MOP & VAT Management
With method of payment management, you can create more ways to allow your customers to pay than just cash and a bank card.
How to set up the deposit/withdrawal of cash that was not part of the sale is in the Cash Movement Settings chapter.
Find in the chapter: |
There are rates already created in VAT management. The system allows you to make VAT adjustments and/or create new ones, but you should comply with the laws of the country where you do your business.
Setting VAT correctly in accordance with legislation is the trader's responsibility. Datapac does not accept responsibility for any damage caused by incorrect rate, incorrect allocation of VAT to the product, and does not assume any financial or legal consequences for the risk of incorrect VAT settings.
MOP management
The window contains a list of created payment methods with the most basic information in each column. As with all other lists in Cloud Office, you can hide individual columns, change their width or order, etc.
Directly in the list you can switch 
Edit/create a payment method
After clicking on the pencil at the end of the line in the list, you will edit the already created payment method. Click on the plus 
Name: enter such one so that cashiers know what to choose
Code: abbreviation or codename
Document: two types of documents:
Tax: a receipt is printed at the cash register, which can be used for accounting/taxes
No tax: used, for example, for corporate payment cards, where the customer pays from the funds of his employer, who receives a tax document/invoice directly from the card issuer for the entire period and for all cardsImage: icon that will be displayed in the sale window; only a few images fit in the window, the other methods are listed by clicking on the three dots (More)
Type: select the correct payment type; for example:
Cash in a foreign currency: in addition to the payment method, it is also necessary to set the currency in the exchange rate list
Bank payment: possibility to pay by bank transfer
Voucher: gift tickets, cheques, payment coupons, ...
Installment sales: for gradual payment
Fleet card: payment with cards issued by non-banking institutions; in addition to the payment method, it will be necessary to set the issuers and types of fleet cards
Fleet card manually: many card issuers also allow manual/offline payment if the payment terminal is not available (but usually with certain conditions, e.g. the need for an authorization code); manual payment must also be enabled in the card settings
Payments for fuel processes: if you sell fuel, some transactions will not be payments so much, e.g. dispenser test with/without return
Payment limits: specify from/to what minimum/maximum amount for the purchase the customer will be able to use this method
When setting limits, it is advisable to also allow the combined payment so that the customer has a way to pay for the purchase that would exceed the set limit.Cash drawer: check if the staff will be taking something from the customer (cash, cheque, coupon, confirmation ticket, ...)
Use for combined payment: this method could be combined with other methods at registers; fill in:
0: this payment method cannot be combined at all
1: the method can be combined, but may only be used once in the combination
2 and more: the method can be used multiple times (e.g. pay for one purchase with two different bank cards)
Only methods with the same document type can be combined with each other. All methods in combination must have a tax document or all non-tax documents.Number of printed documents: Is one confirmation/receipt enough for the customer? Or should a second one be printed for the cashier as well?
Cancellation: unchecking the box prevents the cashier from selecting this method when cancelling the transaction
Allow loyalty points collection: Can the customer collect points even if he pays this way?
Allow loyalty discounts: Can a customer take advantage of loyalty discounts if he pays like this?
More about the possibilities of the customer loyalty program here.
Status: the method switched to the Disabled state (gray switch) will not be in the cash register menu; you can activate it again at any time
Products limitation: If you want to allow the use of the newly created payment method only for specific products, add them to the list using the blue plus icon. The payment method will then be applicable if the basket contains only the listed products. (If the list is empty / not used, it will be possible to pay for anything with this method.)
Click the plus icon on the right.
A new row will appear in the list. In the first Number field, start typing the name/number/EAN of the product.
The system will display relevant product lines. Click on the one you want to add.
Previously added items can be removed using the bin icon at the end of the row.
You can search among already added products (for review) using the upper Search field.
Create: complete the creation with the button in the bottom right, which will not be active until you fill in all the required fields (those with an asterisk)
VAT management
A list of created VAT classes will open in the window with all the information in each column.
Click on the pencil at the end of the line to edit the class, click on the plus
The symbol is a mark that is printed on receipts for products that have a given rate assigned.
In CODO mode, it is possible to set two different VAT symbols: one for the owner/company and another for the partner/tenant.
Selected products may also have a double VAT rate. In the POS settings, you then decide when to use which rate.
Open MOP management in a new window:
Open VAT management in a new window:
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