POS X module settings

Before starting to use the module POS X, which is designed for retail store operations in PANTHEON, it is necessary to define certain settings that enable systematic, fast and more user-friendly work with the program.

Here is an example of how to define the basic settings of the module POS X step by step.

CASE SUMMARY Sam Student is a sales assistant at Tecta's retail store. Before starting to use a POS X cash register, he wants to define its basic settings. This is done as follows: Selecting invoice issuer and recipient (consignee) Selecting payment method Setting up goods Setting up fiscalization Setting up cash receipts and disbursements Setting up users Selecting reports and external devices for POS X cash register

1. Selecting invoice issuer and recipient (consignee)

In PANTHEON, POS issue documents are used to issue goods. The predefined POS issue documents can be accessed in the menu Goods | Issue | POS. In the Document types register, you can change their settings or create new POS document types.

The person responsible wants to edit the settings for the document 3200 - POS retail in order to set the invoice issuer and recipient (consignee).

In the Document types register, the tab Goods is selected in the panel POS.

This opens the settings for the document with the ID 3200 - POS retail.

HINT Other POS document settings can be accessed using the navigation buttons or by clicking the button with three dots.

On the tab Goods, the person responsible finds the default basic settings of the document. The main settings include the default Issuer and Consignee (recipient).

By clicking the arrow in the field Issuer, the person responsible selects Warehouse Retail from the drop-down menu and End customer in the field Consignee.

2. Selecting payment method

In the Document types register, the person responsible then selects the payment method. In the section Payment methods for POS of the tab Goods, the person responsible specifies several possible payment methods.

In the field Avail. payment methods, the person responsible clicks the "plus" button and, in this case, checks the payment codes 1, 4, 5, 6, 7.

In the field Default payment method for POS, the option 1 - Cash POS is selected.

3. Setting up goods

In the section Other settings, of the Document types register, the person responsible defines the document type for the needs of goods packages.

From the drop-down list, the person responsible selects the document: 3G00 - Relieve inventory for goods in package.

In the section Additional data, in addition to the pre-checked checkboxes, the person responsible checks the one that allows automatic issue of serial numbers and thus enables faster business operations.

The person responsible also checks the checkbox Allows issuing document with zero total, as shown in the image below.

4. Setting up fiscalization

For the purposes of fiscalization, the person responsible draws up an internal act. The company is required by law to draw up a document listing the premises and facilities in which it issues cash invoices. In the internal act, an example of the sequence of invoice numbers is defined and codes are assigned to the business premises. In case of an inspection conducted by the tax authorities, the internal act must be submitted for inspection.

The second condition for setting up fiscalization is that the company obtains a digital certificate from the eDavki portal or the Financial Administration of the Republic of Slovenia website. During the setup process, the certificate obtained is entered in the menu Administration Panel | Settings | Company | Fiscalization.

HINT For detailed information on how to set up invoice fiscalization, see the chapter Invoice fiscalization.

The person responsible then defines other fiscalization settings for the document 3200 - POS retail in the Document types register. In the tab Fiscalization parameters, the fiscalization is set.

From the drop-down list of the field Premises, the person responsible selects the value 320, which can be found in the Business premises register. In the field ID of electronic device, the value 320 is entered, as the document type in question is 320 - POS retail.

5. Setting up cash receipts and disbursements

On the tab Financials of the Document types register, the person responsible wants to define the document types for Cash receipts and Cash disbursements for the selected document.

In this case, the person responsible selects the document 8010 for cash receipts, and the document 8110 for cash disbursements. The checkbox Merge by payment method should also be checked.

6. Setting up users

For all users who will use the POS X cash register, the person responsible must enter the fiscalization data in the Administration Panel.

The person responsible enters their details in the Administration Panel | Users and Groups | Users | SAM – Sam Student in the section Fiscalization. Here, the person responsible enters their tax number and ID of private individual.

This completes the basic setup of POS X cash register.

The person responsible then selects the POS X cash register appearance and reports, which are located on the issuing document 3200 - POS retail.

7. Selecting reports and external devices for POS X cash register

The person responsible wants to define the appearance and reports of the POS X cash register. In the menu Goods | Issue, the document 3200 - POS retail is selected.

Clicking the button  (Settings) opens the window POS settings.

The settings are divided into two panels: Appearance and External devices. In the panel Appearance, you can edit the default settings for visible fields, reports, etc.

The person responsible wants to set the default POS invoice report.

In the panel Reports, the person responsible selects the report 856 and the Default printer from the drop-down list.

The alternative option would be to print the invoice to a PDF file. The checkbox may be checked to display a Print preview.

In the panel External devices, the person responsible sets up the connection to the external devices and selects the POS terminal model: Ingenico.

HINT Additional POS module settings can be accessed in the menu Settings | POS.

This completes the overview of the main settings of the module POS X. The person responsible can now create a POS X invoice.