Rounding Rules

Rounding Rules view allows user to create settings for rules of rounding off sales total amount for payment at the POS Entry (cash register). The following are the procedures to set up and use the POS Entry rounding feature:

Samooha icon2  Create POS Rounding Rules

Samooha icon2  Create POS Rounding Payment Means

Samooha icon2  Setup POS Settings for Rounding Rules

Samooha icon2  Rounding Off in POS Entry Payment

Rounding Rules - form

Field Name
Description
Mandatory Information
Name Name of the rounding rules Y
Currency Self-explanatory Y
Rounding Type Self-explanatory Y
Pricing Precision Self-explanatory Y
Description Additional information for the rounding rules N
Rounding Factor Self-explanatory Y
Active Tick to activate the rounding rules N
Last Digit Last digit in total sales amount Y
Rounding Mode Rounding mode for the last digit Y
Description Description of the selected rounding mode for the last digit Y

 

Create POS Rounding Rules:

1. In “POS – (POS Settings) Rounding Rules“, click Create New button on the middle right side of the screen

2. Fill in rule’s Name, for example Rounding Rule SGD

3. Select Currency from drop-down list, e.g. SGD

4. Pricing precision and rounding factor are set based on the selected currency. Currency is set in “Accounts – (Masters) Currency

Rounding Rules - Currency

5. Click Save button to save the rounding rules

6. Define the Rounding Mode for each Last Digit in a total sales amount in the table at bottom half of the screen. Below are the available rounding modes and descriptions:

  • None: no rounding, e.g. if last digit is 5 (SGD 0.05), then no rounding is applied
  • Round Half Down: round down to 0 or 5, e.g. if last digit is 2 (SGD 0.02) then round down to 0 (SGD 0.00), if last digit is 6 (SGD 0.06) then round down to 5 (SGD 0.05)
  • Round Down: round down to 0, e.g. if last digit is 2 (SGD 0.02) then round down to 0 (SGD 0.00)
  • Round Half Up: round up to 5 or 10, e.g. if last digit is 3 (SGD 0.03) then round up to 5 (SGD 0.05), if last digit is 9 (SGD 0.09) then round up to 10 (SGD 0.10)
  • Round Up: round up to 10, e.g. if last digit is 9 (SGD 0.09) then round up to 10 (SGD 0.10)

Rounding Rules - modes

 

Create POS Rounding Payment Means:

1. In POS – (Masters) Payment Means“, click Create New button at the bottom of the screen

2. Fill in payment means information at bottom half of screen

3. Select “Point Of Sales Rounding from drop-down list of Payment Type 

4. Select YES from drop-down list of Allow In POS  for this sales rounding to show up in Point Of Sale (POS)

Rounding Rules - Payment Means

5. ClickSave button to save

 

Setup POS Settings for Rounding Rules (Admin only)

1. In Organization – (Settings) Default Settings, clickPOS Settings from the list of modules

2. Select the rounding off rule to use from the Rounding Rules drop-down list

3. Select Rounding Adj. as the rounding off payment means for POS Entry (cash register) from the Rounding Payment Means drop-down list

4. Click Save button

Rounding Rules - Default Settings

 

Rounding Off in POS Entry Payment

1. In GOOMI POS – (Transactions) POS Entry, click Open POS button (if not yet opened)

Rounding Rules - POS Entry closed

2. Scan product’s barcode for sales transaction and click plus_button button to add the product

3. Click Pay button to process payment by customer

Rounding Rules - POS Entry sales

4. During payment, the sales total amount will be adjusted according to the rounding rule selected

Rounding Rules - POS Entry payment