Add Movements

The functionality of adding movements greatly simplifies the creation of an invoice. By using this feature, all data from the lines of the selected document or set of documents is copied and a new record (or new records) can be created from them.

Documents that can be added to POSX: Customer Orders, Inter-Warehouse Transfer, POSX documents. This chapter introduces how to create a receipt from an already created sales order end customer.

Case summary The person responsible has created a sales order to customer Marc Camper for INDIAN TENT 1. Marc confirmed the order by e-mail and came in for the receipt. The receipt is created as follows: Opening Sales Order End Customer Selecting Operation: Add Document/Lines Reviewing Created Receipt and Invoice Payment POS Invoice Payment and Printing the Receipt

1. Opening Sales Order End Customer

The person responsible opens the menu Orders | Sales Orders  | 0120 – Sales order End customer.

The person responsible clicks the three dots button in the toolbar, starts typing "Marc" to narrow down the list of orders and then selects the Warehouse BAR by clicking on it. The condition is that the selected search filter should be Ordered by.

The person responsible selects the last created order and leaves it for one of the next steps.

HINT For more information about document types, see the chapter Document types.

2. Selecting Operation: Add Document/Lines

The person responsible opens the menu Goods | Issue | POS | 3200 – POS retail.
To start creating a new receipt, the person responsible must first select the appropriate Operations.

On the panel 3200 – POS Retail the person responsible opens a new document by clicking the Insert record button in the toolbar. The document form 3200 – POS Retail appears on the screen.
The person responsible selects the option +Add Documents/Lines, as shown in the image below:

Tab Add Document/Lines to POS opens.

2.1. Entering Data 

After creating a new record, a new Add Document/Lines to POS form opens where the person responsible needs to enter data. This form is divided into several sections.

Hint For more general information about the functionality Add, see the chapter Add Document

In this case, the person responsible inserts the number of Sales order End customer, as shown in step 1 to create the receipt in this way.

• In the Document field, the person responsible inserts the number of the sales order: 23-0120-000001
• On the Transfer Criteria tab, the person responsible in this case selects Show all Lines (incl. dispatched) and Copy note.
• Then, the person responsible clicks the Select button. 

The final step is clicking the Add button. Now, lines transferred from order are visible.

After successfully adding a line, the program shows a message:

3. Reviewing Created Receipt and Invoice Payment 

The person responsible opens the panel 3200 – POS retail, where the newly created receipt with the transferred line is visible.
In the Customer field, the person responsible must change the name to Marc Camper.
Other fields will be automatically added by the program.

Clicking the  button opens a note that was entered on the sales order and the number of the offer from which the transfer was made: Order for INDIAN TENT 1 by e-mail. - 23-0120-000001.

The final step is POS Invoice payment and printing the receipt.

4. POS Invoice Payment and Printing the Receipt

The responsible person clicks the Invoice Payment button, after which the payment window opens.

The person responsible can choose between different methods of payment.
In this case, the customer wants pay for the item by Cash POS and clicks the Close Receipt button, as shown in the image below.

After closing the receipt, the program automatically displays the receipt in a new tab.
The person responsible has yet to print the receipt on the printer. This is done by clicking the  icon.