All the operations linked to the creation or modification must be done when your cash register is connected to the Internet.
Before starting creating a formula, make sure that all the products that compose this formula are created.
Creating a formula
- From the main screen, click on My data > Products
- Choose the section of the formula to create
- Click on +, at the bottom right corner of the screen and choose New formula
- Fill in the name of the formula and put a photo if you want
- Specify the price of the formula depending on the sales method
Here you can specify a sales price depending on the sales method of the formula. When you’ll open a new ticket by selecting the sales method, the right price will be automatically selected. You can also define the product as Free price : when you sell your product, the price of the product will be automatically requested. - Adjust the VAT if need be depending on the sales method
- On the menu bar at the top of the screen, click on Detail (Formula) and then on New Category
- Fill in the Category name
For example, if you are a restaurant owner, use it as Starter, Main course and Dessert
If you’re a hairdresser, use it as Shampoo, Cut, Brushing - Specify the Maximum entry and if this category is Compulsory
The Maximum entry allows you to limit the quantity to enter per category
A mandatory category will require you to enter an item in it before proceeding to the cashing - Select the products to insert in this category
You can also specify a supplement if the product is part of the formula but with a supplement - Validate the creation of the category
- Repeat for all categories in your formula
- Validate the creation of your formula by clicking on the button at the bottom right corner of the screen
Trick : if no price is defined on a sales mode, then the formula will not appear when you open a new ticket on this sales method.
Archiving / Removing a formula
You have two possibilities to remove a formula from your sales screen : archiving or permanent deletion.
· Archiving a formula
Archiving a formula allows you to remove it from the sales screen while keeping it in your data so you can reuse it later.
- From the main screen, click on My data > Products
- Choose the section of the formula to archive
- Archive it by switching it off on the right
The formula remains in your data, it appears in grey and disappears from the sales screen.
In order to restore it, you must do the same operation and switch it on.
· Removing a formula
Before removing a formula, you must archive it.
Removing a formula allows you to remove it from the sales screen but also to permanently delete it from your data. This formula will be kept in your invoice history and also in your sales data.
- From the main screen, click on My data > Products
- Choose your formula and archive it
- Then, click on the bin that appears on the right
- Confirm the removing
The formula is now permanently deleted from your data.
Favourite formulas
Very useful, this functionality allows you to create a virtual product section that will appear on your sales screen and which will include all your best selling products and your formulas.
You can even define your lead products for an easy and quick access during the sale.
- From the main screen, click on My data > Products
- Choose the formula you want
- Click on the star situated on the right of the formula
When you return to your sales screen, a favourite section appears with all the products and formulas you’ve selected.