How to set up the documents used in the POS?

It is possible to post the Sales and Cash Management documents on the POS, however, it is necessary to configure them. Later, if applicable, it is also possible to edit and change documents, as well as print them.

Configure documents

In the points of sale, two types of documents can be posted:

• Cash Management Documents: On the option Documents/Cash Management, you can set up the different cash management documents used on the POS, namely, Petty Cash Opening, Petty Cash Closing, Petty Cash Deposits and Petty Cash Withdraws;
• Sales Documents: On the option Documents/Sales, you can set up the different documents to be used on the points of sale.

To set up the documents used on the points of sale, follow these steps:

1. Access Marketing & Sales | Sales | Resources | Tables | Documents;
2. Edit a document;
3. On the tab Series specify a series for the document;
4. Activate the option Used in POS;
5. Click Save.

Edit documents

To edit a document on the POS, follow these steps:

1. Access Documents | Change Document or click on the upper bar where the document is identified;
2. Select the Typeof Document;
3. Specify the document Series and Number;
4. Click Confirm.

Change document type

Reprint documents

To reprint sales documents, follow these steps:

1. Access Documents | Reprint;
2. Select the Type of Document;
3. Specify the Series;
4. Define the numerator Interval for the documents;
5. Click Print or Print A4.