Option buttons

March 14, 2024


ButtonExplanation
Removes all products/discounts from the current sale to start over. Hotkey F4 will also do this.

Saves the created shopping cart to finalize the sale later. Saved sale appears in the Pending Sales. More information is here.

Save the sale as an order. The order can be saved as no payment is added, or a smaller amount than total is paid for the order. Created order appears in the Pickup Orders. More information is here.

Create a layaway for all products displayed in the shopping cart, and take partial payment/deposit. Created layaway appears in the Layaways. More about layaways here.

Save the sale as a waybill. No payment is added to the waybill, but directly saved. Saved waybills can be found in the Back office - Sales - Invoices. More information is here.

Add a manual discount to the sale. The discount can be added as a percent or specific amount. More information is here.

Remove tax from current sale, and document tax exempt certificate number. More information is here.

Add a receipt note or internal note to the current sale. More information is here.

Reprints the receipt for the last transaction that was processed at the POS. More information is here.

Use to pop open the cash drawer (if applicable). Pressing this button notes as a 0 dollar open on the x-Report. Here is a guide how to set up a cash drawer.

Select and apply a predefined promotion to the current sale. More information is here.

Possibility to assign the whole sale or separate product commission to the exact employee. More information is here.

Apply a serialized coupon to discount the current sale (coupons are created from ERPLY back office and are usually tied to a specific sales promotion). More information is here.

Allows the cashier to print out a gift receipt for the current sale (gift receipts do not show prices and net sales total). More information is here.

Add shipping cost to the sale by adding the customer's ZIP code. The corresponding tax rate is then included in the sale. 

Creates a Quote that does not book products, does not move goods, or generates turnover. The quote appears in the Offers. More information is here.

Performs a stock transfer to another location of products that were added to the shopping cart. More information is here.

The function lets you create an invoice-waybill. Cannot be used with the default customer. More information is here.