User guide · CITSPOS

CITSPOS requires a DAXONET AC Gateway connection. It cannot be used without one: the Server URL, Client ID, Client Secret and Account Book ID are provided by DAXONET.
CITSPOS 必须链接 DAXONET AC Gateway 才能使用。服务器网址、Client ID、Client Secret 和 Account Book ID 由 DAXONET 提供。

1. Before you start 开始之前

CITSPOS works only with a DAXONET AC Gateway. Every Cash Sale, Invoice, Sales Order and Receipt goes straight into your accounting book through it.
CITSPOS 必须链接 DAXONET AC Gateway 才能使用。所有单据都经由它直接写进你的账簿。
Ask DAXONET for your connection details: Server URL, Client ID, Client Secret, Account Book ID, login ID and password. They may also give you a connection file (.txt / .zip).
向 DAXONET 索取连接资料：服务器网址、Client ID、Client Secret、Account Book ID、登录 ID 与密码；也可能是一个连接文件 (.txt / .zip)。
Install the app from the download page. On first start, open Server Connection, type the details or tap Import File, then Test Sign-in and Save.
从下载页安装。第一次打开时进入「服务器连接」，输入资料或按 Import File 导入，然后按 Test Sign-in 测试，再按 Save。

2. Sign in 登录

Enter your user ID and password. The administrator adds or removes login IDs in Settings → Users & Password.
输入用户 ID 和密码。管理员在「设置 → 用户与密码」增删登录 ID。
Forgot the password? Tap Forgot password? and give the code on screen to your administrator or support to get an unlock code.
忘记密码：按 Forgot password?，把画面上的代码交给管理员或客服，取得解锁码。
Tap 中文 / EN at the top to switch the language.
按上方 中文 / EN 切换语言。

3. Home screen 主页

Each document type has New and View List: Cash Sale, Invoice, Sales Order and Receipt (OR). The administrator can hide types in Settings.
每种单据都有「新增」和「列表」：现金销售、发票、销售订单、收款 (OR)。管理员可在设置中隐藏不用的类型。
Sync downloads customers, items and prices from your account book. Recent documents are listed at the bottom.
按 Sync 从账簿下载客户、产品和价格。下方列出最近的单据。
Top bar: language, sync, 🔒 lock, settings and log out.
上方按键：语言、同步、🔒 锁定、设置、登出。

4. Cash Sale and Invoice 现金销售与发票

Tap New. Choose the customer (Cash Sale starts with the default cash customer), date and reference.
按「新增」。选择客户（现金销售默认用现金客户）、日期和参考号。
Tap Add Item to search by code or name, or Scan a barcode. Change quantity, price and discount on each line.
按 Add Item 用编号或名称搜索，或按 Scan 扫条码。每行可改数量、单价、折扣。
Items with serial numbers ask you to tick the serial numbers in stock.
有序号的产品会要求勾选库存中的序号。
To remove an item, swipe it from right to left and tap Remove (or tap the 🗑 icon). Swipe right to close it again.
要移除产品，把它由右向左划，再按移除（或按 🗑）。向右划可收回。
Draft keeps it to finish later; Save sends it to the account book.
Draft 先存起来稍后完成；Save 送进账簿。

5. Payment 付款

On Save of a Cash Sale the payment window opens. Choose the method (cash, card, bank, e-wallet…) and the amount.
现金销售按 Save 后会打开付款窗口，选择付款方式和金额。
Tap Add payment method (split) to pay with more than one method, e.g. part cash and part cheque (enter the cheque / reference no.).
按 Add payment method (split) 可用多种方式付款，例如部分现金、部分支票（输入支票 / 参考号）。
Paid in full by one method: saved as a Cash Sale. Paid by several methods: saved as an Invoice plus an Official Receipt with those payments.
用一种方式付清：存成现金销售。用多种方式付款：存成发票 + 含这些付款的收款单。

6. Documents, print and void 单据、打印与作废

Open any document from the list. Search by number, customer or reference, and filter by date or customer.
在列表中打开单据。可用单号、客户或参考号搜索，并按日期或客户筛选。
Print: 58 / 80 mm Bluetooth receipt printer, or A4 Print / PDF using your account book's printout template. Share PDF sends it by WhatsApp, email and more.
打印：58 / 80 mm 蓝牙收据打印机，或 A4 Print / PDF（用账簿的打印模板）。Share PDF 可用 WhatsApp、电邮等分享。
When a document has been submitted for e-Invoice, its validation QR code is printed on the receipt and the A4 printout.
单据已提交 e-Invoice 后，验证 QR 码会印在收据和 A4 上。
Void cancels the document in the account book (the number is kept). It cannot be undone.
Void 会在账簿中作废单据（单号保留），不能还原。

7. Sales Order 销售订单

Create a Sales Order like an Invoice. Open it and tap To Invoice or To Cash Sale when the customer takes the goods.
销售订单的开法和发票一样。客户取货时打开订单，按 To Invoice 或 To Cash Sale。
The items and prices are copied from the order and cannot be changed there; the order is marked as transferred.
产品和价格从订单复制过来，不能修改；订单会标示为已转单。

8. Receipt (OR): collect payment 收款单 (OR)

Tap Receipt (OR) → New and choose the customer. All unpaid invoices and debit notes of that customer are listed, including ones not made on this phone.
按「收款 (OR) → 新增」，选择客户。会列出该客户所有未付的发票和 Debit Note，包括不是这台手机开的。
Tick the documents to pay. For a part payment, change the Pay amount. Tap Receive and enter the payment.
勾选要付的单据；部分付款就改 Pay 的金额。按 Receive 输入付款。
The receipt is knocked off against the ticked documents in the account book right away.
收款单会立即在账簿中冲销所勾选的单据。
Print → A4 Print / PDF prints the official receipt: received from, the documents paid, payment and signature lines (choose Save as PDF to keep or send it).
打印 → A4 Print / PDF 印出正式收据：付款人、所付单据、付款方式和签名栏（选 Save as PDF 可存成 PDF）。

9. Receipt design and A4 template 收据设计与 A4 模板

Settings → Printing → Receipt design: company name and address font size, bold and alignment, which lines to show, the footer and the e-Invoice QR size, for 58 mm and 80 mm.
「设置 → 打印 → 收据设计」：公司名称与地址的字体大小、粗体、对齐，显示哪些内容、页尾、e-Invoice QR 大小，分 58 mm 和 80 mm。
Logo: tap Upload logo and choose a picture. Set its width and alignment; Shades as dots suits photos and light colours, off gives sharper black and white. A dark logo on a white or transparent background prints best. The logo is also printed on the app's own A4 layout.
Logo：按上传 Logo 选择图片，可调宽度和对齐；「深浅用点表现」适合照片和浅色，关掉则是更清楚的纯黑白。白色或透明背景的深色 Logo 打印效果最好。App 自带的 A4 格式也会印上 Logo。
Backup saves the design (with the logo) to a file; Import it on other phones to use the same design.
Backup 把设计（含 Logo）存成文件，在其他手机 Import 即可使用同一个设计。
A4 / PDF template: choose the default printout template for each document type.
A4 / PDF 模板：为每种单据选择默认的打印模板。

Company logo
公司 Logo

10. Sales Dashboard (administrator) 销售仪表板（管理员）

Shows sales, number of documents, sales per day, best sellers and slowest sellers (items with sales).
显示销售额、单据数、每日销售、最畅销与销量最少的产品（有销售的产品）。
Periods: today, yesterday, this week, this month, 3 months, 6 months, 1 year.
期间：今天、昨天、这星期、这个月、3 个月、半年、1 年。
Scope: the whole shop, one store (Sales Location), one sales agent, or one app (phone series).
范围：全店、单一店面 (Sales Location)、单一业务员，或单一 App（手机单号系列）。

11. Settings (administrator) 设置（管理员）

Home screen switches choose which document types appear on the home screen.
「主页」开关决定主页显示哪些单据类型。
Billing: default cash customer, this phone's store (Sales Location), the sales agent of each login ID, whether invoices are saved approved or as draft, and the document number format.
「开单」：现金销售默认客户、本机店面 (Sales Location)、每个登录 ID 的业务员、发票直接批准或存草稿，以及单号格式。
Lock screen PIN: change the PIN used to release the 🔒 lock.
「锁屏密码」：更改解除 🔒 锁定的密码。
App Update: shows the current version and checks for a new one (see App update).
「在线升级」：显示目前版本并检查新版本（见在线更新）。

12. App update 在线更新

The app checks for a new version by itself when it opens. When one is out, the home screen shows New version … is available and a window with What's new.
App 打开时会自动检查新版本。有新版本时，主页会显示「有新版本可更新」，并弹出窗口列出更新内容。
Tap Update Now: the new version downloads, then tap Install. The first time, Android asks you to allow CITSPOS to install unknown apps: switch it on and go back. Your documents and settings are kept.
按立即更新下载，完成后按安装。第一次 Android 会要求允许 CITSPOS「安装未知应用」，打开后返回即可。单据和设置都会保留。
Later hides the window; tap the banner on the home screen to update any time. A required update cannot be skipped.
按稍后可先关闭，之后按主页的提示随时更新。必须更新的版本不能跳过。
To check by hand: Settings → App Update → Check for Updates. See what changed in each version on the release notes page.
手动检查：「设置 → 在线升级 → 检查更新」。每个版本的更新内容请看更新记录。

13. Lock the app at the counter 柜台锁定

Tap 🔒 so the app cannot be swiped away; staff can still bill. Unlock with the PIN (default 0000).
按 🔒 后 App 不能被划走，员工仍可开单。用密码解锁（默认 0000）。
For a tablet at the counter, see Counter device (full lock).
柜台平板请看柜台专用机（完全锁定）。

Need more help? 还有问题？

See the FAQ & Q&A or ask us a question there.
请看常见问题，或在那里提问。

User guide 使用教程