---
title: Sales Receipt
slug: sales-receipt
docTags: 
createdAt: 2024-01-22T12:09:50.158Z
---

Sales Receipt is a document to record sales transactions. Sales Receipt in B1Bazaar can be used to record Sales Quotation, Order, Delivery or AR Invoice, depending on the configuration. 

![Sales Receipt](https://api.archbee.com/api/optimize/quSFUNiPS9o21RPEfamwD/UToKo1C_5BdDnYCu6yMvm_image.png "Sales Receipt")

### General Area

**No.**
Document number.

**Status**
The status of the document:

- *Open*
  The document has not been posted to SAP Business One AR Invoice. 
- *Cancelled*
  You canceled the document manually.
- *Closed*
  B1Bazaar closed the document automatically when it was posted to SAP Business One AR Invoice.

**Document Date**
The document date of the document, used for tax purposes. The default value is the current date. 

:::hint{type="info"}
:FontAwesome[]{icon="fa-solid fa-circle-info"} **Note**
Date is editable only when import of sales receipt is enabled. 
:::

**Sales Employee**
Specify the sales employee who initiated the document.

**Name**
Select the customer name for the document.

**Scan Item/Barcode**
Scan barcode or item code of the product / item. Scanning or entering a code, will add the item on the document or increase the quantity, if the item is already added.

:::hint{type="success"}
:FontAwesome[]{icon="fa-solid fa-circle-check"} **Tip**
In B1Bazaar, you can configure whether to add same item on new row or update the existing row.
:::

**Mobile No.**
Select the mobile number of the customer. 

:::hint{type="success"}
:FontAwesome[]{icon="fa-solid fa-circle-check"}** PRO TIP**
For creating new customer, enter the mobile number and press tab - select New in the List of Customer window and enter details of the customer and select Add.
:::

**Total Before Discount**
The total amount of the document before the discount for the document is calculated. 

**Discount**
Displays the percent and amount of discount applied on this document. The value is calculated automatically based on the discount defined on the customer and the schemes.

:::hint{type="info"}
:FontAwesome[]{icon="fa-solid fa-circle-info"} **Note**
Discount percent and amount is editable only when user has permission to do so.
:::

**Total Quantity**
Displays the total quantity of all items in the document. 

**Total**
Displays the total amount of the document, after considering tax and discounts, payable by the customer.

**Paid**
Displays the total amount paid by the customer.

**Balance**
Displays the balance amount payable by customer - after adjusting the payments, discounts, vouchers or loyalty points, if any.

**Points**
Displays the available loyalty points for the selected customer. It only shows the points accrued on the current store.

**Last Purchase**
Displays the date of the last purchase made by the customer.

### Contents Tab

<font color="#B91C1C">**Line Type**
Displays the line type for the row. Default value is Sales. When creating exchanges, items which are being returned are created with Return.</font>

**Item No.**
Displays the item number.

**Description**
Displays the item description of the selected item.

**Barcode**
Displays the barcode scanned.

**Price**
Displays the price of the item, before any line discount. Price is automatically determined based on the price list specified for the customer or any special prices.&#x20;

**Discount %**
Specify the percent of discount granted for the item.

**Discount**
Specify the amount of discount granted for the item.

**Total Discount %**
Displays the total discount percent for the item, after considering any scheme discount and manually granted discount.

**Net Price**
Displays the net price of the item, after the line discount. Specify the net price, if required.&#x20;

**Quantity**
Specify the total quantity (per row).

**Total**
Displays the total amount of the row in the relevant currency.
 <font color="#070707">**UOM**
Displays the Unit of Measurement for the item.</font>

<font color="#070707">**Qty Per Unit**
Displays the number of units in the per unit of UOM. </font>

<font color="#000000">**Color**
Displays the color of the selected item.</font>

<font color="#000000">**Size**
Displays the size of the selected item.</font>

:::hint{type="success"}
:FontAwesome[]{icon="fa-solid fa-circle-check"}**&#x20;Tip**
You can enable or disable columns for Color & Size from B1Bazaar settings, as per your product requirements.&#x20;
:::

**Warehouse**
Displays the warehouse from where the item is sold. Warehouse is non-editable, and will be selected automatically based on the store.

**Warehouse**
Specify the warehouse, if the item should be sold from a warehouse other than the store default warehouse.

**Tax Code**
Specify the tax code to be applied to the item. Tax code is automatically determined based on Tax Code Determination in B1Bazaar and SAP Business One, in that order. If required, change the tax code.&#x20;

**Base Price**
Displays the base price used for calculating the tax amount.

**Tax**
Displays the amount of tax that is calculated on the value of the item.

**Gross Price**
Displays the total price including taxes.&#x20;

**Size No.**
Displays the size number of the selected item.

**Batch No.**
Displays the batch number of the selected item, if the barcode scanned was of a batch.

**Scheme**
Displays the scheme being applied on the item. Scheme is automatically determined based on configured schemes for the store. If no scheme is applicable on the selected item, FRESH is displayed.&#x20;

**Scheme Inclusion??**

**Points**
Displays the points earned for the item (per row).
 <font color="#020202">**Stock**
Displays the currently available stock for the selected item.</font>

**Remarks**
Specify any remarks for the row.

**Base Type**
Displays the base type of the document, if the document is based on an existing document, like Sales Order or Delivery.

**Base Entry No.**
Displays the internal number of the base document.&#x20;

**Base No.**
Displays the document number of the base document.

**Base Line**
Displays the line number of the base document, which is copied to this row.

**Tree Type**
Displays if the selected item is part of a B1Bazaar Bill of Material as a Father or Child item.&#x20;

**Father**
Displays the father item of the selected item, if this is a child item in a B1Bazaar Bill of Material.

**Father Quantity**
Displays the quantity of the father item, if this is a child item.

**Child Quantity**
Displays the quantity of the child item.

**Currency**
Displays the currency for the row, in which price has been specified.&#x20;

**Rate**
Displays the exchange rate applicable for the row.

**Measurement Entry**
Displays the internal number of the measurement document.

<font color="#000000">**Measurement No.**
Displays the document number of the measurement document. </font>

**Measurement Date**
Displays the date of the measurement document.

:::hint{type="success"}
****:FontAwesome[]{icon="fa-solid fa-circle-check"}**&#x20;PRO TIP**
B1Bazaar provides functionality to create apparel measurement document for the customer. This can be used, if your business is into apparel business, either tailormade or readymade.
:::



### Payments Tab

**Type**
Displays the type of the payment:

- Cash
- Check
- Card
- Bank Transfer
- Others
- Credit Note
- Voucher

**Currency**
Displays the currency in which payment is received.&#x20;

:::hint{type="success"}
****:FontAwesome[]{icon="fa-solid fa-circle-check"}**&#x20;Tip**
B1Bazaar supports receiving payment in more than one currency for the same document. You can configure to use Dual Currency - which allows accepting cash in two currencies simultaneously or Multi Currency - which allows accepting cash in multiple currencies.&#x20;
:::

**Base Amount**
Displays the amount given by customer in the selected currency.

**Cash Given**
Displays the cash given by the customer, if the payment type is cash.

**Cash Return**
Displays the cash amount returned to the customer if the payment type is cash.

**Amount**
Displays the net amount received from the customer, in the document currency.

**Rate**
Displays the exchange rate applied for this payment row.

**Credit Card**
Displays the type of credit card for the row.

**Voucher No.**
Displays the voucher number of the credit card slip,

### Logistics Tab

**BP Code**
Displays the business partner code which will be used for posting the sales and payment document in SAP Business One. In case of retail sales, this is determined based on the store configuration. In case of wholesale sales document, this is the business partner code linked to the credit customer created in B1Bazaar.

**BP Name**
Displays the business partner name for the document.&#x20;

**Phone No.**
Displays the phone number for the business partner.&#x20;

**Country**
Displays the country of the customer.&#x20;

**Ship To**
Displays the shipping address name of the customer.

**Shipping Address**
Displays the complete shipping address of the customer. You can change this address, as required.&#x20;

**Bill To**
Displays the shipping address name of the customer.

**Billing Address**
Displays the complete shipping address of the customer. You can change this address, as required.&#x20;

**Shipping Type**
Specify the shipping type applicable for this document.

**Shipping Charges**
Specify shipping charges, if applicable.

**Payment Mode**
Specify payment mode, if the document is created with credit type, and payment will be received at a later stage.

**City**
Displays the city of the customer.&#x20;

**Area**
Displays the area of the customer.

**Level**
Displays the level of the customer in the loyalty program.&#x20;

:::hint{type="success"}
****:FontAwesome[]{icon="fa-solid fa-circle-check"}**&#x20;Tip**
B1Bazaar provides feature to define and manage loyalty programs, where customer can earn and redeem points on their purchases.&#x20;
:::

**Trial Date**
Specify the date on which a trial is scheduled with the customer, if required. This can be used to set date for trial of apparel or similar products, where the customer will visit the store again at a later date.&#x20;

**Delivery Date**
Specify the date on which you deliver the goods and create the delivery document. This is required, only if the delivery is going to be made at a later date.

**Delivery From Warehouse**
Specify the warehouse from which the delivery will be done, if not being done from the store warehouse. This can be useful if you have multiple stores, and you want to deliver goods from a store which has stock or which is nearer ro the customer.&#x20;

**Reference No.**
Specify the customer reference number, if required.&#x20;

**Remarks**
Enter additional information regarding the document. You can also edit the field content after the document is added.

**Store**
Displays the store for which you created the document.

**Warehouse**
Displays the default warehouse of the store. This is also the default warehouse from where the goods are being sold.

### Details Tab

**Tax**
Displays the total tax amount for the document calculated according to your tax definitions.

**Rounding Off**
When the total amount of the document is rounded according to the rounding method determined by the currency, the difference between the original amount and the rounded amount appears in this field.

**Advance %**
When the sales receipts are allowed with partial payments, customer can make an advance for the document and pay the remaining amount when the goods are delivered or on a later date. The percent of advance paid by the customer appears in this field.&#x20;

**Advance Amount**
Displays the amount of advance paid by the customer.&#x20;

<font color="#020202">**File For Import**</font>
Field for selecting the file, if you want to import the sales receipts. This can be used in scenario where you need to import the sales for the whole day from another POS system.&#x20;

**Internal No.**
Displays the internal number of the document.&#x20;

**Series**
Displays the series of the document. Series is selected as per the store by default. You can change this only if you have permission to change series.

**Status?**
The status of the document:

**Draft**
This field indicates if the document has been saved as a draft document.&#x20;

**Currency**
Displays the store currency for the document. Currency is automatically selected based on the store configuration.

**Rate**
Displays the current exchange rate applicable for the store currency.

**Sales Type**
Displays the sales type for the document:

- Retail&#x20;
  Customer should make the whole payment, and the receipt will be posted as an AR Invoice in SAP Business One.&#x20;
- Wholesale
  Sales receipt can be posted without payment as a Sales Order in SAP Business One.&#x20;

**Document Type**
Displays the type of document being posted to SAP Business One.&#x20;

**Credit Sales**
This field indicates if the document is credit sales, made without receiving the payment.&#x20;

**Invoice No.**
Displays the document number of the posted AR Invoice or other sales document in SAP Business One.

**Incoming Payment No.**
Displays the document number of the posted Incoming Payment in SAP Business One.

**Return Receipt No.**
This field displays the document number of the sales receipt selected for exchange, if any.

**Base Receipt No.**
This field displays the document number of the sales receipt, from which this document was copied, if any. This will display when the sales receipt is being copied from an earlier receipt, posted as a quotation, order or delivery.

### Promotions Tab

**Points Earned**
Displays the total points earned for the document.

**Points Redeem**
Displays the total points redeemed for the document.

**Employee ID**
Displays the employee identification code, if an employee discount was applied for the document.

**Employee Discount**
When an employee discount was applied for the document, this field will display the amount of discount given.

**Voucher No.**
Displays the number of the voucher applied for the document.

**Voucher Amount**
When a voucher is applied for the document, this field will display the amount of discount given by the voucher.&#x20;

**Voucher Type**
When a voucher is applied for the document, this field will display the type of voucher.

**Value Type**
When a voucher is applied for the document, this field will display the type of value.

**Referral Customer**
Specify the customer who has referred the customer for the document.&#x20;

**Distribute Points**
This field indicates if the loyalty points are distributed between this customer and the referral customer.

**Points to Customer %**
When the points are distributed between this customer and the referral customer, this field will display the percent of loyalty points assigned to the customer.

**Points to Referral %**
When the points are distributed between this customer and the referral customer, this field will display the percent of loyalty points assigned to the referral customer.

**Document Scheme**
Displays the document level scheme code applied for this document.

**Scheme Discount**
When a document level scheme is applied for the sale receipt, this field will display the amount of discount.&#x20;

**Row Discount**
When a row level scheme is applied for the document, this field will display the amount of discount.

**Gift Item**
Specify the gift item for the document.&#x20;

**Gift Quantity**
Displays the quantity of gift item for the document.&#x20;

### User Fields Tab

This tab will display the user fields defined on B1Bazaar Purchase Order table. Please refer to [Handling User Defined Fields in B1Bazaar Documents](docId\:VK1A5ZDhQ1ukxfkUJo4OC) for more details.&#x20;

### Actions

**Checkout**
Complete the sales receipt and post the document to SAP Business One. If the sales receipt is for retail, and there is a balance payment, clicking on checkout will open the payment window.&#x20;

**Payment**
Opens the payment window. Please refer to [Accepting Payments](docId\:n38k_y8BnsOg6-XfoHVPu) for how to accept payments in sales receipt.

**Customer**
Open the list of customers to select from.

**Labels**
Prints delivery labels for the document.&#x20;

**Print**
Prints document as per the configuration.

**Scan Receipt**
Changes the scan mode to scan receipt for exchange. Scan the receipt after clicking this button.

<font color="#050505">**Scan Returns**
Changes the scan mode to scan items for exchange. Scan items after clicking this button.</font>

<font color="#050505">**Stop Returns**
Completes the scanning of items for exchange. </font>

**Hold**
Save this document as draft.&#x20;

**Reset**
Clear all items and customer and reset the sales receipt window.

**Status**
Shows the work status report for the sales receipt.&#x20;

**Search**
Opens the list of items to select from.

**Check Scheme**
Checks if there are any schemes applicable for the document and recalculates the scheme discounts.&#x20;

**Voucher**
Opens the voucher redemption window. Please refer to [Vouchers](docId\:f0LJYerc-TLntl9HQvHAl) for how to redeem vouchers for the sales receipt.&#x20;

**Emp Disc**
Opens the employee discount window. Please refer to [Employee Discount](docId:5wXWnz78rt1EKBIw3ArTh) for how to apply employee discount for the sales receipt.&#x20;

**Remove Item**
Removes the selected item from the sales receipt.

**Points**
Opens the loyalty points redemption window. Please refer to [Loyalty Points](docId\:dB4YMsE-7Jv5tUoqogwg-) for how to redeem points for the sales receipt.

**History**
Open various reports related to the customer:

- History
  Shows the previous purchase history for the customer.
- Ledger
  Shows the ledger for the customer.
- Open Invoices
  Shows the open invoices for the customer.&#x20;

##

###