Sales and checkout in Aident CashPro
This article explains the core sales flow in Aident CashPro.
How a sale starts
In the current implementation, a sale receipt is typically created when the user starts scanning or adding items and no open sale already exists.
CashPro then creates a new receipt of type Sale.
Start-of-day dependency
Before scanning can start, CashPro checks whether Start of Day has been completed.
If start of day has not been completed, the sale process is blocked.
How items are added to a sale
CashPro supports barcode-driven sales and item selection scenarios.
Depending on the barcode type configuration, a scan can represent:
- item barcode
- item number
- serial number
- lot number
- resource
- customer
- salesperson
Barcode types and prefixes
CashPro uses the configured Barcode Prefix Length and Barcode Types to interpret scanned input.
If a matching barcode prefix is found, CashPro uses that definition. If no matching prefix is found, CashPro can also identify barcode types by the configured number of digits.
If the barcode cannot be matched to an allowed barcode type, CashPro shows an error.
Customer and salesperson behavior
Customer barcode
If the scanned barcode is a customer barcode, CashPro tries to identify the customer and assign it to the sale.
If the customer cannot be found, the sale is blocked.
Customer mandatory setup
If Customer Mandatory is enabled on the cash register setup, a sale cannot start without a customer.
In that case, CashPro requires the customer to be identified before the sale can continue.
Salesperson requirement
When a new sale is created, CashPro also expects a salesperson to be available on the receipt.
If the salesperson is missing, CashPro blocks the process.
Fiscalization at sale start
When a new sale receipt is created, CashPro can trigger the fiscalization start process.
If fiscalization fails during receipt creation, CashPro removes the newly created header and shows an error asking the user to start again.
Open sale rules
CashPro only allows one active sale flow at a time per register.
If another document is already open
If another non-sale document is open, CashPro blocks the sale and shows an error.
If payment is already in process
If the current sale is already in Payment status, CashPro blocks adding more items and starting another transaction.
Working with the sale receipt
Once the sale receipt exists, users can continue adding lines and preparing the receipt for payment.
Relevant line types in the broader sales flow include:
- Item
- Resource
- Set Item
- Voucher
- Payment
Set items
CashPro supports set items.
When a set item is used:
- the main set item line is added
- component lines can be created underneath it
- quantity and amount changes are propagated to the components
Changing quantity
CashPro supports increasing, decreasing, and updating receipt line quantities.
If quantity becomes zero
If the quantity of a line is reduced to zero, CashPro deletes that line.
For set items, related component lines are deleted as well.
Updating set item quantities
If the quantity of a set item changes, CashPro also recalculates the quantities and amounts of the related component lines.
Item search and item information
CashPro includes an item list that can be used to view:
- item number
- description
- item category
- unit price
- variants
- sales prices
- sales discounts
This is useful when an item is not scanned directly and the user needs to review item information.
Checkout
When the sale is ready, the user proceeds to payment.
CashPro calculates the outstanding amount from the receipt lines and then opens the payment selection flow.
For details, see Take payments in Aident CashPro.
Troubleshooting
Sale is blocked because another document is open
Close or complete the other document before starting the sale.
Payment is already in process
Once a receipt is in Payment status, additional items cannot be added.
Barcode is not recognized
Check the configured barcode types, prefix length, and barcode length rules.
Customer must be scanned first
If Customer Mandatory is enabled, identify the customer before adding sale lines.
Salesperson is missing
Review the cash register setup and ensure the receipt gets a valid salesperson.