The document list is used for viewing and managing bills created on selected business days.
Location: - - .
The viewing window contains a panel with filter parameters and a panel displaying a list of the bills that match the selected filter parameters.
Data grid columns:
Number – bill number.
Date – date and time the bill was created.
Sale total – total value of menu items moved to the bill from the order.
Business day – business day when the bill was created.
POS terminal – name of the POS terminal on which the bill was created.
Employee – user name of the employee who created the bill.
Status – bill status:
Not ready – bill is open for changes.
Ready – bill is generated, but no changes can be made. It is used as a basis to create a receipt.
Paid – bill generated and paid, read-only.
Division – name of the division where the bill was created.
System – system objects tag.
The context menu has the following commands:
(Ins) – creates a new bill.
(F2) – edits the selected bill.
(Del) – permanently deletes the selected bill.
– opens the window to view the list of receipts associated with selected bills.
– opens the list of guest tabs for the selected bills.
– menu with the commands to alter the document status.
When selecting one or more documents with the same status, their current status will not be available in the context menu. When selecting documents with different statuses, all possible statuses will be available in the context menu.
– menu with the commands to export files into an external file or update package.
– menu with the commands to operate the clipboard.
(Ctrl+P) – generates print layouts.
– menu with the commands to manage summary functions of the data grid.
– menu with the commands to operate the data grid.
New bills are created using the and windows. The and windows are used for editing.
The permanent delete confirmation prompt with filter is used when deleting bills from the document list.
Only bills with the Not ready status can be deleted. When deleting bills it is necessary to specify which documents will be deleted along with the bills: receipts, fiscal registrations, authorisation operations, orders, guest tabs.
You can delete only unready bills which specification items are not related to order specification items. In order to delete a bill created on the basis of an order, the user should either delete items from its specification, or to delete the order all together, or to cancel its payment.
You can delete only those bills which specification items are not copied to receipt sales specifications.
© Tillypad 2008-2012
