UNARetail Presentation

In this presentation, we'll introduce RTL mode. This is the UNA interface, which consists of several tabs.

Interface Structure

  • Registers Tab
  • Contains documents grouped into specific registers.
  • Document Tab
  • Contains actions for working with the document.
  • Items Tab
  • Contains items such as charts of accounts, special items, and standards containing information about material goods, individuals, legal entities, and cost centers.
  • Reports Tab
  • Contains reports for viewing records, turnover, inventory, internal transfers, sales, tax revenues, and other information.
  • Forms Tab
  • Contains forms for setting promotions, discounts, and loyalty cards, recalculating FIFO, updating items, updating scales, and other forms.

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Item Registration

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.

You can create a new document using the Plus or Insert keys on your keyboard. Select the Product Registration document (49398). Specify:

  • Document date;
  • Document preparation date (must match the document date);
  • Supplier;
  • Store.

Import from Excel

Go to the document table, right-click > Import from Excel > Load from Excel File:

  1. Click *Next*
    2. Select the Excel file
    3. Click *Next*
    4. Select the "Information" tab
    5. Click *Next*, *Next*, and *Start*

The Excel file may contain:

  • Barcode;
  • Name in Romanian;
  • Unit of measurement;
  • Quantity;
  • Purchase price excluding VAT;
  • Purchase price including VAT;
  • Sales price including VAT (to create a price change document).

After importing, update the product list.

  • White items indicate existing products (identified by barcode or name).
  • Green items indicate new products.

We are creating documents to register the products. Three or four documents will be created, depending on the existence of a contract.

Save the document and click Edit to verify.

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Created Documents

  • Purchase and Sales Agreement
  • Indicates the contract type, supplier, and term.
  • Contract Terms
  • Indicates the term, supplier, contract number, products, purchase price with VAT, and store.
  • Incoming Invoice
  • Created without using accounting formulas. To complete:
  • Enter the document;
  • Press *Enter* or *Edit*;
  • Press F;
  • Enter the invoice number and series;
  • Check items and amounts;
  • Set the correct status;
  • Save the document.

Saving generates accounting formulas that appear in the accounting entries or summary.

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Setting Sales Prices

For this, use document 4821 - Pricing Law:

  • Select the price type (sales price);
  • Select a store group;
  • Select a price list;
  • Update the price list in the "Actions" section.

To print prices on shelves:

  • Click Print;
  • Select a model;
  • Click OK;
  • Select a printer;
  • Click Print.

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Entering Import Data (Customs)

To enter import data, use document 48113. Fill in the following:

  • Warehouse or store;
  • Customs;
  • Carrier;
  • Supplier;
  • Contract currency;
  • Carrier currency;
  • Brokerage company (if any).

In the information, enter the product registration document code and in the "Actions" section, select Action 7 for automatic completion.

In the groups, enter:

  • Customs procedure amount;
  • VAT amount;
  • Declared amount;
  • Other amounts.

Distribute costs by quantity or value, generate calculation formulas, and save the document. If information is missing, the system will issue warnings.

Internal Movement of Goods

For transfers between a warehouse and a store, use document 1238 - Internal Movement of Goods:

  • Select the sending store;
  • Select the receiving store;
  • In the Balances section, select the goods;
  • Use Plus to enter the quantity;
  • Confirm with Enter or OK;
  • Generate calculation formulas and save the document.

To complete the transfer:

  • Go to Forms - Internal Movement;
  • Select a document;
  • Click Confirm Selected Items.

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Stationery

Document 1208 is used to write off funds:

  • Select a cost center;
  • Specify an analytics category (e.g., receipt);
  • In the Balances section, select items and quantity;
  • Generate accounting formulas;
  • Print the calculation document;
  • SaveDocument.

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Data Collection Terminal (RTL)

Products can also be entered via the RTL app installed on the data collection terminal.

Input Mode:

  • Scanning an invoice (number and series);
  • Scanning an item barcode;
  • Entering quantity;
  • Submitting data.

The following is automatically generated:

  • Scanned document;
  • Receipt document;
  • Entering an invoice (which must be completed and confirmed).

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Inventory

Documents used:

  • 12202 - Inventory Order
  • 12203 - Inventory List
  • 12204 - Scanned Items
  • 12205 - Inventory Report

Fill in store information, date, and commission, scan items, calculate differences, and generate accounting formulas.

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Labels and Prices

Using the mini data collection terminal:

  • scan items;
  • specify quantity;
  • transfer data to the back office;
  • create a document for printing labels.

Labels can be printed either from UNA or directly on a mobile printer.

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Sales and Warehouse

For sales, we use the UAMENU app:

  • scan or search for items;
  • pay by cash or card;
  • Fiscal receipt printing;
  • Delayed receipt;
  • Receipt cancellation;
  • Mixed payments.

You can deposit cash for service (in the morning) and withdraw cash (in the evening).

At the end of the day, reports X and Z are printed, and the application restarts.

Sales are automatically transferred to the back office and can be verified using reports.

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Conclusion

This has been a general overview of the UNA Retail system and its core workflows.

Thank you for your attention and patience!

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