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Label

POS

POS

POS

010381.gif010411.gif010382.gif010383.gif
000001.gif The 010379.gif and 010380.gif editions allow changing a document type's settings, but new document types cannot be created.

Account Settings

000001.gif For POS document types, the same account settings apply as for issue document types.

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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