**|** {{:icons:menu-blk.png?16|}} Documents **|**\\
{{:icons:apps.png?16|}} [[brix:en:solutions:retail]] **|** [[brix:en:solutions:hip]]\\
{{:icons:extension.png?16|}} POS Sales **|** Catering
====== POS Receipts ======

The //**[ POS Receipts ]**// program issues "small" receipts on a mobile phone, tablet or computer. The program is kept as simple as possible, allows fast issuing of small receipts and supports cash and card payments.

It also allows a receipt from a paper receipt book to be transcribed and fiscalised afterwards, for situations when the POS device was out of order.

Main features:

  * Integration with the Brix modules [[brix:en:daily_bills]], [[brix:en:solutions:materijalno:]] and [[brix:en:solutions:cashtill]].
  * Received/change calculator.
  * Receipt fiscalisation.
  * Entering a customer to issue an "R1" receipt with customer data. By entering the customer's OIB the data is fetched directly from the Court Register or the Register of Crafts.
  * Simultaneous work on several mobile phones, tablets and computers in one shop.
  * Printing on the shop's POS printer.

===== Toolbar =====

  * {{:icons:description.png?20|}} — Opens the menu of the reports described below.
  * {{:icons:filter_list.png?20|}} — Shows and hides the list filter.
  * {{:icons:help.png?20|}} — Opens this help page in a new window.

===== How to... =====

  * [[brix:en:small_bills:basic#entering_and_correcting_the_customer|Enter a customer and print an R1 invoice]]\\ Entering or correcting the customer afterwards on an issued receipt.
  * [[brix:en:small_bills:basic#voiding_a_receipt|Void a receipt]]\\ Void of a POS receipt or a fiscal scale receipt.
  * [[brix:en:small_bills:basic#fields|Add a line description]]\\ Description printed next to the receipt line.

===== List =====

[[brix:en:filter_search:start]]

The list shows all receipts of the department for the selected day — POS receipts and receipts issued on the [[vage:sunmicrofiscal]] device. The selected date is also shown in the title below the form bar.

List filter:
  * //**{Date}**// — The day whose receipts are shown. The {{:icons:history-gry.png?20|}} icon enters today's date, and the {{:icons:event-gry.png?20|}} icon opens the calendar.
  * //**{Point of sale}**// — Limits the list to receipts issued at the selected point of sale, shown by number and name. When the field is empty (the selection is cleared with the {{:icons:cancel-gry.png?20|}} icon in the field), receipts of all points of sale of the department are shown — see [[brix:en:locations]].
  * //**{Clerk}**// — Limits the list to receipts of the selected clerk.

Above the list a summary table by clerk is shown, with the columns **Clerk**, **Cash** and **Cards** — the total of each clerk's receipts paid in cash and by card.

List columns:
  * **F1** — A tick means the receipt was fiscalised under the **//F1//** protocol.
  * **Number** — Receipt number in the form //sequence number/business premises code/POS device number//.
  * **Date** — Date and time the receipt was issued.
  * **Amount** — Receipt total.
  * {{:icons:receipt-btn_lbl.png?20|}} — Prints the receipt on the POS printer. The icon is disabled when no POS printer is set on the workstation.

Selecting a receipt in the list opens the //Receipt - Edit// dialog, described below.

===== Buttons =====

  * {{:icons:add-btn_pnk.png?20|}} — Opens the //Receipt - Add// dialog for entering a new receipt — see [[#entering_a_new_receipt|entering a new receipt]].



===== Receipt dialog =====

A new receipt is entered in the //Receipt - Add// dialog, which also opens with the {{:icons:add-btn_pnk.png?20|}} button above the list of the [[brix:en:daily_bills]] form. Selecting an issued receipt opens the //Receipt - Edit// dialog with the tabs described below.

==== Entering a new receipt ====

  * //**{Date}**// — Date and time the receipt is issued; the default is the current time. When a receipt from a paper receipt book is transcribed afterwards, the date of the paper receipt is entered. The {{:icons:history-gry.png?20|}} icon enters today's date, and the {{:icons:event-gry.png?20|}} icon opens the calendar.
  * //**{Paragon invoice label}**// — Label of the receipt from the paper receipt book, when the receipt is transcribed afterwards.
  * //**{Clerk}**// — Clerk issuing the receipt, selected from the drop-down list — see [[#clerks|clerks]].
  * //**{Customer}**// — Customer for an R1 invoice. The {{:icons:search-gry.png?20|}} icon shows the customer details, and the {{:icons:add-gry.png?20|}} icon adds a new partner.
  * Receipt lines, with the columns **Item**, **Qty**, **UoM**, **Unit Price** and **Amount**. The {{:icons:delete-btn_red.png?20|}} icon deletes a line.
  * //**{Total}**// — Receipt total including VAT. It is not entered.
  * //**{Amount}**// — Amount received from the customer.
  * //**{Change}**// — Amount to be returned to the customer. Calculated from the amount received and the total.

The receipt is closed with a payment method button:
  * {{:icons:payments-btn_dgn.png?20|}} — Cash.
  * {{:icons:credit_card-btn_org.png?20|}} — Card.

When a delivery service is selected, a button for //Cash on Delivery// is also shown — see [[#delivery_services|delivery services]].

==== Dialog header icons ====

In the //Receipt - Edit// dialog the following icons are shown on all tabs:
  * {{:icons:receipt-bar_dgr.png?25|}} — Prints a copy of the POS receipt on the POS printer.
  * {{:icons:description-bar_dgr.png?25|}} — Prints the receipt in A4 format as a PDF; with a customer entered, this is the R1 invoice.

===== Data tabs =====

The //Receipt - Edit// dialog has the following [[brix:en:basics:tabs|data tabs]]:

  * **//[[brix:en:small_bills:basic]]//**\\ Receipt data, entering a customer, line description and void.
  * **//[[brix:en:tab_tax_and_fees]]//**\\ Recap of VAT, consumption tax and fees.
  * **//[[brix:en:tab_fiscal_data]]//**\\ **//F1//** fiscalisation data and the XML files exchanged with the Tax Administration.

===== Receipt number =====

The device you work on (mobile phone, tablet, computer) **does not create the receipt itself** — it is only a screen and keyboard; the receipt is created and fiscalised by Brix. Therefore all POS receipts of one department are issued under **one** POS device number and share **one** sequence of numbers, regardless of how many devices they are issued from.

Brix takes that number from the department's //**{Till - POS Receipts}**// — tab **//[[brix:en:departments:other]]//**. An R1 receipt issued in this program carries the same number. The department's [[brix:en:invoices|invoices]] are issued under a different number — //**{Till - Invoices}**// — and have their own number sequence.

<note warning>
POS receipts cannot be issued if the department has no //**{Till - POS Receipts}**// entered.
</note>

Detailed explanation: **[[brix:en:payment_device_number]]**.

===== Clerks =====

POS receipts are issued by Brix users. A user can issue POS receipts in a department when all of the following conditions are met:

  * on the **//[[brix:en:users:permissions]]//** tab of the [[brix:en:users]] form the user has access to the department;
  * on the **//[[brix:en:users:programs]]//** tab the //**[ POS Receipts ]**// program is switched on;
  * the user is linked to an employee in the [[brix:en:employees]] form — the same email address is entered in both forms;
  * the employee has an **[[brix:en:employees:oznaka_operatera|entered clerk code]]**.

The clerk code and OIB on the POS receipt are taken from the linked employee.

===== Payment methods =====

A POS receipt is closed by selecting the payment method:

  * //Cash//
  * //[[brix:en:o_nacinima_placanja:card|Card]]//
  * //[[brix:en:o_nacinima_placanja:cash_on_delivery|Cash on Delivery]]// (only after a delivery service has been selected)

Only the payment methods defined for the department in which the POS receipt is issued are offered — see [[brix:en:departments:npl]]. All payment methods are described in [[brix:en:o_nacinima_placanja]], and the fiscalisation rules under the **//F1//** and **//F2.0//** protocols in [[brix:en:invoices:einvoice]].

===== Delivery services =====

If a //**{Delivery Service}**// is selected before the payment method, an additional icon for //Cash on Delivery// is shown.

If the courier pays immediately in //Cash// or by //Card//, the receipt is closed with that icon.\\
If the delivery service pays for the delivered goods later and periodically, the receipt is closed with the //Cash on Delivery// icon.

===== Limitations =====

  * Only items with a defined price can be sold.
  * The item price cannot be changed in a POS receipt.
  * {{:icons:important.png?16|}} In companies using price control measures, Brix warns when a line is added if the item price is above the maximum allowed — see [[brix:en:goods:ogr_mpc]]. The warning does not block the sale; the price is corrected in the price list. The feature is enabled by support on [[brix:en:tickets|request]].
  * A customer can be entered on or corrected in a receipt afterwards only until midnight of the day the receipt was issued, except on a receipt that has not yet been fiscalised — see [[brix:en:small_bills:basic#entering_and_correcting_the_customer|entering and correcting the customer]].

<note>
  - The price limitations above do not apply to services whose price can be entered when it is not in the [[brix:en:price_lists|price list]]. If a service has a price entered, it cannot be changed, regardless of the //**{PE}**// — Free //**P**rice **E**ntry// setting.
  - The department setting [[brix:en:departments:settings|OJ_POSZAL]] switches stock control on or off, which blocks or allows the sale of items with insufficient stock.
</note>

===== Returnable packaging ("deposit") =====

The return of packaging ("deposit") from customers is entered in POS receipts, after selecting the packaging type, as a **negative quantity**, e.g. "-3".\\
The return does not need a separate receipt; it can be entered in the same receipt with other items.

===== Statement to the Tax Administration on late fiscalisation =====

{{page>brix:en:daily_bills:ocitovanje&noheader&nocomments&nofooter}}

===== Reports =====

The report menu contains the //Financial Report// and //Sales of Goods/Services//, printed on the POS printer used for the POS receipts.