Setting Visible Items and Classifications on POS Issue Document

The Items Classifications has three functions:

• Firstly, use it to assign categories to items and merge them into product groups. Based on item categories, you can generate various reports - reports for monitoring sales, determining product combinations, and determining profitability of individual product groups. Here, you can also set contract prices for the whole category: discount, formula (for calculating sale price), etc.
• Secondly, it simplifies entering items belonging to a category. Here, you can set predefined item types, serial number tracking, warranty and other data. This greatly reduces chances of errors occurring in the Items register.
• Thirdly, use it to copy data to an already created Items register, having previously specified the item's category .

This chapter describes the functionality of setting visible items and classifications on POS issued document.

Case summary The person responsible would like to set so that the only items visible in lines on a POS invoice are items with classifications ACC_BAG and ACC_PANEL.. This is done as follows:  POSX Settings in Document Types Reviewing the POSX Invoice

1. POSX Settings in Document Types

To set specific classifications to be visible on POS Issued document, the responsible person first needs to define classifications in the menu Settings | Program | Document Types | Goods | POS on the Select items tab.

After selecting the Select items tab, a list of items grouped by classifications is shown:

The settings are finished with a click on the  button.

2. Reviewing the POSX Invoice 

Next, the person responsible wants to review the effects of selected items and classifications. In the image below, see a preview of items search after selecting items on the Select items tab: 

Warning After saving changes on the Select items tab, only theselected items and classifications are visible to the user.