Find an item by Barcode on Sales Receipts

Thanks fantastic. I'll make a note for the team to take those instructions and add to our help.

Unfortunately the team did not do the same for Adjustment notes and we are not sure this will occur any time soon. Most likely it will be added to our new web and mobile integrated products. You can still use the payment item from memory, but you'll have to search for the items manually. Sorry about that.

One more thing, does it work on Adjustment Note as well?

Many thanks for your detailed instructions!

I was stuck at the instruction No.4 at first, but managed to make it work in the end! :)

I will explain how I did it, including what I've learnt from my mistakes below, which may be helpful for others who may encounter same issue as me.

No.1 --> I created a tax invoice by duplicating one of the sales receipt template, so that I could recycle the format/info without editing.

Select template (sales receipt) > Right click on the template and choose "Duplicate"

Select template type as "Tax Invoice" and ok.

No.2 --> Created some Payment type items as example shown by Jason.

I used UPPERCASE for item name.

No.3 --> Added a Barcode to the Payment item.

I use CODE39 barcodes which includes alphabets and numbers etc. I used UPPERCASE for all the alphabets in the Barcode. (It seems like any lowercase letters doesn't work for CODE39)

No.4 -->

(1) Scanned all the items (point the curser in the Barcode column to bring up the item info when scanned)

(2) Scan the payment items, didn't work at first. I was scanning the Payment item in the Barcode column, and getting a warning message every time I scanned. (Warning! "This item is the wrong type for this field. Please enter a different item of the appropriate type for this field.")

In the end, I scanned the Payment item barcode into the "Item name/Number" column, then entered the total amount of invoice in negatives (The invoice total was $100, then I entered -$100 in the "Amount" column) which makes invoice balance ZERO as explained in instruction no.4 by Jason.

Then I checked the Account Balance (bank deposit for the payment in this case), the amount I entered was recorded as deposited!

Jason's instructions should be on the "Reckon Help and Support Centre" page.

Thank you so much!

Hi and thanks for the feedback and responses on the community forum. You are spot on - we added barcode to Invoices and Purchase orders for example, primarily because we couldn't get to them all so made a choice based on the fact that an invoice can act as a sales receipt and an invoice. There are a couple of things to do to manage this, but we've suggested to lots of mainly wholesale and retail businesses and it works well for them.

1. Create a new invoice template and customise it to look like your sales receipt. Even rename it to Tax Receipt etc as needed.

2. Create a PAYMENT type item and link it to the bank account you use for sales receipts (undeposited funds or a bank account / cash draw etc...). ** You can create as many types as you like. EFTPOS, Credit Card, Cash and so on.

3. Add a barcode to the PAYMENT item (this is great for scanner users as you can have the barcodes printed and attached on or near your counter. Reduces the need for any typing, and, importantly, it's fast).

4. After you scan all of your items, scan the payment item and enter the TENDER amount. You'll notice this appears as a -ve amount of the invoice. When all paid, the invoice balance is NIL so in effect, fully paid. No need to go anywhere near the customer payment section.

This is an example of what I have used in a family business in the past.

The other added benefits are:

1. You can do partial payments, or indeed, split payment items such as credit card and cash until the invoice balance gets to NIL.

2. If you offer credit ie On Account, you don't need to swap between a sales receipt or an invoice. Particularly annoying when you ring everything up on a sales receipt and the customer says "can I have that on account?" :-( Usually this means starting all over again. If you start with an invoice, you can say "certainly" and simply add the customers name and don't add any payment items, hence given the invoice a balance due.

Some other things to consider:

1. Try the SUB-TOTAL type item. Great for totalling groups and assigning discounts.

2. In the template, add the Balance Due data field below the invoice total so the customer can see they have fully (or partially) paid.

Hope that helps?

Jason

ps. We'll keep this idea open all the same, however the next development focus for us is Single Touch Payroll Phase 2, and then integrations with or new web and mobile apps like invoices and time sheets, plus our brand new payroll module due in 2024.

I thought the info on how to I got will solve the issue, but no... It didn't trigger the item info...

So, please add the "Barcode" column on Sales Receipt in order to bring up the item info asap.

Thanks.

detailed info received from one of your reckon staff on how to. many thanks!

https://community.reckon.com/discussion/comment/20633445#Comment_20633445