Difference between revisions of "Creating a Transaction"
From Optisoft
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| − | A complete Transaction is made up of two sections, Sales and Payments. However, it might be necessary to split Sales and Payments across multiple transactions, depending on the actual circumstances. | + | A complete Transaction is made up of two sections, Sales and Payments. However, it might be necessary to split Sales and Payments across multiple transactions, depending on the actual circumstances. The below example assumes you are going to sell and then pay for some products, in the same transaction. |
<center>[[image:Cash.png|border|700px]]</center> | <center>[[image:Cash.png|border|700px]]</center> | ||
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==Selling== | ==Selling== | ||
In order to Sell a Product in a transaction, you need to do the following. | In order to Sell a Product in a transaction, you need to do the following. | ||
| + | |||
| + | *If necessary, start by finding the relevant patient record in the Patient module. Alternatively, if a patient is not required, you can use the OTC button in the toolbar, to clear the active patient. | ||
| + | *Go to the Cash module. | ||
| + | *Click a Product Type. | ||
| + | *Log into the till with your username and password. Alternatively, you can use your fob to log in at this stage. | ||
| + | *Select the appropriate Product Category, Supplier and Product. | ||
| + | *Enter a price, if necessary, and press Enter. | ||
| + | *Repeat the above for as many different products as needed. | ||
| + | *Next either enter a payment or complete the transaction, using the methods below. | ||
==Paying== | ==Paying== | ||
In order to process a Payment in a transaction, you need to do the following. | In order to process a Payment in a transaction, you need to do the following. | ||
| + | *Sell some items using the above method. | ||
| + | *Click a Payment Type. | ||
| + | *Click a Payment Category. | ||
| + | *Enter a value, if necessary, and press Enter. | ||
| + | *Repeat the above for as many different payments as needed. | ||
==Confirming a Transaction== | ==Confirming a Transaction== | ||
| − | As previously mentioned, it may not be necessary to Sell and Pay in the same transaction, however, when you are ready to complete the transaction | + | As previously mentioned, it may not be necessary to Sell and Pay in the same transaction, however, when you are ready to complete the transaction you need to confirm it by using the Sale button in the toolbar. |
| + | |||
| + | When you have done this you will be presented with a Confirmation Popup. | ||
| + | |||
| + | This popup is designed to allow you to review your transaction before completing it. | ||
| + | |||
| + | Please note, once you have completed a transaction, there is no way of deleting it. | ||
| + | |||
| + | The confirmation popup has the following options. | ||
| + | *On Account - This option will only be available if you have a patient record selected on the current transaction. To be used if any outstanding money is to remain on the patients account instead of returning it to them. | ||
| + | *Email Receipt - This option will email a copy of the receipt to the displayed email address. If the email address if blank, any email entered will save back to the patient record when the transaction is completed. | ||
| + | *Cancel - Will cancel the popup and return the patient to the main Cash screen. | ||
| + | *Confirm No Receipt - Will confirm the transaction and add it to the database, but will produce not receipt. | ||
| + | *Confirm with Receipt - Will confirm the transaction and add it to the database, and produce a receipt. | ||
| + | |||
[[Cash|Back]] | [[Cash|Back]] | ||
[[Optisoft.NET Help|Home]] | [[Optisoft.NET Help|Home]] | ||
Revision as of 14:40, 16 May 2019
A complete Transaction is made up of two sections, Sales and Payments. However, it might be necessary to split Sales and Payments across multiple transactions, depending on the actual circumstances. The below example assumes you are going to sell and then pay for some products, in the same transaction.
Selling
In order to Sell a Product in a transaction, you need to do the following.
- If necessary, start by finding the relevant patient record in the Patient module. Alternatively, if a patient is not required, you can use the OTC button in the toolbar, to clear the active patient.
- Go to the Cash module.
- Click a Product Type.
- Log into the till with your username and password. Alternatively, you can use your fob to log in at this stage.
- Select the appropriate Product Category, Supplier and Product.
- Enter a price, if necessary, and press Enter.
- Repeat the above for as many different products as needed.
- Next either enter a payment or complete the transaction, using the methods below.
Paying
In order to process a Payment in a transaction, you need to do the following.
- Sell some items using the above method.
- Click a Payment Type.
- Click a Payment Category.
- Enter a value, if necessary, and press Enter.
- Repeat the above for as many different payments as needed.
Confirming a Transaction
As previously mentioned, it may not be necessary to Sell and Pay in the same transaction, however, when you are ready to complete the transaction you need to confirm it by using the Sale button in the toolbar.
When you have done this you will be presented with a Confirmation Popup.
This popup is designed to allow you to review your transaction before completing it.
Please note, once you have completed a transaction, there is no way of deleting it.
The confirmation popup has the following options.
- On Account - This option will only be available if you have a patient record selected on the current transaction. To be used if any outstanding money is to remain on the patients account instead of returning it to them.
- Email Receipt - This option will email a copy of the receipt to the displayed email address. If the email address if blank, any email entered will save back to the patient record when the transaction is completed.
- Cancel - Will cancel the popup and return the patient to the main Cash screen.
- Confirm No Receipt - Will confirm the transaction and add it to the database, but will produce not receipt.
- Confirm with Receipt - Will confirm the transaction and add it to the database, and produce a receipt.
