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voltixERP

Wholesale terminals

The table layout for larger orders: item codes, warehouses, units, line discounts and batches on every line.

A wholesale terminal shows the order as a full-width table instead of tiles. Your administrator chooses the layout per terminal. Payment, quotations, sales orders, returns and closing work exactly as on a retail terminal.

Wholesale terminal
The wholesale till: the order on the left, the products on the right.

The order table

ColumnWhat it shows
Item Code and ProductThe item.
WHThe warehouse the line is taken from.
StockThe quantity available in that warehouse.
Qty and UOMQuantity and unit of measure.
Unit PriceThe price per unit.
Disc % and Disc AmtA discount on this line, as a percentage or an amount. Above your limit, Voltix asks whether a manager should approve it (Manager override); see Discounts, prices and notes.
Batch/S.NoBatches or serial numbers, when your company tracks them.
SubtotalThe line total.

Add products

Click the search icon (or press Ctrl+S) to open the product search panel, then search by name, code or barcode and click a product to add it. You can also just start typing anywhere outside a field: the search panel opens with what you typed.

Click the camera icon to scan a barcode with the device's camera.

Document type, customer and PO

At the top of the order, choose Invoice, Quotation or SO, click Select Customer and type in Search customers... to pick the customer, and type the customer's PO Number if they gave one. See Quotations and sales orders.

On a phone the product search fills the screen and the order sits in a sheet: tap the Order bar at the bottom to pull it up. Each line is a card with - and +, the unit, Disc %, the price (tap it to change it) and, for batch or serial items, the batch button. Tap the warehouse code under the name to see the stock per warehouse. Pay in the bar takes the payment (Save for a quotation or sales order); the terminal stays a wholesale terminal.

Shortcuts

KeysAction
Ctrl+SOpen the product search panel.
Ctrl+DOrder discount.
Ctrl+NNote.
Ctrl+AAttachments (when your company stores attachments).
Ctrl+SpaceThe main button: Payment, or Save and Print for a quotation or sales order.