Some of the screens, themes and periods and tax percentages, for Point-of-Sales, is not in line with the rest of the documentation. 

POS Invoice access

Before any person can access the Point-of-Sale Invoicing feature, you need to log on to do this. By default, you only need to select a Salesperson.

The following access control settings on Access control (Setup ribbon) are available for increased access control and security:

1.Standard security tab - Create Users and Passwords for each salesperson (cashier). 

Once passwords have been created, nobody will be able to access the Set of Books and Point-of-Sale without a valid password.

2.Others tab - You may set the mode or profile for a user to only access Point-of-Sale functions. Note The user (cashier or salesperson) will then only be able to access the Point-of-Sale Invoicing functions.

a)Edit selling prices - You may also set the options if a user (salesperson or cashier) may edit the selling prices and / or quantities of stock items when processing Point-of-Sale Invoices. 

The “Edit selling price” option may also be set in Setup→ Point-of-Sale - (Entry) (Setup ribbon).

b)Link a user to a specific salesperson created or added in Salespersons (Setup ribbon). 

POS Invoice access – Using Passwords

To start a Point-of Sale shift - Using a password: 

1.On the Action ribbon, select Input → Point-of-Sale.  If the POS Invoice is added to the User tab, click on POS Invoice

Ctrl + F6

2.The “POS Access control” screen is displayed:


3.The system date for today should be displayed automatically.

If this date is not correct, enter or select the correct date using the date picker. If your system date and /or time is not displayed correctly, it is recommended that you or your system administrator set the system date correctly on your system. This date is very important, as it will be displayed on the Point-of-Sale Invoices, handed to customers and on cash-up or sales analysis, and any other reports. 

4.The name of the Cashier (Salesperson) which accessed TurboCASH in the when a Set of Books is opened, should by default be displayed. If not, select the correct Cashier (Salesperson).

5.Enter a valid password. 

6.Remember my login – If this field is selected, the name of the Cashier (Salesperson) and password will be (by default) available, when accessing accessing the POS invoice session. 

7.Click on the OK button. The “Point-of-Sale invoice entry” screen will be displayed. 

POS Invoice entry

The Point-of-Sale Invoice feature allows you to create invoices at a Point-of-Sale and to collect payment from your customers or to charge the invoice to an existing debtor (customer / client) account.

To access the Point-of-Sale invoice entry screen:

1.When you click on the OK button of the “POS Access control” screen, the “Point-of-Sale invoice entry” screen is launched: 

pos-invoice-entryPOS lookupDelete a selected itemEdit a selected lineSelect customerFloat into / out of the drawerPayments receivedDelete all items in this InvoicePOS Process optionsInvoicingSalesperson's / cashier's name

2.Before serving the first customer, the cashier (salesperson) needs to check the float and click on the F8: Float icon to enter or record the float (which will be used to hand change to customers).

3.If a customer presents the items to the cashier, the cashier (salesperson) only needs to select the items (using the Stock item lookup to add the items). 

If a barcode scanner is configured and you have entered barcodes for your stock items, you only need to scan these barcodes, and the stock items will automatically be added to the POS Invoice. You may also use the POS Lookup or search facility or to select or search for a stock item code. You may also press the F3 key, or click on the F3: Lookup icon to search for a specific stock item. 

If you are registered for Tax (VAT/GST/Sales tax), you may enter your Selling prices Inclusive of Tax (VAT/GST/Sales tax) or exclusive of Tax (VAT/GST/Sales tax) in Stock items - (Selling prices tab) (Action ribbon. If you have entered it in the inclusive column, TurboCASH will calculate the exclusive amount automatically and vice versa. If you adjust the Selling prices in Stock items - (Selling prices tab) (Action ribbon), the selling prices are entered (or adjusted) exclusive of Tax (VAT/GST/Sales tax). 

The POS Invoices will calculate and display the selling prices inclusive of Tax (VAT/GST/Sales tax). 

For example, if the Tax (VAT/GST/Sales tax) tax is 14%, and an item is sold for 114 (inclusive of Tax (VAT/GST/Sales tax)), (100 + 14 Tax (VAT/GST/Sales tax)), the selling prices should be (entered or adjusted) as 114.

4.When payment is received from a customer, you need to press the F9 key, or click on the F9: Payment icon to process the payment received. 

TurboCASH will automatically print the POS Invoice, and you may proceed to serve the next customer.

5.At the end of the day or shift, press the F12 key, or click on the ^P: Process icon and select the “Cash up” option.  

A Cash-Up Report may be generated, displaying the quantities of credit card slips, cheques and vouchers and the amount that is registered in TurboCASH for the cashier.

6.The cashier needs to count the physical quantities and enter it in the “Cash up” screen. A “Cash up report” must then be printed for the quantities of payment types and the amounts entered by the cashier. 

7.The float for the next shift can be set aside, and a deposit slip prepared for the next day's banking. 

8.Once you have cashed up you need to click on the ^P:Process icon, and select the “Close shift” option. TurboCASH will update (post) the POS Invoices to the ledger. 

While processing POS Invoices, you may need to edit the POS Invoices. The following Editing options are available:

1.^D: Delete - This icon will delete a specific entry or transaction from the POS Invoice. 

2.F2: Edit - This option allows you to edit or change a specific entry or transaction in the POS Invoice.

3.F10: Delete all - This icon will delete all of the entries or transactions from the POS Invoice.

4.Invoicing - This icon will launch the normal Invoicing screen on which you may create and edit normal invoices, etc. Once finished with the normal invoices, the “Point-of-Sale invoice entry” screen will be displayed. 

While processing Invoices for Customers, you may need or wish to enter the name and delivery address for a specific customer. You may also need to select a specific debtor (customer / client) account (other than the default cash customer account), if you need to charge the POS Invoice to a selected Debtor (customer / client) account. To enter details for a customer or to select a Debtor (customer / client) account, press the F5 key, or click on the F5: Customer icon.