Sales - Point Of Sale
Menu Selection: Document - Sales - Point Of Sale
Purpose
This document allows the user to create Point Of Sale Tax Invoices.
Prerequisites
There must be product master records established in the database via the Stock - Account document.
The Sales Exec field is not mandatory, but needs to be established via the Parameters - Sales Execs document, if the feature is to be used on this document.
Also the Delivery Key is a search only field that corresponds to an Name Address record. This can be established on via the Name and Address - Name and Address document, or can be entered here if the order is sent to the location only a few times.
Context
To process Point Of Sale (POS), the customer will come to the counter with their goods. The user should enter past the Order No field (this will create a new order, and generate a unique order number). Then the user should type in their Sales Exec code (for commission purposes), and type up the customer's order.
The next stage is to receive money from the customer. The user should type in how the money was received (either cash, credit card, or combination of both), and how much was received. After the money has been received, Confirm and print the order, and hand a copy of it to the customer along with any change required.
About This Screen
| Head of the Document | ||
| Field | Enterable? | Instructions |
| Name Key | No | Displays the name of the currently signed in user. This will also be the debtor when the Z Finalise Till program is run. |
| Order No | Yes | Enter past this field to create a new order. Otherwise type in the order number (or click the right mouse button) and select the order number from the list. |
| Date | Yes | Displays the date the order was created. If a new order is being created, this field will be equal to the Working Date. This field can be changed if required. |
| Sales Exec | Yes | Type in the sales exec key (or click the right mouse button) and select the key from the list. If commission is paid on each sale, this field should be non blank to ensure the sale is credited to the correct person. |
| Delivery Key | Yes | Type in the delivery key (or click the right mouse button) and select the key from the list. This will then change the Ship To details accordingly. |
| Sub Total | No | This field will display the total value of all the lines including GST. |
| Discount Rate | Yes | Type in a percentage discount to be applied to the order. |
| Discount | No | Displays the dollar discount amount for the order. |
| Freight | Yes | Type in the total amount of freight to be charged to the customer. This value should include GST. |
| Rounding | No | The Total field is required to be rounded to the nearest 5 cents. This field displays the monetary amount required to round the Total. |
| Total | No | This field will display the total amount of money to be charged to the customer. This is equal to Freight + Sub Total - Rounding. |
| Cash Tendered | Yes | Type in the total amount of cash presented by the customer. |
| Change | No | Displays the change the customer needs to receive. This is equal to the Cash Tendered + Amount - Total. |
| Card | Yes | Type in the institution the credit card belongs to. E.G. AMEX, VISA, etc |
| Card Name | Yes | Type in the name that appears on the credit card. |
| Card No | Yes | Type in the credit card number. |
| Expiry | Yes | Type in the expiry date of the credit card. |
| Amount | Yes | Type in the amount of money to be charged to the credit card. |
| Closed | No | When this point of sale document is confirmed, this field will be ticked. Once the point of sale document is closed, no further changes can occur to this document. |
| Invoice | No | When this point of sale document is confirmed, the Tax Invoice number used is displayed, otherwise this field will be blank. |
| Ship To | Yes | Type in the customer's delivery address if required. |
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Lines of the Document |
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| Field | Enterable? | Instructions |
| Items | Yes | Type in the number of items ordered (or brought to the counter). |
| Product | Yes | Type in the product’s key (or click the right mouse button) and select the key from the list. |
| Description | Yes | Displays the product description. This description can be changed on this order if required. |
| Price | Yes | Type in the price to sell the product at. If Prices Exclude GST is set to Y in the company data, type in the GST excluded price, otherwise type in the GST included price. This value is automatically retrieved from the product master record. |
| Taxable | No | This field will be ticked if the product selected attracts GST. |
| Extension | No | Displays the total value of this line including GST. |
Transaction Processing
| Button | Description |
| Confirm | Clicking the Confirm button will close the order, and create a Tax Invoice. |
From Here
At the end of each day, a Z Finalise Till should be completed (Sales - Z Finalise Till).
The Name Key used on this order is the username of the user currently signed in to LILAC. When the Z Finalise Till program is run, the transactions will go to a debtor with the key specified in the Name Key field.