Creating a retail invoice

This chapter presents an example of how to create a new retail invoice.

In PANTHEON, the POS X cash register module is used for retail operations. For this purpose, issuing documents are used in combination with a cash receipt.

CASE SUMMARY Sam Student is a sales assistant at Tecta's retail store. He creates a POS X invoice for an end customer. This is done as follows: Selecting document type Creating an invoice Entering item lines into the invoice Selecting a payment method and creating the invoice Printing the invoice

1. Selecting document type

For the purpose of issuing invoices at Tecta's retail store, the person responsible opens the menu Goods | Issue | POS and selects the document type 3200 - POS retail among the POS issue documents that are available in PANTHEON.

HINT The default settings for POS issuing documents can be accessed in the Document types (POS documents) register.

The person responsible then creates a new document and enters main data and item lines.

2. Creating an invoice

A new document window 3200 - POS retail opens.

By default, the fields Customer and Department are set to End customer and Retail, respectively.

The person responsible clicks the toolbar button (Post edit). The document automatically receives a new consecutive number and is saved.

The person responsible then enters the item lines.

3. Entering item lines into the invoice

The person responsible starts to enter the item lines on the newly created POS issuing invoice.

A customer wants to buy a Primus burner at the store.

WARNING The goods to be issued must be recorded in the Items register and must be in stock at the selected warehouse. If the item does not yet exist in the register, a new item needs to be created.

The person responsible starts typing the ID or name of the item in the field Item in the left part of the invoice. PANTHEON will display a list of items from the Items register. Using the left mouse click, the person responsible selects the appropriate item, in this case: Gas stove.

HINT Barcode scanners can be used to enter identities. For more details on external device settings, see the chapter POS settings (External devices).

The program automatically populates the fields with the appropriate unit of measure and the default quantity of 1.

You can change the quantity manually or by clicking on the "up/down" arrows. The person responsible selects 4 pieces.

Hint The default quantity for POS is set in the panel General of the Items register:

The price and VAT are automatically downloaded from the Items register. The retail price including VAT is transferred and can be manually changed on the document.

After entering the first item line, the person responsible uses the navigation key "down arrow" to move to line two and enter the second item.

After entering the second item, the person responsible selects the payment method and prints the invoice.

4. Selecting a payment method and creating the invoice

After all item lines have been entered, the person responsible checks all item lines and prices on the invoice.

Clicking the button Invoice payment or pressing the function key F7 opens a window to select the payment method.

Several options are available. The person responsible selects the option Cash POS and closes the invoice by clicking the button Close receipt.

HINT You can also choose a split payment, which allows you to choose several different payment methods for one invoice.

The invoice preview is displayed. The person responsible clicks the toolbar button (Print) to print the invoice and hand it to the customer.

For more information on the default POS invoice report (printing) settings, see the chapter POS X module settings .

You can use these settings to define the default report (print) format and preview option. If you do not need printed invoices, you can save the invoices to PDF files by default.

This completes the process of issuing a POS retail invoice. The invoice now displays the fiscalization number and date, while the checkbox next to the section Status indicates that the invoice is fiscally verified.

At the end of the day, the person responsible closes the cash register. For a detailed description of the process, see the chapter Cash register close.