Boards

Improvements

Improvements

At Holded, we evolve with you, with your business. So we would like to know what you think we can improve on to make your life easier.

Relate banks and cash from the POS to the forms of payment in Holded

That Holded's payment methods can be related to the banks and cash that are used for POS. When you mark a ticket for a bank or POS cash as collected, it would be transferred to the Holded platform with the related payment method. This improvement is related to the following: https://holded.canny.io/mejoras/p/desglosar-efectivo-y-tarjeta-en-el-cierre-de-caja There is also a way to extract this information from Payments and Collections: To obtain this information, you can access Banks>Payments and collections and filter by Account. In the description of the movement, reference is made to “POS sale”: https://app.holded.com/payments This information can be exported to Excel.

Sell or give “Gift Vouchers”

To be able to sell or give gift vouchers so that they can be used later in future purchases. This voucher will have a balance that will decrease with each purchase. Example 1: I sell a voucher for 100€ and then when I make a new sale, I can apply the voucher as a discount. Example 2: They return an item to me but I don't give it a refund, but I give it a voucher for future purchases.

To be able to obtain sales reports by user, filtering by products

Add more payment types to the POS

Add more payment types available for invoices issued from the POS. Currently, only two ways are available: cash and bank card. Have the possibility to add more methods such as Glovo or Bizum

Being able to use TPV from a computer (PC)

Have a version of POS available from a computer to be able to access it from a Web or App inside the PC

POS without internet

Being able to work with the POS without an internet connection

Customer loyalty card accumulating balance

Be able to have a loyalty card with every purchase where the balance is accumulated and can be deducted from future purchases.

Exchange of items

To be able to exchange or return items without the need for a refund.

Automation of Promotions and Coupon Management in the POS Module

Being able to pre-configure discount campaigns and coupons so that sellers don't have to adjust prices manually during the sale.

Always show the PVP and the discount% applied on sales tickets.

That, regardless of whether the discount is applied to the product or to the total of the invoice, the PVP, subtotal and discount are always displayed on the ticket that is printed from the checkout. Today, one thing or another is visualized depending on how the discount is applied, whether to the product or to the total of the invoice.

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