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Wiki source code of Prezentare Retail

Last modified by Mihail Opinca on 2026/01/28 23:24
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1 **In this presentation, we'll introduce RTL mode. This is the UNA interface, which consists of several tabs.**
2
3 **Interface Structure**
4
5 * **Registers Tab**
6 * Contains documents grouped into specific registers.
7
8 * **Document Tab**
9 * Contains actions for working with the document.
10
11 * **Items Tab**
12 * Contains items such as charts of accounts, special items, and standards containing information about material goods, individuals, legal entities, and cost centers.
13
14 * **Reports Tab**
15 * Contains reports for viewing records, turnover, inventory, internal transfers, sales, tax revenues, and other information.
16
17 * **Forms Tab**
18 * Contains forms for setting promotions, discounts, and loyalty cards, recalculating FIFO, updating items, updating scales, and other forms.
19
20 {{html}}
21 <div style="text-align: center;">
22 <iframe width="760" height="415" src="https://www.youtube.com/embed/C9TuDx5NZsk" title="RTL Presentation - UNA Retail" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
23 </div>
24 {{/html}}
25
26 ---
27
28 **Item Registration**
29
30 First, let's look at the **Item Registration** document. This document allows you to import items from Excel to UNA, update items, and create other documents.
31
32 You can create a new document using the Plus or Insert keys on your keyboard. Select the Product Registration document (49398). Specify:
33 * Document date;
34 * Document preparation date (must match the document date);
35 * Supplier;
36
37 * Store.
38
39 **Import from Excel**
40
41 Go to the document table, right-click > **Import from Excel** > **Load from Excel File**:
42 1. Click *Next*
43 2. Select the Excel file
44 3. Click *Next*
45 4. Select the "Information" tab
46 5. Click *Next*, *Next*, and *Start*
47
48 The Excel file may contain:
49 * Barcode;
50 * Name in Romanian;
51 * Unit of measurement;
52 * Quantity;
53 * Purchase price excluding VAT;
54 * Purchase price including VAT;
55 * Sales price including VAT (to create a price change document).
56
57 After importing, update the product list.
58
59 * White items indicate existing products (identified by barcode or name).
60
61 * **Green** items indicate new products.
62
63 We are creating documents to register the products. Three or four documents will be created, depending on the existence of a contract.
64
65 Save the document and click **Edit** to verify.
66
67 ---
68
69 **Created Documents**
70
71 * **Purchase and Sales Agreement**
72 * Indicates the contract type, supplier, and term.
73
74 * **Contract Terms**
75 * Indicates the term, supplier, contract number, products, purchase price with VAT, and store.
76
77 * **Incoming Invoice**
78 * Created without using accounting formulas. To complete:
79 * Enter the document;
80 * Press *Enter* or *Edit*;
81 * Press **F**;
82 * Enter the invoice number and series;
83
84 * Check items and amounts;
85 * Set the correct status;
86 * Save the document.
87
88 Saving generates accounting formulas that appear in the accounting entries or summary.
89
90 ---
91
92 **Setting Sales Prices**
93
94 For this, use document **4821 - Pricing Law**:
95 * Select the price type (sales price);
96
97 * Select a store group;
98
99 * Select a price list;
100
101 * Update the price list in the "Actions" section.
102
103 To print prices on shelves:
104
105 * Click **Print**;
106
107 * Select a model;
108
109 * Click **OK**;
110
111 * Select a printer;
112
113 * Click **Print**.
114
115 ---
116
117 **Entering Import Data (Customs)**
118
119 To enter import data, use document **48113**. Fill in the following:
120 * Warehouse or store;
121
122 * Customs;
123
124 * Carrier;
125
126 * Supplier;
127 * Contract currency;
128
129 * Carrier currency;
130
131 * Brokerage company (if any).
132
133 In the information, enter the product registration document code and in the "Actions" section, select **Action 7** for automatic completion.
134
135 In the groups, enter:
136 * Customs procedure amount;
137 * VAT amount;
138 * Declared amount;
139
140 * Other amounts.
141
142 Distribute costs by quantity or value, generate calculation formulas, and save the document. If information is missing, the system will issue warnings.
143
144 --
145
146 **Internal Movement of Goods**
147
148 For transfers between a warehouse and a store, use document **1238 - Internal Movement of Goods**:
149 * Select the sending store;
150 * Select the receiving store;
151 * In the **Balances** section, select the goods;
152 * Use **Plus** to enter the quantity;
153 * Confirm with **Enter** or **OK**;
154
155 * Generate calculation formulas and save the document.
156
157 To complete the transfer:
158 * Go to **Forms - Internal Movement**;
159
160 * Select a document;
161
162 * Click **Confirm Selected Items**.
163
164 ---
165
166 **Stationery**
167
168 Document **1208** is used to write off funds:
169 * Select a cost center;
170
171 * Specify an analytics category (e.g., receipt);
172
173 * In the **Balances** section, select items and quantity;
174
175 * Generate accounting formulas;
176
177 * Print the calculation document;
178
179 * SaveDocument.
180
181 -
182
183 **Data Collection Terminal (RTL)**
184
185 Products can also be entered via the RTL app installed on the data collection terminal.
186
187 **Input Mode**:
188 * Scanning an invoice (number and series);
189
190 * Scanning an item barcode;
191
192 * Entering quantity;
193
194 * Submitting data.
195
196 The following is automatically generated:
197
198 * Scanned document;
199
200 * Receipt document;
201
202 * Entering an invoice (which must be completed and confirmed).
203
204 ---
205
206 **Inventory**
207
208 Documents used:
209 * **12202 - Inventory Order**
210 * **12203 - Inventory List**
211 * **12204 - Scanned Items**
212 * **12205 - Inventory Report**
213
214 Fill in store information, date, and commission, scan items, calculate differences, and generate accounting formulas.
215
216 ---
217
218 **Labels and Prices**
219
220 Using the mini data collection terminal:
221 * scan items;
222 * specify quantity;
223
224 * transfer data to the back office;
225
226 * create a document for printing labels.
227
228 Labels can be printed either from UNA or directly on a mobile printer.
229
230 ---
231
232 **Sales and Warehouse**
233
234 For sales, we use the **UAMENU** app:
235 * scan or search for items;
236
237 * pay by cash or card;
238
239 * Fiscal receipt printing;
240
241 * Delayed receipt;
242
243 * Receipt cancellation;
244
245 * Mixed payments.
246
247 You can deposit cash for service (in the morning) and withdraw cash (in the evening).
248
249 At the end of the day, reports **X** and **Z** are printed, and the application restarts.
250
251 Sales are automatically transferred to the back office and can be verified using reports.
252
253 ---
254
255 **Conclusion**
256
257 This has been a general overview of the UNA Retail system and its core workflows.
258
259 **Thank you for your attention and patience!**
260
261 ---