Arranging master data (codebook)
Master Data Settings
To use the Pantheon mobile POS correctly, simply, quickly and effectively it is IMPERATIVE to set up Master data correctly. We've predefined and added some of the most important Master data to simplify the process for you. You can change the predefined Master data to meet your business's needs and your company's structure.
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We suggest reading this chapter closely before you start working with the program, so that you get a good understanding of the master data's purpose. |
Master data is divided into the following categories:
You can enter and set the following information into Master data:
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Subjects
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In the menu Master data → Subjects, you can manage and enter information about your business partners. Business partners can be suppliers and customers.
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Items
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The item master data can be used to manage items for sale or for warehouse management.
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Item Categories
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Items can be managed by their category.
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Units of Measurement
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Units of measurement are preset. You can update them by pressing the Download button in the main menu of the application.
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Payment Methods
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In the menu Payment methods you can manage and add desired payment methods.
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Tax Groups
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This is where you can manage tax rates bound to a specific tax. When you purchase the application, some of tax groups are already preset. You can update them by pressing the Data synchronizing (download) button.
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Taxes
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Pantheon RA comes with some preset tax rates:
- VAT 22 %
- VAT 9.5 %
- VAT 0 %
- VAT 4 %
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Users
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Pantheon RA can be used by several users, for whom you can set individual user accounts and passwords.
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