Documents

Documents holds every certified document zrsPOS issued, and every sale that needs you. It is one of the five entries of the app menu. Only the stores zrsPOS invoices appear here: a sale at a location that does not sell at a till is never listed, and neither are its problems.

Views

The chips at the top choose what the list shows. Each view has its own address, so another page can open it directly.

• All documents — every document zrsPOS issued, newest first.
• Needs you — sales with no document yet, and alerts on sales that have one. Each says its cause.
• Waiting — sales that clear by themselves (a return waiting for its sale's invoice, an order not paid yet). Nothing to do.
• Held — sales kept while your plan was inactive.
• Skipped — sales zrsPOS did not issue, by decision.
• Previews — online returns in preview.
• Archived — what zrsPOS no longer tries, kept forever.

A view with nothing in it is not shown, except All documents, Needs you and Archived.

Search finds a document by its number as printed ("FR LC/162" or "LC/162"), the order, the customer, the NIF or the ATCUD. The filters narrow All documents by type (sales or returns), period (today, the last 7 days, the last 30 days, in Lisbon days) and documents whose e-mail was not sent. With two stores or more, the store filter shows one store only. The list comes 25 rows at a time: Show more reads the next ones, with nothing cut.

Export documents downloads every document the search and filters match, as a CSV file. In Portuguese it uses ; between cells and a decimal comma, the way a Portuguese spreadsheet opens it; in English, , and a decimal point.

Needs you

Each row opens the sale's page. It says what happened in plain words, with SAGE's own answer when SAGE refused it, and one button that opens the exact field that fixes the cause and says what it does ("Choose Teya's SAGE payment method", a store's série, a SAGE item…). Learn more opens the problem's own manual page, and Details for support shows what was sent to SAGE and what came back, ready to copy.

Once the cause is fixed:

• Try order #… again retries one sale. zrsPOS first checks SAGE for a document made after all, then issues it: nothing is issued twice. The page says what happened: issued, with its document; still failing, for the reason shown; or SAGE did not answer.
• Try these sales again, on the list, does the same for every sale trying again can fix, one by one, with each step shown and each outcome at the end. Previews, the go-live test and the cases only a person can finish are left out, and the list says how many.

A sale more than 30 days old, or tried 100 times, can no longer be tried again here: its page says so. Issue it by hand in SAGE, then archive it.

Some causes only a person can finish (a refund that does not match the goods, an online invoice not found). The page says what to do in SAGE, then I issued it by hand in SAGE archives it with the SAGE number.

An alert on a sale that already has its document (cancelled after its document, edited after its invoice, a Tax Free form not voided) closes with one button that names what was done, such as I handled it in SAGE or The form is voided.

A problem with no order (a store not set up, setup no longer complete) clears by itself once it is fixed.

Waiting

These sales wait for something and are issued by themselves: a return waits for its sale's invoice, an exchange for its credit note, an order for its payment. After 48 hours a sale that still waits moves to Needs you.

Held while your plan was inactive

A sale that arrived while your plan did not allow issuing is kept: nothing was sent to SAGE and nothing printed. Once the plan is active, Issue the … held sales now issues them the normal way, sales first, then their refunds and exchanges, with each step shown. Nothing is printed. Until then the button is off and says why. See Sale held while your plan was inactive.

Skipped

zrsPOS issued nothing for these sales, by decision:

• the store was paused, or issuing was paused at every store, when they were sold;
• an online return arrived while Online returns and exchanges was switched Off: it is listed as "not issued by decision", with its order.

zrsPOS does not try them again. If one needs a document, issue it by hand in SAGE, then open it and press I issued it in SAGE with the SAGE number: it moves to Archived. See Sale zrsPOS did not issue.

Previews

Online returns in preview have their credit note ready, not issued. They are issued from Settings › Online returns and exchanges, with the other previews; Try these sales again never issues them.

Archived

Archive takes a sale out of every list, with a reason: issued by hand in SAGE (with its number), not a real sale, or another reason you type. It asks first: the order will have no document from zrsPOS. An archived sale is never issued by zrsPOS and never tried again. It stays in Archived with who archived it, when and why; Reopen puts it back. Archiving happens only here, in the admin.

One document

A document's page shows its type, its number as printed, the ATCUD, the store, the customer and NIF, the total, the payment method and when it was issued, with its linked documents (the sale a credit note credits, its credit notes, its Tax Free form).

• View A4 and View receipt draw it from the copy zrsPOS keeps. The links are signed for 6 hours; the page renews them by itself.
• SAGE PDF asks your SAGE for its own PDF.
• A document of the SAGE company you had before keeps its A4 and receipt from its own copy, and its SAGE PDF is off (today's SAGE is another company). An older document of that company with no copy of its own is not drawn at all: get its copy from that company's SAGE.

If your template could not draw a document, the page says which template and opens it on Document design.

Send by e-mail

The page says whether the customer's e-mail went: sent, sending, failed (with why) or no address on the order. Send by e-mail sends the A4 as a PDF from your sender, only to the address you type. A wrong address is said at the field, and nothing is sent.

Print at the store

Print a "2.ª via" prints it at the store, on the printer of the till that issued it; when that till has several, you choose one. The original prints only when the first print failed or was never confirmed, and nothing is on its way: then Print the original is offered too. With printing off for the shop, print it from SAGE.

On a read-only plan

Everything here still works: fixes for sales already made, trying again, issuing, archiving, e-mailing and printing. A fix whose page would change other settings says that your plan blocks it.

On the Shopify order

The order page shows the same documents with links and a Print button. Documents can also be e-mailed to the customer from there.