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Handling Customer Debts Using Saleculator Software

HomeHandling Customer Debts Using Saleculator Software

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Getting Started

  • Introduction
  • Installing Saleculator on Windows
  • Printer setup
  • Performing your first sale!
  • Basic POS Operations
  • Understand Saleculator User Interface
  • Keyboard Shortcuts
  • Building a low cost POS System with Raspberry Pi and Saleculator
  • Activating Saleculator
  • Building a Saleculator Point of Sale System (Linux)
  • Using MySQL for Saleculator
  • Saleculator Webin Introduction

What's New?!

  • Dynamic product labeling and more
  • Updates focusing multi-retail management
  • Introducing a whole new UI
  • Custom POS Reports and more
  • Cash counting while closing
  • Now Print, Email, or Save your reports with a single click! Check the latest update.

Saleculator Features

  • Different Billing Methods or Modes in Saleculator
  • Cash Closing in Saleculator
  • Close cash reports
  • Multiple outlet control from a single point
  • Bill settlement

Tutorials

  • Cashier Guide
  • Manager Guide
  • Administrator Guide

How To's

  • Happy hour sale
  • Edited bills report
  • Printing reports in thermal receipt printer
  • Assign product categories to user roles
  • Printing encoded product cost on label
  • Installing AnyDesk in Saleculator
  • Get quantity from price embedded barcodes
  • Print Open Items in Close Cash Report
  • Update cumulative stock balance in stock diary
  • Using Saleculator for subscription based billing
  • Automatic Billing On Events
  • Printing Expiry Date On Product Labels
  • Dynamic item pricing based on auxiliary item
  • Applying tax on an open item
  • VAT Update Resources for UAE and KSA
  • Apply discount on a selected item
  • Print total amount in words
  • GST Update for India
  • Setting offer to choose any 5 items for the price of 3
  • Buy One Get One Sale
  • Tag-Along items
  • Print accounts report on every 1st of month
  • Show stock of selected item or stop selling out of stock item
  • Change warehouse for current sale
  • Stock movement in close cash report
  • Configure second display with Saleculator
  • Allowing Saleculator to access gmail account for sending mails
  • Setting a shortcut on sales screen to call another screen
  • Updating Saleculator to the latest version
  • Assign dining tables to waiters
  • Payment report based on payment type
  • Dynamic printer or print format selection
  • Tax based on customer
  • Multiple taxes
  • Setting Printer.Ticket for 80 column pre-printed form
  • Get the credit card type
  • How to backup Saleculator data
  • Support for individual person billing sitting in the same table
  • Print Token/Sequence number in receipt & KOT
  • Print total amount in Arabic numerals
  • How to setup KOT Printing
  • How to use auxiliary product as item note or modifier
  • Calculate cash balance in the drawer
  • Printer item wise sales report in close cash report
  • Foreign currency support
  • Print last bill from sales screen
  • Automatically return to billing mode after KOT
  • Embedding Chrome browser in Saleculator POS
  • HO to Branch Sale
  • Print priority notification on KOT
  • Restrict KOT cancellation
  • Calculating quantity from amount
  • Price/Weight/Quantity embedded barcode configuration
  • Installing Saleculator Webin on Windows
  • How To Bulk load data using Saleculator Webin
  • Laundry Operations With Saleculator POS
  • Handling Customer Debts Using Saleculator Software
  • Assigning USB printer to LPT port in Windows
  • Using Saleculator for Salon Business
  • Setting Static IP for the Raspberry LAN connection
  • Reset Saleculator from Root Shell
  • How to setup receipt and KOT on the same printer
  • Adding Taxes to the bill receipt
  • Printing Receipt with KOT
  • How to print duplicate receipt copy
  • Remote access WEBIN and Putty
  • Deleting Products and Categories from Saleculator POS Menu
  • How to restore a backup from the raspberry root using a flash drive
  • Adding service charge button and resource
  • Adding Menu Search option on the sales screen
  • Printing receipts on A4 & A5 printer sheets
  • Adding shortcut buttons for Cash, Card and Debt payment modes
  • Downloading PLU file for Label Scale
  • Transaction cutting above certain amount limits
  • Retrieve The License Key from the Root
  • Protected: PIN Reset
  • Installing Saleculator on Android Tab/Phone
  • Manual Update of Date and Time from Raspberry root
  • Print Barcode Label using WEBIN
  • How to enable the buzzer sound (Beep) for your KOT printers
  • Create User Roles as per your needs and permissions (E.g, Create a Role for sending KOT only!)
  • Change product button size
  • Billing transaction for Advance payment customers
  • IMPORTANT! Close cash report changed in version 3.8 U2 onwards
  • Adding new reports in Close Cash report
  • Accepting advance payment
  • How to setup Saleculator Kitchen Display System – KDS
  • Automatic data backup
  • Delete transactional data older than given days
  • Customize product button font style
  • Payment report based on card service provider
  • Setting customer reward points
  • Printing discount amount/service charge below the total amount in the receipt
  • Updating Webin to the latest version
  • Category wise sales report with parent category and profit
  • How to print barcode labels from Saleculator
  • Print category wise sales report in Close Cash
  • Print receipt log in Close Cash report
  • Setting a default tariff for all new bills
  • Apply a discount or tariff based on customer category
  • Round Off the total bill amount
  • Discount on total bill amount
  • Printing a coupon along with the receipt
  • Capture additional information and store in receipt
  • Capture additional information about an item from sales screen
  • Setting product property
  • Adding ZATCA Approved QR code to the invoice
  • Adding a payment option for Tip collection
  • Print Arabic product names on the receipts
  • How to delete the pictures from all product buttons
  • How to add Onscreen Keyboard for Saleculator on Raspberry Pi
  • Adding UPI enabled Payment QR code on the Bill Receipt
  • Access Raspberry Root using only LAN cable and Putty App (Without Internet)
  • MySQL command to Update Tax to all the products on the catalog automatically
  • Connect your Raspberry to the WiFi network
  • How to setup KOT4 for additional printer
  • Setting Up the Server and Client (Windows)

Hardware Setup

  • Setting-up Network thermal printer
  • Connect a network thermal printer directly with Saleculator
  • Setup HP or Samsung Laser/Deskjet Printers
  • A4 Laser printer setup for reports
  • Using Bluetooth weighing scale with Saleculator on Raspberry Pi
  • Using Label Scale with Saleculator

Troubleshooting

  • Fixing Database Not Loading error in Saleculator M5
  • Fixing issue, which required double tapping on touch screen to get click working
  • Protecting Saleculator Database from Ransomware Attacks
  • Enabling Tapping To Click for touchpads
  • Installing WiFi adpaters
  • Enabling support for more than 4 serial devices
  • Switch screen mode from portrait to landscape
  • Running remote Saleculator in Windows using Putty
  • Recover data from ibdata and .frm files
  • Resources supporting 42 character printer
  • Disable Saleculator screen turning blank due to inactivity
  • Persistent names for usb and serial devices
  • A quick rescue to free space when mysql run out of space
  • Remove duplicate item entry in sales screen
  • Recover data from a crashed MySQL instance
  • Using Putty to remote access Saleculator command shell
  • Updating Saleculator SSL certificates manually in JAVA keystore
  • Fixing issue of CUPS pausing the printer
  • How to solve repeated activation key requests?
  • MySQL Warning: IP address ‘192.168.1.98’ could not be resolved: Name or service not known
  • How to fix if Saleculator is stuck on loading screen
  • Installing eGalax touchscreen driver on Linux
  • Saleculator stuck at command shell
  • Fixing “Not enough stock” error when billing products
  • How to fix no network connection issues while activating the license key
  • Delete transactions for heavy back-office data
  • Fixing “This product does not have attributes” error!
  • How to resolve “Danger: Cannot connect to database. Database not available” error on Windows
  • Corrupted/Damaged SD Card issues
  • Fixing Arabic language issue on the barcode label printout
  • How to reset the negative inventory unit values to zero
  • How to fix the disordered sequence of Ticket# in the sales log report
  • Fixing “mysqld.exe System Error” while installing MySQL on Windows
  • Fixing error “The entity name must immediately follow the ‘&’ in the entity reference.”
  • Fix issue of monitor turning blank while Saleculator loading
  • Solving common disk errors
  • Find tag ending issues in XML resources
  • Fixing “There is no stock of this item” error when trying to refund an item.
  • Data backup using command prompt (Windows)

Reference

  • Objects and Methods
  • Home
  • Documentation
  • How To's

Handling Customer Debts Using Saleculator Software

Adding Customer from the Customer Screen

  1. Administration Menu > Customers > Click “Customers” button
  2. On the Customers screen enter a “Search Key” e.g. 1,2, etc.,
  3. Enter “Name” of the Customer
  4. Press the “+” icon on the top right corner (This will add the customer to the list)
  5. Press the “Save” button on the top right corner
  6. Repeat steps 2 to 6 for additional customers

Assigning Maximum Debt Limit for a customer (Normal Method)

  1. Administration Menu > Customers > Click “Customers” button
  2. Choose the customer from the list
  3. Enter “Max Debt” e.g. 1000, 5000, etc.,
  4. Press the “Save” button on the top right corner

Making a Debt Sale

  1. Click the “Customer List” button from the top left corner of the Sales screen
  2. Click the “Search” button or enter the search key on top and click the “Search” button
  3. Choose the customer from the resulting list and click OK
  4. Click and choose the products from the products catalog
  5. Click the “=” button on the keypad
  6. On the Payment window click on “Debt” tab and click OK

Checking the receipt

  1. Main menu > Edit Sales > Press the “Search” key
  2. Enter the receipt number or choose a date range
  3. Click Execute filter button and choose the receipt from the resulting list, click OK
  4. Scroll down to the bottom of the receipt to check the transaction mode

Assigning Maximum Debt Limit for a customer (Quick Method)

  1. Administration Menu > Maintenance > Execute SQL
  2. On the Saleculator SQL window copy paste the below script on the top field and click the Play button
    ALTER TABLE CUSTOMERS MODIFY COLUMN MAXDEBT DOUBLE DEFAULT 1000;
    (Note: You can edit the maximum limit on the above script as per your needs. We have taken 1000 as an example for this demonstration.)
  3. Successful execution will show “Update count: 0” on the “Resultset 1” field below
  4. Close the window. This will automatically assign your maximum debt limit to every customer created afterwards.

Making a debt sale by adding customer from the “sales” screen

  1. Click the “Customer List” button from the top left corner of the Sales screen
  2. Enter the search key for the new customer
  3. Enter the name of the customer
  4. Click the “Save” button and click OK
  5. Click and choose the products from the products catalog
  6. Click the “=” button on the keypad
  7. On the Payment window click on “Debt” tab and click OK

Making a debt sale by adding customer from the “payment” screen

  1. Choose products from the products catalog on the sales screen
  2. Click “=” on the keypad
  3. On the payment window, click the “Debt” tab
  4. Click on the “Customers List” button next to the name field
  5. On the “Customers List” window enter the customer details, save and click OK
  6. You can see the Max debt getting added automatically (Only if SQL script is executed), Click OK

Making a Partial Debt Sale

  1. Choose/create the customer from the Sales screen (or choose/create the customer from the payment screen)
  2. Choose the products from the products catalog
  3. Click the “=” button and on the keypad
  4. On the Payment window click on the Cash tab and enter the amount provided by the customer on the keypad and click the “+” icon on top, next to the Remaining amounts field
  5. Click on the “Debt” tab and create the customer (If not created from the Sales screen)
  6. Click OK
  7. You can confirm the payment modes by checking the receipt

Viewing Customer and Debt reports

  1. Administration Menu > Customers > Click “Customers” button
  2. Under reports, click on the “Customers” button and click on the “Execute report” button
  3. This report will have details like Customer Name, Serial number, Current Debt, Date of transaction, Advance payment and date, Maximum debt limits for each customer, and points.
  4. Under reports, click on the “Customers defaulting” button and click on the “Execute report” button
  5. This report will show you only the current debts with the customers which are still not closed.
  6. Under reports, click on the “Customers diary” button
  7. Here you can view the debts reports by customers or by the date range using the filters available
  8. After choosing the filtering options click on the “Execute report” button
  9. This will bring you reports for a specific customer or date range. It will show the Customer name, Serial number, Date, Ticket number, Payment mode, Total amount
  10. Under reports, click on the “Customers debts” button and click on the “Execute report” button (You can also use the customer and date filters)
  11. This will pull the Customers debts reports of all the customers or specific customers (This is somewhat similar to the Customers diary)

Methods of Settling Customer Debts

Complete Settlement of receipts

  1. Main Menu > Settlement > Single click the specific receipt to settle by locating the ticket number or the amount > Click on the settle button (You can also pull the receipts from the Edit Sales button under Main Menu by searching with the ticket number)
  2. On the Payment window choose the payment mode (Cash/Card/Free) enter the payment amount and click the “+” icon and click OK. This will result in complete payment for this receipt
  3. To check the debts settlement status go to the Customers diary and click the “Execute report” button. This will show the debt settlements and payment modes for the receipts of the customer.

Partial Settlement of receipts

  1. Main Menu > Edit sales > Search
  2. On the “Bills” window enter the receipt number to search or choose the date range to pull the receipts between the dates.
  3. Choose the receipts and click OK. This will bring up the copy of the receipt on the screen
  4. Click the “Edit” button on the top, this will route you to the sales screen with the bill details
  5. Click on “=” on the keypad to open the Payment window
  6. On the Payment window choose the payment mode (Cash/Card/Free) enter the partial payment amount and click the “+” icon and click OK.
  7. Now click on the “Debt” tab to transfer the balance to the Debt mode. Click OK
  8. Repeat steps 1 to 3 to pull the receipt and check the current payment modes
  9. To check the debts settlement status go to the Customers diary and click the “Execute report” button. This will show the debt settlements and payment modes for the receipts of the customer.

Bulk Settlement of multiple receipts

  1. Main Menu > Payments > Customer > Customers List Button
  2. On the Customers, list window click the Search button, and choose the customer from the resulting list and click OK
  3. This will show the total debt amount pending under this customer
  4. Click on the “Pay debt” button to open the Payment window
  5. On the Payment window choose the payment mode (Cash/Card/Free) enter the payment amount and click the “+” icon and click OK.
  6. This will turn the current dept to zero for this customer. To check the debts settlement status go to the Customers diary and click the “Execute report” button. This will show the debt settlements and payment modes for the receipts of the customer.

Issues causing Inactive OK button on the Payment Window

  1. When the customer is not chosen/created
  2. When the maximum debt amount is not assigned for the customer
  3. When the total transaction amount surpasses the maximum debt limit for the customer

Taking a printout of the Customer Reports Diary

  1. Administration Menu > Customers > Customers Diary > Execute report
  2. On the Customers diary screen click on the printer icon button from the top left hand side
  3. Click OK and it will print the customer diary reports (You can also print individual customer reports by using the filter options after clicking the Customers diary button)
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Updated on May 10, 2021
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