After a period of time, it is highly advised to export your data, even if it´s not officially obliged. The exported data can then can be saved locally and imported back into the RETAIL7 POS system at a later date. In this way, there is always a safeguard, in the worst case scenario of data loss.
Masterdata is the base of the RETAIL7 POS system. All basic information is stored here in a database. So that the data does not have to be created again, it can be exported here, or saved locally on the end device and imported again at a later time if, in the worst case, data is lost.
Open the menu → Standard exports → Masterdata
Select all tables to be sent.
All tables contained in the master data can be sent here.
3. Select the file format.
This format is used to receive the e-mail of the master data. There are CSV (text file), JSON (data format), XSLX (Microsoft Excel format), XML (text file in structured XML format), TXT (text file) formats.
All relevant information available from the tax advisor. Therefore, it is important to seek advice beforehand.
Open the menu → Standard Exports → DATEV Export.
Select the period.
The selected period summarizes all necessary data for the DATEV export. For example, if the period Today is selected, the export will capture the data generated today.
4. Open the Header Settings submenu.
5. Specify from which starting point the exported.
6. Define the consultant number.
This value is between 1001 and 99999.
7. Specify the client number.
This value is between 1 and 99999.
8. Define the G/L account number length.
The smallest length is equal to 4 and the largest is 9.
9. Set a designation.
In this case, the designation refers to the posting batch.
10. Specify the currency code.
Defines the currency used for the DATEV export.
11. Define a G/L chart of accounts.
We advise you to obtain further information from your tax advisor.
12. Define the origin.
13. Specify a fixation.
0 means no locking and the 1 means that a locking is active.
14. Open the Posting stack settings submenu.
15. Attach the cash account.
16. Specify the change account.
17. Define the deposit and withdrawal account.
18. Create the absorption account.
19. Select the control group ID.
20. Specify the account, which will be used for taxes.
With Add, additional tax group ID's with the corresponding accounts can be created. Optionally, specify an account for the tax-exempt operation.
21. Open the Default settings submenu.
22. Set checkmark as save default.
23. Click on Export to send the DATEV export.
Here, information about the transactions executed via the POS system can be exported. This information is essential for the transmission to the responsible tax office. Further information can be obtained from your own tax advisor.
Open the Menu → Exports → Retail transactions export.
Select the period.
The selected period summarizes all necessary data for the Retail transaction export. For example, if the period Today is selected, the export will capture the data generated today.
4. Expand the Separator submenu.
Enter all necessary separators here.
5. Check the box Save as default.
6. Click on Export.
Open the Menu → Exports → DSFinV-K export.
Select the period.
The selected period summarizes all necessary data for the Retail transaction export. For example, if the period Today is selected, the export will capture the data generated today.
4. Expand the Mapping taxgroup id to VAT key submenu.
Enter all necessary data here.
Repeat it with the VAT key for transactions without taxgroups menu
Check the box Save as default.
6. Click on Export.