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

The Setup consists of the following two (2) Main sections, i.e. Ledger and Documents. The first section of the Settings screen is the Ledger, on which the batches and accounts are selected, as well as where the maximum cash in till and the payment description are specified. In the second section (i.e. Documents), the document number and the information, to be printed on the invoices are specified.

To set the Point-of-Sale - Settings:

1.Once the POS setup is launched, click on the Settings tab (if not already displayed).

pos-setup-settings-tab

2.Enter and / or select the following options for the Ledger configuration / settings: 

a)Sales batch entry - Select the default sales batch (journal) for the selling prices of the Point-of-Sale invoices. If you wish to have a different batch for Point-of-Sale Invoices, you may create a batch, for example, POS Sales Journal. 

b)Receipts batch entry - Select the Receipts batch. It is recommended that the Receipts batch for the Bank account not be used. You need to select the POS journal. Once a POS shift is closed and you cash up, the cash up amount will be entered in the Receipts journal from the deposit slip.

c)Payment description entry - The default description is "Inv.". You may enter any suitable description for your requirements. This description will print on Point-of-Sale Invoices. 

d)Accounts – When the POS shift (session) is closed, the transactions will be posted (updated) to the accounts. Select the following accounts:

i)Cash sales account - Select the default debtor (customer) account for your cash sales to customers. If you do not have one, you need to create a Cash customer or Cash sales account in Debtor (Action ribbon). 

The Cash sales account is a register of all Point-of-Sale invoices (excluding the Point of-Sale invoices charged to a Debtor (customer / client) account). Point-of-Sales invoices are debited to the Cash sales account and credit transactions for the payments is debited to the following accounts:

Cash – POS-Till account

Credit card – POS-Till account

Cheque – POS-Cheque account

Voucher – POS-Till account

ii)Cash transfer account - Select the default POS-Cash transfer account. The Credit card and Voucher payments. If you do not have one, you need to create a POS-Cash transfer account in Accounts (Action ribbon). 

This account will be used to record the float movements in and / or out of the till. 

iii)Cheque account - Select the default POS-Cheque account. If you do not have one, you need to create a POS-Cheque account in Accounts (Action ribbon).

This account will be used to record the cheque payment transactions.

iv)Till account - Select the default POS-Till account. If you do not have one, you need to create a POS-Till account in Accounts (Action ribbon). 

This account will be used to record the following float and payment transactions:

Float movements in and / or out of the till. 

Cash – POS-Till account

Credit card – POS-Till account

Voucher – POS-Till account

e)Max cash in till - Enter the maximum amount of cash you need to keep in the till or cash drawer. When you calculate this amount, you may need to consider factors such as the security risks, the amount of change to be kept, etc. 

3.Enter and / or select the following options for the Documents configuration / settings: 

a)Next number - Enter the next (first) number which TurboCASH will use to generate Invoice numbers automatically. 

It is recommended that the Invoice number for Point-of-Sale be prefixed to identify Point-of-Sale transactions on reports, etc. as invoices generated by the Point-of-Sale system. If you prefix these Point-of-Sale invoice numbers with for example POS and the normal Invoice numbers in Documents setup (Setup ribbon), for example, to start with IN, it will be much easier to identify the respective transactions.

b)Use POS messages - Select the Use POS Message; three (3) rows will be displayed on which you may enter a message. 

c)Use invoice messages - Select this option to print the message, as entered on the Invoices tab of the Documents setup (Setup ribbon), as the default message. 

In addition to these messages, you may also enter additional comments when processing the cash payment received from customers or messages on the “Select customer” option when you process or charge a Payment to a Debtor (customer / client) account.

d)Print customer details - You may select this option, if you need to print the customer's details on the Point-of-Sale Invoice. 

e)Print delivery address - You may select this option, if you need to print the customer's delivery address details on the Point-of-Sale Invoice. 

The delivery address of a customer (debtor), if entered on Debtor – Delivery address tab (Action ribbon), will be displayed on the Point-of-Sale Invoice. 

You may also enter or edit the Delivery address on the “Select customer” option when you process or charge a Payment to a Debtors account.

f)Print payment details - You may select this option, if you need to print the payment details on the Point-of-Sale Invoice. 

g)Fast switch salesperson - You may select this option, if you need to switch or select different salespersons during the Point-of-Sale Invoicing session. 

If this option is selected, a Salesperson pick list will be displayed at the bottom right-hand corner of the “Point-of-Sale invoice entry” screen. You may then select any of the available salespersons from that list.

h)Use debtor selling price - By default, all stock items selected in the “Point-of-Sale invoice entry” screen is entered as selling price 1.

If you need to use a different selling price than selling price 1, for example, selling price 2 or 3 is selected as the default selling price on the Accounting Information tab of your Cash Customer account (Debtor on Action ribbon), you may select to use this option.

If you have set three selling prices for your stock items, and you have debtors accounts with different selling prices, and you have selected this option, the selling price linked to each debtor (customer / client) account on the Accounting information tab (Debtor on Action ribbon), will be the selling price used.

i)Use password for discount - You may select this option, if you need the salespersons or a supervisor to enter a password when discount is allowed on a Point-of-Sale invoice. If this field is selected, you need to enter the password. To enter the discount on the “Point-of-Sale invoice entry” screen, right-click on the transaction in the row (preferably the Discount column) and select the option. The screen will be displayed on which you need to enter the password and then the discount.

j)Show qty on hand - By default, the quantity on hand is not selected when processing Point-of-Sale Invoices. 

If you need your salespersons and cashiers to see the quantities on hand, select this option.

k)Round POS end amount - By default, the rounding option is not selected, when processing Point-of-Sale Invoices. If you need to round the values of the invoice totals to the nearest cents, enter the value. 

4.Once these settings are finalised, click on the OK button to save your changes.