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Retail Pro Procedures - Sales Invoice Creation

The document outlines the procedures for issuing a sales invoice in the Retail Pro 9 point of sale system. It details logging into the system and navigating to the receipts section to create a new invoice. It describes entering customer information, items purchased, discounts, and payment details. It discusses updating inventory, printing the invoice, and providing copies to the customer along with their purchase.

Uploaded by

Arnel Villavicencio
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154 views7 pages

Retail Pro Procedures - Sales Invoice Creation

The document outlines the procedures for issuing a sales invoice in the Retail Pro 9 point of sale system. It details logging into the system and navigating to the receipts section to create a new invoice. It describes entering customer information, items purchased, discounts, and payment details. It discusses updating inventory, printing the invoice, and providing copies to the customer along with their purchase.

Uploaded by

Arnel Villavicencio
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Retail Pro Procedures – Sales Invoice

Sales Invoice

A Sales Invoice (Fig. 1) is issued to a customer for every sale transaction, It details the item purchased by the
customer, item code, description, price, tax, customer name and number and the date of sale.

Fig. 1 Sales Invoice

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The Procedures

a. Log in to Retail Pro 9 Launcher

b. Click Receipts

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c. Click New

d. Enter the following information


1. Customer Name;
2. Item IDs of the products purchased;
3. Discount percentage, if any;
4. Boxes and Pouches used to pack the products.

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e. Click Tender to enter the payment details then click OK
1. Cash
2. Credit Card
a. VISA - Visa
b. MASTER - Mastercard
c. AMEX - American Express
d. DISCVR - Discover
e. DINERS - Diners
f. MADA - Mada
g. BTRANS - Bank Transfer
3. Charge – Credit Sales

f. Click Print/Update to update the inventory


*Do not print at this point because we don’t want the Boxes and Pouches to be included in the Invoice,
cancel the Print pop-up window.

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g. Return back to Receipts tab (b.)
1. Highlight the Invoice you just created
2. Click Gift Receipt icon at the top

h. Select the Items purchased then click All In One, this will show the checked items in one Sales Invoice
* Only checked items will be visible in the Sales Invoice

i. Select Nadine_Jewellery-A5-New1 then click OK

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j. You will have the option to Print right away or Preview the Sales Invoice first to check the correctness.

Print Preview

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k. If everything is correct, Print in 2 copies, A5 size
1st Copy – In Nadine special paper (available in 2 colors) – Customer Copy

2nd Copy – In a blank A5 paper – For filing


l. Insert the Sales Invoice, Credit Card tape receipt if any, in a Nadine special envelope and give it to
customer together with the products they purchased.

Prepared by:

ARNEL VILLAVICENCIO

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