Warehouse documents on the POS — Paloma365 Classic (Windows POS)

This article is about Paloma365 Classic, the POS program for Windows. Goods receipt, write-off, selling and stocktaking can be processed right on the POS, without the back office. The Classic interface is in Russian; original UI names are shown in quotes.

Overview

The warehouse section opens from the POS main menu as the "Складские документы" (Warehouse documents) tile — visible only to employees with this interface assigned. The document list has the buttons "Документы", "Фильтр" (Filter), "Создать" (Create), "Открыть" (Open) and "Закрыть" (Close); the receipts list also has a "Печать этикеток" (Label printing) button, which is not shown for the other document types. Documents cannot be deleted from the POS — deletion is available only in the back office. The list shows whether each document is conducted and uploaded to the cloud ("Выгружен" status); the filter searches by period, counterparty, incoming document ("Входной документ"), code and amount. For receipts the filter also offers a "Документ расход" (money expense) list — "Все" (All), "С расходом" (With expense), "БЕЗ расхода" (Without expense) — to find invoices whose supplier payment is or is not registered yet. The filter does not apply to "Списание" (write-off) documents — that list is always shown in full.

Document types

The "Документы" button opens the "Склад" (Warehouse) window with four types:

Document	Purpose
"Поступление товаров"	Goods receipt from a supplier
"Инвентаризация"	Stocktaking: actual vs recorded quantities
"Списание"	Write-off of spoilage and losses
"Реализация"	Goods issue from the warehouse (selling act)

Creating a document

1. Press "Создать" — the "Создать документ" (Create document) window opens.
2. Fill in the header: supplier (for receipts), "Дата:" (Date), "Комментарий:" (Comment). The header also has an "Автор:" (Author) field — the current employee by default. The counterparty is labelled "Поставщик" (Supplier) in receipts and "Заказчик" (Customer) in selling acts. The "Дополнительно" (Advanced) panel holds the organization, warehouse, expense type, price type and invoice number.
3. Add items: in the "Добавить в документ" dialog enter "Количество:" (Quantity) and, for receipts, the purchase price. With the stock-view permission the catalog shows an "Ост." column with each item's current stock. "Добавить всю папку" adds a whole folder; "Из буфера" pulls in lines collected with a scanner — see Stocktaking with a scanner.
4. For stocktaking, "Заполнить по остаткам" pre-fills recorded stock; enter actual quantities, "Показать отклонения" keeps only discrepancies on screen. Book quantities, differences and the "Заполнить по остаткам" button are shown only to employees with the stock-view permission.
5. For receipts, "Наценка" (Markup) enables repricing: the item window gains "Наценка %:" (Markup %), "Округление:" (Rounding), "Новая цена:" (New price) and "Текущая цена:" (Current price), and the table shows the new-price columns and total. The item window also has a "Возврат товара" (Return goods) checkbox — this is how a return to the supplier is registered: the line's quantity and amount become negative. The "Печать" (Print) button in the item window prints labels for the received goods (one per unit of the line quantity; label type "Стандартная", "Старая\Новая цена" or "Уменьшенная"). "Расход денег из кассы" (Cash expense) registers the supplier payment — only on a saved document; it needs the take-money permission and a selected supplier ("Клиент не выбран!" otherwise). After payment the total shows as "Сумма/Оплачено:" (Amount/Paid); pressing again asks "По данному документу уже был проведен расход, хотите провести повторно?" (an expense was already registered — repeat?).
6. Press "Сохранить" (Save). The "Провести" (Conduct) checkbox controls whether stock changes: without it the document stays a draft. Saved documents upload to the cloud.

Internet is not required for saving: the document is stored locally on the POS and uploads to the cloud in the background during synchronization — the "Выгружен" status appears once uploaded. Only "Из буфера", product creation and the global-base search need a connection.

In selling acts and write-offs the POS checks stock: with the outlet's negative-stock ban enabled, a line exceeding the stock cannot be added — the POS shows "Не хватает товара на складе в количестве …" (not enough stock, with the missing quantity).

"Печать этикеток" in the receipts list prints labels for the goods of the selected document — see Label printing and packing.

Warehouse documents from the sale screen

Four documents can be created straight from sales mode, without entering the warehouse section. The buttons are enabled in the POS local settings with the "… (кнопка в режиме продаж)" checkboxes: "Заявка на склад", "Акт комплектации", "Документ перемещения", "Документ списания". Build the order as for a normal sale, then press the button:

• "Заявка" (Request) — a warehouse request from the order lines; the POS confirms "Заявка на склад создана!" and prints the document.
• "Акт комплектации" (Assembly act) — turns the order lines into a bundle product: a product-creation window opens (the price is pre-set to the order total, the barcode is generated automatically), the POS asks for the bundle quantity and then offers to print labels for the new bundle. Success message: "Акт комплектации создан!".
• "Списание" (Write-off) — writes the order lines off the outlet's warehouse ("Документ Списание создан!").
• "Перемещение" (Movement) — moves the order lines between warehouses: a window with "Из склада:" (From warehouse) and "В склад:" (To warehouse) opens ("Документ Перемещение создан!").

All four buttons require internet — offline the POS reports a missing connection and creates nothing. The buttons do not work on an empty, printed or paid order. After the document is created the order is cleared.

Creating a product from the POS

Press "Создать товар" (Create product): fill in "Наименование:" (Name), "Цена:" (Price), "Ед. измерения:" (Unit), "Папка:" (Folder), optionally "PLU код:", "Штрих-код:" (Barcode), "Дополнительные штрих-коды:" and "Национальный код:". Enable "Весовой" for weighted goods (see Scales and barcodes) or "Запрашивать марку" for marked goods. "Поиск товара в глобальной базе" fills the card by barcode from the global product base. You do not have to invent a barcode: the button next to the "Штрих-код:" field generates a unique EAN-13 code and checks it against the shared base ("Не удалось сгенерировать ШК" on failure). Creating a product requires an internet connection.

Common problems

• "В торговой точке не указан склад..." — no warehouse is assigned to the outlet; set it in the back office.
• The document won't save — check the warehouse, organization and (for receipts) supplier fields.
• "ШК уже есть в базе!" / "PLU уже есть в базе!" — the barcode or PLU is already taken by another product.
• Cannot register a money expense — the "Расход денег из кассы" button works only on a saved document ("Нельзя создавать расход в новом документе!"). Also check that a supplier is selected ("Клиент не выбран!") and that the employee has the take-money permission — without it the button silently does nothing.
• "Не хватает товара на складе в количестве …" — a selling act or write-off line exceeds the stock while the outlet's negative-stock ban is on. Reduce the quantity or register a receipt first.
• No "Заявка" / "Акт комплектации" / "Списание" / "Перемещение" buttons on the sale screen — enable the corresponding "… (кнопка в режиме продаж)" checkboxes in the POS settings.
• No warehouse tile in the main menu — the interface is not assigned to the employee.

FAQ

What does the "Провести" checkbox change?

Without it the document is a draft and does not affect stock; with it the stock is updated. A draft can be conducted later.

Will the administrator see a POS-created document?

Yes — saved documents upload to the cloud ("Выгружен") and are available in the back office.

Where can I check stock before a stocktake?

See Stock remains; inside the document, "Заполнить по остаткам" fills recorded quantities.

Can warehouse documents be created offline?

Yes — documents of the warehouse section are saved locally and upload to the cloud when the connection returns ("Выгружен" status). Internet is required only for "Из буфера", product creation, the global-base search and the sale-screen documents.

Why are stock quantities missing in the document?

The employee lacks the stock-view permission. Without it the "Ост." catalog column, the book quantities and differences in stocktaking, and the "Заполнить по остаткам" button are hidden. The permission is granted by the administrator in the back office.