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#POINT OF SALES SYSTEM FLOWCHART SERIAL#
#POINT OF SALES SYSTEM FLOWCHART OFFLINE#

Select the invoice against which you need to create the credit note after which you will see the invoice details and the options to Print, Email the receipt and an option to make a Return. You can either search for the invoice directly with its name or filter search results as per the status of the invoice which can be Paid, Consolidated, Draft, Return. Keyboard shortcut for the same is ⌘+O.Īll the invoices from recent POS transactions will be displayed under the Recent Orders pane. Below are the steps for issuing a credit note against an invoice:Ĭlick on menu (3 dots) and then click on Toggle Recent Orders. You can also create a return credit note against a POS Invoice in case of return of items or the entire order. To see entries after submitting the Sales Invoice, click on View Ledger.

Taxes (liabilities to be paid to the government).

Income (net total, minus taxes for each Item).

The Customer which has been created from the POS will be synced when the internet connection is active.ģ.2 Accounting entries (GL Entry) for a Point of Sale: User can also add the customer details like contact number, address details, etc on the form.

#POINT OF SALES SYSTEM FLOWCHART OFFLINE#

This feature works in the offline mode also. In POS, user can select the existing Customer during making an order or create a new customer. User has to set the account for the change amount on the POS profile. POS calculates the extra amount paid by the customer, which user can return from the cash account.

If Item's Qty is 1, click on a minus sign to make it zero.

Set Qty as zero to remove Item from the POS invoice.

Select row in the cart and click on 'Remove' button in the numeric keypad.

If your product list is very long use the Search field, type the product name in Search box. These are mostly used if the same Item is purchased in bulk. Tip: To change the quantity of an Item, enter your desired quantity in the quantity box.

#POINT OF SALES SYSTEM FLOWCHART SERIAL#

Enter Barcode / Serial No in the box as shown in the image below and pause for a second, the item will be automatically added to the cart.Barcode / Serial No: A Barcode / Serial No is an optical machine-readable representation of data relating to the object to which it is attached.A cart is an area that prepares a customer for checkout by allowing to edit product information, adjust taxes and add discounts. Select Item: To select a product click on the Item image and add it into the cart.One, is by clicking on the Item image and the other, is through the Barcode / Serial No.

In the POS interface you can select an Item by two methods. 2.2 Adding an ItemĪt the billing counter, the retailer needs to select Items which the Customer buys. You'll be asked to submit the Sales Invoice.Īfter the Sales Invoice is submitted, you can either print or email it directly to the customer. Select the payment mode and click on Complete Order.When all Items are added, cross check the net and grand totals and also the total quantity in the summary at the bottom.If Items are not available, a red dot will be shown next to the Item when selected. Do note that you need to have Items in your Warehouse before you can sell.If Warehouse is set in both Item and POS profile, the one in POS Profile will be given preference. A default Warehouse needs to be set to complete the transaction.In order to edit Rate and Discount, you need to enable them in the POS Profile.Ensure that the Item has a Selling Price set in the Item Price list.Add Items from the list displayed on the right by clicking on them.Once you set up a POS profile, you can start billing on POS. Prerequisitesīefore creating and using Point of Sale, it is advisable to create the following first: Home > Retail > Retail Operations > POS 1.

In ERPNext Sales Invoices can be generated from the POS. A Point of Sale refers to the time and place where a retail transaction takes place.įor retail operations, the delivery of goods, accrual of sale and payment all happens in one event, that is usually called the 'Point of Sale' (POS).