Sales Receipt

The Sales Receipt form can be accessed from Sales menu > Point of Sale - Login > Sales Receipt form.

This form allows you to create, edit and view Point of Sale transactions for the inventory items you sell to your customers.  This form is used to sell inventory items that you enter in the Inventory Items form.

If you notice buttons in this form are designed bigger than the usual buttons used in most areas of VisionCore to cater touch screen terminals.  Also each button has its corresponding shortcut key that you can use for a faster form manipulation or  transaction entry.

Each field in this form is described below.

1.        The Receipt Number is a read-only field and will be automatically filled in with a unique number based on the starting number that is assigned in the Starting Numbers form.  This number is used as a reference for you and VisionCore to help find this transaction later if necessary.

2.        The Cashier field is a read-only field and will display the name of the user entered in the Security form > User Profile tab > User Profile area > Full Name.

3.        The Workstation field is a read-only field and will display the user's workstation name.  This is the same  workstation shown in the Security form > User Profile tab > Workstation Specification area.

4.        The Item No. field is where you would enter the item number.  If you enter the exact item number and press enter, the said item will populate the grid area.  If you enter a keyword for the item, then pressing enter will open the Find Item form where all items that match will be shown.  In that form, click Select Item button before the item and it will populate the grid area.

5.        Clicking the Find button next to the Item No. field will open the Find Item form where you can select item to be added to the grid area.  In that form, click Select Item button before the item and it will populate the grid area.

6.        You will notice after selecting an item, many of the fields on the grid area like Item No., Description and Sales Price will fill in with data based on that inventory item.  This can really help speed up data entry and is good reason why you should spend the time to enter data in key fields of the Inventory Items form.

7.        The Item No. field is a read-only field and will display the Item No. of the item selected.  Before this field is an Edit button that when clicked will open the Edit Item form where you can do different things to  the selected item like Adjust Quantity, Adjust Price, Remove Item and a lot more.

8.        The Qty field is defaulted to 1.  Enter a number or click on this field to open the Adjust Quantity form where you can enter the new quantity.

8.        The Description field will automatically be filled in with the selected Item Number's description entered in the inventory items form.  You will not be able to edit the description field as this is a read-only field.

9.        The Tax field is used to enter different methods of sales tax for the selected line item.  This can be important if you charged sales tax on one line item but not on every other line item.  By default, this field will display the tax setup from the selected Store.  Click on this field to open the Adjust Tax form where you can either apply tax or exempt the item from tax.

10.        The Price field will automatically fill in with the selected Item Number's Sales Price entered in the Inventory Items form.  You can override this price with a different amount if you need to.  Click on this field to open the Adjust Price form where you can enter the new price.

11.        The Disc field is where you can enter a discount percentage you want to give the customer on the selected item.  Click on this field to open the Adjust Discount form where you can enter the new discount.

12.        The Extended Price field will display an amount equal to the quantity multiplied by the Sales Price.  If you entered 5 in the qty field and the sales price was 30.00 each then the total field would display 150.00.

13.        The Customer field by default will display the default customer for this Point of Sale user.  You may click the combo box drop down button on this field to display the list of customers added in the Customers form.

14.        Clicking the Find button next to the Customer field will open the Find Customer form where you can select other customer.  In that form, click Select button before the customer and it will populate the Customer field.

15.        The Address field will display the address information of the selected customer.  You may edit this information as needed.

16.        The Item Count field is a read-only field that displays the number of items entered in this Sales Receipt.  When you say item count, this pertains to the total qty included in this transaction or the summation of the Qty field.

17.        The Freight field is where you may enter the shipping cost for the transaction.  Click on this field to open the Adjust Freight form where you may enter the new freight amount.

18.        The Subtotal field will display the total before sales tax of all the line items entered in the grid area,  freight, and sales receipt discount.

18.        The Discount % field is where you can enter a discount percentage you want to give the customer on the  entire transaction.  Click on this field to open the Adjust Discount Percent form where you can enter the new discount percent.

19.        The Discount field will display an amount equal to the Subtotal multiplied by the Discount percentage.  If you entered 10 in the Discount % field and the subtotal was 30.00 then the Discount field would display 3.00.  You may also directly edit the Discount field by clicking the field to open the Adjust Total Discount where you can enter the new discount amount for the selected Sales Receipt transaction.

Note that Discount % and Discount fields directly affect each other.  Whatever is entered in Discount % will update the Discount field and vice versa.

20.        The Tax field will display the sum of the calculated tax for the Tax fields.

21.        The Total field will display the total of the transaction which the customer owes you.  This field adds the Subtotal, Freight, and Tax fields and then subtracts the Discount field to come up with the total amount.

Buttons

The New button will clear the form to allow a new Invoice to be added.

The Find button will enable you to Find Sales Receipts.

The Delete button will delete the selected Sales Receipt.

The Customer button will open the Customers form to the selected customer.

The Return button will show the Create Return Receipt message that confirms whether or not you are to create a return receipt for all the items from the selected Sales Receipt transaction.  Click YES to return the payment.  For illustration on how to return and refund a payment, see How to return a Sales Receipt transaction.

The Tools button will open the Sales Receipt Tools form where you can do different things to  the selected sales receipt like Adjust Freight, Reprint and a lot more.

The Receive Payment button will open the Receive Payment form where you can receive payment from your customer by Cash, Check, Credit Card or other type payment.

Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.