Benefits of Account Sales
- Account sales feature is mostly used by Erply retailers dealing with wholesale customers who in many cases prefer to pay for the goods later, usually by bank transfer. Therefore, the account customers are usually registered in Erply with fixed payment terms.
- Account sales feature facilitates B2B transactions where the payments are handled by the accounting departments.
- The Account Sales function lets you create an invoice-waybill straight from the POS.
Checking if the button is enabled
Check your Sales Option function buttons, if you have more Sales Options buttons enabled, open more buttons by clicking on a green button “…”, there you should see the needed button,
If you cannot find the Account Sales button, navigate to POS Settings (gear wheel) → Configuration → User Interface → Hide Option Buttons and uncheck the Account Sales line.
How to use this function?
Select an existing customer or create a new one.
Note: This function cannot be used with the default customer.
Set a credit limit on your loyalty card in the Back Office. This means that the customer can keep unpaid bills up to this amount. If this amount is reached, the Account Sales function at the checkout can no longer be used with this customer. If the customer pays the upcoming bills, the function is available again.
Add product(s) to your shopping cart. Navigate and click to Account Sales button (if you cannot see it, click on the green button with three dots).
Add a prepayment if needed, if not, skip this step by clicking Save. Now you can print the sales document and/or see it in the back office. The newly created invoice-waybill is also displayed in the Pay an invoice modal at the POS.
Note: If the prepayment has been added, before saving the sales document, the Pay window will be opened and you can take the payment from the customer straight from the POS.
Important to know
- The Account Sale can be performed only if a customer has funds on his/her Store Credit balance. If not, the POS will give a warning message to ”Total is over the credit limit for this customer”.
- The Store Credit payment tender is not allowed for the Account Sales, because goods are issued on the security of a store credit.
- While retrieving an existing invoice-waybill at the POS the shopping cart can not be edited(adding new products, making discounts).