To configure Sale settings, go to Configuration>System Configuration>Sale tab.
Basic sales settings
Show save confirmation message
By checking this check-box, the application will display a message ‘Do you want to save?’ before saving any invoice on Sale and Return screen. If this check-box is not checked and the user makes an invoice the system will not ask for confirmation and will save the invoice.
Salesperson Require
When this check-box is checked, the application does not allow the cashier to save invoices without a selection of the salesperson on sales and return screen.
Note: This functionality is helpful when Salesperson’s commission is based on sales.
Enable Salesperson
When this check-box is checked, the ‘Sale Person‘ help field on ‘Sales and Return’ screen will become active, and the person at the POS can make salesperson specific invoices by selecting a salesperson against each invoice.
Enable Clear Salesperson on Save
When this check-box is checked, the Salesperson field will clear every time an invoice is saved and you can re-select another Sales Person’s name to sell some other products.
Item Wise Salesperson
This configuration is used to map different salespersons against each item on the Sales & Return screen. When this check-box is unchecked, on Sales & Return screen, you can select only one sale person for the complete invoice.
When this check-box is checked, the system shows a new column SP Code in the grid of the Sales & Return screen. Now, if items are loaded in the grid on clicking SP Code field against each item, the system will open the Salespersons dialog box showing all salespersons and you can select any salesperson to map against each item.
Enable Batch No. On Sales
When this check-box is checked, the application shows an extra column ‘Batch No.‘ on the sales and return screen. This text box appears in the items grid against every item scanned or entered. Users can enter batch numbers in this column.
Note: This entry is used by businesses that want to track a batch or a serial number of items. Pharmacy wholesale and electronic goods are good examples where the batch numbers may be used. The seller enters the serial number so that warranty claims can be checked against sold-out items with reference to serial numbers.
Department Wise Customer Discount %
If this checkbox is checked, the department grid appears on the Customer Type screen.
Where you can attach customer-type discounts to various departments. This means if you have defined, say, two customer types, you can attach each customer type to different departments.
If you want to attach customer type-wise discounts on the Customer Type screen, keep this checkbox unchecked. When this checkbox is unchecked, the discount % field appears on the Customer Type screen.
Distinct Items on Sales and Return
When this checkbox is marked, on the sales and return screen when the same item is scanned multiple times it will load only once (there will be one row) while the quantity will change according to the number of times the item is scanned.
If unchecked, when the same item is scanned more than once it will appear in multiple rows and will be printed on the sales receipt multiple times.
Allow Offline Sales
If this checkbox is checked, the user will be able to ring up sales in the offline mode of Nimbus RMS. This means when the internet is not available there will be no disruption in sales. All offline sales data will automatically sync when the internet resumes.
Price includes VAT
On the item definition screen, there is an option to define Tax for each item. When checked, the tax is considered to be included in the given retail price. For example, if the VAT for a particular item is 16 and the retail price is 84, the application will show the retail price as 100.
If the checkbox is left unchecked, the application calculates the applicable tax and adds it to the defined selling price.
Default Sale Unit
If the field named Default Sale Unit is set to Pack, the application interprets all entered quantities as pack quantities. The unit price is also converted to pack price (unit price is multiplied by conversion factor). If the selected value is Single then the scanned quantity is treated in units.
Note: This helps you select the default value. You can change the default value on the sales and return screen by clicking on the unit.
Auto Rounding
This drop-down selection allows auto rounding of values on the Sales and return screen. From the drop-down menu, you can select the nearest zero/five or none.
If you select the option ‘nearest zero/five‘ the application will check the last decimal point and if the last decimal point is 2 or less than 2, it will round it to the floor to immediate zero. If the last decimal point is 3 or greater than 3 it will round it on the ceiling to an immediate 5.
For example:
1.62= 1.60
1.63= 1.65
1.67= 1.65
1.69= 1.70
The amount that is rounded off will be adjusted in the ‘Rounding’ field. For example, if a total receipt amounts to 2399.48, the system will round it off to 2399.50. and the adjusted amount of 0.02 will appear in the Rounding field.
This text box is used to set the denominations of the currency notes which are used to enter the tendered cash on “Shift Management” and “End of Day” screens. Maximum ten different denominations can be entered with the separation of Pipe(|) character.
Discount Section
Adjustment Limit%
This text field is used to give the value of percentage up to which the user can give a discount (or increase invoice amount) on the Sales & Return screen. If you enter 20 in this text box the user will be able to make an adjustment to invoice amount equal to or less than 20% of the invoice value.
Note: This will only be applicable if, on the Security >Security Users screen, the logged-in User has Apply Adjustment checkbox checked and Apply Open Adjustment checkbox unchecked.
If Apply Open Adjustment checkbox is checked for a user, the user can give a discount or increase the invoice amount beyond the limit set in this field.
Discount Priority
This configuration is used to apply a discount on Sales & Return screen in different ways. If the configuration is Item + Customer, both item discount and customer discount (if any) will be applied.
If the configuration is set to Item, a default discount priority will be set to item discount on Sales & Return screen. Customer discount will be applied only on the items having no pre-configured product discount.
If the configuration is set to Customer, a default discount priority will be set to customer discount on Sales & Return screen. In this case, when you select the customer, the item discount (if any) of all items will be zero and only customer discount will be applied.
Item Discount Mode
On the Sales & Return screen, you can directly enter discount against each item in the grid. This discount may be entered in value (e.g. 25) or in percentage (e.g. 5%).
When the configuration is set to Value, entered numbers in the discount column are treated as values or amounts.
If this configuration is set to Percentage, entered numbers in the discount column are treated as a percentage and the discount amount is calculated by the system as entered percentage of the item price.
If the configuration is set to Both, the user has the option to consider the entered number as either percentage or value by selecting them from the drop-down list:
