Add new POS document
The Document Types in PANTHEON allow for a systematic management and overview of documents (Document System). By defining different document types, you can preconfigure different settings: account matrices, permissions on the document, warehouses, signatories, fiscalization, etc. Below is an example of creating a new document type. In this chapter we will introduce how to add new POS document.
 |
Case summary
Roger came to work as a Head of Retail Office. In order to start issuing retail invoices, it is necessary to open a
new POS document.It will do this according to the following steps:
-
Selecting a Register
-
Entering a New document type
-
Creating a new POS document
-
Refreshing the menu
|
1. Selecting a Register
In the menu, responsible person opens Setttings | Program | Document Types.
2. Entering a New Document Type
The Document Types settings impact functioning of program package. It determines all actions that can be carried out and used subsequently. It is divided according to tasks to more panels, each of them containing multiple individual document types.
In this case, reponsible person selects Goods | POS |.
Then, he will click the button 
button in taskbar, as shown in the image below.
A blank form made ready for entering of a new type of document is opened.
 |
WARNING
Because the cursor is always set on the first document when opening the document type for creating invoices received, it is necessary to click the new record button every time you want to create a new document. A new document ready for entering data is opened
|
 |
Hint
This is a HINT and should be marked with this icon. If necessary, copy this whole table and add a new hint.
|
|
Warning
This is a WARNING and should be marked with this icon. If necessary, copy this whole table and add a new warning.
|