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

Basic settings checklist

Before you can work with Point-of-Sale, you need to check and set the following basic defaults:

1.Salespersons - Create Salespersons or cashiers who will be entrusted with a float, and to process the Point-of-Sale Invoicing shift. 

Set user passwords - It is optional, but recommended. If passwords are set, TurboCASH will not allow unauthorised users or salespersons to open a shift. 

2.Access control - Create Users and Passwords for salespersons or cashiers to access the Point-of-Sale invoicing with passwords. 

For further security, you may set the mode or profile for users to perform all functions (invoicing and accounting), only accounting or Point-of-Sale in a Set of Books onAccess control  - Others tab Setup ribbon). In addition to this, you may also link specific users to a specific salesperson. 

3.Batch types - Add the Cost of Sales jnl and POS jnl in Batch types (Setup ribbon) and select the correct contra accounts Edit button. On the Batch entry (F2) (Action ribbon) a contra account should be displayed in the “Batch entry” selection screen.  

The recommended selected contra accounts, is as follows:

Cost of Sales jnl. – Cost of Sales account.

POS jnl. - POS-Cash transfer account. 

4.Stock information - Set up the Stock information (Setup ribbon) and Cost of Sales parameters and defaults. You also need to specify if you will be using average or latest cost prices to calculate your cost of sales. This will definitely affect your gross profit (Sales less Cost of Sales). 

If Cost of sales is not activated, no Cost of sales transactions will be generated. It is also important to check the Use Average cost or Latest cost setting.

You need to take-on Stock items (quantities and cost prices) in the Stock items (Action ribbon), if you start to use TurboCASH for the first time, and / or update your purchases before you update your invoice documents in the Update ledger (Action ribbon). 

This will ensure that the correct cost prices are updated in the Stock Item master files, and that the updated cost prices will be used when you update the Invoices or Point-of-Sales invoices.

5.Stock items - Create and edit your Stock items, if not already done. 

If you are going to use barcode readers, you need to enter the barcodes in Stock items (Action ribbon). You may print the stock item labels. If these labels are placed on your stock items, you may then use barcode scanners, to add these items on an invoice. 

6.Process purchase documents - Process any purchase documents (i.e. Purchases and Supplier returns), and update (post) these documents to the ledger. This could also have an effect on your gross profit. 

If you are a new business, and you have any stock items on your previous accounting records, you first need to take on the quantities or opening balances of your stock items, before you can actually start processing Point-of-Sale Invoices or normal invoices. 

7.Debtors - Create a Cash sales or Cash customer account in Debtor (Action ribbon). 

8.POS setup - Set up the Point-of-Sale parameters and defaults, peripherals (cash drawers, poll display devices, bar code scanners and weight dishes) and printers on Point-of-Sale (Setup ribbon).