POS documents: quotations, proformas and purchases

Make and manage quotations, proforma invoices and purchases without leaving the till. Tap "Documents" in the top bar of any terminal; each document is the ERP's own, with the same numbering, rules and prints.

Steps

  1. Tap "Documents" (the folder icon) in the terminal's top bar, then choose a tab: Quotations, Proforma or Purchases.
  2. The list shows the documents made in this terminal, newest first. Switch to "All" to see every document of the store, and search by number, customer, vendor or phone.
  3. Tap "From cart" to start a document with the items, customer and discount already in the cart, or "New …" for an empty one. Fill the form and tap "Create".
  4. A purchase takes each item's cost price and asks for the vendor; saving it adds the stock just like the Purchases screen.
  5. Tap a document to see it with its receipt preview. Use "Edit" to change it, the print buttons to print or share it, or "Open in ERP" for the full screen.
  6. On a quotation or proforma, tap "Load into cart" to ring it up as a sale. The current cart is held first, and the quotation is marked accepted when the sale is completed.

Tips

  • Tabs follow your role: you see Quotations and Proforma only with access to Sales, and Purchases only with access to Purchases.
  • Documents are saved on the server, so they appear in the ERP screens and on every device straight away.
  • Quotations, proforma invoices and purchases are not reported to ZATCA; only the sale you complete from them is.

In the app, press F1 or ? on this screen to open this guide next to your work.

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