Manage Sales – SALES INTELLECT POS https://help.salesintellect.co.zw Step by Step guide on how to use Sales Intellect Point Of Sale System Mon, 17 Jun 2024 17:07:43 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.5 https://i0.wp.com/help.salesintellect.co.zw/wp-content/uploads/2021/10/cropped-base_icon_transparent_background.png?fit=32%2C32&ssl=1 Manage Sales – SALES INTELLECT POS https://help.salesintellect.co.zw 32 32 214642997 credit settlements https://help.salesintellect.co.zw/kb/creditsettlements/ Mon, 17 Jun 2024 17:04:31 +0000 https://help.salesintellect.co.zw/?post_type=epkb_post_type_1&p=94

How to Do Full and Partial Credit Settlement

1. Sales Intellect POS  Credit Settlement

  • Sales Intellect POS system allows you to settle a customer’s total credit outstanding at once. This feature allows businesses to manage their customer’s credit accounts more efficiently and accurately.
  • The user can select the customer and then open the customer profile, and then the user can either select all credit receipts or multiple receipts for the bulk credit settlement.

2. POS App main menu > Select “ New Sale ” > Click the “Customer” icon

3. Select the customer and go to the profile section > Click on the “ADD TO RECEIPT” section

4. Click on the “Settle Outstanding” section

5. Select the “Payment Type” > Click the “ SETTLE” button
6. Click the “Continue “ button (Once the user has done the full/partial credit settlement, customer outstanding will be reduced from the “Debtor Management” section and settlements will be shown in “Shift End” reports.
]]> 94 How To Make Sales Using Multi Currency Feature https://help.salesintellect.co.zw/kb/how-to-make-sales-using-multi-currency-feature/ Tue, 07 Dec 2021 17:18:43 +0000 https://help.salesintellect.co.zw/?post_type=epkb_post_type_1&p=84

Make Sale with Alternative Currency – Image 01

Form Information
  1. Select an Item
  2. Selected Item Name, Quantity and Price details are displayed here
  3. Click on Charge Button

Make Sale with Alternative Currency – Image 02

Form Information
  1. Select the Payment Method
  2. Current Total Amount is displayed here
  3. Click here to select an Alternative Currency

Make Sale with Alternative Currency – Image 03

Form Information
  • Select the Alternative Currency

Make Sale with Alternative Currency – Image 04

Form Information
  1. Changed Alternative Currency Amount is displayed here
  2. Click on Charge Button

Make Sale with Alternative Currency – Image 05

Form Information
  • Successfully completed the sale with alternative currency
]]> 84 How To Process A Credit Note https://help.salesintellect.co.zw/kb/79/ Sun, 07 Nov 2021 16:18:34 +0000 https://help.salesintellect.co.zw/?post_type=epkb_post_type_1&p=79

Use Credit Note Payments for Receipting – Image 01

  1. Select an Item
  2. Selected Item Name, Quantity and Price details are displayed here
  3. Click on Charge Button

Use Credit Note Payments for Receipting – Image 02

  • Click on More Button

Use Credit Note Payments for Receipting – Image 03

  1. Select Payment Method as Credit Note

Use Credit Note Payments for Receipting – Image 04

  1. Provide the Credit Note Id 
  2. Click on OK Button

Use Credit Note Payments for Receipting – Image 05

  1. Selected the Payment Method is displayed here
  2. Total Amount is displayed here
  3. Click on Charge Button

Use Credit Note Payments for Receipting – Image 06

  • Successfully completed the sale
]]> 79 How To Post To Customer Account https://help.salesintellect.co.zw/kb/how-to-post-to-customer-account/ Sun, 07 Nov 2021 15:45:19 +0000 https://help.salesintellect.co.zw/?post_type=epkb_post_type_1&p=72

Use Credit for Receipting – Image 01

  1. Select an Item
  2. Selected Item Name, Quantity and Price details are displayed here
  3. Click on Charge Button 

Use Credit for Receipting – Image 02

  1. Click on More Button

Use Credit for Receipting – Image 03

  1. Select Payment Method as Credit

Use Credit for Receipting – Image 04

  1. Selected Payment Method is displayed here
  2. Total Amount is displayed here
  3. Click on Customer Icon

Use Credit for Receipting – Image 05

  • Select the Customer

Use Credit for Receipting – Image 06

  • Click on Add To Receipt Button

Use Credit for Receipting – Image 07

  1. Selected customer is displayed here
  2. Click on Charge Button

Use Credit for Receipting- Image 08

  • Successfully completed the sale
]]> 72 How To Settle With Staff Payment Type https://help.salesintellect.co.zw/kb/how-to-settle-with-staff-payment/ Sun, 07 Nov 2021 15:30:45 +0000 https://help.salesintellect.co.zw/?post_type=epkb_post_type_1&p=68

Use Staff Payments for Receipting – Image 01

  1. Select an Item
  2. Selected Item Name, Quantity and Price details are displayed here
  3. Click on Charge Button

Use Staff Payments for Receipting – Image 02

  • Click on More Button

Use Staff Payments for Receipting – Image 03

  1. Select Payment Method as Staff

Use Staff Payments for Receipting – Image 04

  1. Selected Payment Method is displayed here
  2. Total Amount is displayed here
  3. Click on Charge Button

Use Staff Payments for Receipting – Image 05

  • Successfully completed the sale
]]> 68 How To Make A Sale In Sales Intellect POS https://help.salesintellect.co.zw/kb/how-to-make-a-sale-in-sales-intellect-pos/ Sun, 07 Nov 2021 15:19:33 +0000 https://help.salesintellect.co.zw/?post_type=epkb_post_type_1&p=66

Make Sales – Image 01

  1. Select an Item
  2. Selected Item Name, Quantity and Price details are displayed here
  3. Click on Charge Button

Make Sales – Image 02

  1. Select the Payment Method  ( Click More for more payment methods like ECOCASH, SWIPE, CREDIT)
  2. Total Amount is displayed here
  3. Click on Charge Button

Make Sales – Image 03

  • You Have Successfully Completed the Sale
]]> 66