General tab in POS invoice
On the General tab, you set key invoice details such as the cash register, invoice date, customer, status, department, cashier, and note.
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IMPORTANT
When creating new invoice also item lines are added at the bottom of the General tab.
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| Cash register |
Information about the currently logged-in cash register. If you have authorizations for several different cash registers, they are displayed in a drop-down menu.
Once you enter and confirm a line, the cash register cannot be changed any more. The cashier can only log into those cash registers for which they are authorized (have rights).
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IMPORTANT
Authorizations for Document types are set in PANTHEON. Read more about setting authorizations at this link.
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Invoice date
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Date of issuing the invoice. When the invoice is printed, the time stamp is also added.
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| Customer |
Automatically, the program applies the end customer here, as this is a POS cash register. If you want to add a different customer onto the document, you can select the customer/payer from the Subjects register.
Click on  button opens below form to add new subject to the register and to the document.
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Status
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Select the status from the drop-down menu taken from the Statuses register. Printing a document automatically confirms it.
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| Department |
Enables assigning the issue to a certain department in the company. If the department is already selected in the POS document type, that data will be applied here. |
| Cashier |
Currently logged-in user.
Invoices can only be issued by a cashier with a tax ID in the Users register. If an invoice is to be printed by a cashier without this data, a warning is issued: Fiscalization for document XXX failed: Operator’s tax number must be set.
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| Change |
You can change the cashier user, meaning that another user logs into the cash register. In this case, a new pop-up window LoginToPantheon opens to enter the password. By confirming the password, a different user is logged into the cash register.
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| Note |
Window for entering a note onto the document. |