This guide provides step-by-step instructions on how to use Bulk Settlement.
Step 1: Open Bulk Settlement on your CloudPOS.
Step 2: Complete your open orders
Troubleshooting/Common Issues
Step-by-Step Instructions:
Step 1: Open Bulk Settlement on your CloudPOS.
1.1 Open the Dashboard.
1.2 Open Bulk Settlement in the middle of the Dashboard. You can also enter this function with trying to close your day in financial reports.
1.3 Now you're on the "Complete Order" Screen.
1.4 You will see all uncompleted orders since the last Z-Report was generated.
Step 2: Complete your open orders
2.1 You can decide if you want to complete special orders or all orders at the same time.
2.2 Select specific orders or click on the button "Select All".
2.3 If you selected all orders you want to complete now, you have to click on "Complete Orders".
2.4 You will get asked for a payment method. Please select Cash - Card will be available soon.
2.5 Completing a lot of orders can take some time. Please wait until you get a success message.
2.6 After getting success message, you can create your Z-Report if you want to.
Troubleshooting/Common Issues
If you get an error message that not all orders have been completed successfully, please send a photo of the failed orders to the support team.