Tutorial
Printing simplified tax documents or receipts is also among the activities that the NET Genium system enables. The process of printing simplified tax documents can be imagined as paying in store or restaurant. Here, individual customers order individual items of goods, which the merchant marks using the cashdesk. After marking all the items, the merchant prints a receipt for his customers with the price of the individual items and the final price.
The exact same principle also works in NET Genium. The only difference is that purchased items are not marked using a physical cashdesk, but directly using the NET Genium system. In addition to NET Genium, only a supported POS printer is needed to print a receipt (simplified tax document).
The advantage of using the Cashdesk application in NET Genium is the subsequent connection to other parts of the system, such as the stock, invoices and receipts.
The Cashdesk application is located in the Finance application group. You can select any cashdesk and use it in the Cashdesk view table. In order to print a simplified tax document using the Cashdesk application, the following settings must be made:
- Register the POS printer in NET Genium
- Set up the header and the footer of the receipt
- Correctly set the form Cashdesk in which the simplified tax document will be printed
POS printer
POS printers are registered in the edit form POS printer (Finance/Settings/POS printers). Two mandatory items are filled in for each POS printer:
- Printer — the name under which the printer is offered in the POS printer field of the Cashdesk form
- Model — the device type, by which NET Genium recognises how to print on the printer
Printing is done on Bixolon POS printers — the models Bixolon2, Bixolon3 and Bixolon4 differ from each other in the width of the receipt. Printing on these printers is done from the mobile application: NET Genium hands the content of the receipt over to the printing application installed on the mobile device, which sends it to the printer. Printing on these printers from a computer is not possible — NET Genium reports this with a message.
The models STAR and iPA280 are a remnant of an older solution that printed through the ActiveX framework in the Internet Explorer browser, and in the case of the iPA280 model on the Windows CE platform as well. Internet Explorer is no longer available on current Windows systems (see the “Web browser settings” guide), so a receipt cannot be printed on these models.
Header and footer of the receipt
The texts printed above and below the items of the receipt are entered in the separate edit forms Header and Footer (Finance/Settings). Each line of the header and the footer has the following items:
- User — if left empty, the line is printed for all users; with a login name filled in, it is printed for that user only
- Size — normal, double-wide, double-high, or double-high and wide
- Bold
- Alignment — left, middle, or right
- Padding top and Padding down — the number of empty lines before and after the text
- Text — the text of the line; the placeholder [now] is replaced by the current date and time when printing, the placeholder [number] by the document number
- No — determines the order in which the lines are printed
Checkdesk view page
The list of all cashdesks that are registered in NET Genium can be found on the view page Cashdesks (Finance/Cashdesk/Cashdesks). If the cashdesk has been used in the past, it can now be used again. All you have to do is open the edit form of the cashdesk. If it is necessary to use a cashdesk that has not yet been in the NET Genium system, it is necessary to press the button New cashdesk, which will open a new edit form Cashdesk.
Settings tab
In both of the two mentioned cases, it is necessary to go through the Settings tab, where all the important settings of the cashhdesk are stored. The following items must be filled in the Settings tab:
- Cachdesk
- POS printer
- Currency
- Business unit
- Stock
The item Cashdeck is used to distinguish individual cashdecks that are defined in NET Genium. In the drop-down list POS printer, the user can choose from POS printers that are registered in NET Genium. To set up a new POS printer, see the chapter POS printer. The Currency item indicates the currency in which the charged items will be calculated. The Business unit field specifies to which business unit within the company the cashdesk is assigned. The item Stock is related to the selection of items for settlement on the tab General. According to the selected stock, the items that are allocated to the selected stock are displayed.
The edit form also contains the following items, which do not need to be filled in:
- Petty cash fund
- Exchange rate
- Centre
- Activity
- Account coding
- Favourite for users
In the Petty cash fund item, you can define to which in the already existing petty cash fund the used cashdesk will be assigned. The Exchange rate field is automatically filled in according to the currency selected in the Currency item. The item Centre indicates the center in which this cashdesk was used. In the Activity and Account coding fields, you can define the activity and the account coding for the cashdesk. The items Petty cash fund, Centre, Activity and Account coding affect the subsequent generation of tax documents, because individual items and the tax documents associated with them will be assigned to individual petty cash funds, centers, activities and account coding. In the Favourite for users field, you can select the users to whom this cashdesk is offered among their favourites.
General tab
On the General tab, you can add all items to the cashdesk that are to be billed. In the Inventory item field, it is possible to select items that are available at the selected stock using the picker control element (Settings tab). For each selected item, the price, currency, unit of measurement and the stated price including VAT are automatically added using the script. In the image below, this insertion is shown under the number 1.
The Cashdesk application also allows you to insert non-stock items. If the user wants to add non-stock items to the list of billed items, just select the items Unit, VAT rate and write the corresponding price in the item Price. After pressing the ENTER key, the filled-in data will be inserted into the list of items to be billed. Said insertion is shown below the number 2.
All selected items for billing can be seen in the Items table. There is a Delete button for each record, which deletes the record from the list of items to be billed. Below the Items table is the Delete items button. This button will completely clear all charged items. All mentioned buttons are displayed only when some items are charged.
In the Payment type field, you can select how the customer pays. If By card is selected, the Invoice button is not displayed.
In the lower part of the edit form Cashdesk there is a section called Print reports, within which the following buttons are available:
- Receipt
- Invoice
If the user presses the button Receipt, the application Cashdesk will print a simplified tax receipt on the POS printer and at the same time generate a Cash receipt as a tax document with the possibility of its subsequent opening.
If the user presses the Invoice button, the Cashdesk application
- generates Outcoming invoice as a tax document and offers it to the user for download,
- or offers to download an already generated tax document – Cash receipt or Outgoing invoice.
There may also be a situation where both Outgoing invoice and Cash receipt will be generated. This happens when there is no tax document attached to the cashdesk and the Invoice button is first pressed (generates an invoice). Then, when the user presses the button Receipt, the simplified tax receipt is printed on the POS printer and at the same time a Cash receipt is generated as a non-tax document, which eliminates the already generated Outgoing invoice.
If both documents were generated in this way, after pressing the Invoice button again, the Cash receipt will be offered for download.
The last button that can be pressed in the edit form Cashdesk is the button New purchase. After pressing this button, all the items intended for billing and the values in the Cash receipt and Outgoing invoice fields will be deleted. After that, it will be possible to create and print new simplified tax documents and tax documents with other items at the same cashdesk.