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The purpose of the Point Of Sale application is to handle direct sales transaction at the company’s warehouse or designated area. Posting of retail transactions from POS Entry to account is done here. Below actions are available under “Point of Sale”:

Samooha icon2  Create new sales transaction;

Samooha icon2 Update, delete, view and search for sales transaction details.

Samooha icon2 View/Post POS Entry Day Closings to General Ledger

Sales POS

Sales POS2

 

Field Name
Description
Mandatory Information
Document Date Date of the sales document

Y

Document Number Number of the sales document

Y

Reference Number A unique number on sales document

N

Branch A location, other than the main office, where business is conducted.

Y

Customer Company’s customers

Y

Customer Location Company’s location

Y

Contact Person Self-explanatory

N

Warehouse A place in which goods or merchandise are stored; a storehouse

Y

Analytical Group

N

Sales Representative Internal representative

N

Tax A compulsory contribution to state revenue, levied by the government on workers’ income and business profits, or added to the cost of some goods, services, and transactions.

N

Items/Articles – Product Name of product

Y

Items/Articles – Description Description

N

Items/Articles – UOM  Item’s type – Unit of Measure

Y

Items/Articles – Quantity  Quantity of item

N

Items/Articles – Unit Price  Unit price of item

N

Items/Articles – Discount A deduction from the usual cost of something.

N

Items/Articles – Nett Price Price after all deduction as for taxes, expenses, losses, etc

N

Items/Articles – Total Amount  Total amount for the item

Y

Items/Articles – Tax Rate Tax Rate

N

Payment Means – Means  Method of payment for the sales document

Y

Payment Means – Memo Memorandum.

N

Payment Means – Amount  Total amount of payment for the sales document

Y

Total Amount Paid  Total amount paid for the sales document

Y

Balance Amount  Balance amount owed (if any) for the sales document

Y

Comments/Remarks Comments/Remarks

N

 

Create New Sales Transaction

1. Click on Create New at the top right of screen ofPoint Of Sales List tab, it will open Point Of Sales tab with empty formSales POS2 create

2. Select a customer from theCustomer drop-down list on top left side of screen. It will fill up the form with the customer’s infoSales POS2 create2

3. Fill up sales transaction’s information on the top half of screen

4. ClickSave button at the bottom right side of screenSales POS2 save

5. Filter the products list by selecting a brand from Product Brand drop-down list. Add product into the sales transaction by searching for the product from the product drop-down list in the table on Items / Articles tab

6. Enter the product’s info and click plus_button button to add the product into the sales transaction

Sales POS2 add

7. Repeat steps 5-6 to add more products into the sales transaction

8. Click onNotes / Attachments tab at the middle of screen to add notes or files attachment for the sales transactionSales POS2 note

9. Select payment means from “Means” drop-down list on bottom left side of the screen and click plus_button button to make payment. It is possible to add multiple payment means for the transactionSales POS2 payment

10. Click on Confirm Point Of Sales button at the bottom of screen to confirm the sales transaction

11. The item’s promotion will shown from Applied Promotions tab if there is any.

Sales POS promotion

12. The payment’s amount need to be change from the Payment Mean after confirmed the document because the promotion only shown after confirmed it. After change the amount, click Enter or ” plus_button ” button.

Sales POS promotion2

13. Click onPost To Accounts button at the bottom of screen to post the sales transaction to account. Tax entries applicable for the sales transaction will be automatically created under Taxes tab if any

Sales POS post

Sales POS taxes

14. A link to Picking transaction (Inventory module – Outbound) will be created at the bottom left of screen to process products’ picking for the sales transaction

Sales POS pick

15. Click onGenerate Report button to print the sales transaction document

 

Update Sales Transaction Details

1. Click on Point Of Sales List tab at the bottom of screen

2. Double click on sales transaction to be updated, it will bring up the details on Point Of Sales tab for the selected transaction. If a sales transaction’s status is Confirmed, right click on the transaction and reopen the confirmed transaction first.

Sales POS reopen

3. Make change(s) on the sales transaction information

4. Click on Save button at the bottom right of screen when done

5. Click on Revert button at the bottom right of screen or refresh icon at the top of the screen to roll back the changes

6. Click on Confirm Point Of Sales button at the bottom of screen to confirm the sales transaction

7. Click on Post To Account button at the bottom of screen to post the sales transaction to account 

 

Delete Sales Transaction

1. Click on Point Of Sales List tab at the bottom of screen

2. Double click on sales transaction to be deleted, it will bring up the details on Point Of Sales tab for the selected transaction. If a sales transaction’s status is Confirmed, right click on the transaction and reopen the confirmed transaction first

3. Click onDelete button at the bottom right side of screen

4. Click onYes button on the pop-up window to confirm sales transaction deletion

Sales POS delete

 

View and Search for Sales Transaction Details

1. Click onPoint Of Sales List tab at the bottom of screen

2. Enter search parameter to filter the result, i.e. type in which customer to search for in theCustomer text field box or select from drop-down listSales POS serach

3. Result can be sorted alphabetically by clicking the fields’ columnsSales POS sort

4. Double click on sales transaction to view full details of the transaction, it will bring up the details on Point Of Sales tab for the selected transaction

 

View/Post Point Of Sale (POS) Entry Day Closings to General Ledger

1. Click onPoint Of Sales List tab at the bottom of screen

2. Enter search parameter to filter the result, or type in the search textfield at the bottom of the screen

3. Result can be sorted alphabetically by clicking the fields’ columns

4. Double click on point of sales day closing’s summary of tickets to view from the records table, it will bring up the details for the selected day closing’s tickets summary on the form at the Point Of Sale tab

5. Check against all POS Entry sales transaction tickets (POS – (Transactions) Ticket History) on the document date whether the products and total quantity listed are correct

6. Taxes of the products for the point of sale document are listed under Taxes tab

Sales POS taxes

7. Click Post To Accounts button to post the transactions to account. Posting can only be done if the products’ quantity exist in the inventory warehouse. Journal entries of the point of sale will be automatically created underPostings tab

Sales POS post

8. A link to Picking transaction (Inventory module – Outbound) will be created at the bottom left of screen to process products’ picking for the Point Of Sale transactions

Sales POS pick