Description of retail process

Retail is the sale of goods to end customers, that is in small quantities. In PANTHEON, the module POS X is used for retail purposes.

A typical retail example is illustrated in the flow chart below.

CASE SUMMARY Sam Student is a sales assistant at Tecta's retail store in Ljubljana. The customer, the end customer, wants to buy goods in the store. The retail process in POSX is described below.

Process description:

1. POS X module settings: The person responsible checks the POS settings in the Document types register. Then, the Goods settings in the Administration Panel are checked. The authorizations for fiscal verification are set. The Tecta company has the legally required internal act and digital certificate from the Financial Administration of the Republic of Slovenia for fiscal verification of invoices. In the POS X module settings, the invoice report and external device are set up.

2. Creating a POS invoice and issuing the goods to the end customer: The person responsible selects the POS X issuing document type. Then, a new invoice is created, the goods issued are entered into the invoice, the payment method is selected and the invoice is closed. The invoice is then printed and handed to the customer together with the goods.

3. Cash register closure: At the end of the day, a cash register closure is created for the invoices issued. From the cash register closure, the person responsible creates a cash receipt and a cash disbursement based on the receipt (for cash transfer to the bank). POS invoices are posted. The cash register closure reports and the invoices are then used to verify the operation of the store.