1. Select a Document Type
First, select the type of document you wish to use to create a retail invoice.
In the Goods | Issue | POS menu, select or click the desired document.
You can also select a document by clicking the shortcut. The icon can be
found in the toolbar.
2. Creating a New Document
There are three ways to create a retail invoice:
1. Click the New Record
button in the
task bar.
2. Click the New Invoice F9
button in the POS invoice form.
3. You can also open a new invoice by pressing the function key F9.
No matter which method you use, a new record ready for data entry will be
opened in the form.
 |
Če v parametrih programa za
POS dokumente tako določimo, nas bo vsakem novem vstopu v POS dokument
čakal nov dokument. If the necessary options have been selected in
Administration Panel | Settings | Program Parameters | ???, a new document
will appear every time you access a POS document.
|
3. Data Entry
3.1. Entering Information about the Customer
First enter a customer.
Enter a customer by typing the first letters of the name of the customer
you wish to enter. When you do this, the program will narrow down the list of
customers which have been entered in the Subjects
register.
You can also find a customer using advanced criteria with the
Find Subject (Ctrl+S) function.
In retail, most customers are end customers (natural persons) can be defined
in the Document Types register. This will make
your work faster.
If you would like to enter a customer that has not been entered in the
Subjects register, double click the field for entering
a customer. This will open the Subjects register,
where you can enter a new customer.
3.2. Invoice Number and Date
The program automatically generates the number of the retail invoice.
A number is made up of a two digit code for the year, a code
for the type of document (identical to that found in the
Subjects register), and a series of question
marks, which the program will automatically change into a serial number once
the document has been approved. The length of the format of a number can be
set in the Administration Panel.
The date of the invoice is entered automatically by the program and
is by default the current date. You can manually change dates
by clicking on the Date field or select a date from
a calendar, which will appear if you click on the drop down arrow.
The issue date of the invoice is also:
- The date you will unburden the warehouse as displayed on the
Warehouse Card.
- The date which determines in which tax period the document belongs.
In tax records, you can report each POS issue
individually or report the combined value of POS issues by date of issue.
4. Entering Lines
When you access the program, the cursor will be placed on the field for entering
an Item:
You can also find Items by name. To do this, move the cursor to the
Name field and type the first letters of the description of the item you wish
to enter in a document line. When you do this, the program will narrow down
the list of items which have been entered in the Items register.
You can also find an item using advanced criteria with the
Find Item (Ctrl+F) function.
|
If you have not entered the item in the
Items register, you must first do so. Double
click on the ID or Name field to open the Items register and enter the
new item.
|
When you choose the desired item, the program fills in the Quantity field
with the quantity listed in the Default Quantity for
POS field in the Items register. If this is
0, the program will enter 0 in the quanitity field of the POS invoice. Depending
on whether or not you've selected Jump to New Line
Entering Item in the administration panel, the program will either:
- skip over the Quantity field and create a new line (if this option is
selected)
- jump to the quantity field (if this option is not selected)
The price and other information are automatically entered in the line from
the information in the Items register. Of course,
these fields can also be manually edited in the line.
Depending on whether or not you've selected the
Use ENTER to Jump to Next Field option you can confirm a line by
- pressing ENTER (if this option is selected)
- pressing TAB (if this option is not selected)
5. Invoice Value
Fields displaying the value of the invoice in EUR and SIT will be automatically
completed by the program and cannot be changed. The SIT value is calculated
using the exchange rate defined in the Bank for Central
Parity Rate field in the Company panel
6. Payment for a Retail Invoice
When an invoice is entered in the program, payment must also be defined.
There are two ways to do this:
1. press the function key F7 or
2. click the Payment F7 button
A form for entering the payment will open. The program will automatically
create a line for the payment. The payment method is taken from the settings
in the Administration Panel. If a payment method has not been entered, the program
will leave the field blank and you will have to enter a payment method by hand.
If the customer has not paid the exact amount, you can enter the amount you've
received from the customer in the In FCY field. If you've received a prepayment,
the program will automatically calculate the amount to be returned.
7. Printing a Retail Invoice
Once you've entered the invoice and payment, you can print it out. There
are two ways to print an invoice:
1. press function key F8
2. click the Report F8 button
Before you print an invoice, the program makes sure that the amount to be
paid is the same as the amount paid. If these amounts are not the same, the
program will not allow you to print the invoice and will display an error report:
Depending on the settings you've chosen in the Administration Panel, you
can print:
