POS
POS
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The  and  editions allow changing a document type's settings, but new document types cannot be created. |
POS document types have the following settings:
| ID |
The 3-character ID of the document type. |
| Short name |
The optional short name of the document type (used in overviews). |
| Name |
The name of the document type as it appears in menus. |
| Record Only |
If checked, the document type will be visible in the menu and you will be able to create new documents in this document type, but it will not be available for automatic posting, will not be included in the warehouse card and some reports. |
| Change Clerk |
(visible only if Change Clerk on Documents is set to Set at Document Type in Administration Panel | Settings | Program Parameters | Company | General)
If checked, the Clerk can be changed on documents of this document type. |
| Note |
The note for this document type, for example a description on its intended use. |
| Default note |
The note that should appear in all newly created documents of this document type. |
Item Movements
| Issuer |
The default issuer skladišce for this document type. |
| (Issuer Label) |
The custom label of the issuer. |
| Consignee |
The default consignee for this document type. This is usually left blank, but if not make sure you enter a default 3rd party. |
| (Consignee Label) |
The custom label of the consignee. |
| 3rd party |
The default 3rd party for this document type.. |
| (3rd Party Label) |
The custom label for the 3rd party. |
| Department |
The default department for this document type. If the checkbox next to it is checked it means that the department must be specified on all documents of this document type. Is it is not, a warning is returned: Department must be specified. |
Additional Settings
| Allow Changing Item Description |
If checked, you will be able to change item descriptions in document lines. |
| Check Price and Quantity in line |
If checked, program will control that the price or quantity on position line are not zero. In case there is price zero or quantity zero a message appears:
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| Check Min. Stock |
If checked, you will receive a warning when an item's stock drops below the minumum stock. |
| Only Active Items can be Selected |
If checked, only items that are set as Active in the item header will be available for selection on documents. |
| Mandatory Cost Center Input |
If checked, then the Cost Center is a mandatory field and has to be filled in. |
| Autoassign S/N |
If checked, serial numbers will be assigned automatically. |
| Do not calculate excise duty |
In case there is excise set on items and should not be calculated on POSX Document Type then switch should be checked. |
| Transfer note from Items to document position |
If checked, then the note from Item settings will be transferred to line position on document. |
| Take into Account Packaged Goods |
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| Apply Customer Specific Discounts |
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| Changing Tax Rate does not affect retail Price |
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| Allow issuing document with zero total |
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| Use Working Place on POS |
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| Add address from warehouse to printouts |
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| Issue |
The menu in which the document type will appear.
- Document - The document type will appear under Goods | Issue | Document.
- Service - Customer - The document type will appear under Service | Issue | To Customer.
- Service - Supplier - The document Type will appear under Service |Issue | To Supplier.
- Internal - The document type will appear under Goods | Issue | Internal.
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Cursor in New Document
Select in which box the keyboard cursor should be placed in new documents.
| Customer |
Focus will be on the field for entering the customer. This option is suitable for points-of-sale without barcode scanners and where the 3rd party is the same as the customer. |
| Consignee |
Focus will be on the field for entering the 3rd party. This option is suitable for points-of-sale where VAT is often reclaimed, because the subject who is requesting a reclaim is entered as the 3rd party on the document. |
Automatic posting requires the following settings:
- for debit-side posting: the customer account which will be used to record receivables from customers, irregardless of item type or tax type;
- for credit-side posting: inventory and VAT accounts.
Inventory accounts have to be defined for each item type separately. If the document type will be used to sell various item types, the accounts must be set up here in order to properly record the value of sold goods.
VAT accounts are defined according to the Sell-To parameter (in Subjects | Customer) and the tax type (in Items | General | Accounts).
| Fill In Purchase Price |
Set how the item cost (purchase price) is determined.
- Price input - the price is determined at the moment of issue and can be changed manually;
- Fill Price from Current Warehouse - the last average price at the warehouse in the document header is used;
- Fill Price from Primary Warehouse – the price at the primary warehouse (set in Administration Panel | Settings | Program Parameters | Goods | General) is used;
- Fill Price from Items Register – the purchase price set in the Items register is used
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Account Settings
