Checkbox: connecting and fiscalizing customer orders

What the Checkbox integration does

The integration with the Checkbox software fiscal register (RRO) lets you fiscalize a customer order directly in Bimp, without duplicating data in your Checkbox account. During fiscalization, Bimp automatically creates the Sales of goods and services document (writes goods off the warehouse) and the Customer payment document (records the receipt of funds), so inventory, financial and tax records stay consistent.

Before you start

Prepare the cashier’s login and password and the tax code from your Checkbox account. Add each cashier to Bimp as an employee: Payroll → Employees - see Employee card. The tax rate percentage in the integration must match the setting in “Accounting settings” - see Accounting settings.

How to connect Checkbox

1. Click the account icon, open Settings and go to the “Integration” tab.

2. In the “Integration systems” block, click Create integration and choose CheckBox.

   

3. Enter the integration “Name” - the brand or legal entity name.

4. In the “Cashiers” block, click Add cashier and fill in the fields: “Name” (the cash desk or cashier identifier in Bimp), “Employee” (from the list of Bimp users), and the cashier’s “Login” and “Password” from your Checkbox account.

5. Click Check connection to make sure the data is correct. For several cashiers, click Add cashier again.

6. In the “Tax rates” block, click Add tax rate, choose the “Rate” and enter the “Tax code” from your Checkbox account.

7. Click Save.

How to fiscalize a customer order

Fiscalization is done from the orders register with a button in the order row.

1. Open a shift in your Checkbox account. Opening and closing a shift, as well as depositing and withdrawing cash, are done only there.

2. Open Sales → Orders and click the Fiscalize order button in the right part of the row you need.

   

3. In the “Fiscalization” window, check the order, choose the “Integration” and “Cashier”, and check the “Payment method and amount” block (cash, card, bonuses or another method).

4. Click Fiscalize. The message “Order fiscalized” means success.

What happens after fiscalization

After successful fiscalization, Bimp automatically creates:

• a Sales of goods and services document - writes the products off the warehouse, see Shipment;
• a Customer payment - records the receipt of funds, see Customer payment.

If the Sales of goods and services or Customer payment document for the order already exists, it is not created again.

Common problems

The message “Shift is not open”. Cause: there is no open shift in Checkbox. Solution: open a shift in your Checkbox account and repeat the fiscalization.

The message “Shift has been open for more than 24 hours, close the current shift and open a new one to continue”. Cause: the shift has lasted more than a day. Solution: in Checkbox, close the current shift, open a new one and repeat the fiscalization.

The Check connection button does not confirm the data. Check the cashier’s login and password in your Checkbox account and that the cashier has been added to Bimp as an employee.