General information on document type

In the general information on document type, you can define the basic characteristics of the document, such as the title, classification and default payment method. The general information on document type in PANTHEON Web Light can be accessed on the tab Document type of the module Settings. The settings for tax verification of document types can accessed in the window Fiscalization.

This chapter shows how to check the general information for a specific document type and set it up for fiscalization in PANTHEON Web Light.

HINT For more information on general information of a document type, see the chapter General information about document type in the technical guide.

CASE SUMMARY The person responsible wants to check the settings for document type 3210 – POS BAR and set it up for fiscalization in PANTHEON Web Light. First, the person responsible selects the corresponding document from the list of document types, checks its general information and edits the fiscalization settings. This is done as follows: Selecting the document type Checking the general information of the document type Setting up fiscalization for the document type

1. Selecting the document type

From the list of available document types, the person responsible wants to select the document type 3210 – POS BAR.

To open the settings for this document type, the person responsible selects the module Settings and the tab Document type.

In the field Search in the header of the list of document types, the person responsible enters: 3210.

Clicking the blue Code 3210 or document type Name POS BAR in the list opens the window with general information of the document type.

2. Checking the general information of the document type

The window shows the General information for the document type 3210 – POS BAR.

The person responsible checks the data displayed.

From the drop-down list of the field Archive, the person responsible selects: DMS No data.

HINT When the document type is set in the field Archive, this document type is used to create a unique key for the document that you store into the documentation.

From the drop-down list of the field Classification, the person responsible selects 250 – Invoices.

HINT In the field Classification, the default classification for this document type from the Classifications register is set. The Classifications register can be accessed in PANTHEON.

From the drop-down list of the field Print settings, the person responsible selects 860 – Invoice.

In the fields Default payment method and Default refund payment method, the person responsible selects 1 – Cash POS.

From the drop-down list of the field Type, the person responsible selects Retail.

WARNING If the field Type is left empty, this document type will not be visible in the program.

Then, the person responsible enables the toggle button Price and quantity check in line.

The changes are saved by clicking the button Save in the command line.

The person responsible then activates the window Fiscalization.

3. Setting up fiscalization for the document type

The person responsible wants to set up fiscalization for the document type 3210 – POS BAR.

In the window Fiscalization, the person responsible enables the toggle button Fiscalize invoices.

If the toggle button is enabled, this means that the document will be fiscalized.

The fields Business unit and Device tag are displayed.

From the drop-down list of the field Business unit, the person responsible selects POS BAR.

WARNING The business unit is selected from the Business premises register. The business unit must be registered, otherwise an error will be displayed when the document is fiscalized.

In the field Device tag, the person responsible enters: 321.

HINT The numerical tag of the electronic device must not contain any leading zeros and special characters. The term "electronic devices" refers to individual computers (cash registers) used to issue invoices on the premises.

WARNING If you enter the same combination of business unit and electronic device on two different document types, the program will display a warning when you click the button Save. If you confirm the warning, the document type will still be saved.

The changes are saved by clicking the button Save in the command line.

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