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POS
POS
POS
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The
and
editions allow changing a document type's settings, but new document
types cannot be created. |
Account Settings
POS document types have the following settings.
| ID |
The 3-character ID of the document type. |
| Short name |
The optional short name of the document type (used in overviews). |
| Name |
The name of the document type as it appears in menus. |
| Record Only |
If checked, the document type will be visible in the menu and you will
be able to create new documents in this document type, but it will not be
available for automatic posting, will not be included in the warehouse card
and some reports. |
| Change Clerk |
(visible only if Change Clerk on Documents
is set to Set at Document Type
in Administration Panel | Settings | Program Parameters | Company | General)
If checked, the Clerk can be changed on documents of this document type. |
| Note |
The note for this document type, for example a description on its
intended use. |
| Default note |
The note that should appear in all newly created
documents of this document type. |
Item Movements
Issuer
|
The default issuer skladišce
for this document type. |
| (Issuer Label) |
The custom label of the issuer. |
Consignee
|
The default consignee for this document type. This is
usually left blank, but if not make sure you enter a default 3rd party. |
| (Consignee Label) |
The custom label of the consignee. |
| 3rd party |
The default 3rd party for this document type.. |
| (3rd Party Label) |
The custom label for the 3rd party. |
Department
|
The default
department for this document type. If the
checkbox next to it is checked it means that the department must be
specified on all documents of this document type. Is it is not, a warning is
returned: Department must be specified. |
Additional Settings
| Fill In Purchase Price |
Set how the item cost (purchase price) is
determined.
- Price input - the price is determined at the moment of issue
and can be changed manually;
- Fill Price from Current Warehouse - the last average price at
the warehouse in the document header is used;
- Fill Price from Primary Warehouse – the price at the primary
warehouse (set in Administration Panel | Settings | Program Parameters |
Goods |
General) is used;
- Fill Price from Items Register – the purchase price set in
the Items register is used.
|
| Check Min. Stock |
If checked, you will receive a warning when an item's stock
drops below the minumum stock. |
| Autoassign S/N |
If checked,
serial numbers will be assigned automatically. |
| Allow Changing Item Description |
If checked, you will be able to change item descriptions in
document lines. |
Issue
|
The menu in which the document type will
appear.
- Document - The document type will appear under
Goods
| Issue | Document.
- Service - Customer - The document
type will appear under Service | Issue | To Customer.
- Service -
Supplier - The document Type will appear under Service |Issue | To
Supplier.
- Internal - The document type will appear under
Goods | Issue | Internal.
|
| If Balance Outstanding |
Select what should happen if a customer's balance (outstanding items +
the new issued invoice) exceeds the Credit Limit set in Customer | Financial Details
in the Subjects register. Available options are:
- Do Not Check Limit - The issue will be performed irregarless
of the customer's balance.
- Warning if Outstanding or Limit
Overdraft - A warning will appear, notifying you about the
outstanding balance, but the issue will performed anyway.
-
Authorized Users Only - The issue will require the password of a
user that can approve issues to customers with outstanding balances.
See Check Limit if Balance Outstanding
for details.
|
| Only Active Items can be Selected |
If checked, only items that are set as Active
in the item header will be available for selection on documents. |
| Allow Qty=0, Value <>0 |
If checked, you will be able to enter the value of issues
without specifying the quantity. |
| Approve Document on Report |
If checked, documents of this document
type will be approved as soon as any report is generated for them (invoice,
packing slip, etc.). This way, you can prevent subsequent editing of
documents that have already been printed (in combination with proper
authorizations). |
Cursor in New Document
Select in which box the keyboard cursor should be placed in new
documents.
| Customer |
Focus will be on the field for entering the customer.
This option is suitable for points-of-sale without barcode scanners and
where the 3rd party is the same as the customer. |
| Consignee |
Focus will be on the field for entering the 3rd party. This option is
suitable for points-of-sale where VAT is often reclaimed, because the
subject who is requesting a reclaim is entered as the 3rd party on the
document. |
| Item (F10) |
Focus will be on the field for entering the item ID.
This option is suitable for points-of-sale that use barcode scanners. |
| Lines |
Focus will be on the document lines, whereby items are not entered using
a barcode scanner. This option is suitable for points-of-sale that use the
default document header information most of the time (the defaults from
Document Types will be used, eliminating the need to enter everything
manually). |
Automatic posting requires the following settings:
- for debit-side posting: the
customer account which will be used to record receivables
from customers, irregardless of item type or tax type;
- for credit-side posting: inventory
and
VAT accounts.
Inventory accounts
have to be defined for each item type separately. If the document type will be
used to sell various item types, the accounts must be set up here in order to
properly record the value of sold goods.
VAT accounts are defined according to the
Sell-To parameter (in Subjects | Customer) and the tax type (in Items | General
| Accounts).
See POS for examples.
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