Add New POS Document

The Document Types in PANTHEON allow for a systematic management and overview of documents (Document System). By defining different document types, you can preconfigure different settings: account matrices, permissions on the document, warehouses, signatories, fiscalization, etc. Below, see an example of creating a new document type. This chapter describes how to add a new POS document.

Case summary Roger came to work as the Head of Retail Office. In order to start issuing retail invoices, it is necessary to open a  new POS document. This is done as follows: Selecting a Register Entering a New Document Type Creating a New POS Document Refreshing the Menu

1. Selecting a Register

In the menu, the person responsible opens Setttings | Program | Document Types.    

2. Entering a New Document Type

The Document Types settings impact the functioning of the program package. They determine all actions that can be carried out and used subsequently. They are divided according to tasks into more panels, each of them containing multiple individual document types. In this case, the person reponsible selects Goods | POS |.

​Then, the person responsible clicks the  button in the taskbar, as shown in the image below.

A blank form for entering a new type of document is opened.

WARNING Because the cursor is always set on the first document when opening the document type for creating received invoices, it is necessary to click the new record button every time you want to create a new document. A new document ready for data entry is opened.

Hint Document types are most often defined when starting to use the program, at the time of implementation. However, they can also be added later on.

3. Creating a New POS Document

After the person responsible has created a new record, a new blank form is opened.

• Into the ID field, the person responsible enters the ID for the new document type. In this case, 3200.
• Into the Short Name and Name fields, the person responsible enters: POS retail.
• In the Archive field, the person responsible selects DMS0 from the drop-down menu.

After entering the data, the person responsible confirms the record by clicking the  button. A new window opens, where the program asks whether you want to Copy Statuses with two options:  Add or Overwrite, from the Document Type selected from the drop-down menu.
In this case, the person responsible just closes the window by clicking the X.

HERMES POS has inherited POSX.
Therefore, in the middle of panel, the person responsible checks the POSX checkbox.
    The program asks for a confirmation. The person reponsible clicks Yes.  
  Now, all tabs that need to be filled with the correct data, which we introduced in other chapters, are ready.

4. Refreshing the Menu

Creating a new document type also changes the PANTHEON menu display. Therefore, the person responsible will also refresh the menu to make the new document type visible in the menu.

Document 3200 is now visible in the menu Goods | Issue | POS | 3200 – POS retail.