Preparing for work with the POS module

1. Set the basic settings in Program parameters | Goods      
2. The rounding-up of the value of issue invoices is set in Program parameters | Company | Rounding.
3. Select parameters settings for POS documents
4. If you will be using the barcode scanner for POS entry, set the parameters for entry with barcode scanner
5. Set the texts and settings for the printer for slips or cheques and POS printer
6. If a display is connected to the POS cash register, enter applicable settings in the Program Parameters
7. Check the settings in Document Types Register for POS and designate new types of documents if needed
8. Set user authorizations for working with the program (clerks etc.)

POS Issue: Step by Step

1. If you have selected un-posting of stock in Parameters | Goods | POS documents: Make sure you have a stock of goods at the issuing warehouse. For this purpose use receiving or transfer documents.
2. Select the cash register in the log in window (POS issue document type) and the user (clerk).
3. The program displays the default customer. Change it if needed (F5 - Customers).
4. With the mouse or  button, go to the lines of the document.
5. Enter the item ID. You can read it with a barcode scanner or enter it manually. The item for the issue can (alternatively) be selected from the list, by name or ID (see F3 - Items).
6. By default, the program enters an issue quantity of  1 (if the item is not tracked by serial numbers and you have selected the option for issuing serial numbers - see Parameters | Goods | POS documents). Change it if needed. When you confirm the quantity, the program will go to a new record.
7. Continue with the entry of lines using steps 5 and 6.
8. When the last line of POS document has been entered, click the  Payment F7 button or press the key (F7 - Payment). The program will go to the panel for entering the type and amount of payment. The default type of payment and the overall amount for payment will be shown. Edit the data if necessary.
9. If needed, print the contract about installment payment with standing orders and/or cheques. For this purpose, click the  Checks F4 button or press  the key (F4 - Checks).
10. If needed, print out the form for VAT return to the customer (Alt-D - DDV-VP).
11. Print out the invoice for the customer. For this purpose, click the Report F8 button or press  the key.
12. Anytime during the work, you can print out data from unfinished POS invoices, for example specification by terms of payment. For this purpose, click the icon  Reports Alt-Z button or use  the key combination. This will open the panel for reports (Alt-Z - Reports).
13. At the end of the shift or working day, create a register close and a cash receipt (Alt-F5 - Register close and cash receipt).
14. Post the cash receipt with automatic posting of the cash register.
15. POS invoices are posted with automatic posting of POS invoices.
16. POS invoices are also displayed in VAT records.
17. Various overviews of movements from POS invoices can be created in the Goods module.