or normal Sales screen.

2- In POS or sales screen to add a subscriptions click on “Subscribe?” Checkbox

SCREENSHOT

a. On clicking subscribe it shows a popup modal, enter the subscription frequency like every 1 day or every 5 days or every 1 month etc. Also enter the subscription frequency, like if a user wants so subscribe only 5 times the enter 5, for unlimited leave it blank.

SCREENSHOT

b. All subscriptions appear in Sell -> Subscriptions screen. From here you can also start/stop a subscription. When a subscription invoice is auto-generated then a notification is sent to admin & sales person.

Cash Register

⬤ Cash Register gives you an overview of a particular user/cashier session.

Whenever a cashier opens to POS screen she must Open Cash Register by entering the “Cash In hand”.

⬤ If the cashier has access to more than one location then location also needs to be selected (Added in Look POS V 3.19)

⬤ Every sale made by the cashier will be logged into the Cash Register. In POS screen, You can view the Register details by clicking on “Register details” button present in the top navigation bar. It displays the Cash in hand, and cash details by other payment methods as well. Also, the amount refunded by the cashier.

⬤ To close a cash register click on Red Color – Close Register Button. On closing Cash register the cashier will have to enter the details of the Total Cash, Total Card Slips, Total cheques and other fields.

⬤ To view all cash register Go to Reports -> Register Report. Here you view all cash register details.

Invoice Layout

Invoice Layout helps you to create different invoice formats.

To add a new invoice layout:

1. Go to Settings->Invoice Settings->Invoice Layout->Add
2. Give a unique distinguishable Layout name
3. Add the text to be shown in the top/header of invoice. Generally, it can be your shop name, aligned center with Heading 1 format.
4. Add other relevant details.
5. You can show/hide address fields.
6. You can mark a layout as default. The default layout is used when no layout is found for a location.
7. Click on Save.

To use an invoice layout in a location go to” Business Locations -> Edit” and assign the invoice layout.

Invoice Design:

⬤ In invoice layout, you will find options for invoice designs.
⬤ Used for browser based printing only & NOT print server based printing.
⬤ Slim design is used for thermal line printer based printer.

Invoice External URL

1. With invoice external URL you can share the invoice to a customer via a link.
2. With this link, they can see & print the invoice without they having to login into the system.
3. The link can also be sent in Email & SMS notification. To send url in Email/SMS notification add it in notification template using the url tag.

SCREENSHOT1

SCREENSHOT2

Gift Receipt

A gift receipt shows proof of purchase but leaves out the amount spent. To print a gift receipt follow the below steps:

1. Add a new invoice layout with the name “Gift Receipt”
2. In invoice layout select the Invoice Design as Slim and Check the Hide all prices checkbox
3. In Business Settings -> POS, check the Show invoice layout dropdown and save it.
3. Now in the POS screen whenever you want to issue a gift receipt, simply select the invoice layout as Gift Receipt and print the invoice.

Configuring keyboard shortcuts for POS screen

Look POS supports keyboard shortcuts, by default we have configured shortcuts for different actions in POS screen.

But you can configure it yourself as per your convenience.

To configure keyboard shortcuts, go to Settings -> System Settings. Here in the POS section, you will find a list of Operations and the shortcuts for them.

You can use the Available Key Names with any combination of letters or number to create shortcuts.

Important! Make sure the shortcuts do not conflict (is not same) with the shortcut of the browser. Making a shortcut same as the browser will have different effects in different browsers.

Discounts by Brand, Category, Location

Add/Edit Discount

⬤ Name: Enter a meaning full name for the discount.

⬤ Brand: Select the product brand where it will be applied.

⬤ Category: Select the product Category where it will be applied.

⬤ Location: Select the location

⬤ Priority: Discount with higher priority will have higher weight, however priority will not be considered for exact matches.

⬤ For example: if there are 2 discounts available for the same brand and/or category then the discount with higher priority will be applied.

⬤ Discount type: Fixed or Percentage

⬤ Start At: Start date of the discount.

⬤ End At: Start date of the discount.

⬤ Apply in selling price groups: If checked then the discount will be applied in the selling price group price. If not then it will not be applied.

⬤ Apply in customer groups: If checked then the discount will be applied in the customer group price. If not then it will not be applied.

⬤ Is active: Activate or not.

Reward Points, Royalty points

Enabling Reward Points:

1. Go to Settings -> Business Settings -> Reward Points Settings.
2. Click on Enable Reward Point and it will get enabled.

Reward Points Settings:

Reward points settings is divided into 2 parts:

⬤ Earning Points Settings ⬤ Redeem points settings

⬤ Earning Points Settings:

Reward points display name: This is display or label name for reward points. Some people like to keep it as reward points or reward coins etc. Only used for displaying label.

Amount spent for unit point: Meaning how much the customer spent to get one reward points.

For example: If you set it as 10, then for every $10 spent by customer they will get one reward points.
If the customer purchases for $1000 then they will get 100 reward points.

Minimum order total to earn a reward: The minimum amount the customer should spend to get reward points.

For example: If you set it as 100 then the customer will get reward points only if there invoice total is greater or equal to 100. If the invoice total is 99 then they won’t get any reward points.
You can set it as a minimum of 1.

Maximum points per order: Maximum reward points customer can earn in one invoice. Leave it empty if you don’t want any such restrictions.

⬤ Redeem Points Settings:

Redeem amount per unit point: It indicates the redeem amount per point.

For example: If 1 point is $1 then enter the value as 1. If 2 points are $1 then enter the value as 0.50.

Minimum order total to redeem point: Minimum order total for which customers can redeem points.

Minimum redeem point per order: Minimum redeem points that can be used per invoice. Leave it blank if you don’t need this restriction.

Maximum redeem point per order: Maximum points that can be used in one order. Leave it blank if you don’t need this restriction.

Redeem point expiry period: Expiry period for points earned by customers. You can set it in months or years. Expired points will get deducted from the customer account automatically after this period.

To display customers remaining reward point in invoice you can choose the option in invoice layout to display it.

Types of Business Services

Which Types?

Types of service is mostly used in restaurants, it is for example Dine-in, Parcel, Courier, 3rd Party Delivery etc.
Based on type of service you can change the price of the product by linking types of services to selling price group.
You can add packing charges (fixed or percentage)
Also, you can add more information like in custom fields.

Enabling Types of Service

Go to Settings -> Business Settings -> Modules -> Check the “Types of Service”
and save it.

Adding new Types of Service

1. To add, go to Settings -> Types of service -> Add Add a name, description.
2. For each location select the Price Group that will be applicable. Select Default Selling price for selling in default price of the product.
3. Enter packing charge, leave empty if not applicable.
4. Enable custom field: this will enable some custom fields in type of service in POS screen.

Adding new Types of Service

On Enabling Types of service in POS screen you will see the option to select Type of service.
Before adding a sales select the type of service and enter the relevant details.
You can show the type of service information in receipt by enabling it from Invoice Layout

Cash Denomination

What is cash denomination?

Cash denominations are usually different cash tender used in your country. With this feature, cashiers can easily calculate the total amount they have when closing the register by mentioning the number of different tended they have.

Enabling cash denomination

1. Go to business settings -> Settings
2. POS tab
3. Cash Denomination field, here enter the comma-separated cash denominations you’ll like to have

Using cash denomination

When a cashier closes the cash register it will ask to enter the count of each cash denomination. On entering total amount will be automatically calculated.

This count can be viewed from the Report -> Cash Register report by viewing any register.

Shipments, Home Delivery or parcel management

Updating Soon...

➥	Sales Order
➥	Selling (Look POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.
➥	Featured Products in POS screen
➥	Selling of Services
➥	Sales Return
➥	Sales Subscriptions
➥	Cash Register
➥	Invoice Layout
➥	Invoice External URL
➥	Gift Receipt
➥	Configuring keyboard shortcuts for POS screen
➥	Discounts by Brand, Category, Location
➥	Reward Points, Royalty points
➥	Types of Service
➥	Cash Denomination
➥	Shipments, Home Delivery or parcel management

Sales Order 1. What is a Sales Order? Sales Order is a document given by the supplier to the buyer against a Purchase Order by the buyer. A sales order contains the buyer invoicing details, delivery details, products, quantities, pricing, tax, discounts, payment terms, payment details, shipping charges if any, and other notes. Once the buyer agrees on the sales order, goods are shipped by the supplier. Sale order has multiple statuses: Ordered, Partial, Completed 2. Enabling Sales Order To enable Sales Order, follow the below steps: ⬤ Go to Settings -> Business Settings ⬤ Sales tab -> Enable Sales Order ⬤ Save it. 3. Using Sales Order in Look POS Application Creating sales order After Enabling sales order, inside Sales you’ll find the Sales-Order menu. ⬤ Go to add sales order, fill in all the details and save it. ⬤ Stocks are not deducted for sales orders. ⬤ Once a sales order is created you can print it and send it to the buyer for approval. 4. Converting Sales Order to Sales On approval of sales orders, you can create sales from the sales order. ⬤ Go to Sales -> Add sales, select the business location & Customer. ⬤ On Selecting it will populate the list of all sales orders related to the customer on the “Sales Order” dropdown. ⬤ Select the Sales Order, it will autoload products for that order with product’s price, tax, discounts applied automatically. ⬤ You can increase or decrease the quantity.
Sell \| Change Price \| Tax \| Discount \| Lot-number \| Expiry 1- Selecting Customer: By default, there is “Walk-In Customer”. You can search for a customer by name/customer id or phone number or can add new customer by clicking the plus (+) button “Add Customer”. 2- Searching & Adding Product: Enter Product Name Or scan the barcode to search the product. If multiple products are matched then it displays the dropdown of products, selects the product from it. Or if there is a single product then it directly gets added to cart. 3- Changing Product Price, Tax & Discount for a product After the products get added, click on the product name to modify product price, tax & discounts. NOTE: Option for different tax in products will be shown only if Inline tax is enabled. You can enable it from Business Settings -> Tax -> Enable Inline Tax in purchase and sell 4- Selecting Lot number for a product If lot number is enabled then it will show the option to select lot number. (Enabling Lot number) 5- Selecting Expiry for a product Expiry Date: If the expiry date is enabled then it will show the option to select lot number. (Enabling expiry) 6- Cancel Sales: To cancel the sales click on the cancel button. Cancel invoices are not saved in the system, so no stock will de deducted. To finalize the invoice click on Finalize – Add the payment options and save it. On save it will display an invoice printing option. NOTE: For invoice to print correctly – The Margins options should be set to “Default”. List of sales can be viewed from Sell -> List Sales. List of drafts can be viewed from Sell -> Drafts. Both Sell & Drafts can be edited to make any changes. Express Checkout: Express Checkout means the sale will be marked as Paid and the payment method will be cash. No separate payment screen will be displayed. Printing of invoice depends on the business location settings. 7- 100% Credit Sales To sell on credit to the customer you first need to enable this button by going to Settings -> Business Settings -> POS -> Show Credit Sale Button Then on the POS screen, you will be able to see a button “Credit Sale”, simply click this button to make sales on credit. 8- Half Credit & half payment Sales: Suppose invoice amount is $1000, customers pays $700 cash and $300 is credit amount on him, then follow these steps: 1. Click on multiple pay button. 2. Select the payment method and enter the amount paid by the customer. ($700 in our example) 3. Click finalize payment. Now, the pending amount is automatically added as credit amount on him (or amount to be taken from the customer) 9- Draft & Quotation This is useful if you want to create a quotation before sales. Marking a sales as Draft or Quotations will not deduct the available stock. You can view all Quotations & Drafts from List Quotation or List Draft respectively. Existing draft/Quotation can be edited to make it as final sales. 10- Suspended Sales Suspend Sales means unfinished sale or hold Sale. Suspended sales stock gets deducted from available stock. You can view all suspended sales by clicking on the Yellow Color button present in very top right of screen (above the date). 11- Some Use Case of Suspended Sales In a grocery store, if you have suspended button, you can suspend particular customers sales and entertain another customer, when his comeback you can proceed with his sale. In Restaurant, you can suspend the order of customers if not yet paid, and finish it when they finish eating and paid their order, so you can proceed to final sales. You can put Table 1, Table 2, Table 3… so when they finish it’s easy to identify table 3 going to pay. In hotel lots of customers check in stay for 2 nights and order some foods and customers say, just charge to room 024. So you can suspend their orders and edit if there is some additional order and suspend again. Until final it when they pay their bills. on Hotel, on Reference Number: Room 009, Room 012 12- Card / Multiple Pay / Cash Multiple Pay: Used when the customer wants to pay with different payment methods like some amount by card, some by cash and some other payment methods. This option is also used when the customer doesn’t pay the exact tender amount and you need to calculate the Return Change. Card: Used when the customer wants to pay the complete invoice by card. Cash: Used when customer pay the exact amount of invoice by cash. If the customer pays less or more amount then the invoice amount then use Multiple Pay to get change return. 13- Adding payments from Contact Go to contact -> Suppliers. Click on actions for the supplier and it will show “Pay Due amount”, click on it and pay the amount. “Pay Due amount” this option is not displayed if there is no payment due. 14- Adding/Editing Payment Method or Pay-Via Follow Add/Edit Pay-Via / payment method. 15- Rounding Mechanism for total Sales amount or total payable Rounding helps to round the total payable to nearest currency exchange available. To enable rounding go to Settings -> Business Settings -> Sales and choose the Amount rounding method Amount rounding method Round to nearest whole number: It will round the payable value to nearest whole number. For example 1.49 will be rounded to 1.00, and 1.51will be rounded to 2.00 Round to nearest decimal (multiple of 0.05): It will round the payable value to nearest decimal number which is multiple of 0.05. For example 1.49 will be rounded to 1.50, 1.51 will be rounded to 1.50, 1.59 will be rounded to 1.60, 1.54 will be rounded to 1.55 Similarly all other round to nearest decimal number works as per the multiplier.
Featured Products in Look POS screen at any Location Adding featured products helps you quickly access some products which are frequently or most commonly sold. To add featured products follow these steps: 1- Go to Settings -> Business Locations. 2- Add/Edit any business locations 3- In add/edit screen you can select multiple products that can be featured in pos for this location. 4- Select feature products in add/edit business locations Featured products will be on your Look POS Screen
Selling of your Business Services ⬤ Exclusively for Services or ⬤ Exclusively for Product Selling (trading) Or ⬤ Combination of Services & selling of Products. Selling Services Services are Intangible products. Example: Repairing, Salon & Spa services, Web Development, Accounting, banking, cleaning, consultancy, education, insurance, expertise, medical treatment, transportation and a lot more. 1. To add service Go to Add New Products. 2. Add the name of your Service, Like Computer Repair, Accounting, E-Commerce Development, Consulting, Plumber, Saving, Hair Cutting, etc. 3. While adding service-based products uncheck the “Manage Stock?“ option. When Manage stock is unchecked or disabled the stock for such products is not managed, because such a product doesn’t have a stock count with it. 4. If you want to add a description for such service like for example in computer repair you want to describe the problem for such service then check the “Enable Product description, IMEI or Serial Number” checkbox. Now to create invoice or receipt for such service: 1. Go to Add Sales or POS screen. 2. Enter the name of the service. 3. If you have enabled “Enable Product description, IMEI or Serial Number”, then it will show you a popup to add a description. If you haven’t enabled description you can click on the button as shown the image below. 4. To print the description in the invoice, go to Setting -> Invoice Settings -> Invoice Layout. And click on the layout you’re using. Enable “Show sale description“. And Click on “Update” to update the invoice layout. Now it will display the Description you entered on the invoice or receipt.
Sales Return There are 2 ways of adding sales return First way: Edit existing invoice for the sales by going to edit the invoice and remove the product or reduce the quantity of the product. And save it. The system will automatically add the returned quantity back to stock. This is a simple & recommended way of doing. Second Way: Follow the screenshot below: SCREENSHOT1 SCREENSHOT2 Question: Why sell return value not decrease the payment value from the parent invoice? ⬤ Look POS will adjust these values in the Profit & Loss report. ⬤ Regarding payment, users have to add a transaction for receiving payment from the customer and then paying them back. This way all the transactions are recorded.
Sales Subscriptions Enabling Subscriptions: To enable subscription, go to Modules -> Check the “Enable Subscriptions” and save it. IMPORTANT: For subscription invoice to auto-generate cron job must be set up. Using Subscriptions: 1- Subscriptions can be added from both POS sales or normal Sales screen. 2- In POS or sales screen to add a subscriptions click on “Subscribe?” Checkbox SCREENSHOT a. On clicking subscribe it shows a popup modal, enter the subscription frequency like every 1 day or every 5 days or every 1 month etc. Also enter the subscription frequency, like if a user wants so subscribe only 5 times the enter 5, for unlimited leave it blank. SCREENSHOT b. All subscriptions appear in Sell -> Subscriptions screen. From here you can also start/stop a subscription. When a subscription invoice is auto-generated then a notification is sent to admin & sales person.
Cash Register ⬤ Cash Register gives you an overview of a particular user/cashier session. Whenever a cashier opens to POS screen she must Open Cash Register by entering the “Cash In hand”. ⬤ If the cashier has access to more than one location then location also needs to be selected (Added in Look POS V 3.19) ⬤ Every sale made by the cashier will be logged into the Cash Register. In POS screen, You can view the Register details by clicking on “Register details” button present in the top navigation bar. It displays the Cash in hand, and cash details by other payment methods as well. Also, the amount refunded by the cashier. ⬤ To close a cash register click on Red Color – Close Register Button. On closing Cash register the cashier will have to enter the details of the Total Cash, Total Card Slips, Total cheques and other fields. ⬤ To view all cash register Go to Reports -> Register Report. Here you view all cash register details. .
Invoice Layout Invoice Layout helps you to create different invoice formats. To add a new invoice layout: 1. Go to Settings->Invoice Settings->Invoice Layout->Add 2. Give a unique distinguishable Layout name 3. Add the text to be shown in the top/header of invoice. Generally, it can be your shop name, aligned center with Heading 1 format. 4. Add other relevant details. 5. You can show/hide address fields. 6. You can mark a layout as default. The default layout is used when no layout is found for a location. 7. Click on Save. To use an invoice layout in a location go to” Business Locations -> Edit” and assign the invoice layout. Invoice Design: ⬤ In invoice layout, you will find options for invoice designs. ⬤ Used for browser based printing only & NOT print server based printing. ⬤ Slim design is used for thermal line printer based printer.
Invoice External URL 1. With invoice external URL you can share the invoice to a customer via a link. 2. With this link, they can see & print the invoice without they having to login into the system. 3. The link can also be sent in Email & SMS notification. To send url in Email/SMS notification add it in notification template using the url tag. SCREENSHOT1 SCREENSHOT2
Gift Receipt A gift receipt shows proof of purchase but leaves out the amount spent. To print a gift receipt follow the below steps: 1. Add a new invoice layout with the name “Gift Receipt” 2. In invoice layout select the Invoice Design as Slim and Check the Hide all prices checkbox 3. In Business Settings -> POS, check the Show invoice layout dropdown and save it. 3. Now in the POS screen whenever you want to issue a gift receipt, simply select the invoice layout as Gift Receipt and print the invoice.
Configuring keyboard shortcuts for POS screen Look POS supports keyboard shortcuts, by default we have configured shortcuts for different actions in POS screen. But you can configure it yourself as per your convenience. To configure keyboard shortcuts, go to Settings -> System Settings. Here in the POS section, you will find a list of Operations and the shortcuts for them. You can use the Available Key Names with any combination of letters or number to create shortcuts. Important! Make sure the shortcuts do not conflict (is not same) with the shortcut of the browser. Making a shortcut same as the browser will have different effects in different browsers.
Discounts by Brand, Category, Location Add/Edit Discount ⬤ Name: Enter a meaning full name for the discount. ⬤ Brand: Select the product brand where it will be applied. ⬤ Category: Select the product Category where it will be applied. ⬤ Location: Select the location ⬤ Priority: Discount with higher priority will have higher weight, however priority will not be considered for exact matches. ⬤ For example: if there are 2 discounts available for the same brand and/or category then the discount with higher priority will be applied. ⬤ Discount type: Fixed or Percentage ⬤ Start At: Start date of the discount. ⬤ End At: Start date of the discount. ⬤ Apply in selling price groups: If checked then the discount will be applied in the selling price group price. If not then it will not be applied. ⬤ Apply in customer groups: If checked then the discount will be applied in the customer group price. If not then it will not be applied. ⬤ Is active: Activate or not.
Reward Points, Royalty points Enabling Reward Points: 1. Go to Settings -> Business Settings -> Reward Points Settings. 2. Click on Enable Reward Point and it will get enabled. Reward Points Settings: Reward points settings is divided into 2 parts: ⬤ Earning Points Settings ⬤ Redeem points settings ⬤ Earning Points Settings: Reward points display name: This is display or label name for reward points. Some people like to keep it as reward points or reward coins etc. Only used for displaying label. Amount spent for unit point: Meaning how much the customer spent to get one reward points. For example: If you set it as 10, then for every $10 spent by customer they will get one reward points. If the customer purchases for $1000 then they will get 100 reward points. Minimum order total to earn a reward: The minimum amount the customer should spend to get reward points. For example: If you set it as 100 then the customer will get reward points only if there invoice total is greater or equal to 100. If the invoice total is 99 then they won’t get any reward points. You can set it as a minimum of 1. Maximum points per order: Maximum reward points customer can earn in one invoice. Leave it empty if you don’t want any such restrictions. ⬤ Redeem Points Settings: Redeem amount per unit point: It indicates the redeem amount per point. For example: If 1 point is $1 then enter the value as 1. If 2 points are $1 then enter the value as 0.50. Minimum order total to redeem point: Minimum order total for which customers can redeem points. Minimum redeem point per order: Minimum redeem points that can be used per invoice. Leave it blank if you don’t need this restriction. Maximum redeem point per order: Maximum points that can be used in one order. Leave it blank if you don’t need this restriction. Redeem point expiry period: Expiry period for points earned by customers. You can set it in months or years. Expired points will get deducted from the customer account automatically after this period. To display customers remaining reward point in invoice you can choose the option in invoice layout to display it.
Types of Business Services Which Types? Types of service is mostly used in restaurants, it is for example Dine-in, Parcel, Courier, 3rd Party Delivery etc. Based on type of service you can change the price of the product by linking types of services to selling price group. You can add packing charges (fixed or percentage) Also, you can add more information like in custom fields. Enabling Types of Service Go to Settings -> Business Settings -> Modules -> Check the “Types of Service” and save it. Adding new Types of Service 1. To add, go to Settings -> Types of service -> Add Add a name, description. 2. For each location select the Price Group that will be applicable. Select Default Selling price for selling in default price of the product. 3. Enter packing charge, leave empty if not applicable. 4. Enable custom field: this will enable some custom fields in type of service in POS screen. Adding new Types of Service On Enabling Types of service in POS screen you will see the option to select Type of service. Before adding a sales select the type of service and enter the relevant details. You can show the type of service information in receipt by enabling it from Invoice Layout
Cash Denomination What is cash denomination? Cash denominations are usually different cash tender used in your country. With this feature, cashiers can easily calculate the total amount they have when closing the register by mentioning the number of different tended they have. Enabling cash denomination 1. Go to business settings -> Settings 2. POS tab 3. Cash Denomination field, here enter the comma-separated cash denominations you’ll like to have Using cash denomination When a cashier closes the cash register it will ask to enter the count of each cash denomination. On entering total amount will be automatically calculated. This count can be viewed from the Report -> Cash Register report by viewing any register.
Shipments, Home Delivery or parcel management Updating Soon...