Jolibiz POS Documentation

Sales Settings

Table Of Contents

For a more detailed explanation and step-by-step guide, please refer to the information provided below. #

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Let’s go through each section with a real-life example of a small retail shop named “Sunny’s Store. Sunny is setting up the sales and payment settings for her retail shop. She wants to configure various aspects like default sale discount, sale tax, commission agent, and payment links.

Step 1: Enter Default Sale Discount #

Label: Default Sale Discount:

    • Description: Enter the default discount percentage that will be applied to sales. Leave it as 0 if you do not apply discounts.
    • Example: Sunny offers a standard 10% discount on all items.
    • Action: Sunny types “10.00” in the default sale discount field.

Step 2: Select Default Sale Tax #

Label: Default Sale Tax:

    • Description: Select the default tax rate applied to sales.
    • Example: Sunny’s sales are subject to a 7% sales tax.
    • Action: Sunny selects “7%” from the dropdown menu.

Step 3: Choose Sales Item Addition Method #

Label: Sales Item Addition Method:

    • Description: Choose how to handle items that are already in a sale.
    • Example: Sunny wants to increase the item quantity if it already exists in the sale.
    • Action: Sunny selects “Increase item quantity if it already exists” from the dropdown menu.

Step 4: Set Amount Rounding Method #

Label: Amount rounding method:

    • Description: Select how to round off the sale amounts.
    • Example: Sunny prefers not to round the sale amounts.
    • Action: Sunny selects “None” from the dropdown menu.

Step 5: Enable Additional Sales Options #

Enable Sales Order:

  • Description: Check this box if you want to enable sales orders.
  • Example: Sunny doesn’t need this feature, so she leaves it unchecked.

Sales price is minimum selling price:

  • Description: Check this box if you want the sales price to be the minimum selling price.
  • Example: Sunny wants to ensure her sales prices don’t go below a certain threshold.
  • Action: Sunny checks the box.

Allow Overselling:

  • Description: Check this box if you want to allow overselling of items.
  • Example: Sunny prefers not to allow overselling.
  • Action: Sunny leaves the box unchecked.

Is pay term required?:

  • Description: Check this box if a pay term is required for sales.
  • Example: Sunny doesn’t require pay terms for her sales.
  • Action: Sunny leaves the box unchecked.

Step 6: Configure Commission Agent #

Label: Sales Commission Agent:

    • Description: Select whether to enable a sales commission agent.
    • Example: Sunny doesn’t use sales commission agents.
    • Action: Sunny selects “Disable” from the dropdown menu.

Label: Commission Calculation Type:

  • Description: Choose how to calculate the commission.
  • Example: If Sunny had a commission agent, she would calculate it based on invoice value.
  • Action: Sunny selects “Invoice value” from the dropdown menu.

Is commission agent required?:

  • Description: Check this box if a commission agent is required.
  • Example: Sunny doesn’t require a commission agent.
  • Action: Sunny leaves the box unchecked.

Step 7: Enable Payment Link #

  1. Label: Enable Payment Link:
    • Description: Check this box if you want to enable payment links for online payments.
    • Example: Sunny wants to allow her customers to pay online using Stripe.
    • Action: Sunny checks the box and enters her Stripe credentials below.

Final Step: Review and Save #

  1. Review: Double-check all the information you have entered to ensure it is correct.
  2. Save: Click the “Save” button (or equivalent) to save your sales and payment settings.

 

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Updated on July 8, 2024