Basic POS Invoice Data
The taskbar of the POS issue also includes the lookup window, with which you can search for POS invoices by number, date, amount, or customer.
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For a general description of task bar functions, see Taskbar. |
| Date |
The date of the issue. This is:
- the date, with which the warehouse will be discharged as shown in the warehouse card.
- the date that determines which tax period the document belongs. In tax records every POS issue can be displayed individually or POS value can be pooled by date of issue.
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Number
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The unique document number: a two-digit code for the year, a three-digit code for the document type (same as in Document Types register) and a six-digit consecutive number.
The number is generated automatically by the program and cannot be changed.
Double click on the document number to open the Document Types register to the type of document in which the issue was created.
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| Confirmed |
Select this option to confirm the document. Only confirmed invoices can be automatically posted if you are using the default settings. Automatic posting of POS invoices is described in the Financials module.
- If the required settings are entered in the Program Parameters, the document is automatically marked as Confirmed, when the register close takes place (POS - Confirmation of movements at the register close),
- or set in the Document Types register that the document is to be marked as Confirmed when it is printed (Confirm the document at print-out). This way, users with Zero/Read authorization can be prevented from editing the invoice after it has been printed.
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Closed
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Select this option to close the POS document. The program automatically closes a document after the register close has been created for the POS invoice. Closed documents cannot be deleted. If you try to delete them, the program will display an error: Cash receipt / disbursement has already been created (xxx)! Deleting was not successful! |
EUR
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The total value of lines in the POS issue, that is, the overall value of the invoice (see Rounding).
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| SIT (local currency) |
The value from the previous field calculated into SIT using bank exchange rate for the price list.
If the exchange rate has not been entered, the value is calculated with rate 1 by default.
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When a new form for entering a POS invoice is opened, it is divided into two sections:
- in the left part of the window, enter the data about the customer and the sold items,
- in the right part of the window, you'll find a list of already created lines in the POS invoice.
This overview of data is "covered" by data needed for individual operations. This data and functions are: