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1. Cash Register gives you an overview of a particular user/cashier session
2. Whenever a cashier opens to POS screen she must Open the Cash Register by entering the “Cash In hand”
3. If the cashier has access to more than one location then the location also needs to be selected (Added in CybroERP)
4. Every sale made by the cashier will be logged into the Cash Register. On the POS screen, You can view the Register details by clicking on the “Register details” button present in the top navigation bar. It displays the Cash in hand, and cash details by other payment methods as well. Also, the amount refunded by the cashier.
5. To close a cash register click on the Red Color – Close Register Button. On closing the Cash register the cashier will have to enter the details of the Total Cash, Total Card Slips, Total cheques, and other fields.
6. To view all cash registers Go to Reports -> Register Report. Here you view all cash register details.

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What is a Sales Order?

Sales Order is a document given by the supplier to the buyer against a Purchase Order by the buyer.

A sales order contains the buyer invoicing details, delivery details, products, quantities, pricing, tax, discounts, payment terms, payment details, shipping charges if any, and other notes.

Once the buyer agrees on the sales order, goods are shipped by the supplier.

Sale order has multiple statuses: Ordered, Partial, Completed

Enabling Sales Order

To enable Sales Order, follow the below steps:

1. Go to Settings -> Business Settings
2. Sales tab -> Enable Sales Order
3. Save it.

Using Sales Order in Cybroerp

Creating sales order

• After Enabling “Sales Order”, inside “Sales” you’ll find the “Sales-Order” menu.
• Go to “Add sales order”, fill in all the details and save it.

• Stocks are not deducted for sales orders.
• Once a sales order is created you can Print it and send it to the buyer for approval.

Converting Sales Order to Sales

On approval of sales orders, you can create sales from the sales order.

1. Go to Sales -> Add sales, select the business location & Customer.
2. On Selecting it will populate the list of all sales orders related to the customer on the “Sales Order” dropdown.
3. Select the Sales Order and it will auto load the products for that order with the product’s price, tax, discounts applied automatically as the sales order.
4. You can increase or decrease the quantity.

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Go to Sell -> All Sales

Here you can see all of the Sales details. Includes

• Date
• Invoice Number
• Customer Name
• Contact Number
• Location
• Payment Status
• Payment Method
• Total Amount
• Total Paid
• Sell Due
• Sell Return Due
• Shipping status
• Total Items
• Types of Services
• Export
• Added By
• Sell Note
• Staff Note
• Shipping Details
• Service Staff

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• Go to Sell -> All Sales
• Click on “Add” -> Fill all the required details.

You can Select product category & Brands

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Go to Sell -> POS

Interactions points in POS Screen.

Selecting Customer:

By default, there is “Walk-In Customer”. You can search for a customer by name/customer id or phone number or can add new customer by clicking the plus (+) button “Add Customer”.

Searching & Adding Product:

Enter “Product Name” Or “scan the barcode” to search the product. If multiple products are matched then it displays the dropdown of products, selects the product from it. Or if there is a single product then it directly gets added to cart.

Changing Product Price, Tax & Discount for a product:

• After the products get added, click on the product name to modify product price, tax & discounts.
  NOTE: Option for different tax in products will be shown only if 
• Inline tax is enabled. You can enable it from Business Settings -> Tax -> Enable Inline Tax in purchase and sell.

Selecting Lot number for a product

•  If lot number is enabled then it will show the option to select lot number. (Enabling Lot Number)

Selecting Expiry for a product

• Expiry Date: If the expiry date is enabled then it will show the option to select lot number. (Enabling Expiry)

Cancel Sales: 

To cancel the “sales” click on the “cancel” button. Cancel invoices are not saved in the system, so no stock will be deducted.

To finalize the invoice, click on Finalize – Add the payment options and save it.

On save it will display an invoice printing option.

NOTE: For invoice to print correctly – The Margins options should be set to “Default”.

List of sales can be viewed from Sell -> List Sales.

List of drafts can be viewed from Sell -> Drafts.

Both Sell & Drafts can be edited to make any changes.

Express Checkout: 

Express Checkout means the sale will be marked as Paid and the payment method will be cash. No separate payment screen will be displayed. Printing of invoices depends on the business location settings.

100% Credit Sales

• To sell on credit to the customer you first need to enable this button by going to Settings -> Business Settings -> POS -> Show Credit Sale Button
• Then on the POS screen, you will be able to see a button “Credit Sale”, simply click this button to make sales on credit.

Half Credit & half payment Sales:

Suppose invoice amount is $1000, customers pays $700 cash and $300 is credit amount on him, then follow these steps:

1. Click on multiple pay button
2. Select the payment method and enter the amount paid by the customer. ($700 in our example)
3. Click finalize payment.
4. Now, the pending amount is automatically added as a credit amount on him (or amount to be taken from the customer)

Previous sale amount in Sales:

If a sale is made for the customer for a subsequent time for the same product, the previous amount in which the product is sold will be shown for reference in add sale screen.

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Go to Sell -> Add draft

Fill all the required details.

Marking a sale as Draft will not deduct the available stock.

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Go to Sell -> Add draft

Here you can see the drafted sales details

You can view all Drafts from List Draft. Existing draft can be edited to make it as final sales.

Click on “Actions” to edit.

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Go to Sell -> Add Quotation

Fill all the required details.

Marking a sales as Quotations will not deduct the available stock.

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Go to Sell -> List Quotation

Here you can see the drafted Quotations

You can view all Quotations from List Quotation. Existing Quotation can be edited to make it as final sales.

Click on “Actions” to edit.

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Go to Sell -> List Sell Return

Here you can see the List of Sell returns.

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