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Trying SellyPOS with a few products
FreeWhat SellyPOS does
Set up your shop once, and every document matches it
Setup and documents is where you tell SellyPOS about your shop, once. Your name, country, formats, receipts and invoices then follow from the choices you make here.
This page is for the person who sets the shop up, and for anyone who changes it later. Here you give the shop its details, choose its country and formats, and decide how receipts and invoices look, including any drug licence, and how they are numbered. You can leave most of it until you have time.
Your receipts and invoices take the shop name and tax numbers from the same place, so they agree with each other. The till is ready for a first sale once the basics are in, and you come back to the rest when a document needs changing.
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Highlights
- Get the till ready on your first day Your shop's name, address and tax numbers in one place You type your shop's details once, on one page. Your invoices then take them from there, so they match.
- Make the receipt look like your shop Choose how your receipt looks, then see it before you print You pick a style and your kind of business, and the receipt changes to match. You see it at your printer's own paper width before anything goes out.
- Number and lay out your invoices Invoice numbers in the pattern your shop already uses Each invoice carries the prefix, the year, the branch or the till you chose, so the number itself tells you where the sale came from.
- Bring your lists in and keep copies of them Bring your customer or supplier list in from a file You load the whole list from a CSV file. SellyPOS checks the file first, and if one row is wrong, the whole file is refused, so the list is either loaded whole or not loaded.
- Look up country, format, week and colour settings Choose the day your week starts, and the weekly reports follow You pick the day your week starts on, and week-based reports count from that day. The This week period on the Reports screen moves with it.
- Find any setting, and get help when you are stuck Help you can search, even when the internet is down The help is already on your computer. Type what is wrong in your own words, and the right article comes up with or without the internet.
In this area
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Get the till ready on your first day
The steps you meet at the start, in order. Answer what matters now, skip the rest, and let the checklist keep track of what is still open.
- Choose your country once and the money and date settings follow
- Tell SellyPOS what kind of shop you run, during setup
- Your shop's name, address and tax numbers in one place
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Make the receipt look like your shop
The receipt is the paper your customer keeps, so it should show your shop clearly. Pick its style, its fonts and its logo, and look at it before anything goes out.
- Choose how your receipt looks, then see it before you print
- Give your receipt a shop name font that suits your shop
- Put your shop's own logo on the receipts you print
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Number and lay out your invoices
A full-page invoice needs a number that shows where it came from, and a layout your customers will recognise. These settings give you both, and let you check a sample before a real one goes out.
- Invoice numbers in the pattern your shop already uses
- A voided invoice number is never handed out again
- Choose how your A4 invoice is laid out, with or without the logo
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Show your drug licence on receipts and invoices
If you sell medicines, your drug licence and your pharmacist's name can print on your receipts and on the A4 invoice. The licence field takes the name your country uses for the licence.
- Your drug licence and pharmacist's name print on your receipts
- A pharmacy's drug licence and pharmacist print on the A4 invoice too
- The licence field is named the way your country names it
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Set how the counter rounds and how refunds work
These choices decide how the total is rounded, what the counter asks before a big change, and why goods may come back. Set them once, and every sale and return follows them.
- The counter settings in one place, with a question before big changes
- Round the total to the nearest step your money can hold
- Decide how refunds are given and why goods may come back
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Bring your lists in and keep copies of them
Typing a long customer or supplier list by hand takes time. Load the list from a file instead, and save a copy of your lists whenever you want to keep one.
- Bring your customer or supplier list in from a file
- Keep a copy of your product, customer and supplier lists
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Look up country, format, week and colour settings
These are the settings you come back to when you want to check or change just one thing. The country, currency, formats, week and this computer's colours are kept together, so you can find them in one place.
- Change your shop's country later, and see what moves first
- Trade in a currency with no decimals, or with three
- See how prices and dates will look before you choose
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Find any setting, and get help when you are stuck
When you cannot remember where a setting lives, search for it by the word you would use. When you need a person, the support details are on the Help screen.
- Type what you want to change and go straight to the setting
- Help you can search, even when the internet is down
- Reach the SellyPOS support team from inside the program
Once the setup is finished, the checklist shows you what is still open. Before a customer sees a receipt or an invoice, look at the preview with your own eyes, and change anything that does not look like your shop.