15/08/2012

Lesson-36 How to Create POS Invoice

POS (Point of Sales) Invoice is generally used for make cash or credit sales. Customer pay the bill by cash or credit card & POS invoice show the details of Credit Card, cash, discount, or bank details in same invoice. Basically POS invoice are used in Malls & Mega Stores, when customer purchase a large quantity of goods they want discount on those goods, POS (Point of Sales) invoice show the gross amount before and after the discount. POS invoice also taxable and non taxable, so let we know how to make POS Invoice. 

To make POS invoice we must create a new voucher type, Gateway of Tally->Voucher Type->Create (see below image)

POS Invoice Configuration

The payments against POS Invoices are generally made by way of Cash, Gift Vouchers, Cheques/Drafts or through Credit/Debit Cards.  To account for receipt of payments from customers by different modes, set the required option to Yes and select the required ledger in the respective fields.

Default Ledger for POS Invoice

1.      Set Yes in Gift Vouchers field to enable the option during POS Invoice Entry and select the Gift Vouchers under Ledger Name field (if does not exist, create using Alt+C. The Gift Vouchers ledger should be created under Sundry Debtors group).
2.      Set Yes in Credit/Debit Card Payment field to enable the option during POS Invoice Entry and select the required Bank Ledger  under Ledger Name field
3.      Set Yes in Cheque/DD field to enable the option during POS Invoice Entry and select the required Bank Ledger under Ledger Name field
4.      Set Yes in Cash field to enable the option during POS Invoice Entry and select the required Cash Account under Ledger Name field
Note:
 For Gift Vouchers, the ledgers should be created under Sundry Debtors Group.
 For Credit/Debit Cards, the respective Bank Ledger should be created under Bank account or Bank OD/OCC.
 For Payment through Cheque/DD, the respective Bank Ledger should be created under the group Bank Accounts or Bank OD/OCC.
 For Cash, the Ledger should be under group Cash-in-Hand.

To create POS Voucher Type without Voucher Class
To enable POS Invoicing in Tally.ERP 9. create a POS Invoice Voucher Type. You may also alter an existing Sales voucher type for this feature to be enabled.
Go to Gateway of Tally > Accounts Info > Voucher Type > Create

POS Invoice Class

Name: Enter the name of the Voucher type (for e.g.: POS Invoice).
Type of Voucher: Select the type of Voucher as Sales from the predefined Voucher Types.
Abbreviation: By default, Sales text will appear in the abbreviation field.  However, you can enter the abbreviation as per your requirements
Used for POS Invoicing?: On selecting the Sales voucher type from the list, Used for POS Invoicing? Option appears, set this option to Yes
Print Message 1 and Print Message 2: These two additional fields for messages appear on enabling the above POS feature, which can used for custom messages viz., *Thank You* or *Visit Again* and so on as per your requirements. The same will be printed at the bottom of the POS invoice.
Default Print Title: You can specify the printing title of the POS Invoice and the same will be printed in the Invoice.
Note:
1. Once Use POS for Invoicing option is set to Yes in voucher type, you will not be entitled to set this field to No, if you have passed any POS Invoice.
2. To know about advanced configurations refer detailed information on Use Advance Configuration usage.

To create POS Voucher Type without Voucher Class

To enter a simple transaction using a POS Invoice with single payment mode:
Go to Gateway of Tally > Accounting Vouchers > Select F8: Sales
1.      Select the POS Invoice as the Voucher type from the list of Voucher types.
2.      Select the Godown, Sales Ledger and VAT/Tax Class as applicable.
3.      Select the Item using the Bar code reader to scan the bar code or select the Item from the list.
4.      The Rates of the Item is picked up from Set Standard Rates screen (Stock Item Creation screen) or from the Price List screen.
5.      Select VAT/Tax Ledger from the list of Ledger Accounts.
6.      By default for the first time, the POS Invoice screen will appear in Single Mode Payment.
The screen will appear as below with the Cash and Cash tendered fields:

POS Invoice Entry

7.      Accept to save.
Configurations in POS Invoice:

POS Invoice Options

1.      Allow Party Details in POS Invoice: By setting this option to Yes, you are able to select the Customer’s Ledger.  If you do not want to create a separate Ledger for the Buyer and still would like to print the customer’s name in the Invoice print, select Not Applicable from the List of Ledger Accounts and specify the Buyer’s name and address details in the Buyer’s details.
2.      Skip Qty field during POS Invoicing (faster entry):  By default, the same will be set to Yes so that while passing the Invoice, the cursor will skip the Quantity field.  The user may set this option to No, to specify the required number of quantity.
3.      Allow modification of Rate field during POS Invoicing:  The rates are automatically picked as per the Standard rates defined in the Stock Item master or from the Price List. However, you can change the rate during entry, by setting this option to Yes.

Creating a POS Invoice with Multi-Mode Payment

To create a POS Invoice with Multi Mode Payment, click on the Multi Mode Pymt button in the Button bar, to account for receipt of payments through other modes like Gift vouchers, Credit card/Debit Card  or by cheque/DD etc.
To enter POS Invoice with Multi Mode Payment:
Go to Gateway of Tally > Accounting Vouchers > Select F8: Sales  
1.      Select the POS Invoice as the Voucher type from the list of Voucher types.
2.      Select Multi Mode Pymt option from the Button Bar or press Ctrl+P.
3.      Select the Godown, Sales Ledger and VAT/Tax Class if applicable.
4.      Select the Item using the Bar code reader to scan the bar code or select the Item from the list.
5.      The Rates of the Item is picked up from Set Standard Rates screen (Stock Item master) or from the Price List screen.
6.      Select VAT/Tax Ledger from the list of Ledger Accounts.
7.    Allocate the Bill amount to the relevant modes of payment.

POS Voucher Entry

Select Yes & Save the voucher, also take printout of the voucher for Customer.






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