---
title: "Retail Pro - Operation (F.A.Q.)"
canonical: "https://wiki.soft1.eu/space/SS5EN/189268831/Retail%20Pro%20-%20Operation%20(F.A.Q.)"
format: markdown
---
Check the **Frequently Asked Questions** (F.A.Q.) to help you learn more about **SOFT1 Retail Pro operation**.
> ⚠️ To explain the operations of the buttons area, the **Right Handed (Categories-Item Photo)** template has been in [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer).
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> | Login to SOFT1 Retail Pro through the **XRetail.exe **file, available in the application directory.
> ℹ️ The **offline** mode requires that you have properly configured your SOFT1 ERP installation. See more [here](https://wiki.soft1.eu/space/SS5EN/189268762/Installations). |  |
> | **Open** **Cash Register**: By logging in to SOFT1 Retail Pro, a pop-up window will automatically appear, where you have to enter the starting balance (usually at the start of each business day).
At the same time, a new entry will be created in SOFT1 ERP, available through Financial Management → Cash Accounts & Bank transactions →** Close Cash Register**, where the closing counts for the current day are displayed.
> ❌ Cash register monitoring (opening/closing ) requires that in the Workstation you have activated the **Cash register monitoring** parameter. |  |
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> Click on Items Area to** Add items** to document lines.
>
> Click on > Macro (inline-media-image)
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> each line, to:
>
> - set a new Retail Price (or click **Update price **to update the retail Price in SOFT1),
> - select a Salesperson or and W/h,
> - set discounts (see more at F.A.Q.: How to set a discount on a certain item?)
>
> 💡 To further edit item details (General data / **Color- size**/ **Barcode**, etc.) select **Edit item**. This requires that the function of the same name has been added to the Retail display by the [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display POS → Operations Grid).
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> In SOFT1 Retail Pro, you can also manage/handle items monitored in lots.
>
> Add the item to document lines, click > Macro (inline-media-image)
>
> select the **Lot code**.
>
> Moreover, use the Lot Code selector, to check the **W/h Balance** (if you have selected any value other than 'No restriction' in Doc Type → Stock → Lots → Selection).
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> In SOFT1 Retail Pro, a virtual keyboard is available for specific operations that you decide/define. For example, with the click of a button, you can set a value on the item lines by following these steps :
>
> - In [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EL/189729087/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display→ Operations Grid), click **OpenKeyboard **(Operations button) and set the ITELINES.LINEVAL **Field **(item line value).
> - In SOFT1 Retail Pro, select an item from the document's lines and click the button which corresponds to the OpenKeyboard operation.
> - Enter the preferred value and press > Macro (inline-media-image)
>
> or Enter, using the keyboard.
>
> 💡 The OpenKeyboard operation can be added to the Retail Document Screen Form by using a script, e.g.: X.OPENKEYBOARD('ITELINES.LINEVAL'), X.OPENKEYBOARD('ITELINES.DISC1VAL'), etc.
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> | First of all, make sure that the **Price Check **operation is included in the Operations section, on S1 Retail Designer. See an example on the *S1 Retail Designer* tab.
Click on the** Price check** button and then on the desired item. (Alternatively, scan the item using a barcode scanner). A pop-up window will appear, showing the price of the item.
> ✅ Tip!
> > ✅
> > ✅ You can set access rights to this job from S1 Retail Designer, by creating an **approval group**.
> > ✅ The system will ask for the password, as soon as the user clicks on the Price check button, on SOFT1 Retail Pro screen. See more on the *S1 Retail Designer* tab. |  |
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> | In SOFT1 Retail Pro, in order to check stock balances by color-size & W/H, you must have previously added the respective Printout in the **Operations** area of S1 **Retail Designer**. See more in tab *Configuration* *→* *S1 Retail Designer*.
Add the item to the lines of SOFT1 Retail Pro and click on **Other options** and **Balances per** **color – size**. Automatically, the printout concerning the balances of the specific item will be executed. |  |
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> | Discounts are declared in the available fields "Discount 1 (%)", "Discount 2 (%)" and "Discount 3 (%)" where you can set up to three discounts that will be proposed in the document lines.
There are two ways:
**Automatically** - Set the desired discount/discounts on the Item's card **on SOFT1.** The discount/s will automatically appear on the retail document, both at the line level and on the document totals.
**Manually** - Set the desired discount/discounts on a selected item on SOFT1 Retail Pro, while the transaction is ongoing. The discount will appear, both at the line level and on the document totals.
> ℹ️ The pricing policies that you have specified in SOFT1 ERP, also apply in SOFT1 Retail Pro. |  |
> | > ✅ Moreover, you can set discount(s) on SOFT1 Retail Pro, directly through the **Payment screen,** where you can set up to two discounts, that apply to the specific transaction and do not affect the price/value of the item. |  |
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> In SOFT1 Retail Pro, you can:
>
> - lock the ability to apply discounts, e.g. in order to require approval from a user/user group,
> - set the maximum discount set by the user.
>
> The aforementioned features are available both at the item line value and at the document total value. See the required configuration in the [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (Access rights).
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> 1. First, you need to get the **Recalculation **operation on the Retail display from the S1 Retail Designer (POS Display→ Operations Grid)
> 2. Once you add the **items **to the document lines, add also the **customer **being monitored in pricing categories/price zones.
> 3. Clicking on the **Recalculate **button will recalculate the prices for those items for which Alternative prices have been set (tab Trade→ Price Lists).
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> | - **Standby:** Temporarily save an ongoing transaction by clicking on **Standby**, on the main screen.
The **Standby** button is activated in the new document, whenever you add at least an item to the lines.
- **Restore**: Click **Restore **to view all documents you put on hold and select the one you want to manage.
The Standby indication switches to **Restore**, once you put at least one document on hold. |  |
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> | **Cancellation**:
In case you have added items to the lines of the document and you wish to cancel the transaction, click on **Cancel**. |  |
> | **Monitor incomplete transactions:**
If you want to monitor transactions that have not been completed, make sure you have activated the **Record cancellations** parameter in Workstations - Parameter Groups.
See the results, both in SOFT1 ERP Retail Pro and SOFT1 ERP , on the next screen. |  |
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> | Once you select the stock items, you can make the payment either by:
- selecting **Fast Payment**, in case the customer pays in Cash. After the fast payment is done, you can move on to a new transaction.
> - selecting **Payment,** to see all of the possible ways to pay-off the document, which you can also use in combination, by dividing the amount, e.g. in Cash, Credit card, and/or Gift voucher.
More specifically, if you select payment with a credit card, by clicking on **Add Card**, an indication will be automatically displayed - on the credit card machine you are using - prompting you to insert the card. Finally, click **Payment** to pay-off the document. Credit card payments can also be done manually.
> ✅ If you want to **cancel** the payment that has just been made on the credit card machine, click on the corresponding button and re-enter the customer's card on the machine.
> ❌ Card payments require that you have updated the Workstation and the **Telephony/Cards mechanism** tab, with the details of the credit card mechanism (EDPS / Cardlink) you are using. Click [here ](https://wiki.soft1.eu/space/SS5EN/189269126/Manage+credit+cards+via+EDPS%2FCardlink+card+machines)for more. |  |
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> Through the [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) operations (POS Display→ Operations Grid) you can add additional **Reports**, which will be useful when using Retail Pro, e.g. a report concerning the stock balances per item variation & W/h. To add a Report work as follows:
>
> - click **Operations**,
> - select the Report, drag & drop it wherever you wish in the Operations list,
> - fill in the Title of the Report and,
> - set the Command by filling in at least the name of the Command/File of the preferred report (see the example <**MAT_XM_WH**>). You may use additional parameters (FORCEFILTERS, FORCEVALUES, etc.) too.
>
>
>
>
> > ℹ️ The name of the job (report) is available from the jobs menu, by selecting the report and **right-clicking** on **Properties**.
>
> In SOFT1 Retail Pro, add the item to the lines and select the report you added above. Automatically, it will run the relevant job related to the item balance.
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> | Moreover, through [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) operations (POS Display→ Operations Grid) you can also add Browsers, using the ** Command**.
For example, to add the Retail Document Browser set the ** command.**
You may optionally define the List you wish to be executed automatically, e.g. by filling in [LIST=Daily Retail Documents,AUTOEXEC=1].
In SOFT1 Retail Pro, select the Browser (Daily Documents) you added above. Automatically, it will run the relevant Browser, providing also drill down option by clicking on each record/entry.
It is possible to **Print **and/or export the Browser to **Fast Report** from the footer of the screen. |  |
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> | First, confirm that the Change Salesperson operation has been added via [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display→ Operations Grid).
Usually, the Salesperson is the login user, but you can also bring the field into the document lines through the S1 Retail Designer.
To switch the Salesperson, click on **Change Salesperson **and select the one that uses the cash register without logging out. (The Active Salespersons that have been posted in SOFT1 ERP are available).
> ℹ️ You can also select the Salesperson by clicking on the item's details. See more at F.A.Q.: *How to add/edit the item details on lines?* |  |
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> In SOFT1 Retail Pro, you can display with the click of a button **Οbjects**, such as the Customer, Salesperson, Item, etc. that have been selected in the header fields and/or document lines.
>
> 1. To display the document's **Customer **add the** Redir **Operation from** **[S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display → Operations Grid) and set:
> - the **Customer** Command (namely, the object to be displayed) and
> - the **FINDOC.TRDR** Result so as to locate the record of the customer set at the document.
> 2. To display the document's **Salesperson**, add the **Redir **Operation and set:
> - the **PRSNIN** Command (namely, the object to be displayed) and
> - the **FINDOC.SALESMAN** Result, so as to locate the record of the customer set at the document.
>
> > ℹ️ - The **objects** are displayed in the **SOFT1 ERP default Screen Form**. However, you can also select a custom one, by typing in the **Command **field e.g. CUSTOMER[FORM=myform], to open the customer designed screen form.
> > ℹ️ - You can choose to open a **new entry **for the object, e.g. customer by typing the CUSTOMER,N, **Command. ** Once you have entered the new record/entry, it will automatically be added to the document.
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> In SOFT1 Retail Pro, when registering and/or editing customer details, you can also manage their Branches too.
>
> Click **Add**, to enter directly the Branch data on document lines.
>
> Click **Details **to display Branch data for further editing/processing.
>
> > ✅ Make sure to confirm beforehand that the customer's branch (CUSBRANCH) fields, that will participate in the lines of the **Branches,** have been added in the Trading party Data ([S1 Retail Designer](https://wiki.soft1.eu/space/SS5EL/189729087/Soft1+Retail+Pro+-+S1+Retail+Designer), Other parameters).
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> **💡 **The job assumes that the** Customer Branch List** operation** **has been added via [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display → Operations Grid).
>
> In SOFT1 Retail Pro, if you add a customer in the document, you can also select the Branch from the **Customer Branch Lis**
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> | First, confirm that the Change Doc Series Operation has been added via the [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display → Operations Grid). By activating the **Apply Screen Form Series** flag, the Series available in the Retail document screen form in SOFT1 ERP, are displayed in Retail Pro (otherwise the Series defined in the Workstation are displayed by default. )
In SOFT1 Retail Pro, in order to change Series on a document, select the Series from Other options → Change Series. Automatically, the Selected Series will appear on the document's header. | 
Series change from Retail receipt to Sales order (advance payments) |
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> In SOFT1 Retail Pro, you can **set values** in header fields and/or document lines, using SetValue, query execution, etc. For example, you can set, at the click of a button, a specific **Series**, **Payment Method**, **Line Discount**, etc.
>
> 1. To define a specific **Series **in the document, add the **Formula **from [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer)** **Operations (POS Display → Operations Grid) and in the corresponding field define the SETVALUE that you want to be executed, e.g. SETVALUE('SERIES',8072), to select the document Series 8072. 💡 Make sure that the Series has been defined in the [Workstation](https://wiki.soft1.eu/space/SS5EN/189268829/Soft1+Retail+Pro+-+Parameter+groups+%26+Workstations).
> 2. Similarly, to select a specific **Payment method** on the document, set in Formula e.g. SETVALUE('PAYMENT',1000) to have the Payment Method with code 1000 (cash) filled in the document.
> 3. To set a **discount **e.g. 20% on the line of the document, enter SETVALUE('ITELINES.DISC1PRC',20) in Formula. In Retail Pro, select the item in the lines and click the button you created via Formula to apply the discount.
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> | To issue an **Invoice** to a Customer, select the Invoice **Series** of the document's header (Other Options → Change Series).
(See more at F.A.Q. → *How to select another Series on the document (Change Doc Series)*.
Then, select the customer via Other Options → Reports → Customer list.
Finally, add the items to the document lines and select a Payment method.
The Invoice will be created in SOFT1 ERP, in the Retail module.
> ℹ️ Make sure that:
> > ℹ️
> > ℹ️ 1. you have already included the Invoice **Series** in the grid of the [Workstation](https://wiki.soft1.eu/space/SS5EN/189268829/Soft1+Retail+Pro+-+Parameter+groups+%26+Workstations)** **(in the **Retail **module),
> > ℹ️ 2. the **Behavior** field in the **Type** of the Invoice Series is set to 131 (Retail receipt), or 181 (Retail Sales Credit Note).
> > ℹ️
> > ℹ️ 
> > ℹ️
> > ℹ️ 3. to print the invoice, in the document **Series** set the **Module** field to **Retail**, and select a retail document printout **Form** (make sure the form has the details/format of an invoice). |  |
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> There are three ways to manage the return of an item/items in SOFT1 Retail Pro:
>
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> | --- | --- |
> | **1st way: New Retail sales receipt**
1. In a new Retail document, add all the items that will be returned with a **negative** sign (or select the item and then click on **Other options** → **Returns**),
> 💡 Alternatively: select the item and then the **Back **button. This assumes that the Back Operation has been added via [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display→Operations Grid).
> 2. in the same document, add the new items to make the exchange. | 
**Return** & **exchange** in a single document. |
> | **2nd way: Retail sales returns receipt**
1. Select the Series that you have set as "Retail sales returns receipt" (Other Options → Change Series). (See more at F.A.Q. → *How to select another Series on the document (Change Doc Series)*.
> 2. add the items returned by the Customer with a positive sign,
> 3. At this point, you can either:
> 1. complete the transaction and refund the Customer,
> 2. issue a **Retail sales receipt** to add new items, in case of exchange.
> ✅ Tip!
> > ✅
> > ✅ Make sure that the **Behavior** field in the **Type** of the **Series** is set to "181 - Retail Sales Credit Note", and that the **Customer** & **Inventory transactions **both decrease values & quantities. | 
**Return** items with Retail sales returns receipt & **exchange** items with a New Retail sales receipt. |
> | **3rd way: Transfer items from a retail sales doc. to a return doc. **
Alternatively, you can use the Return doc items operation, if it has been added to the Operations Grid via [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer).
In SOFT1 Retail Pro select the Return doc items, find the document and define for the items the quantity you want to transfer to a new document. The items appear in the rows with the values of the original lot and with:
- negative sign: the **Behavior **field in the **Type **of the selected return Series is set to "131 - Retail receipt.
> - positive sign: if the **Behavior **field in the **Type **of the selected return Series is set to "181 - Retail Sales Credit Note. |  |
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> 💡First, confirm that the Reversal operation has been added via [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display → Operations Grid).
>
> | |
> | --- |
> | - [x] **Reversal **(concerning documents of the same day)
1. Click on **Reversal** (Other options → Reports),
> 2. find the document you want to reverse and select it,
> 3. click on **Accept**.
Automatically, a cancellation document will be created, not only in SOFT1 ERP but in SOFT1 ERP Retail Pro as well.
> ✅ Make sure that in Retail sales receipt **Series** you are using, you have stated its **Reversal** Series. Then, include the Reversal series in the Workstation as well.
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> > ℹ️ - to add the **Customer Collections** operation via [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display → Operations Grid).
> > ℹ️ - make sure that in the [Workstation](https://wiki.soft1.eu/space/SS5EN/189268829/Soft1+Retail+Pro+-+Parameter+groups+%26+Workstations) you have included the **Series (**in the **Customers Cash transactions) **that will be used for recording the payment in SOFT1 ERP.
>
> 1. Select the **Customer Collection** (Other options → Customer).
> 2. Fill in the collection data, i.e., the **Series**, the **Customer**, the **Value**, and optionally a **Comment**.
> 3. Select a Payment method (e.g. cash, credit card),
> 4. Click **Accept**.
>
> 💡 From the Customer Receipt screen, retail/sales documents open-item is available.
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> | In order to make **Supplier Payments:**
- the Supplier Payment should have been added via [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display → Operations Grid).
> - Make sure that in the [Workstation](https://wiki.soft1.eu/space/SS5EN/189268829/Soft1+Retail+Pro+-+Parameter+groups+%26+Workstations) you have included the **Series** (in the **Suppliers Cash Transactions** module) that will be used for recording the payment in SOFT1 ERP.
1. Click on Other Options → Supplier → **Supplier Payment** (this operation must be added via S1 Retail Designer, see more on the homonym Tab),
> 2. Fill in the payment data, i.e. the **Series**, the **Supplier**, the **Value** and optionally a **Comment**,
> 3. Click on **Accept**. |  |
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> | **💡 **First, confirm that the **Advance Payments** operation has been added via [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display → Operations Grid).
**Create an advance payment:**
1. First of all, click on **Other Options → Change Series**, to select the Series of the Advance payment, the **Type** of which must have the Behavior “Order”. (The Series that are **available for selection**, are set at the Workstation. See more at F.A.Q. → *How to select another Series on the document (Change Doc Series)*.
> 2. After adding items to the lines, click **Payment**.
> 3. Select a Payment method, e.g. cash, set the** amount of Advance Payment** in the corresponding field and then click **Enter**. The **Unsettled** amount will be automatically updated.
> 4. Click on **Payment** to create the Advance Payment document.
> ℹ️ info
> > ℹ️
> > ℹ️ Advance payments are documents that are usually issued to specific Customers. Select a **Customer** and click on Advance Payments, to view all the **Advance payments** that have been registered for the specific customer.
> > ℹ️
> > ℹ️  |  |
> | - [x] **Manage advance payments:**
1. In SOFT1 Retail Pro, click on **Advance Payments **to view all the registered ones.
> 2. Select the Advance Payment you wish to manage. You will notice that in the **Value** column the total value of the document is shown, and in the **Collection** column you can see the amount that has been deposited. (At this point you may also execute the <**Remove pending**> job).
> 3. Click on **Accept**.
> 4. Select **Payment**. You will notice that the remaining pay-off amount is auto-filled, while in the footer of the screen you can see the value of the Advance payment.
> 5. ** **Click **Payment **to pay off the document. |  |
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>
> Manage [Bonus Cards](https://wiki.soft1.eu/space/SS5EN/189268997/Bonus+Cards+-+Configuration+%26+Card+Scenarios) in SOFT1 Retail Pro, per category, i. e. the type of redemption that you have set upon configurating bonus cards in SOFT1 ERP:
>
> | | |
> | --- | --- |
> | - [x] **Bonus card – discount in lines/totals of the document**
1. Call the Bonus Card in SOFT1 Retail Pro (either by using the** barcode scanner** or by directly typing the code of the card in the search area). Then, the header of the document will be automatically updated with the data of the customer who is the bonus card owner.
> 2. In case the customer has collected the required loyalty points for a discount, then a **discount confirmation message** will appear. Click on <**Yes**> to add the discount on the document.
> 3. Click on **Payment**, to find out that the document's totals have been updated with the value and the rate of the discount. |  |
> | - [x] **Bonus card – Gift voucher**
1. Call the Bonus Card in SOFT1 Retail Pro (either by using the** barcode scanner** or by directly typing the code of the card in the search area). Then, the header of the document will be automatically updated with the data of the customer who is the bonus card owner.
> 2. Click on **Payment**.
> 3. Select the** Gift voucher** that will be redeemed in this transaction (given that the customer has collected the required loyalty points). You will notice that in case the value of the gift voucher is insufficient for paying off the document, the amount of money missing will appear e.g. in the **Cash** field. |  |
>
>
>
>
> > ✅ Tip → Check out the customer’s Bonus card points, by clicking on Other options → Customer → **Loyalty points**.
> > ✅
> > ✅ 
> > ✅
> > ✅ Select the Customer via the search area and check out the active bonus cards he/she owns.
> > ✅
> > ✅ 
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> | --- | --- |
> | 💡 First, confirm that the **Gift Receipts **operation has been added via [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display → Operations Grid).
In SOFT1 Retail Pro, click on **Gift Receipts** to select for which/how many items you will issue a gift receipt.
Then, click on **Add** and **Accept**.
The gift receipt will be automatically printed, given that:
- you have selected at the [Workstation](https://wiki.soft1.eu/space/SS5EN/189268829/Soft1+Retail+Pro+-+Parameter+groups+%26+Workstations): 1) the Gift Receipt Printout form and 2) the Printer
> - you have properly configured the Retail sales receipt **Series**, in the **Print **section. |  |
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>
> 💡 First, confirm that the **Print Labels **operation has been added via [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display → Operations Grid).
>
> Select the **Print Labels **operation and find the document for which the labels will be printed. Click **Accept. **Then define the labels Printout form of labels, a printer etc.
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>
> In Retail Pro, you can search and edit issued documents:
>
> - by scanning or typing the Transaction Code in the search bar, if you have set it in the Other parameters of [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer),
> - by selecting the **Manage Document **operation, provided that it has been added to [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display → Operations Grid).
>
> From the Transactions screen you may:
>
> - Issue **Gift Receipt**.
> - Proceed to **Reprint Last Receipt**.
> - Click **Last receipt **to display the document in** **Retail Pro.
> - Click **Re-issue by cancelling with reversal.**
> - Proceed to **Issue credit note**.
> Macro (ui-expand)
>
> SOFT1 Retail Pro interfaces with the following weighing systems: 1) **[BIZERBA SCALE CS](https://wiki.soft1.eu/space/SS5EN/189275268/BIZERBA+SCALE+CS)****,** 2) **[Scale ICS G SERIES](https://wiki.soft1.eu/space/SS5EN/189275277/ICS+G+SERIES)**** **and** 3) ****[Magellan 8400 (Datalogic](https://wiki.soft1.eu/space/SS5EN/189268069/Magellan8400+(Datalogic)+Scale-barcode+scanner)****)**.
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> SOFT1 Retail Pro interfaces with **[Customer displays](https://wiki.soft1.eu/space/SS5EN/189269147/Customer+display)**** **after having completed the required configuration of [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (Customer display).
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> | | |
> | --- | --- |
> | At first, in order to use a custom screen form in SOFT1 Retail Pro, you have to set it at the [Workstation – Parameter group](https://wiki.soft1.eu/space/SS5EN/189268829/Soft1+Retail+Pro+-+Parameter+groups+%26+Workstations).
In our example, we have selected a **Customer** custom screen form, in the design of which the field **e-mail** is marked as <**Required**>. |  |
> | As a result of the above, upon creating a **New Customer** in SOFT1 Retail Pro ( Other Options → Customer → New Customer), the **e-mail **field will now be mandatory.
> ℹ️ The fields that appear in SOFT1 Retail Pro screens (as the Trading party data of our example), are the ones that you have included in [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer). |  |
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> In SOFT1 Retail Pro, through the **Daily Batch Closing** job, all the transactions that were made via your credit card machine are settled, and the **Batch** **settlement** transaction is automatically executed on your credit card machine.
>
> Basically, the job updates in SOFT1 ERP all retail and customer collection documents, with transactions that were made with **EDPS** credit card machines, but were not matched with a credit card, or they were matched to an unknown card. (Applies only to transactions made with **EDPS**, as credit cards matching is automatically performed on Cardlink machines.)
>
> To perform the job through SOFT1 Retail Pro, follow the steps below:
>
> | | |
> | --- | --- |
> | 1. Add the job to the **[S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer)**** **(POS Display → Operations Grid).
Click on the **Operations** Button, select **Daily Batch Closing** and drag & drop it to the Operations list (we recommend that you include it in the **Cash register** section) |  |
> | 2. In SOFT1 Retail Pro, go to Other Options → Cash register → **Daily Batch Closing**, select the **Credit** **Card Machine** for which you will be performing the job and click **Accept.** |  |
> | **Result**:
- the **Batch settlement **transaction will automatically take place on your credit card machine,
> - in SOFT1 ERP, the **transactions** made with the **EDPS** card machine that were not matched with a credit card, or matched to an Unknown card, will be matched with the correct credit card. Specifically, the job will update (at the line level) the Customer collection and Retail documents.
> ℹ️ Credit cards matching is based on the **Card Type** and the **Bank Code**, selected on the Credit Card tab. |  |
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> > ❌ Cash register monitoring (opening/closing ) requires that in the Workstation you have activated the **Cash register monitoring** parameter.
>
> **Close Cash register.**
>
> At the end of each work shift, given that you have registered a couple of transactions, select **Close Cash Register** (Other options → Cash register → Close Cash Register). The corresponding operation must be included in the [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) (POS Display → Operations Grid). Then, follow the steps below:
>
> 1. Fill in the **quantity** of the counted coins, per currency, in the section. Alternatively, fill in the total counted amount directly in the **Counted** field, in the section.
> 2. Enter in the **Amount to transfer** field, the amount of money you wish to keep in the till (drawer).
> 3. Optionally, from this point, you can view the counting amounts and the amount to transfer by selecting the **Cash Report** (CASHCLOSEREP).
> 4. Click **Accept**.
> 5. Automatically, a confirmation message will appear regarding the counting. (At this point you have 3 attempts to successfully complete the counting before the System is "locked"). If you are positive about counting, click **Yes**.
> 6. On the pop-up window, fill in the data of Transfer to a cash account. Make sure that the setup of the Type of the Series (Behavior, Transaction) is correct. The job will also create an entry in SOFT1 ERP.
>
> > ℹ️ This job will update the **Close Cash Register** entry, which was created in SOFT1 ERP upon Opening the cash register. See more on the *Example *tab.
>
>
>
>
> > ✅ The** **Cash currency analysis is defined in SOFT1 ERP, through Menu → Financials → International Transactions → Currencies.
>
> 
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> | --- | --- |
> | In SOFT1 Retail Pro, you can issue** Z** and **X** reports. The relevant operations should be included in SOFT1 Retail pro via [S1 Retail Designer](https://wiki.soft1.eu/space/SS5EN/189268827/Soft1+Retail+Pro+-+S1+Retail+Designer) → POS Display → Operations Grid).
- [x] Issue** Z** or/and **X**
Click on Other Options → Cash register→** Z** or **X report**, to automatically issue the corresponding reports.
> ℹ️ 1. On Z report you can review the collections totals from the last zeroing of cash until that moment. Z reports nullify the corresponding totals.
> > ℹ️ 2. On X report you can review the collections totals from the last zeroing of cash (last Z) until that moment. X reports do not nullify the totals.
> ℹ️ Click [ here ](https://soft1wiki.atlassian.net/wiki/spaces/SS5EN/pages/189277483)for more information on how to link SOFT1 Retail Pro to **Cash registers - Fiscal printers.** |  |