How to set up the Sales Receipts of the POS to recover the certified documents?

In the scenarios allowed by law to retrieve the loss of data or integrate documents generated in other solutions, it is possible to configure the documents on the POS (receipt, cash sale or equivalent).

Set up sales receipts

To set up sales receipts for the POS to retrieve certified documents, follow these steps:

1. Access Marketing & Sales | Sales | Resources | Tables | Sales Document;
2. Access the sales document to be configured or create a new document;
3. In the tab General define the Financial Document type;
4. Specify the Entities (Clients and/or Other Debtors");
5. On the tab Series create the series to be used in the document by selecting one of the following options: - Manual (pre-printed) if you wish to create documents on the sales editor; - Third party application when the documents were generated by an external application; Note: If they are manual documents, they obey the same rules as certified documents, so they cannot be changed after being saved;
6. Ensure that the tab to be used on the POS has the option Used in POS selected on the tab General;
7. Finally, click Save.

For already existing documents, when updating to the certified version, the system ensured that they are considered Manual (pre-printed).

It will always be necessary to create a new series to create documents with signature, considering that it is not possible to have series with documents of both types (with or without signature). After this configuration, the documents previously created (without signature), can be edited and saved, and document can continue being created in that series. However, they do not generate signature.

Set up receipt information

After saving the documents adapted to the Software Certification, it is necessary to ensure that the receipts (or other documents to be printed) are set up to present the information defined by the Decree no. 363/2010, which regulates the certification.

To ensure that the receipts present the information defined by the regulation, follow these steps:

1. Access Marketing & Sales | Sales | Resources | Tools | POS Documents Config.;
2. Edit the template to be created;
3. On the field window, on the folder Document Data, drag the following fields regarding the certification to the configuration area and adjust them as intended: - Certification Text; - Document Signature (optional); - Document Signature Version;
4. To get the effects, for example, bold or underlined, you must select the desired area and click the corresponding button;
5. Click Save.

It is possible to define the new document and/or the new series, such as the series to be used by default on the sales in Tables | Sales | Points of Sale | Points of Sale. In the case of an existing sales document, when creating the new series, it can be defined as Default series.

For more information, we suggest reading the article "How to setup a receipt?".