Cash desk

The Cassa (Cash desk) is the page where you record client payments, record supplier orders and redeem loyalty point rewards. It opens from the Cassa item in the side menu (see Side menu) and the browser tab title becomes «Punto Cassa & Vendite veloci — Narciso» (Cash Point & Quick Sales — Narciso).

The page is available to Titolare (owner), Responsabile (manager) and Operatore (operator). The only difference between roles concerns the Paga (Pay) mode, reserved to Titolare and Responsabile (see Paying suppliers).

A second way to get there is the Checkout button on an appointment record (see Appointment card): the Cassa opens already with the client and the items of the appointment.

Contents

1. The three modes
2. What the page looks like
3. Clients and contacts column
   1. In Riscuoti: the clients
   2. In Paga: the sales contacts
   3. Empty lists
4. Products and services column
   1. What appears in the list
   2. Adding and removing items
   3. The quick view
5. The receipt
6. The controls at the bottom of the receipt
7. Common problems
8. Related entries

The three modes#

The mode selector is in the top right corner: a left arrow, the name of the active mode and a right arrow. When the Cassa is opened it always starts in Riscuoti.

• The right arrow moves to the next mode in the order Riscuoti, Paga, Fedeltà, then Riscuoti again; the left arrow moves to the previous one.
• A click on the name of the mode does nothing.

What the page looks like#

At the top is the title bar with, on the right, the chain icon (Collegamenti (Links), see Cash desk links) and the mode selector. In Fedeltà mode the chain icon does not appear. The icon's tooltip is «Configura metodo di riscossione» (Configure collection method) in Riscuoti and «Configura metodo di pagamento» (Configure payment method) in Paga.

Below, in Riscuoti and in Paga, the page is divided into three columns:

1. Left column: the clients (Riscuoti) or the suppliers' sales contacts (Paga).
2. Central column: products and services (Riscuoti) or the products (Paga), with the search, the filter and the button for non-inventory items.
3. Right column: the receipt, with the payment controls at the bottom.

All the lists are paged, 8 rows per page. At the bottom of each column there is the text «Pag. X di Y» (Page X of Y) with two arrows; alternatively you change page with the mouse wheel over the column (one page at a time). In Fedeltà mode the wheel does not change page.

Clients and contacts column#

In Riscuoti: the clients#

At the top is the search box «Cerca cliente...» (Search client...). The search looks in the first name, surname, email, phone, tax code and card number, without distinguishing capitals and lower case. You can type several words («mario ros» finds Mario Rossi). With a single letter the search does not start; a single digit, however, is fine. Every time the text changes you go back to the first page.

The list of clients loads in blocks, as needed: for a moment animated rows appear at the bottom of the column, then the names. «Pag. X di Y» uses the total number of clients matching the search.

Each row shows a circle with a person icon and the first name and surname. If the list has two clients with the same name, «···» and the last four digits of the phone appear under the name, to tell them apart.

You can select several clients (for example two people paying together): all the names appear on the receipt, separated by commas. The sale is, however, recorded only on the first client selected. The loyalty points, the total spent and the last visit go to them. If you deselect the first one, the one chosen straight after becomes the first.

Two clients with the same name remain distinct: the sale is always recorded on the client you clicked.

If you press Riscuoti right after choosing a client, while their data has not yet arrived, «I dati del cliente non sono ancora arrivati. Riprova tra un istante.» (The client's data has not arrived yet. Try again in a moment.) appears and the sale is not recorded (it never becomes anonymous).

In Paga: the sales contacts#

The search box becomes «Cerca referente commerciale...» (Search sales contact...) and searches in the contact's name and in the supplier company's name. Each row shows the contact's name and below it their role («Referente» (Contact) if missing) followed by the company name. The contacts are the reference people entered in the suppliers page (see Suppliers).

You can select only one contact at a time: another click replaces the choice. Clicking the contact who is already selected leaves them selected. On entering Paga without a choice, the programme selects the first contact in the list.

Empty lists#

Products and services column#

The top bar contains, from the left: the search box «Cerca...» (Search...), the filter button (Riscuoti only) and the button for non-inventory items. The search looks in the item's name and goes back to the first page.

What appears in the list#

Each row has a square thumbnail (the photo, or a bag icon for products and a scissors icon for services), the name and below it the price in euros.

Adding and removing items#

On the row of an item already in the receipt a selector appears with a purple button on the left, the number in the middle and a green plus button on the right. With quantity 1 the purple button is a bin and removes the item; with quantity 2 or more it is a minus and decreases by one. The same buttons are on the receipt row.

Availability limit. For products the quantity in the receipt cannot exceed the stock available. If you try to go beyond it, a red warning appears:

Impossibile aggiungere in Cassa: la quantità per «NOME» (N pz) supera la quantità disponibile (M pz). (Cannot add to the Cassa: the quantity for «NAME» (N pcs) exceeds the available quantity (M pcs).)

In this case reduce the quantity or, if the figure is wrong, correct the stock from Magazzino (Stock) (see Stock). A product with empty or zero stock cannot be added. The check also applies in Paga mode. Services have no limit.

The quick view#

The quick view is a window in the middle of the screen that opens from the «i» on the thumbnail. It closes with the X at the top right or with a click outside the window; the Esc key does not close it. It shows:

• the photo, the category, the name, the price and the Aggiungi allo scontrino (Add to receipt) button (if the item is already in the receipt it becomes «Aggiunto allo scontrino» (Added to receipt) and a click adds another unit);
• for products the availability: «N disponibili» (N available), «Scorta bassa · N rimasti» (Low stock · N left) or «Esaurito» (Sold out); for services the duration;
• a note: «Prezzo IVA inclusa · Disponibilità aggiornata in tempo reale» (Price VAT included · Availability updated in real time) for products, «Include tempo di pulizia post-servizio» (Includes post-service cleaning time) for services;
• the description and the technical sheet, with only the rows that are filled in;
• if present, the suggestions: «Potrebbe interessarti anche» (You might also be interested in) (products) or «Completa il servizio» (Complete the service) (services); a click on a suggested service switches the view to that service.

The receipt#

The right-hand column looks like a receipt on cream paper and updates with each item.

Header in Riscuoti: shop name, VAT number, address, phone, date and time, «DOC: assegnato alla vendita» (DOC: assigned at sale) (the number is assigned by the server when it is recorded) and the text VENDITA (SALE).

Header in Paga: instead of the shop, the details of the supplier company of the chosen contact, and the text ORDINE IN USCITA (OUTGOING ORDER).

The date and time in the header are those of the last redraw of the page: they do not run by themselves.

Below the header:

• in Riscuoti the CLIENTE: (CLIENT:) line with the chosen names or «Cliente al banco (Anonimo)»;
• in Paga the REFERENTE COMMERCIALE: (SALES CONTACT:) line with role and company, the credit method (for example BONIFICO, SEPA, PAYPAL) and in a white box the payment details: IBAN Accredito (Credit IBAN) with account holder, or PayPal with the email, or Revolut with the tag (the first available in this order). The details can be selected and copied.

Each item shows the name in capitals, the row total, the minus and plus buttons with the number of pieces and the unit price. With no items «- Nessuna voce -» (- No items -) appears.

At the bottom are the totals: Sconto Promo (Promo discount) (with the minus sign, if a code is applied, see Discount code in the Cash desk), Imponibile (Taxable amount), IVA (VAT) and TOTALE (TOTAL) (see VAT and the flat-rate regime in the Cassa), and the text «GRAZIE E ARRIVEDERCI» (THANK YOU AND GOODBYE).

The controls at the bottom of the receipt#

Under the receipt there are two rows of controls:

• First row: the discount code box and the payment method selector.
• Second row: a second selector that appears only for some methods (the terminal or account to use) and the large Riscuoti button (in Paga Paga or Registra Ordine (Record Order)), with the total amount on the right.

The button is greyed out while the receipt is empty and while a payment is in progress, so a double click does not record the sale twice.

The selectors have an arrow on the left, the name and an arrow on the right, and can also be changed with the mouse wheel placed over them. The list is circular. How to use them is explained in Taking payment and in Paying suppliers.

Common problems#

Related entries#

• Taking payment
• Paying suppliers
• Loyalty rewards in the Cash desk
• Cash desk links
• Appointment card