---
title: "Retail Documents"
canonical: "https://wiki.soft1.eu/space/SS5EN/12060570/Retail%20Documents"
format: markdown
---
> Macro (anchor)



> Macro (toc)

## Introduction

Retail sales have certain important particularities for which Soft1 has special specifications. Specifically:

- The job screen (document posting) is designed differently in order to accelerate posting.
- There is a special page for easy posting of the retail documents pay-off.
- There is a BOM for "change" when field "pay-off" is completed.
- There is ability for a "Retail Customer" to be completed without typing, by means of setting the Default Retail Customer parameter displayed in Sales Parameters job.
- There is ability for a different "Retail Customer" depending on the branch issuing the retail document - issue regulated at the branches.

![image](media://2b4cb538-e705-4d3c-977c-9dc0226b7904)

## Orders & Advance Payments

In order to save retail orders, a specially designed series of retail sales orders is used, in the data of which there must be pay-off lines.

A retail sale order is posted as follows:

- Select the document series (retail order)
- Complete normally the sales data (items, customer, payment method, etc)
- In field <Cash>, enter the down payment amount (if down payment is paid in cash). If down payment is paid with credit card, then enter the amount in the credit cards grid. Field <Unsettled> displays the balance for pay-off.
- Save the document. Order saving results in the automatic creation of a settlement document, with the down payment amount (the pay-off line set in the order series data is used).

[Go to Top](#Top)

## Order conversion

When converting retail sale orders to retail sale receipts, there is no application of standard operations (select order in a list, right-click <Convert>) but the following process is applied:

In option Sales > Retail select New

- Enter the document series to which you want the order to convert (i.e. Receipt for Retail)
- In the Related Jobs field select Down payment/Order
- In the window with the pending orders of the specific customer, select the one you want to convert and press <ΟΚ>
- Order data are entered automatically to the document and the down payment amount is also updated on the final document.
- Select <Save>
- In the message displayed concerning the difference between the total amount and the pay-off amount, press <Continue>.
- Upon completion of the retail sale document posting, there shall be automatic posting of a settlement document with the pay-off amount.

[Go to Top](#Top)

 

## Packing of retail documents

 

Batch job Packing of retail documents allows the creation of summary retail documents and their respective settlement documents with the deletion of initial documents and their settlements.

 

Documents grouping is performed according to: date, document series, customer, branch, till, currency and exchange rate. Respectively, lines packing in the final documents depends on the storage area, the item code, price, line discounts (1,2 & 3), VAT coefficient and item type.